FS ANTHRACITE News

National Bureau of Statistics: In November, the output of raw coal from large-scale industries was 0.43 billion tons, an increase of 1.8% year-on-year.

On December 16, data from the National Bureau of Statistics showed that in November, the output of industrial raw coal from enterprises above designated size was 0.43 billion tons, a year-on-year increase of 1.8%; the average daily output was 14.266 million tons.

Zhitong FinanceDec 16 10:14

Hong Kong Stock Concept Tracking | The short-term peak season for the Coal Industry begins, Institutions are Bullish on dividend Asset allocation (with related stocks attached)

The cost-effectiveness of dividend asset allocation is once again apparent, and Institutions are bullish on the current layout window.

Zhitong FinanceDec 11 13:27

Express News | The strategy of Guojun Coal for the year 2025: seeking "certainty" amidst uncertainty.

BreakingsDec 5 07:42

Hong Kong stock concept tracking | Coal prices continue to remain high, institutions are bullish on the coal sector's interest rate arbitrage trade (including concept stocks)

With the continuous implementation of repurchase, shareholding, refinancing, and other mmf tools such as SFISF, arbitrage trade is expected to continuously deepen the value of coal dividends.

Zhitong FinanceDec 4 14:00

Coal: can be both offensive and defensive, act according to timing.

The sector has investment value and there are also stage-specific trade opportunities.

Gelonghui FinanceDec 3 11:05

Citic sec: The long-term agreement policy in 2025 may have a positive impact on coal companies with a higher proportion of long-term agreements.

The overall change in the 2025 long-term coal contract framework is not significant, with the signing ratio requirements being adjusted downwards each year.

Zhitong FinanceNov 21 08:18

Market cap management boost + demand release, the value of the coal sector is highlighted.

Prepare for the peak and embrace the winter.

Gelonghui FinanceNov 18 14:41

The coal industrial concept sector was performing well in the early market, with china coal energy rising over 4%. The disclosure of market cap management guidelines is bullish for dividend style, and the coal sector is expected to benefit.

Coal industrial concept stocks were trading higher in the morning session, as of the time of publication, SouthGobi rose by 8.55%; China Coal Energy rose by 4.02%; Yancoal Aus rose by 3.58%; Mongolia Energy rose by 3.17%.

Zhitong FinanceNov 18 10:09

Citic Securities: Market cap management guidelines released, coal sector expected to benefit.

The leading company in the coal industry has more stable performance and is also a component stock of major indices, therefore benefiting more significantly. In addition, some undervalued and net asset value companies are also worth paying attention to.

Zhitong FinanceNov 18 08:40

Express News | Fidelity Securities: The coal industry combines cyclical and dividend characteristics, with high and sustainable profits.

BreakingsNov 14 08:33

Express News | China Great Wall Securities: The performance of the coal sector is stable, and profitability remains robust.

BreakingsNov 13 09:16

Express News | Stabilizing supply and demand, the coal industry is expected to rebound from the bottom.

BreakingsNov 8 07:38

Express News | Citic Securities: The coal sector may enter a new round of short-term rebound.

BreakingsNov 5 08:24

The overall net profit of the top three coal 'four heavenly kings' declined in the first three quarters, while the net profit of 'number one brother' Shenhua doubled quarter-on-quarter in Q3. | Interpretations

① Due to the downward impact of coal prices, the performance of coal listed companies in the first three quarters generally declined, but there was differentiation in Q3 performance; ② The industry generally believes that after bottoming out, the future trend of coal prices is expected to rebound, but the extent of the increase is limited.

cls.cnOct 30 21:51

Morgan Stanley fund: What is the logic behind the coal rebound?

Morgan Stanley fund published an article stating that since late September, various national ministries and commissions have intensively proposed a series of measures to expand the mmf, stabilize the stock market, and support the real estate market, greatly boosting market confidence.

Zhitong FinanceOct 21 21:11

FS Anthracite (01738.HK): Yang China Best resigns as executive director.

Grainews October 21st | Fs Anthracite (01738.HK) announced that Yang China Best has resigned as executive director due to other business needs and personal affairs, effective from October 21, 2024. After Yang China Best's resignation, he will no longer serve as the chairman of the board of directors esg committee. Wang Xinhua has been appointed as the chairman of the board of directors esg committee, effective from October 21, 2024.

Gelonghui FinanceOct 21 17:22

citic sec: Coal prices are expected to remain stable, and the sector is expected to further rise.

Demand benefited from the start of winter storage in the north, while the demand from non-electric and station traders also remained stable, but compared to the pre-holiday stockpile intensity, it has slightly weakened, leading to some coal mines offering slightly lower prices.

Zhitong FinanceOct 14 09:46

FS ANTHRACITE: 2024 Interim Report

HKEXSep 19 16:38 · Announcements

gtja: The bottom of coal price in the second half of the year is expected to not break 800 yuan/ton, and the turning point is estimated to be in mid-September.

In the first half of 2024, the performance of dividend assets with a high proportion of long-term contracts continued to significantly outperform the industry. The performance pressure brought by the simultaneous decline in volume and price in the first half of the year has been released, determining that the bottom coal price in the second half of the year will not break 800 yuan/ton, and the turning point is expected in mid-September.

Zhitong FinanceSep 5 13:39

Express News | CITIC Securities: Expectations for the bottom of coal prices are gradually becoming clear, which is bullish for the sector to rebound further.

BreakingsSep 4 08:34