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Daiwa Securities Group Inc. Sells 11367 Shares of JD.com, Inc. (NASDAQ:JD) | news.google.com • |
Traders Purchase Large Volume of Call Options on JD.com (NASDAQ:JD) | news.google.com • |
Raymond James & Associates Sells 1668 Shares of JD.com, Inc. (NASDAQ:JD) | news.google.com • |
JD Sports Fashion rises Friday, outperforms market | news.google.com • |
Best Growth Stocks to Buy for April 26th | zacks.com • |
JD.com to Report First Quarter 2024 Financial Results on May 16, 2024 | globenewswire.com • |
Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-05-16 | 2024-03 | 0.63 | N/A | N/A | N/A |
2024-03-06 | 2023-12 | 0.65 | 0.75 | 0.1 | 15.38% |
2023-11-15 | 2023-09 | 0.86 | 0.92 | 0.06 | 6.98% |
2023-08-16 | 2023-06 | 0.73 | 0.74 | 0.01 | 1.37% |
2023-05-11 | 2023-03 | 0.6 | 0.69 | 0.09 | 15.00% |
2023-03-09 | 2022-12 | 0.52 | 0.7 | 0.18 | 34.62% |
Date | Firm | Action | From | To |
---|---|---|---|---|
2023-10-15 | Bernstein | Downgrade | Outperform | Market Perform |
2023-10-15 | JP Morgan | Upgrade | Neutral | Neutral |
2023-10-12 | Macquarie | Downgrade | Outperform | Neutral |
2023-10-12 | Morgan Stanley | Downgrade | Overweight | Equal-Weight |
2023-10-12 | Citigroup | Upgrade | Buy | Buy |
2023-10-12 | Benchmark | Upgrade | Buy | Buy |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Tiger Global Management, LLC | 21.07M | 719.28M | 1.51% |
2023-06-29 | Invesco Ltd. | 18.86M | 643.63M | 1.35% |
2023-06-29 | Dodge & Cox Inc | 16.24M | 554.17M | 1.16% |
2023-06-29 | Newlands Management Operations LLC | 9.04M | 308.44M | 0.65% |
2023-06-29 | Morgan Stanley | 8.01M | 273.45M | 0.57% |
2023-06-29 | Jane Street Group, LLC | 5.54M | 188.97M | 0.40% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Dodge & Cox International Stock Fund | 12.07M | 412.06M | 0.86% |
2023-08-30 | Invesco ETF Tr-Invesco QQQ Tr, Series 1 ETF | 7.69M | 255.53M | 0.55% |
2023-07-30 | Invesco Global Fund | 6.62M | 273.37M | 0.47% |
2023-05-30 | Delaware Group Global & International Funds-Emerging Markets Fd | 3.08M | 100.41M | 0.22% |
2023-06-29 | ACAP Strategic Fund | 1.93M | 65.81M | 0.14% |
2023-06-29 | Dodge & Cox Global Stock Fund | 1.93M | 65.73M | 0.14% |
Dividend | Date |
---|---|
0.76 | 2024-04-04 |
0.62 | 2023-04-05 |
1.26 | 2022-05-19 |
Going 40$ soon
SGQ.V at TSX.V or 1878.HK.
China built and opened in 2019 the worlds longest heavy cargo rail 1800km long to over 80% for coal shipments from the North, near Mongolia to the south to supply coal for energy and steel production for over US$1 Billion! You wonder why the see such huge need in the future. JD.Zhang about 2 years ago bought 20% of SouthGobi Resources and a $250 Million convertible debenture!
This article said it right. https://seekingalpha.com/article/4674235-why-jd-com-stock-a-smart-buy-in-chinas-deflation-cycle
Worth reading bull thesis on JD. https://seekingalpha.com/article/4674235?gt=a05c4b2b27e65910
JD Subsidiary has major stake in Mongolia coal mine with 140 Mill tons in proven reserves. Export now over 2 Mill ton of coal to China. SOUTH GOBI RESOURCES in Canada SGQ.V in Hong Kong 1878.HK
NOW THIS: COAL TO ANIMAL FOOD!
Discovery by Chinese Scientists!!
SENSATIONAL
https://scitechdaily.com/coals-quantum-leap-pioneering-the-future-of-nanoelectronics/
Mongolia CEKE Port coal exports increase.
BLOOMBERG: The latest UN climate summit ended with an announcement that nations have committed to transitioning away from all fossil fuels. The president of this year’s UN-sponsored summit, Sultan Al Jaber of the oil-rich United Arab Emirates, brokered an agreement that watered down language sufficiently to satisfy other oil producers, such as Saudi Arabia. The deal calls for countries to quickly shift energy systems away from fossil fuels in a just and orderly fashion, albeit in A NON-BINDING DEAL. The history of adherence to such pledges is spotty at best. After a pledge to phase down coal in Glasgow, Scotland, two years ago, consumption has continued to rise and the world remains very unlikely to limit warming to the Paris Agreement’s target of 1.5C.
JD.com diversity into coal investment through SGQ.V - 1878.HK.
Thirty-two major coal producers signed medium- and long-term coal contracts with users for 400 million tonnes, average around US$90 + per ton, on the opening day of the 2024 China Coal Trade Conference Dec.5. to Dec. 8th!
More at:
https://www.sxcoal.com/en/news/detail/1732316820784410625
WATCH SGQ.V in Toronto or SOUTHGOBI RESOURCES IN HKG!
By Tao Mingyang in Ejin Banner
Published: Nov 10, 2023 08:31 PM
Freight trucks transport cargo at the Ceke port in North China's Inner Mongolia Autonomous Region on November 10, 2023. Photo: Tao Mingyang/GT
Freight trucks transport cargo at the Ceke port in North China's Inner Mongolia Autonomous Region on November 10, 2023. Photo: Tao Mingyang/GT
Foreign trade in China-Mongolia port and border city Ceke in North China's Inner Mongolia Autonomous Region hit historical heights in 2023, as cross-border trade was continuously upgraded by the Belt and Road Initiative (BRI).
As of Thursday, cross-border cargo facilitated at Ceke port, China's fourth largest land port located at Ejin Banner, Inner Mongolia, reached 14.82 million tons in 2023, valued at 9.78 billion yuan ($1.34 billion), the highest since the port was opened 31 years ago, the Global Times learnt from Ejin Customs on Friday.
The record cross-border trade volume of Ceke port was boosted by Ejin Customs' greatly upgraded clearance capacity and efficiency, Hong Yan, general manager of Ceke-based Inner Mongolia Zhongce E-commerce Co, told the Global Times on Friday.
"A total of 16 channels for cross-border freight trucks have all been put into use this year, and the surging demand for merchandise from both Chinese and Mongolian markets lifted the port's trade volume," Hong said.
At present, over 90 percent of cross-border cargo via Ceke port is coal. Hong's company is making efforts to expand import cargo categories to wool, meat, and export China-produced rice, fruit, vegetable and light industrial products to Mongolia.
"BRI will offer more assistive and guidance policies for cross-border trade companies from the technology and commerce sectors, plus the clearance capacity might be further enhanced by Ejin Customs and related government authorities. I believe China-Mongolia trade will reach a new level in 2024," Hong said.
JD.com likely to make huge profits with their Canadian company SGQ.V investment in Mongolian coal miner!
A strictly personal view.
SouthGobi Resources Ltd., in Toronto SGQ.V has about a year ago awoken the interest of JD.com who through their subsidiary JD Zhixing Fund L.P. acquired over 64 Million shares of SGQ plus bought out their debt convertible debenture of US$250 Million for an undisclosed amount.
JD Zhixing took 2 seats on the board of SGQ.
SGQ reported for Q3 record profits. I believe Q4 will exceed those! A year later SGQ could possibly repay their debts.
Shivee Khuren/Ceke is the / border point for coal shipments by truck only. It is 45 km from the SGQ - “Ovoot Tolgoi” mostly open pit mine, where they process and wash their coal, then load on trucks by conveyor belts. Each truck has load capacity 100 to 140 ton!
For this Q-4 it is my estimate they will ship out a minimum 200 trucks per day. That is 20,000 ton per day x 22 days = 440,000 ton per month x 3 month = 1,320,000 ton for the quarter!
Average current selling price per ton is low estimate of US$90 per ton. Gross cost of coal production, prep, transport, royalties to GOM, = US48. Net profit per ton US$42
Total profit for this 4th quarter estimate a minimum of US$55,500,000 ! Multiply by 4 quarters US$222,000,000. Make allowances for bad weather days, production problems etc say next 12 month net profit a fair minimum of US$200,000,000
Divide this by 295,000,000 outstanding shares!
Per share profit US$0.68 = C$0.92.
Any minimum profitable company share trades at minimum 2-3 times earnings. So share value in a year could well be between C$1.80 to C$2.70 !
That is the present value x ten!!!
Their shares trade at Toronto Venture exchange as SGQ.V in Can$ and in Hong Kong as 1878.HK in HK$.
With proven reserves of 140 Million ton, SGQ has at very least a 25 year coal supply!
The main market is China and their demand is rising!
https://southgobi.com/html/index.pho
I believe SGQ can produce 5 -6 Million ton of quality coal per year in 3 main categories. SGQ can be more competitive than most other producers due to their advantageous location and very efficient management!
I wrote the above personal opinion analysis. I am not a qualified financial analyst and I have no further association with SGQ, other than as a public shareholder! I should disclose I bought shares of SGQ.V and therefore have of course an interest!
Please do not rely on this information, do your own due diligence research and consult a professional!
EAB
SGQ.V Toronto and 1878.HK are substantial investment holdings of a subsidiary of JD.com and is reporting today in their Q-3 report substantial increases in now sustainable earnings!
https://southgobi.com/html/index.php
https://media-southgobi.todayir.com/20231114203201482610968158_en.pdf