MW不干了
MW不干了
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avatarMW不干了
2022-12-29
$CKI HOLDINGS(01038)$  Bullish on the #energy sector still in 2023, price of CKI got wrecked by the British Pound and Euros plus the Chinese/HKG sell off. Good addition for me on top of $SEMBCORP INDUSTRIES LTD(U96.SI)$ and $KEPPEL CORPORATION LIMITED(BN4.SI)$ [Cool] 
avatarMW不干了
2022-12-30
$TENCENT(00700)$ holders: if you hold Tencent after the close on January 4, 2023, you are eligible for the distribution. Ten shares of Tencent will be distributed as one share of $Meituan(03690)$ on March 24 Selling Tencent on Jan 5 will not affect the arrival of your Meituan shares on March 24. However, Tencent purchased after January 5 will not include Meituan distribution rights. Buying Tencent on January 4 and selling Tencent on January 5 is just a gamble and there is no certainty on a +ve arbitrage. Please save some of your hair and give up this illusion 🤪

Opportunity: Zijin Mining US Import Blacklist Ban

$ZIJIN MINING(02899)$  ‌ U.S. bans imports from Zijin Mining on Uyghur Foreced Labor Prevention Act Entity List. However, 79% of Zijin Mining Income is within China Mainland, the 5-8% selloff today is buying opportunity Gold‌$SPDR Gold Shares(GLD)$  ‌ and Copper‌$United States Copper Index Fund(CPER)$  ‌prices gaining very good strength, Zijin will benefit greatly!
Opportunity: Zijin Mining US Import Blacklist Ban

Energy Updates Jan 2025

$Energy Select Sector SPDR Fund(XLE)$   XLE/SPY- energy stocks are trying to reverse the downtrend ( to me a giant bullflag ) against SP500. The recent Russia sanctions from Biden and the likely Iran sanctions from Trump, should also give oil prices a good price range of $75~$85 per barrel. Oil tankers are on fire ‌‌$FRONTLINE PLC(FRO)$  ‌‌$COSCO SHIP ENGY(01138)$  ‌‌‌pullbacks are for adding. ( i will be posting when they retrace ) What have not took off are offshore drilling, which has been in a bear market for various reasons for a while. Trump has signal he will reversal the offshore dirilling restriction that Biden placed. ‌
Energy Updates Jan 2025
avatarMW不干了
2022-12-22
Both Keppel $KEPPEL CORPORATION LIMITED(BN4.SI)$ and SembCorp $SEMBCORP INDUSTRIES LTD(U96.SI)$ trending very strong like the winning energy sector in 2022 of $XLE and $OIH. I am expecting similar performance in 2023. 💪
Zijin Mining drop was due to US import blacklist.
HK Stocks Close Higher. SMIC up Nearly 6%; Tencent up 1.3%; Li Auto Down 3%; Zijin Mining Down Nearly 6%
avatarMW不干了
2022-12-22
Keppel and SembCorp should have dividend suprise. I like AEM and UMS too.
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avatarMW不干了
2022-12-30
Who is considered as eligible shareholder for SembCorp Marine dividend?
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