China Shenhua; Ein Unternehmen mit Zukunft? - 500 Beiträge pro Seite

[technophilosoph]

Ich habe mir mal ein paar calls dieses Unternehmens ins Depot gelegt.
CM0TTV
Ist hier noch jemand involviert?
China Shenhua Energy Co. Ltd. Registered Shares H YC 1

[technophilosoph]

Hongkong: chinesische Kohle-Aktien legen kräftig zu

Hongkong 29.10.08 (www.emfis.com) Heute legen im Vormittagshandel der Hongkonger Börse die chinesischen Kohleaktien kräftig zu.
Hintergrund sind die äußerst positiven Zahlen der Unternehmen, aber auch die positiven Aussichten von Seiten der Analysten, welche wie ein Katalysator wirken.

Vor zwei Tagen hatte die Yanzhou Coal Mining für das dritte Quartal einen Nettogewinnanstieg von 300 Prozent ausgewiesen. Auch das Gesamtjahresergebnis dürfte sich mit 190 Prozent prognostiziertes Plus sehen lassen.

Wenn auch nicht so stark, aber immerhin 11,4 Prozent Anstieg wies der zweitgrößte Kohleförderer China Coal Energy aus.
Gestern teilte die China Shenhua Energy Co Ltd. mit, dass ihr Nettogewinn im dritten Quartal um 48 Prozent angezogen hat.

Yanzhou gewinnt bis zur Mittagspause um 3,45 Prozent auf 3,60 HKD hinzu. Bei Shenhua Energy geht es um satte 12,6 Prozent auf 11,26 HKD aufwärts und die China Coal steigt um 8,12 Prozent auf 3,46 HKD.



Wertpapiere des Artikels:
CHINA COAL ENERGY CO. LTD. REGISTERED SHARES H YC .
CHINA SHENHUA EN.
YANZHOU COAL MNG H

[technophilosoph]

November 09, 2008

Shenhua Inner Mongolia CTL project on course

China Interfax reported that Shenhua Group Corporation will officially put its coal to liquids plant in the Inner Mongolia Autonomous Region into operation before the end of this year.

Mr Shu Geping, GM of the Shenhua CTL Research Center said that "Trials at the Inner Mongolia CTL project are proceeding smoothly, and we hope to start operations by the end of 2008."

As per report there has been recent talk in the market that Shenhua's Inner Mongolia CTL plant will be delayed from coming on stream until the Q2 of 2009 due to problems arising from immature CTL technology that were discovered during trial operations. The start of official operations at the project has already been postponed twice, in 2007, and in September this year.

The Shenhua Inner Mongolia CTL project produces diesel, liquefied petroleum gas and naphtha using new technology that converts gaseous waste products from the processing of into fuel products via a process of liquification or gasification.

Mr Yu Hong, from Datong Securities said that "In fact, most other CTL projects in China are now being postponed or suspended following sharp falls in the price of international crude oil, which is rendering these projects less profitable. However, Shenhua's project may survive this setback, thanks to heavy government investment in its early stages."

He said that "Many energy experts still object to China's CTL projects, on the grounds that they consume too much water and are environmentally unfriendly."

[mastap]

Antwort auf Beitrag Nr.: 35.890.784 von technophilosoph am 09.11.08 11:54:46

hallo technophlosoph,
wir scheinen die selbe Analyse gelesen zu haben, oder?

Mal seh´n, wo wir uns noch so treffen

[technophilosoph]

Antwort auf Beitrag Nr.: 35.891.226 von mastap am 09.11.08 12:59:15

Hallo, in China life bin ich auch noch drin, aber da bin ich vor 8 Monaten rein, da droht totalverlust

[technophilosoph]

Yanzhou Coal MNG H scheint mir mindestens genauso interessant...
KGV 2,2!!!un dDiv.: 9,78% das scheint mir sehr günstig bewertet...
http://isht.comdirect.de/html/detail/main.html?sTerm=YANZHOU…

[mastap]

Antwort auf Beitrag Nr.: 35.892.141 von technophilosoph am 09.11.08 15:09:51

yanzhou finde ich auch gut,
ich bin ansonsten noch in pacific basin (sieht derzeit nicht so gut aus), Varitronix, Modern Beauty, China Grand Forest und ein paar anderen Nebenwerten drin. Alle sehr niedrig bewertet (KGV 08 so 2-4, keine Verschuldung und gutes Wachstum in den letzten Jahren)

Vor kurzem habe ich Great Wall motor getraded, und ausnahmsweise mal Schwein gehabt. Wenn die zurückommen, wäre das auch wieder etwas.

Man muß bloß aufpassen, dass man sich nicht verzettelt, oder auf einmal das ganze Depot in China hat.

[SOM.you.]

lesezeichen

[larsuwe]

Hallo! Ein sehr solides Uternehmen,hatte mal bei Aktienkurse um 1,00Euro überlegt einzusteigen.Habe aber zu lange gewartet.Ich warte immer noch auf Aktienkurse um 1,00Euro.

[technophilosoph]

Hier wird gewarnt, der Preis könnte noch mal fallen: ... schaun mer mal


DJ MARKET TALK: Shenhua +1.4%; But Price Concerns May Hurt-ICEA Nov 17, 2008 12:13
1159 [Dow Jones] China Shenhua (1088.HK [News / Quote]) +1.4% at HK$13.34, outperforming vs HSI's 1.0% rise, as latest operating data showed satisfactory performance; January-October coal production and sales +17.1%, +12.4%, respectively, with sales already reaching 85% of company's FY target of 224 million tons. However, ICEA says concerns over lower coal prices would add pressure on Shenhua, as a recent industry conference held in Shanxi may have set lower-than-expected contract prices in 2009. 'This could impact profits for 2009 of coal counters with high contract exposure like Shenhua (about 75%-80% of domestic sales),' says ICEA. Tips Shenhua could test HK$10.00 level (equal to about 5X 2009 P/E), if contract prices are to fall more. Stock to have immediate cap at early high of HK$13.64.(SUT) Contact us in Hong Kong. 852 2802 7002; [e-mail]
D

[technophilosoph]

So nun geht´s nach Australien ..... Wenn die da 1.Milliarde Tonnen Kohle finden, geht´s aufwärts mit dem Kurs

Steelguru
November 22, 2008

Shenhua pays AUD 300 million for coal exploration licence

China Shenhua Energy said that it had paid AUD 299.9 million for a coal exploration licence in Australia.

The 190 square kilometer project, located in New South Wales State, is estimated to contain more than 1 billion tonnes of coal.

If granted a mining licence, Shenhua will have to pay an additional AUD 200 million to the state government.

[technophilosoph]

November 23, 2008

Shenhua moves into Australian coal market

The Australian dollar is depreciating drastically and China Shenhua Energy Company is looking to jump into Australia’s coal market with both feet. It has been talking of expanding into overseas markets and with CNY strengthening against AUD it feels the time is right for its first overseas project.

China Shenhua declared in the statement that the company had paid about CNY 1.3 billion to the government of New South Wales for an exclusive exploration license for a local area known as Watermark.

Watermark is about 190 square kilometers, with the total coal resource estimated to be over 1 billion tonnes. It is about 270 kilometers from the port of Newcastle and is connected to the main railway line stretching to the port.

According to the exploration license signed between Shenhua Watermark Coal, China Shenhua’s wholly owned subsidiary in Australia, and the state of New South Wales, the government has agreed to transfer the exploration license to China Shenhua. After paying for exploration license, Shenhua Watermark fulfilled its primary obligation under the exploration license.

The government invited initial bids for the permit in October last year and final submissions closed in February. The license is for exploration only, not mining, New South Wales Minister for Mineral Resources Ian Macdonald said. The exploration phase will last “several years,”

According to the company’s bidding materials and the exploration license, Shenhua Watermark will pay an additional AUD 200 million to the New South Wales state government if the firm is subsequently granted a mining lease.

For China Shenhua, this would seem an excellent deal. The AUD/RMB rate has dropped by over 30% since the middle of July, and is quite low compared to its historic rate.

[insider-watcher]

Antwort auf Beitrag Nr.: 35.890.634 von technophilosoph am 09.11.08 11:32:32

hallo board community,

ich bin neu hier, und wie mein nickname sagt, finde ich insider aktivitäten total interessant.

bin durch die nachrichten auf A0M4XP gestoßen. Einem Kohleriesen, welcher durch die steigenden Ölpreise auch wieder in Fahrt gekommen ist.

Leider ist die Aktie schon 100 % gelaufen... aber ich habe mir mal die Umsätze genauer angeguckt, täglich kaufen sie für für 50.000 EUR neue Leute ein. Immer schön beständig, wird der Free Float aufgekauft...

Auch große Investoren sollen sich nach Zeitungsartikeln wieder vermehrt mit Kohleaktien eingekauft haben.

Ist das nun ein klarer Kauf?

Habe meine Lehre mit dem Buch von Graham gemacht. Und die Aktie hat ein Gewinnwachstum von 17 % p. a. was ja ein sehr guter Track Record ist.

Darüber hinaus habe ich rausgefunden das A0M4XP auch am Strommarkt sehr aktiv ist, und die sichersten Minen in China besitzt. Allein die Kohlewerke haben noch Resourcen von 49 Jahresproduktionen.

--> Steinreich!

Peking 28.04.2009 (<a href=\"http://www.emfis.com/\">www.emfis.com</a> China Shenhua Energy hat im ersten Quartal einen Nettogewinn von 7,94 Milliarden Yuan oder umgerechnet rund 1,16 Milliarden Dollar erzielt. Gegenüber dem Vorjahr entsprach dies einem Anstieg um 17,2 Prozent. Gleichzeitig wuchs die Kohleförderung um 16 Prozent auf 51,8 Millionen Tonnen an. Der Kohle-Absatz stieg auf Jahressicht um 0,5 Prozent auf 57 Millionen Tonnen. Der Durchschnitts-Verkaufspreis verbesserte sich von 345,1 auf 396,8 Yuan pro Tonne.

Der nach Börsenwert größte Kohleproduzent der Welt äußerste sich heute zuversichtlich, in den kommenden Quartalen wieder höhere Kohlepreise mit seinen Abnehmern aushandeln zu können. Allerdings rechnet man bei China Shenhua gleichzeitig auch mit weiter steigenden Förderkosten. Diese seien bereits im ersten Quartal gegenüber dem Vorjahr um 25,1 Prozent auf 92,6 Yuan pro Tonne angewachsen.


Was haltet Ihr von dem Wert, ich werde den Wert noch beobachten, und sollte die 2,50 nachhaltig geknackt werden, werde ich mit ein paar Riesen einsteigen, und bis 3 EURO zukaufen.

In welcher Frist, denkt ihr könnten die 6-7 EUR erreichbar sein?

grüße

[insider-watcher]

hat denn niemand eine meinung zu diesem wert?

grüße

[insider-watcher]

hoffentlich geht das bald über die 2,5 dann werde ich schön dick eingstoppt .-)

yuhuuuuu!!!!


alle profis lassen sich doch einstoppen oder?

heute gingen schon wieder 5000 stück über den laden tisch :-(
und ich war net mit dabei...

hhmm... naja abwarten auf das technische signal :-)

grüße

[v-trader]

gestern Bericht im Fernsehen. Shenua hat Maschinen aus Deutschland zur Kohlegewinnung und kann somit mehr fördern. 2. größter kohleförderer in china dank modernern technologie

[v-trader]

schöner anstieg heute, 2,79

[johnzon]

Antwort auf Beitrag Nr.: 37.638.838 von v-trader am 24.07.09 10:52:16

guten morgen,


hat jemand infos bzgl. des anstiegs der letzten tage?

weiss nur, dass im Sept.Sep08 die erste in China produktionsfähige DCL-Anlage (direkte Kohleverflüssigung) von Shenhua in Betrieb gehen sollte. Kapazität 1Mill mt/Jahr. Davon 70% Diesel.

J

[johnzon]

ziemlich tot hier,
also habe ich mich selbst schlau gemacht...

für alle, die es interessiert

Posted Thu Jul 23, 2009 1:37pm AEST
Updated Thu Jul 23, 2009 1:36pm AEST


A New South Wales senator has joined the chorus of federal senators asking the Treasurer for answers over the approval of a Chinese miner's purchase of farmland on the Liverpool Plains in the state's north-west.

Shenhua Watermark's plans to establish a pastoral company in the area of its coal exploration licence were rubber-stamped by Wayne Swan earlier this week, after a recommendation from the Foreign Investment Review Board.

Shenhua is gearing up to lodge a development application with the State Government for a 21-year mining lease.

Senator John Williams says it is not good enough for the Treasurer to say he acted in Australia's national interest and leave it at that.

"We spoke to the Foreign Investment Review Board. They said we made a recommendation to the Treasurer," he said.

"The Treasurer's come out and said, 'I don't make the decisions - the Foreign Investment Review Board does', so we've got the buck passing going on.

"It is wrong and as far as I'm concerned selling off our assets, our land to me that's crazy. Future generations of people are going to be tenants in their own country."

South Australian Senator Nick Minchin, who toured parts of the Liverpool Plains for the first time yesterday, has also demanded a more detailed explanation on the Shenhua purchase.

Senator Minchin says a more thorough explanation would help the community understand what is going on.

"I think the Treasurer does owe this community an explanation for the reasons why he accepted that recommendation," he said.

"We've had no statement to that effect and he's brushed it off and said, 'go talk to the investment review board'.

"He's the Treasurer, he's the decision-maker, he should explain why he has done that in a situation where it is extraordinarily sensitive at the moment."

[v-trader]

Meldung vom 24.7.


China Shenhua um 4,2 Prozent und Yanzhou Coal um 3,4 Prozent an. China Shenhua hatten zuvor gemeldet, mit der Erschließung einer Kohlemine in Indonesien begonnen zu haben.

[johnzon]

Antwort auf Beitrag Nr.: 37.651.792 von v-trader am 27.07.09 13:24:14

By Bloomberg News

July 24 (Bloomberg) -- China’s benchmark stock index rose, capping its biggest weekly gain since May, as energy producers rallied on optimism recovery in the world’s third-largest economy will boost demand for fuel.

China Shenhua Energy Co. and China Coal Energy Co. jumped more than 6 percent after China International Capital Corp. revised its 2010 price estimate for domestic coking coal to a gain from a loss. PetroChina Co., the most valuable company on the Shanghai Composite Index, surged 5.4 percent, its biggest advance in two months.

The Shanghai Composite Index gained 44.11, or 1.3 percent, to 3,372.6 at the close. The measure rose 5.7 percent this week, the most since the period to May 8, as the government signaled it will allow more money to pump into the financial system to cement economic growth. The CSI 300 Index, measuring Shanghai and Shenzhen exchanges, added 0.4 percent to 3,667.6.

“Energy stocks bear the brunt of an economic recovery and their earnings are expected to beat other industries,” said Zhao Zifeng, who helps oversee about $10.2 billion at China International Fund Management Co. in Shanghai.

Shenhua rose 6.2 percent to 40.07 yuan, the biggest advance since June 29. China Coal Energy Co., the nation’s second- largest coal producer, gained 6.6 percent to 16.39 yuan.

China International Capital forecast the nation’s coking coal price will increase 5 percent in 2010, compared with a previous estimate for a 5 percent decline, as demand for the fuel rises with a rebound in property sales, according to a report by the brokerage today.

[v-trader]

gestern kurzfristig Kurs über 3 €

[johnzon]

Antwort auf Beitrag Nr.: 37.652.196 von johnzon am 27.07.09 14:19:07

verheissungsvolle entwicklung.
der hunger nach fossilen brennstoffen wird in china so schnell nicht vergehen.

j

[johnzon]

Shenhua (HKG:1088) adds 16% stock in Electricity Institute
[Date:07-31-2009] Source: Infocast News

China Shenhua Energy (SSE:601088, HKG:1088) has agreed to acquire from Beijing Renjie Xingyuan Investment Consultancy Company Limited a 16% equity interest in Shenhua Guohua (Beijing) Electricity Institute Company Limited (Electricity Institute) at a consideration of RMB16.076 million ($18.166 million).

China Shenhua Energy's equity interest in Electricity Institute will rise to 86% after the acquisition.

Electricity Institute is principally engaged in power and electricity development, maintenance, testing and reconstruction of power and electricity equipment.

China Shenhua Energy is of the view that the acquisition will enhance its control on Electricity Institute and generate better economic returns to the group in future.



J

[johnzon]

bin hier scheinbar ein Alleinunterhalter.
eigentlich verwunderlich bei der spannenden entwicklung dieses Unternehmens.

Shenhua gets nod for Huanghua coal berth
Hui Ching-hoo, Hong Kong - Mittwoch 5 August 2009

CHINA’S National and Reform Development Commission has given the nod to Chinese coal giant China Shenhua Energy to build a coal berth in Huanghua Port in Hebei province.

The berth is designed to accommodate bulkers of up to 50,000 dwt and will have an annual loading capacity of 13m tonnes.

Total investment in the project is as much as Yuan564.2m ($82.9m). Of the total, Yuan366.7m will be financed by bank loans, while the remaining Yuan197.5m will be funded 70% by Shenhua Energy and 30% by Hebei Construction and Transportation Investment.

Huanghua Port is the main hub for domestic coal shipments from the country’s western coal mines to eastern coastal cities. Shenhua Energy currently owns six coal berths and one liquefied natural gas terminal at the port.

Shenhua Energy said the project aims to enlarge its shipment capacity in order to match the transportation capacity of its coal rail transport.

According to Huanghua Maritime Safety Administration, Huanghua Port handled a total of 35.2m tonnes coal in the first six months of the year, up 7.3% year-on-year.

[johnzon]

07.08.2009 16:05
China's Shenhua says H1 net profit up 13 pct
HONG KONG, Aug 7 (Reuters) - China's Shenhua Energy Co said on Friday its first half net profit rose 12.9 percent to 15.98 billion yuan ($2.34 billion), according to Chinese accounting standards.

Revenue for the six month ended June 30 rose 15.8 percent to 57 billion yuan, the company said in a statement.

It posted a 17 percent rise in first quarter net profit due to a surge in coal output.

The company is expected to announce results based on international accounting standards in the next few weeks.

($1=6.831 Yuan)

(Reporting by Alison Leung; Editing by Jacqueline Wong)

(([e-mail]; [phone]; Reuters Messaging: [e-mail])) Keywords: SHENHUA/PROFIT

(If you have a query or comment on this story, send an email to [e-mail])


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