To The Moon

‌$ZIJIN MINING(02899)$  ‌ 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!

‌$Energy Select Sector SPDR Fund(XLE)$   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. ‌

Zijin Mining drop was due to US import blacklist.

Who is considered as eligible shareholder for SembCorp Marine dividend?

$TENCENT(00700)$ 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 🤪

$CKI HOLDINGS(01038)$  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] 

Keppel and SembCorp should have dividend suprise. I like AEM and UMS too.

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. 💪