What is the stock that has been held for five years, has already recovered the investment through dividends and has earned a profit of 20%?
There is a stock which was traded at 9.466 Hong Kong dollars on the last trading day of 2019. Holding it until now, it goes ex-dividend on June 27th, 2024, with a total dividend received of 12.07 Hong Kong dollars in five and a half years, equivalent to not only breaking even but also a profit of 2.604 Hong Kong dollars, a 27% gain. This is not even counting the increase in the stock price itself.
Hong Kong stock market turbulence | Coal industry concept continues to decline, Mongolia Mining (00975) fell more than 10%. The decline in coal prices led to a significant drop in profitability for most coal companies.
Coal industrial concept (coal industry) continues to decline, as of press time, Mongol Mining (00975) fell 10.71%, reporting 9 Hong Kong dollars; SouthGobi (01878) fell 9.71%, reporting 3.16 Hong Kong dollars; Yancoal Aus (03668) fell 5.34%, reporting 34.6 Hong Kong dollars.
Coal industry stocks are under pressure. Hidili Industry (01393) fell by 8.08%. Institutions point out that coal production areas have strict and normalized safety supervision, and the increase in supply is limited.
Jinwu Finance News | Coal stocks under pressure, Hidili Industry (01393) fell 8.08%, Mongolia Energy (00276) fell 7.14%, SouthGobi (01878) fell 4%, Mongol Mining (00975) fell 3.97%, Yancoal Aus (03668) fell 2.6%, China Shenhua Energy (01088) fell 2.5%. Shanxi Securities said that coal production areas have strict and normal safety supervision and maintenance, and the supply increment of coal production areas is limited; in terms of demand, there is a north-south difference in electricity, southern hydropower and other clean energy continue to generate output, the coal consumption increases are limited, but the north continues to experience high temperatures, and the electricity...
China Shenhua Energy (601088.SH): As of February 29, the total number of shareholders in the company was 1.493 million.
China Shenhua Energy (601088.SH) stated on the investor interaction platform on July 18th that as of February 29th, 2024, the total number of shareholders in the company was 149,270, including 147,431 A-shareholders in mainland China and 1,839 H-shareholders overseas.
Founder Securities: Non-coal demand impact highlighted, thermal coal sector expected to welcome a market.
In the long term, high-dividend coal companies still have investment value. Currently, thermal coal is operating under a dual-track system. The National Development and Reform Commission has proposed a reasonable range of domestic thermal coal medium and long-term transaction prices. As of July 12, the closing price of thermal coal (5500 kcal) at Qinhuangdao Port was 852 yuan/ton, which is at a historically high level. Under the dual-track system, thermal coal prices are stable at a high level, providing a certain guarantee for the performance of coal companies.
Citic Sec: From 'having coal' to 'being capable', coal-electricity integration gains growth opportunities.
With the government relaxing its control on electricity prices, the overall net asset return of the "coal + electricity" sector has exceeded the market's average return. It is economically feasible to extend downstream power generation through the coal-electricity integration model relying on upstream resources.
China Great Wall Securities: Monthly coal production has significantly recovered, with high-temperature demand being realized later than the same period.
Amid the current emphasis on safe production policies, the coal supply side is expected to contract, making the sector characterized by high cash and high dividends and maintaining strong profitability.
GF Sec: Coal prices are stable with a rising trend, and short-term pressure is expected in interim report. Q3 is expected to continue the recovery.
After rising in April and May, the prices of thermal coal and coking coal fell in June. Although there is still pressure on short-term macro demand, the support for coal is still relatively obvious, mainly reflected in seasonal demand for thermal coal, low inventory of coking coal, and supply-side constraints.
HK stocks in motion | China Shenhua Energy (01088) fell 3% in midday trading, dragged down by falling coal prices and second-quarter performance. The net profit in the first half of the year slid by up to 14% at most.
China Shenhua (01088) fell 3% during intraday trading. At the time of publication, it fell 2.42%, at HKD 34.3 and transaction volume of HKD 0.399 billion.
Two departments issued a plan for low-carbon transformation of coal-fired power, and coal-power integration received attention.
According to the website of the National Development and Reform Commission on July 15th, in order to coordinate the low-carbon transformation of existing coal-fired units and the construction of new low-carbon coal-fired units, improve the clean and efficient utilization level of coal, accelerate the construction of a clean, low-carbon, safe, and efficient new energy system, and help achieve the goal of carbon peak and carbon neutrality, the National Development and Reform Commission and the National Energy Administration recently issued the "Action Plan for Low-Carbon Transformation and Construction of Coal-Fired Power Plants (2024-2027)".
China Shenhua Energy (01088.HK): Guoneng (Beijing) Technology Innovation Seed Fund has completed the filing procedures.
On July 15th, Geelong announced that China Shenhua (01088.HK), approved by the fifth board of directors of China Shenhua Energy Co., Ltd. ('the Company') at their 30th meeting, has six subsidiaries including Guoneng Shendong Coal Group Co., Ltd. as limited partners, totaling 0.12 billion yuan, and jointly invest with five subsidiaries of China Energy Investment Group Co., Ltd. under the National Energy Group Capital Holdings Co, Ltd. to establish the Guoneng (Beijing) Technology Innovation Seed Fund (Limited Partnership) ('Seed Fund'). Recently, the Seed Fund has completed the filing procedures with the China Securities Investment Fund Association.
Hong Kong stock market closed on 07/15, with the Hang Seng Index falling by 1.52%. Network technology stocks were generally under pressure, while digital currency ETFs and golden industrial concept stocks rose against the trend.
Hong Kong's three major indexes fluctuated down all day, with the Hengkang index falling more than 3% in the afternoon and the Hang Seng Index barely holding onto the 18,000 level. At the close, the Hang Seng index fell 1.52% or 277.44 points to 18015.94 points.
Haitong Sec: Short-term coal price increases are lower than expected, and the sector's "stable + dividend" logic still has an advantage.
Short-term coal prices have risen less than expected in the peak season, coupled with disturbance in mid-year performance, the sector has experienced a tumultuous adjustment, but the lower limit support for coal prices remains, and the "steady + dividend" logic of coal sector still holds an advantage.
Hong Kong stock abnormality | Coal industrial concept collectively rebounded, institutions said coal industry still maintains a tight balance state, with high dividend and high stock dividend attributes unchanged.
Coal industry concept stocks collectively rebounded. As of press time, Mongol Mining (00975) rose 4.01%, closing at HK$10.9; E-commodities (01733) rose 3.14%, closing at HK$1.64; Yankuang Energy (01171) rose 2.75%, closing at HK$10.48; China Shenhua Energy (01088) rose 2.48%, closing at HK$35.1.
China Shenhua Energy Coal Sales, Power Generation Climb in June
China Shenhua Energy (HKG:1088, SHA:601088) sold 39.2 million tonnes of coal in June, climbing 5.9% from 37 million tonnes in the previous year, according to the company's disclosure on the Hong
China Shenhua Energy's (HKG:1088) Three-year Total Shareholder Returns Outpace the Underlying Earnings Growth
China Shenhua Energy Company Limited (HKG:1088) shareholders have seen the share price descend 11% over the month. In contrast, the return over three years has been impressive. In three years
China Shenhua Energy's coal sales in the first half of the year were 0.23 billion tons, a year-on-year increase of 5.4%.
China Shenhua Energy (01088) announced that in June 2024, the production of commodity coal was 27 million tons, a year-on-year decrease of 2.2%; coal sales volume was 39.2 million tons, a year-on-year increase of 5.9%. From January to June 2024, the production of commodity coal was 0.163 billion tons, a year-on-year increase of 1.6%; coal sales volume was 0.23 billion tons, a year-on-year increase of 5.4%. In June 2024, total power generation was 16.3 billion kilowatt-hours, a year-on-year decrease of 9.6%; total power sales was 15.27 billion kilowatt-hours, a year-on-year decrease of 9.9%. From January to June 2024, total power generation was 104.04 billion kilowatt-hours, a year-on-year increase of 3.
Announcement Selection by Gelunhui (HK stocks) | SD Gold (01787.HK) Performance Surprise: The expected net profit attributable to shareholders in the first half of the year increased by 42.07% to 64.81% year-on-year.
Today's focus: sd gold (01787.HK) earnings report: expected net income attributable to the parent company owner to increase by 42.07% to 64.81% year-on-year in the first half of 2024. According to the preliminary calculation, the net income attributable to the parent company owner is expected to be RMB 1.25 billion to RMB 1.45 billion, an increase of RMB 0.37 billion to RMB 0.57 billion compared with the same period last year, with a year-on-year increase of 42.07% to 64.81%. The net income attributable to the parent company owner after deducting non-recurring gains and losses is expected to be achieved in the first half of 2024.
China Shenhua Energy Reports Mixed June 2024 Results
China Shenhua Energy sold 0.2297 billion tons of coal in the first half of the year, a YoY increase of 5.4%.
China Shenhua (01088.HK) announced on July 11th that its commodity coal production volume in January-June 2024 was 0.1632 billion tons, a year-on-year increase of 1.6%; coal sales volume was 0.2297 billion tons, a year-on-year increase of 5.4%. In January-June 2024, the total power generation was 104.04 billion kilowatt-hours, up 3.8% year-on-year; total electricity sales were 978.9 kilowatt-hours, up 3.9% year-on-year.
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