ARES ASIA: INTERIM REPORT 2024/2025
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.
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.
Express News | The strategy of Guojun Coal for the year 2025: seeking "certainty" amidst uncertainty.
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.
Coal: can be both offensive and defensive, act according to timing.
The sector has investment value and there are also stage-specific trade opportunities.
Ares Asia Fiscal H1 Loss Widens
Ares Asia Limited Reports Sharp Revenue Decline
Ares Asia (00645) announced its interim performance, with a net loss of 0.652 million US dollars, a 17.9% year-on-year increase.
ares asia (00645) announced its performance for the six months ending September 30, 2024, with earnings of 3.317 million USD...
ARES ASIA: ANNOUNCEMENT OF INTERIM RESULTS FOR THE SIX MONTHS ENDED 30 SEPTEMBER 2024
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.
Market cap management boost + demand release, the value of the coal sector is highlighted.
Prepare for the peak and embrace the winter.
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%.
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.
Ares Asia Limited Schedules Board Meeting for Interim Results
ares asia (00645.HK) is planning to hold a board of directors meeting on November 28 to approve the mid-term performance.
Grandall announced on November 15th that the board of directors' meeting will be held on November 28, 2024 (Thursday) to consider and approve the mid-term performance of the company and its subsidiaries up to September 30, 2024, including the distribution of interim dividends (if any).
ARES ASIA: DATE OF BOARD MEETING
Express News | Fidelity Securities: The coal industry combines cyclical and dividend characteristics, with high and sustainable profits.
Express News | China Great Wall Securities: The performance of the coal sector is stable, and profitability remains robust.
Express News | Stabilizing supply and demand, the coal industry is expected to rebound from the bottom.
No Data