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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 |
JD’s COAL investments via JDZF subsidiary own 84 Million shares, over 28% of SGQ.v or 1877.HK.
According to SXCOAL and Mongolian Customs General Administration (MCGA).
Mongolia Coal exports to China: Jan.1.-April 30th 2024
Mongolia's coal exports totaled 24.43 million tonnes over January-April 2024, increasing 28.27% from the year-ago level, according to the latest data from the Mongolian Customs General Administration (MCGA).
The export value amounted to US$2.99 billion, falling 2.40% on the year, data showed. (Estimated 33% of total exported via CEKE Port! Of those 33% at
least 20% from SGQ, SouthGobi res. Mine!
Going 60$ soon
Going 40$
Going 40$ soon
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.