KD Curvet Investment
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$JNCEC (00579.HK)$ In the first quarter, with gas feed-in tariffs falling, performance did not decline. It's wind power, and the increase in photovoltaics has made up for the decline in gas and electricity revenue. It seems that Beijing will achieve 12.5 million 10 million (12,500 megawatts) of clean energy installed capacity this year, and a profit of more than 4.1 billion yuan. There is no doubt about it![]()
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![Good benefits 👍](https://sgsnsimg.moomoo.com/sns_client_feed/104393550/20240429/9dd7635c10987a047ab84b1b949cb12a.jpg/thumb?area=101&is_public=true)
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KD Curvet Investment
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$United States Natural Gas (UNG.US)$Is that a good idea to hold the UNG for long term? Say 2 to 5 years?
#longTerm #UNG Commodity
#longTerm #UNG Commodity
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KD Curvet Investment
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$JNCEC (00579.HK)$ Today, it successfully stood at 2 yuan. The one-year high of 2 yuan is also a new starting point: 1. It is still a seriously undervalued stock. PBR is less than 0.5, PE is less than 5 times, and the dividend is more than 7%. 2. Good profit prospects. As wind and light construction projects are put into operation, it is conservatively predicted that earnings per share will reach 0.5 yuan or more in 24 years and 0.6 yuan or more in 25 years. The annual growth rate is over 20%. 3. Clean energy is second only to AI. It is a proper Chaoyang industry, and there is no bubble.
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$CHINA OIL & GAS (00603.HK)$ Such a good business, such a good profit. Why is it getting worse as it gets mixed up? The boss needs to reflect. To give back to shareholders, we must be kind to employees. You're not a small startup anymore. Use 30-50% dividends of profits to establish an equity incentive system for executives. If the boss changes his mentality and way of thinking, the company will have a virtuous cycle.
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![Iron Rooster, calculated himself, a vicious cycle](https://sgsnsimg.moomoo.com/sns_client_feed/104393550/20240425/e5bbec03289237631d7703d1c3773fb2.jpg/thumb?area=101&is_public=true)
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$JNCEC (00579.HK)$ It is the best electricity stock: 1. There is no coal power. Coal power is the biggest burden for power generation companies. 2. Latecomer advantage. Wind and Optoelectronics started late and had a latecomer advantage. Entered wind and photovoltaic enterprises in the early stages. Wind and photovoltaic investment costs were high, power generation efficiency was low, and efficiency was poor. In recent years, wind power investment costs have been drastically reduced, and power generation efficiency has been greatly improved. Beijing can enter the wind, and the photoelectric time is just right. 3. Adequate projects under construction and reserves. A large number of projects were put into use in the fourth, twenty-five, and twenty-six years. Installed capacity has grown several times. 4. It's OK to name it 👍. The future is the age of AI, and the future is the era of clean energy.
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$CHINA OIL & GAS (00603.HK)$ Earnings aren't just this late. Another change over and over again, and a delay. Seen from this point of view, the level of corporate governance management is too low. Why is the level of management so low? This is due in large part to the manager's sense of being a small farmer... I can't bear it, I'm too petty. You only get it when you are willing, and CNPC just doesn't give up. If shareholders are not rewarded, of course, they are petty with employees, and employees will not be well rewarded. If you don't get paid well, of course, you don't have good employees. Naturally, you won't be able to successfully issue financial statements. Advise bosses, eliminate the sense of small farmers, give rewards to shareholders, pay employees good rewards, and achieve a virtuous cycle.
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