BK1136 Shale Gas
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Five consecutive drops! Oil prices fell 6% in a single week. Will the next two months be the key?
Standard Chartered Bank pointed out that May and June will be a critical period for whether petroleum fundamentals will be further tightened. At that time, inventories will decline at an accelerated pace, and global oil demand has reached a record high.
Zhitong Hong Kong Stock Connect Shareholding Analysis|May 3
According to data disclosed on May 2, 2024, Marco Digital Technology (01942.HK), Shandong Molong (00568.HK), and Kaisheng Xinneng (01108.HK) ranked in the top 3 shares of Hong Kong Stock Connect, with 69.09%, 66.92%, and 64.27% respectively. In addition, Bank of China (03988.HK), Hong Kong Stock Exchange (00388.HK), and Shangtang-W (00020.HK) saw the biggest increases in shareholding during the five recent trading days, with statistics of +3.164 billion yuan, +912 billion yuan, and +700 billion yuan respectively; US
Zhitong Hong Kong Stock Connect Shareholding Analysis|May 1
According to data disclosed on April 30, 2024, Marco Digital Technology (01942.HK), Shandong Molong (00568.HK), and Kaisheng Xinneng (01108.HK) ranked in the top 3 shares of Hong Kong Stock Connect, with 68.10%, 66.93%, and 64.41% respectively. In addition, Bank of China (03988.HK), Hong Kong Stock Exchange (00388.HK), and Kuaishou-W (01024.HK) saw the biggest increases in shareholding during the five recent trading days, with statistics of +2,423 billion yuan, +1,408 billion yuan, and +926 million yuan, respectively
CIMC Enric (03899.HK): Clean energy demand is improving sharply, and the chemical industry boom needs to be improved
Company News The company released 1Q24 revenue and order data: 1Q24 revenue of 4.635 billion yuan, a year-on-year decrease of 6.8%. The 1Q24 company signed a new order of 7.478 billion yuan, an increase of 35.7% over the previous year. As of 1Q
巨濤海洋石油服務：2023年報
Changes in Hong Kong stocks | Petroleum stocks had the highest gains, and oil prices are expected to remain high. CNOOC and its oil service companies performed well in the first quarter
Petroleum stocks had the highest gains. As of press release, CNOOC (00883) rose 4.76% to HK$20.7; Sinopec (00386) rose 4.28% to HK$4.87; CNPC (00857) rose 2.05% to HK$7.45; and CNOOC Services (02883) rose 1.53% to HK$8.63.
CHINA OILFIELD To Go Ex-Dividend On June 7th, 2024 With 0.23152 HKD Dividend Per Share
April 30th - $CHINA OILFIELD(02883.HK)$ is trading ex-dividend on June 7th, 2024. Shareholders of record on June 11th, 2024 will receive 0.23152 HKD dividend per share on June 30th, 2024. The ex-d
CNOOC Oilfield Services (02883) will pay the 2023 final dividend of $0.21 per share on June 30
According to the Zhitong Finance App, CNOOC Oilfield Services (02883) announced that the company will pay the 2023 final dividend of RMB 0.21 per share on June 30, 2024.
Changes in Hong Kong stocks | CNOOC Services (02883) is now down more than 4% Bank of America says it is cautious about the negative impact of the shutdown of drilling platforms in the Middle East
CNOOC Oil Services (02883) is now down more than 4%. As of press release, it is down 4.69% to HK$8.54, with a turnover of HK$139 million.
Bank Rating | Bank of China International: Lowering CNOOC's Target Price to HK$9.53 to Maintain “Hold” Rating
Gelonghui, April 28 | Bank of China International published a research report showing that CNOOC's net profit in the first quarter increased 57% year-on-year to 636 million yuan, but only reached 15% of the bank's annual budget target. Furthermore, the number of operating days of its rigs is surprisingly reduced by 3% year-on-year, indicating that although the market has improved, some of its rigs are still idle, or at least not fully operational. Meanwhile, four drilling rigs in the Middle East suspended operations in the second quarter, which may affect the Group's quarterly growth for the rest of the year. Although the bank believes that the Group can make progress in developing overseas markets, it is still cautious about its recent profits. This marshal
Major Bank Ratings | UBS: Maintaining CNOOC's “Buy” Rating First Quarter Results Meet Expectations
Glonghui, April 28 | UBS released a report stating that CNOOC's first-quarter results met expectations and maintained a “buy” rating, with a target price of HK$10.8. According to the report, CNOOC Services' net profit for the first quarter was 636 million yuan, an increase of 57% year-on-year, slightly exceeding market expectations and in line with the forecast. Thanks to the increase in the utilization rate of overseas drilling rigs, the high-margin oil well service sector's share of total profit before interest and tax rose to 87% to 88% (83% last year), increasing gross margin for the first quarter by 2.6 percentage points and 1.2 percentage points from year to quarter, respectively. According to UBS, the company has been expanding overseas
CIMC Enric (03899.HK): Clean energy orders increased, tank performance+inventory both bottomed out
Core idea: Clean energy revenue is growing rapidly, dragging down the tank & food business. The company issued a voluntary disclosure notice for the first quarter, achieving revenue of 4.635 billion yuan in 24Q1, -6.8% year-on-year; including clean energy, chemical tanks, and liquids
華油能源：2023 年報
山東墨龍：2023年報
CIMC Enric (03899): The grantor accepts all 39.5 million options granted under the terms of the option plan
Zhitong Finance App News, CIMC Enric (03899) issued an announcement. As of the date of this announcement, the grantor had accepted all 39.5 million options granted in accordance with the terms of the options plan. The granting of options under the options plan described above is one of the equity incentive arrangements for the directors and employees of the Group in 2023, and will be fully implemented after all the undertakers have accepted the options.
China Oilfield Services' Q1 Profit Rises 57% on Higher Revenue
China Oilfield Services' (HKG:2883, SHA:601808) attributable profit rose 57% year over year to 635.5 million yuan in the first quarter, according to a Thursday filing with the Hong Kong Stock Exchange
SDIC Securities: The energy attributes of hydrogen energy are expected to further clarify the two clues surrounding industry investment
SDIC Securities released a research report saying that the municipal level has now partially introduced direct green hydrogen subsidies or electricity price support policies, and it is expected that the latter will take further action. Currently, China's hydrogen energy “1+N” policy system is gradually being improved. Industry investment follows one line of thought and two clues: one idea is to find high-certainty value incremental links. The two clues are the hydrogen production system and the storage and transportation process of connecting the hydrogen production site to the terminal for consumption. It is recommended to focus on petrochemical machinery (000852.SZ), Huaguang Huaneng (600475.SH), Seagull Co., Ltd. (603269.SH), Hewang Electric (603063.SH), Ke
CIMC Enric (3899.HK): Ongoing orders hit a record high revenue end, waiting for the chemical sector to reach an inflection point
Clean energy revenue growth was outstanding in the first quarter of 2024. The company's revenue for the first quarter of 2024 fell about 7% year on year to 4.63 billion yuan (RMB, same below), mainly due to the year-on-year decline in revenue from the chemical/liquid food sector
Hong Kong Stock Afternoon Review | Hong Kong stocks are rising all over the board! The Kee Index rose nearly 4%, while JD and Kuaishou rose nearly 5%
Auto stocks had the highest gains, with Zero Sports Auto and Xiaopeng Motors rising by more than 6%; petroleum stocks rose one after another, with CNOOC rising nearly 5% and CNOOC Services rising more than 4%.
Changes in Hong Kong stocks | CNOOC (02883) is now up nearly 5%, net profit for the first quarter is up 51.3% year on year, the agency says the impact of the ship stoppage has basically reacted
The Zhitong Finance App learned that CNOOC Services (02883) is now up nearly 5%. As of press release, it has risen 4.5% to HK$9.28, with a turnover of HK$13.468 million. According to the news, CNOOC Service announced first-quarter results, achieving operating revenue of 10.148 billion yuan, an increase of 20% year on year; net profit of 636 million yuan, up 57.3% year on year. CICC said that the first quarter results were in line with expectations. Mainly, overseas drilling operations gradually contributed to profits in the second half of '23, and there were no ship repair costs; at the same time, revenue from the petroleum technology business continued to increase steadily. The bank pointed out that the impact of the Saudi ship stoppage has basically been reflected in stock prices