C Shnehua +++


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Eröffnet am: 03.07.07 06:49 von: skunk.works Anzahl Beiträge: 26
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5570 Postings, 5259 Tage skunk.worksC Shnehua +++

 
  
    #1
03.07.07 06:49
1088 CHINA SHENHUA 28.8 +1.5 +5.49 672,858 23,197  
0 Postings ausgeblendet.

5570 Postings, 5259 Tage skunk.worksShenhua Energy +++

 
  
    #2
03.07.07 09:17
Tips Shenhua Energy (1088)
Date 3 / 7
Source Tung Tai Securities

Shenhua Energy (buy) plan to spend 3.32B yuan to buy assets from its parent, including a 2.02B yuan coal mine in Inner Mongolia that will boost its marketable reserves by 6.19%, and a string of power plants and coal production facilities. It also plan to issue up to 1.8B A shares. The proceeds will be invested in its coal, power and transport businesses, to buy strategic assets on the mainland and overseas. The deal will only dilute existing shareholding by only 1%  

1847 Postings, 6066 Tage MeierGeplanter Börsengang

 
  
    #3
04.07.07 11:28
Dongcheng District (aktiencheck.de AG) - Die China Shenhua Energy Co. Ltd. (CN000A0ERK49/ WKN A0ERK4), der größte Kohlekonzern in China, gab am Montagabend bekannt, dass sie einen Börsengang an der Shanghai Stock Exchange plant. Die Aktie des Konzerns ist bereits an der Hong Kong Exchanges (HKEx) gelistet.

Insgesamt sollen bis zu 1,8 Milliarden Papiere neu ausgegeben werden. Die Einnahmen in Höhe von über 6 Mrd. Dollar sollen der der weiteren Expansion im In- und im Ausland sowie dem Ausbau des Energie- und Transportbereichs dienen.

Des Weiteren gab der Konzern die Übernahme der Shendong Coal und der Shendong Power für insgesamt 3,33 Mrd. Chinesische Yuan von der Muttergesellschaft Shenhua Group bekannt.

Die Aktie von China Shenhua gewann heute an der HKEx 6,59 Prozent auf 29,10 Hongkong-Dollar. (03.07.2007/ac/n/a)

Quelle: Finanzen.net / Aktiencheck.de AG

Habe den Wert schon länger auf meiner Watchlist. Denke nun ist ein guter Zeitpunkt um einzusteigen. Dieser Wert kann durchaus in kurzer Zeit 100 % machen.  

1847 Postings, 6066 Tage MeierNach einem Tag schonmal + 8 %

 
  
    #4
05.07.07 15:07
So kann es weitergehen. Die Story erinnert mich an China Life und China Cosko, die sind auch durchgestartet als bekannt wurde, dass sie einen Börsengang an der Shanghai Stock Exchange planen.  

5570 Postings, 5259 Tage skunk.worksShenhua+3,2%

 
  
    #5
14.09.07 06:46
Shenhua Energy (1088.HK: Quote, Profile , Research) jumped 3.2 percent to HK$39.80, having earlier set a new high, after China's stock regulator said on Thursday it would review a plan by the country's top coal producer to launch a domestic IPO that could raise more than $9 billion -- the mainland's largest share sale yet. (For details, click on [ID:nSHA121791]).  

5570 Postings, 5259 Tage skunk.worksC Shenhua 41,6 = +5%

 
  
    #6
19.09.07 07:03
DJ MARKET TALK: Shenhua Sets HK$42 High; A-Shr Inquiring Starts  

5570 Postings, 5259 Tage skunk.worksC Shenhua ++

 
  
    #7
23.09.07 21:53
China Shenhua to Raise $8.9 Billion in Shanghai Sale (Update3)

By Ying Lou

Sept. 23 (Bloomberg) -- China Shenhua Energy Co., the nation's largest coal producer, plans to raise 66.6 billion yuan ($8.9 billion) to fund expansion in what would be the biggest share sale this year.

The company will sell as many as 1.8 billion yuan-denominated A-shares for between 34.99 yuan and 36.99 yuan each, Beijing-based Shenhua said in a statement to the Hong Kong stock exchange today.

Shenhua, listed in Hong Kong since 2005, will sell shares to mainland investors for the first time, tapping the world's best-performing market this year. The sale may exceed the $7.7 billion China Construction Bank Corp. raised from selling 9 billion shares this month.

It will use the proceeds to expand mines, power production, railroads and harbors, and to fund acquisitions including coal mines from parent Shenhua Group Corp.

``The pace of asset injections will increase following the A-share listing, which we see supporting the H-share price,'' Donovan Huang, a Hong Kong-based analyst at Nomura International Ltd., said Sept. 20. He has a ``buy'' rating on the stock.

The price will be at a discount to Shenhua's share price in Hong Kong. The stock closed at HK$43.30 on Sept. 21. Shares of the company have more than doubled this year, outpacing the 29 percent gain in the benchmark Hang Seng index.

Asset Injections

Shenhua Group has four coal mines with 60 million metric tons of coal output that will be injected into Shenhua, Huang said. That represents about 39 percent of Shenhua's annual output.

Shenhua will use 16.7 billion yuan of the proceeds to invest in 19 coal, power and transportation projects, according to a prospectus published Sept. 13. It will allocate 16 billion yuan to supplement working capital and use the rest for other projects and to buy coal and power assets from its parent.

Shenhua will spend about 27 billion yuan by the end of 2009 to expand coal production, Chairman Chen Biting said last month. The company has a target of producing 200 million tons of coal a year by the end of the decade and aims to have power output capacity of 20,000 megawatts by then, he said.

First-half profit surged 20 percent to 10.3 billion yuan, Shenhua said Aug. 19, because of increased energy demand in the world's largest consumer of coal. China uses the fuel to produce almost 80 percent of its electricity.

Coal sales at Shenhua, which has reserves second only to Peabody Energy Corp., the world's biggest publicly traded coal producer, climbed 21 percent to 97.8 million tons in the first six months. Production rose 15 percent to 76.6 million tons while power generation jumped 56 percent to 36 million megawatt- hours, accounting for 29 percent of sales.

The sale would top that of VTB Group, Russia's second- biggest bank, which raised $8 billion in May in the world's largest initial public offering this year.

China International Capital Corp., which is 34 percent owned by Morgan Stanley, and China Galaxy Securities Co. are managing the sale.  

5570 Postings, 5259 Tage skunk.worksShanghai version..

 
  
    #8
23.09.07 21:57
Coal firm seeks funds to expand


CHINA Shenhua Energy Co, the nation's largest coal producer, plans to raise 66.6 billion yuan (US$8.9 billion) to fund expansion in what may be the nation's biggest share sale this year.

The company will sell as many as 1.8 billion shares for between 34.99 yuan and 36.99 yuan each, Beijing-based Shenhua said in a statement to the Hong Kong stock exchange yesterday.

The coal supplier will use the proceeds to expand mines, power production, railroads and harbors, and to fund acquisitions. Shenhua, listed in Hong Kong since 2005, will sell shares to Chinese mainland investors for the first time, tapping the world's best-performing market this year, Bloomberg News said.

Shares of the company have more than doubled this year, outpacing the 29 percent gain in the benchmark Hang Seng index. The sale may exceed the US$7.7 billion China Construction Bank Corp raised from selling nine billion shares.

Shenhua will use 16.7 billion yuan of the proceeds to invest in 19 coal, power and transport projects, according to a prospectus published on September 13. It will allocate 16 billion yuan to supplement working capital and use the rest for other projects and to buy coal and power assets from its parent.

Shenhua will spend about 27 billion yuan by the end of 2009 to expand coal production, Chairman Chen Biting said last month. The company has a target of producing 200 million tons of coal a year by the end of the decade and aims to have power output capacity of 20,000 megawatts by then, he said.  

5570 Postings, 5259 Tage skunk.worksChina Shenhua Energy Shanghai IPO

 
  
    #9
26.09.07 06:54
China Shenhua Energy Shanghai IPO attracts 2.67 trln yuan in orders - report



-

BEIJING (XFN-ASIA) - China Shenhua Energy's (SHA 601088; HK 1088) initial public offering in Shanghai has attracted a combined 2.67 trln yuan from institutions and retail investors, the official China Securities Journal reported, citing sources.

The subscriptions beat the previous record of 2.26 trln yuan for China Construction Bank's IPO a few days ago, the source said.

The IPO attracted 1.95 trln yuan worth of orders from institutions, while retail investors placed 720 bln yuan in orders, the report said.

The company is due to officially announce the final IPO price tomorrow, after setting a range of 34.99-36.99 yuan per share on Monday.

A-shares of Shenhua Energy are expected to start trading on the Shanghai Stock Exchange on Oct 9.

(1 usd = 7.51 yuan)

zachary.wei@xfn.com xfnzw/xfntm  

5570 Postings, 5259 Tage skunk.worksC Shenhua down 2%.....chance

 
  
    #10
27.09.07 09:10
China Shenhua Down 2.0%; But More Catalysts -UOB
2007/09/27 14:12
1300 [Dow Jones] China Shenhua (1088.HK) down 2.0% at HK$44.90 on profit-taking after pricing its A-shares at CNY36.99 each, which top end of indicative range - but this was highly expected - raising CNY66.58 billion. Still more catalysts in sight: higher coal price, asset injections, stellar A-share debut, HSI inclusion. UOB ups target price to HK$53.20 from HK$36.00, keeps on Buy call. "Shenhua will be eligible for HSI candidacy upon A-share listing, given its H-share market cap of HK$155.7 billion. This should further boost Shenhua's bullish run in anticipation of an HSI review due in mid-October 2007." Volume heavy at HK$1.08 billion.  

5570 Postings, 5259 Tage skunk.worksShenhua & HSI +++

 
  
    #11
07.10.07 19:25

In a move to reflect the importance of mainland companies in Hong Kong's capital market, oil giant PetroChina (0857) and coal producer China Shenhua (1088) are widely expected to become Hang Seng Index constituent stocks on December 10 following the HSI's quarterly review next month.

PetroChina and Shenhua would fill two of the 10 vacancies on the index, which is capped at 50 stocks.

ICEA Securities Asia said on Friday that property developer China Overseas Land (0686) and Aluminum Corp of China (2600), or Chalco, both stand an excellent chance of taking seats after the November review.

"Chalco meets the market capitalization size and liquidity criteria for inclusion, as its share price has doubled since its A-share listing on April 30," said ICEA analyst Ernie Hou.

As for China Overseas, Hou said since the transition of the benchmark index to a free- float weighted index, there should be no excuse for rejection of the mainland developer, which has triple the market cap of PCCW (0008), one of the existing constituents.

As for the remaining six spots, Hou tips Country Garden (2007), China Communications (1800), China Merchants Bank (3968), China Telecom (0728), Nine Dragons Paper (2689) and China Coal Energy (1898), which will all become eligible by the end of next year.

"It is no surprise to have more Chinese stocks being admitted, for their size and businesses have outweighed the local peers," said Marco Mak, head of research at Taifook Securities.

HSI Services, which compiles the benchmark index, completed its reshuffle last month by capping large stocks such as HSBC Holdings (0005) and China Mobile (0941) at 15 percent market float in order to include more H shares, reflecting the growing prominence of Chinese firms.

After adding the 10 mainland-linked stocks, Hou said the HSI would develop more of the China character favored by global investors.  

5570 Postings, 5259 Tage skunk.worksC Shenhua +4%

 
  
    #12
08.10.07 06:39
Coal producer China Shenhua (1088.HK: Quote, Profile , Research) leapt 4 percent to HK$46.80, a day before it is scheduled to debut on the Shanghai stock exchange.  
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5570 Postings, 5259 Tage skunk.worksC Res Pwr +++

 
  
    #13
08.10.07 06:47
DJ MARKET TALK: China Res Power +3%; MS Ups Tgt To HK$32.5  
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5570 Postings, 5259 Tage skunk.worksUnderperform & Tgt up at 48,5

 
  
    #14
09.10.07 06:31
CLSA Cuts Shenhua Energy H-Shr To Underperform

CLSA downgrades Shenhua Energy (1088.HK) H-shares to Underperform

from Outperform after recent rally,

but raises target to HK$48.50 from HK$34.50.


"Newsflow is set to stall, and we think it unlikely that the company will complete an asset injection or acquisition prior to 2Q08." Suggests investors use the impending A share issue as an opportunity to take-profit into strength. H-shares off 3.3% at HK$44.30  
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5570 Postings, 5259 Tage skunk.worksC Shenhua +++

 
  
    #15
09.10.07 06:35
China Shenhua (01088) A Share of China Shenhua will be listed in Shanghai today. The A share price is expected to rise above RMB50. It will help drive up the price of H share. Buy $45.50 Target $50.00 Cut loss $40.00  
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5570 Postings, 5259 Tage skunk.worksC Shenhua buy on dips

 
  
    #16
09.10.07 06:37
Shenhua H-Shares Down 2.1%; Buying On Dips

Shenhua's H-shares (1088.HK) down 2.1% at HK$44.90, off high of HK$46.70, on profit-taking after +30% over past month, despite A-shares debut slightly stronger-than-expected. A-shares now +88.3% at CNY69.66 vs CNY55-CNY68 range tipped by Dow Jones poll. "A trader told me that A-shares may test CNY80 in the near term. If this happens, I think H-shares could get a boost," says Peter Lai at DBS. Profit-taking relatively small compared to recent gains, as investors may be buying on dips, limiting further losses  
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5570 Postings, 5259 Tage skunk.worksC Shehnhua vol +++

 
  
    #17
09.10.07 06:59
China Shenhua down in HK on profit-taking after Shanghai debut

China Shenhua Energy shares were sharply lower in Hong Kong on profit-taking after the company's run-up ahead of the listing of its A-shares in Shanghai today.

Shenhua made a strong debut in

Shanghai, closing the morning session at 69.32 yuan, up 87 pct from the mainland IPO price of 36.99 yuan.

At 11.58 am, China Shenhua's H-shares in Hong Kong were down 1.15 hkd or 2.51 pct at 44.65, while the Hang Seng Index was up 16.9 points or 0.05 pct at 27,787.19.

""Its share price (in Hong Kong) is no longer cheap after recent gains and its fall today is due mainly to profit-taking,"" said Duncan Chan, an analyst at CCB Securities.

""While the A-shares in Shanghai are doing very well, this isn't helping its H-shares in Hong Kong because of a combination of profit-taking here and expectations that H-shares should generally trade at average of 40-50 pct discount to their A-shares counterparts,"" he said.

""Shenhua's fall is due in part to investors taking into account this price differential between H-shares and A-shares,"" he said.

Chan said trade in Shenhua's H-shares will likely be volatile this week.

""But the company's prospects in the medium- to long-term are positive as coal prices in the mainland are on the rise and the proceeds of its A-shares listing are to be used for the acquisition of more assets which will drive up earnings going forward,"" he said.

Shenhua raised net proceeds of 65.98 bln yuan from the sale of 1.8 bln A-shares at 36.99 yuan each for the domestic listing.

The company said it will use the A-share issue proceeds to expand its operations, upgrade its mines and railways and for overseas acquisitions.  
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5570 Postings, 5259 Tage skunk.worksC Shenhua +++

 
  
    #18
10.10.07 06:45
1088 CHINA SHENHUA 47.1 +1.45 +3.18% 1,401,160 29,784  
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5570 Postings, 5259 Tage skunk.worksC Shenhua Trading SELL

 
  
    #19
10.10.07 06:46
China Shenhua Energy (1088, $45.65) 6M Target $38.0 Trading SELL

The A-share of China Shenhua was listed yesterday and closed at RMB69.30, up 87% against the IPO price of RMB36.99. Capital raised of RMB66.6bn will be mainly used for rebuilding coal and power equipment.

Supported by strong coal price and demand, the net profit of Shenhua in 2008 and 2009 are estimated to be RMB29.6bn and RMB33.7bn respectively. EPS will be RMB1.37and RMB1.56 respectively.

Share price has surged about 50% since the announcement of the A-share listing. Though management expressed that the company will acquire assets from parent, we believe it will take some time for the injected assets to be profitable. We see no catalyst to boost share price in the near term.

Traded at 2008 PER of 33x, the valuation is too expensive. We maintain SELL with 12-month target price of $38.0, representing 2008 PER of 28x.  
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5570 Postings, 5259 Tage skunk.worksC Shenhua UBS tgt raised to h$101

 
  
    #20
11.10.07 06:18
China Shenhua Energy Co.'s Hong Kong-listed shares jumped the most since they began trading in June 2005 after UBS AG almost tripled its price forecast for the stock. Gains in Woodside Petroleum Ltd. and PetroChina Co. also helped make energy shares the best performers among the Morgan Stanley Capital International Asia Pacific Index's 10 industry groups.

China Shenhua, the world's second-biggest coal seller, surged 11 percent to HK$51.75 in Hong Kong. UBS AG raised its price forecast for the stock to HK$101 from HK$35.15 and recommended investors buy the shares, according to a research note released today.  
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5570 Postings, 5259 Tage skunk.worksC Shenhua +++

 
  
    #21
11.10.07 06:28
Coal Stocks Flying; N/T Coal Price To Stay High

Shenhua (1088.HK) +9.3% at HK$51,

Yanzhou Coal (1171.HK) +9.3% at HK$16.86, China Coal (1898.HK) +5.8% at HK$26.55 despite recent sharp gains, as near-term coal prices tipped to stay high, on expected prolonged tight coal market, high oil price. DBS lifts average domestic/export coal price growth (thermal/coking) assumption to 5% growth for both FY08 and FY09, up from previous 2% and flat growth, respectively. "We believe near-term supply constraint will continue to underscore the spot coal market in 4Q07." Also ups earnings forecast by 5-6% for both Shenhua (1088.HK) and Yanzhou Coal (1171.HK) for FY08-09. Keeps Fully Valued on Shenhua given its current valuation, which 33X PER for 2008, highest among regional peers; keeps Hold on Yanzhou, with 13% upside to target price of HK$17.50.(SUT)  
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5570 Postings, 5259 Tage skunk.worksShenhua Energy Maintained At Buy By UBS

 
  
    #22
11.10.07 08:53
 
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5570 Postings, 5259 Tage skunk.works1088 CHINA SHENHUA 56.7 +10.05 +21.54%

 
  
    #23
11.10.07 10:09
 
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5570 Postings, 5259 Tage skunk.works1088 CHINA SHENHUA 50.55 - 1.8 -3.44%

 
  
    #24
17.10.07 06:57
 
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5570 Postings, 5259 Tage skunk.worksC Shenhua

 
  
    #25
17.10.07 07:00
 
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5570 Postings, 5259 Tage skunk.worksC Shenhua =1,4% +++

 
  
    #26
25.10.07 06:57
1088 CHINA SHENHUA 48.8 0.7 1.41 952,536 19,391  
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