High-dividend Coal Industrial Concept(coal Industry) stocks will be the "stable happiness" in 2024. The trend of Thermal Coal next year may fluctuate in a narrow range | 2025 outlook.
① The Coal Sector is expected to perform brilliantly in 2024, humorously referred to as the "most profitable track in A-shares"; ② Industry insiders anticipate that Thermal Coal prices will fluctuate within the Range next year.
Institutional perspective: Pay attention to the market cap management and allocation opportunities of state-owned enterprises.
The State-owned Assets Supervision and Administration Commission strengthens guidance on the Market Cap management work of central enterprises, and Market Cap management is included in the performance evaluation of the heads of central state-owned enterprises.
Annual Review | The top ten high-yield Hong Kong stocks for 2024 have been released! The Aluminum stock CHINAHONGQIAO has doubled in price this year, and several Banks stocks are benefiting from both finance and interest.
Looking back at 2024, with the ongoing changes in the Global macroeconomic environment and the continuous deepening of reforms in China Capital Markets, the Hong Kong stock market has encountered new challenges and opportunities. Against this backdrop, the adjustment in policy direction and changes in market demand have jointly promoted further improvements in the dividend policies of listed companies, leading to a significant rise in the status of high dividend strategies in the Hong Kong stock market.
Annual review | The top ten explosive stocks in Hong Kong for 2024 have been announced! POP MART and China Merchants performed strongly, with Meituan rising over 103% to lead the charge among the trillion-dollar giants.
After three consecutive years of decline, 2024 has brought a turnaround for Hong Kong stocks.
Daily Bulls and Bears | Bullish sentiment warms up! Hang Seng Index's latest bull-to-bear street goods ratio rises to 60:40; crude oil prices rebound, CNOOC's call options surge more than 170%
As of the market close, the total market turnover was 131.197 billion Hong Kong dollars; the total turnover of all warrants and callable bull/bear contracts amounted to 11.591 billion Hong Kong dollars, accounting for 8.8% of the market turnover, with long positions accounting for 5.2% and short positions accounting for 3.7%.
Futu Morning Report | Optimistic sentiment is rising again! The three major U.S. stock indexes have all reached new highs; bullish financial reports for AI applications and chip stocks are driving an investment boom, with marvell technology soaring over 2
Powell: The economy is stronger than expected, the Federal Reserve can lower interest rates "more cautiously", and the Trump administration cannot appoint a shadow Fed chair; Trump nominates crypto-friendly Paul Atkins to be the SEC chair.
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.