JPMorgan Expands Energy-Transition Efforts to Add Coal Deals
The southbound proportion is rising, regaining momentum in the xinjingji! What changes have occurred in the Q3 Hong Kong stock holdings of mainland public funds?
As mainland public funds, important participants in the southbound capital, have there been any changes in participation and allocation in this round of rebound? We will answer the above question by reviewing the Hong Kong stock holdings of public funds in the third quarter report.
SouthGobi Resources GAAP EPS of $0.034, Revenue of $143.75M
China Shenhua Energy Reports Q3 Results
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.
Yankuang Energy Group Company Limited Goes Ex Dividend Tomorrow
China Shenhua Energy's Q3 revenue increased by 3.4% year-on-year, and net income increased by 13.8% year-on-year.
In terms of profit, although Q3 grew by 13.8% year-on-year, the profit for the first three quarters decreased by 3.7% year-on-year. The increase in profit was mainly due to cost control and other income gains.
Fresh funds from the Middle East are here to support! Saudi Arabia's first investment in china etf is about to be listed.
Saudi Arabia's first investment in china etf is expected to be listed on October 30, with an estimated fundraising size exceeding 10 billion Hong Kong dollars.
High-dividend assets have emerged as a dark horse, where will the next trend go? Trillions of level funds may be on the way.
Hua Xia Fund believes that from the perspectives of policy, fundamentals, liquidity, and the market cycle itself, Hong Kong stocks still have a relatively high allocation value.
Can it become the new main theme in the Hong Kong stock market? High dividend stocks collectively surged, with many individual stocks already rising more than 40% this year.
Guosen Securities believes that the latest policy will support the shareholder strategy of high dividend companies. For companies with high dividend yields, major shareholders can increase their shareholdings at a lower cost, potentially increasing the dividend payout ratio and attracting more investors seeking stable income.
High dividend yield assets have performed well, how should we interpret this?
With multiple bullish factors, the high dividend sector is emerging as a dark horse, poised to become the long-term main theme of the a-shares market in Hong Kong? Let's see how analysts from institutions interpret the reasons and outlook for the future.
Hong Kong A shares are collectively active! A-share trading volume exceeded 1 trillion in 35 minutes. How do you view this round of "policy big gift package"?
After 35 minutes of trading, the trading volume in Shanghai, Shenzhen, and Beijing has exceeded 1 trillion yuan, up over 400 billion yuan from the previous trading day's volume, with Shanghai's trading volume at 439.2 billion yuan, Shenzhen's at 557.9 billion yuan, and Beizheng 50's at 5.9 billion yuan, breaking the fastest trillion-dollar record in history.
The increase in Middle East capital is also coming! The first Chinese Hong Kong ETF in Saudi Arabia has been approved.
Saudi Capital Market Authority announced that AlBilad Investment Company, a subsidiary of Bank Albilad, plans to establish an ETF investing in stocks in Hong Kong, China. The application has been approved.
Hong Kong stock opportunity tracking | Taobao officially integrates WeChat Pay; China Longyuan Renewable Energy's power generation from wind power is expected to increase by more than 90% this year.
China Resources Land's sales exceeded 150 billion yuan in the first 8 months; China Eastern Airlines' H shares received cumulative shareholding of over 0.1 billion shares from the controlling shareholder; OpenAI has released an AI model with reasoning capabilities.
Quick Look at Mid-day Trading | The three major stock indexes in Hong Kong all fell, with oil and coal stocks declining; all three major oil companies saw a drop of over 5%, while Tianqi Lithium Corporation surged 12% against the market trend.
Network technology stocks generally fell, with SenseTime down nearly 3%, JD.com, Netease down nearly 1%, Tencent, Alibaba slightly down; Bilibili rose by over 1%, Meituan slightly rose.
Hong Kong Stock Opportunity Tracking | May Become the Largest IPO in Hong Kong This Year! Midea Group Co., Ltd. plans to list in Hong Kong on September 17th; Continues to be Hot! Technology Stocks Leading the Hong Kong Stock Buyback Wave After the Interim
Seazen's sales revenue fell by more than 40% in the first eight months; Yancoal Aus will be included in the S&P/ASX 200 and S&P/ASX 300 indices starting from September 23rd.
China Coal Energy Company Limited Goes Ex Dividend Monday
Hong Kong stock opportunities tracking | The expectations of a Fed rate cut are becoming stronger! Institutions say it may help attract inflows into the Hong Kong stock market; The "Xiaopeng Series" flying autos are here, with a price of no more than 2 mi
china shenhua energy's two subsidiaries have obtained approval for two projects involving over 26 billion yuan; Shenergy Group: about 0.37 billion shares were forced to be sold, and it will resume trading on September 4th.
After reaching production or years of tens of billions of profit growth, two projects of China Shenhua Energy have been approved by the National Development and Reform Commission.
①The total investment exceeds 26 billion yuan, and the New Street No.1 and New Street No.2 projects of the china shenhua energy subsidiary have been approved by the National Development and Reform Commission; ②The construction scale of the two projects is 8 million tons per year, and the estimated annual profit after reaching production can be close to 6 billion yuan.
HK Stock Opportunity Tracking | August New Energy Vehicle Performance Released! Xiaomi has exceeded 10,000 for three consecutive months, and Ideal Auto Delivery has increased by 37.8% year-on-year. Miniso plans to repurchase no more than HKD 2 billion sha
Industrial and commercial bank of China's revenue in the first half of the year was 401.999 billion yuan, a decrease of 6.3%; China Construction Bank Corporation's operating income in the first half of the year was 374.831 billion yuan, a decrease of 3.43%; Alibaba spent 59.973 million US dollars to repurchase 5.9226 million shares.