Podcasts about new hope group

In this episode, TK shares his busy week involving golf, horse racing, and family events, including his daughter's first auction and his upcoming birthday. Cameron updates on the QAV light portfolio's performance, noting it's now beating the index since inception and for the financial year, despite selling EHL and TPG. They discuss Dollarama's acquisition of The Reject Shop (TRS) at a significant premium, speculate on the rationale, and touch on potential challenges for Dollarama in the Australian market. Concerns are raised about Stockopedia following staff departures and data discrepancies, particularly with Price to Operating Cash Flow (PropCAF) figures. The hosts delve into ASIC and the RBA scrutinizing the ASX over CHESS replacement issues and operational risks. They analyze several stocks: Accent Group (AX1) potentially seeing increased stake from Fraser's Group, New Hope Group's positive results and share buyback amidst slumping coal prices, Ramelius Resources' (RMS) controversial acquisition of Spartan Resources and subsequent removal from Stock Doctor's star list due to disclosure and financial concerns, and NZME's results, potential corporate activity involving Stuff, and a looming board challenge from Canadian billionaire Jim Grennan. A significant discussion revolves around establishing 'red flags' for corporate governance issues, triggered by Helia's (HLI) CEO selling shares before bad news, Indiana Resources (IDA) failing to lodge reports on time, and broader concerns about management integrity, timely disclosure, and when to remove a red flag. They also cover TPG Telecom's sale of assets to Vocus and perform a deep dive into Santos (STO), including its history, recent performance, QAV metrics, and associated risks. The episode wraps up with 'After Hours' chat about classic TV shows like Joe 90 and Odd Squad, films like Unforgiven and Ipcress File, music discoveries including Transplants and The Distillers, and TK's upcoming horse races.

China's continued support for the private sector, reiterated by President Xi Jinping, is expected to fuel further growth of tech and emerging industries, while promoting private enterprises to embrace another spring and play a bigger role in the country's economic transformation, company executives and economists said on Tuesday.2月18日，公司高管和经济学家表示，中国国家主席习近平重申要持续支持民营企业，这将进一步推动科技和新兴产业的发展，同时民营企业也将迎来又一个“春天”，在中国经济转型中发挥更大作用。Their comments came after Xi, who is also general secretary of the Communist Party of China Central Committee and chairman of the Central Military Commission, attended a symposium on private enterprises in Beijing and delivered an important speech on Monday.2月17日，中共中央总书记、国家主席、中央军委主席习近平在京出席民营企业座谈会并发表重要讲话。座谈会后，公司高管和经济学家发表了上述评论。In his speech, Xi emphasized the role of private enterprises in advancing China's broader goals in technological innovation, promoting rural vitalization and improving people's well-being.习近平在讲话中强调，民营企业在加快实现技术创新、乡村振兴、改善民生等国家远景目标方面发挥着重要作用。Xu Guanju, chairman of Transfar Group, a leading chemicals manufacturer, said in an interview with China Daily on Tuesday that while the breakthroughs made by Chinese artificial intelligence companies made them immensely proud and boosted their confidence in facing future challenges, the encouragement from China's top leadership was even more inspiring.2月18日，化工巨头传化集团董事长徐冠巨接受《中国日报》采访时表示，中国人工智能公司的突破让他们感到无比自豪，为他们更加信心满怀地应对未来挑战加了一把劲，而中国最高领导层的鼓励更让他们备受鼓舞。"It has greatly motivated us to work together to accelerate the development of new quality productive forces in the future, and embrace the AI era," said Xu, who attended the symposium on Monday.2月17日，徐冠巨在参加座谈会后说道：“这极大地激励了我们携手共进，加快发展新质生产力，积极拥抱AI时代。”The gathering saw a strong presence of companies from technology and emerging sectors, with notable names including Huawei's Ren Zhengfei, BYD's Wang Chuanfu, Will Semiconductor's Yu Renrong, Unitree Robotics' Wang Xingxing and Xiaomi's Lei Jun.此次座谈会汇聚了众多科技和新兴行业的公司代表，包括华为技术有限公司首席执行官任正非、比亚迪股份有限公司董事长王传福、上海韦尔半导体股份有限公司董事长虞仁荣、杭州宇树科技有限公司首席执行官王兴兴、小米科技有限责任公司董事长雷军等知名企业家。Zhang Jun, chief economist at China Galaxy Securities, noted that some of the private enterprises that attended the symposium are not big in terms of business scale or revenue, but have strong growth potential.中国银河证券首席经济学家章俊指出，参加座谈会的部分民营企业虽然没有庞大的业务规模或高收入，但具有强大的增长潜力。"It reaffirmed private enterprises' past breakthroughs in new quality productive forces, while highlighting the government's determination to cultivate future industries," Zhang said.章俊表示：“这既肯定了过去民企在新质生产力相关领域的技术突破，又凸显了政府对培育未来产业的决心。”Observers said the participation of private enterprises from both traditional and emerging sectors showed the continuous emphasis China's top leadership places on the role of the manufacturing industry in the Chinese economy.观察人士称，传统行业和新兴行业的民营企业均参加了此次座谈会，表明中国最高领导层持续重视制造业在中国经济中的作用。Liu Yonghao, founder of New Hope Group, a leading enterprise in agricultural industrialization, told China Daily on Tuesday that technology not only flourishes in high-end manufacturing and AI sectors, but also drives innovative growth in traditional sectors such as agriculture.2月18日，农业产业化龙头企业新希望集团创始人刘永好接受《中国日报》采访时表示，技术发展不仅在高端制造、人工智能等方面取得成绩，也推动了农业等传统行业的创新增长。"Inspired by the top leadership's remarks, our company will capitalize on favorable policies and make efforts to propel further growth amid complex challenges," said Liu, who also attended the symposium.参加本次座谈会的刘永好说：“最高领导层的讲话让我们备受启发，我们公司会利用国家的好政策，在复杂局面下继续努力拼搏，推动企业更好地发展。”Recalling that the previous such symposium on private enterprises, which was presided over by President Xi in 2018, was followed by a three-year bull run in China's A-share market, Zhang, from China Galaxy Securities, said that Monday's meeting will "help enhance the confidence of market entities, dispel concerns about uncertainty and play a decisive role in stabilizing the market".中国银河证券首席经济学家章俊回忆，上一次由习近平主席主持的同等规格民营企业座谈会在2018年，会后中国A股市场迎来了时长3年的牛市。他表示，2月17日的座谈会将“有助于提振市场主体的信心，打消对不确定性的疑虑，对于稳定市场起到一锤定音的效果”。Xu Hongcai, a renowned economist and deputy head of the financial and economic affairs committee of the National People's Congress, said that Xi's remarks "conveyed a clear signal that even with the changing and volatile economic and trade policies of some foreign countries, China remains focused on high-quality economic development as always".著名经济学家、全国人大财政经济委员会副主任委员许宏才表示，习近平的讲话“传递了一个明确信号，即在其他国家经贸政策风云变幻的情况下，中国一如既往集中精力于高质量经济发展”。At Monday's symposium, Xi said the government's basic principles and policies concerning the development of the private economy have been incorporated into the system of socialism with Chinese characteristics and will consistently be upheld and fulfilled. "They cannot and will not be changed," he said.2月17日，习近平在座谈会上表示，政府对民营经济发展的基本方针政策已经纳入中国特色社会主义制度体系，将一以贯之坚持和落实。他表示：“这些不能变，也不会变。”This was in line with Xi's remarks at the 2018 symposium, during which he said the country would unswervingly encourage, support and guide the development of the nonpublic sector and support private enterprises to develop toward a broader stage.这与习近平在2018年座谈会上的讲话相呼应，当时他表示，国家将毫不动摇地鼓励、支持、引导非公有制经济发展，支持民营企业走向更加广阔的舞台。The stance was reaffirmed at the 2022 Central Economic Work Conference, which emphasized that promoting the private sector's growth is a "long-term strategy", rather than a short-term measure.2022年召开的中央经济工作会议再次明确这一立场，强调促进民营经济发展是“长期战略”，而非短期措施。In 2023, during the two sessions, the annual meetings of China's top legislative and political advisory bodies, Xi emphasized that the Party encouraged private enterprises and entrepreneurs to let go of their concerns and burdens and boldly pursue their development.2023年两会（中国最高立法机关和中国政治协商机构年度会议）期间，习近平强调，党鼓励民营企业和民营企业家消除顾虑，放下包袱，大胆发展。Xu, the renowned economist, said: "These instances show that China's reform policies are continuous and stable. A stable policy and a good business environment will further enhance private enterprises' confidence, consistently attract more foreign investment and promote sustained economic growth."著名经济学家许宏才表示：“这些事例表明，中国的改革政策是连续的、稳定的。稳定的政策和良好的营商环境将进一步提升民营企业的信心，将一以贯之吸引更多外商投资，促进经济的持续增长。”As of the end of September last year, China had over 55 million registered private companies, accounting for 92.3 percent of all businesses. They contribute more than half of the country's tax revenue, over 60 percent of GDP and over 80 percent of urban employment.截至2024年9月底，中国登记在册民营企业数量超过5500万户，占全国企业总量的92.3%。民营经济贡献了全国50%以上的税收、60%以上的国内生产总值、80%以上的城镇劳动就业。In recent years, the role of the private sector has become increasingly pivotal in driving technological innovations. For example, the rise of AI startup DeepSeek and its advanced large language model, Huawei's breakthroughs in domestically developed chips and operating systems, and Unitree Robotics' humanoid robots, which staged a dance with festive vibes at this year's China Media Group Spring Festival Gala on Chinese New Year's Eve.近年来，民营企业在驱动技术创新方面发挥着越来越重要的作用。例如，人工智能初创企业DeepSeek及其先进的大型语言模型崛起，华为在国产芯片和操作系统方面取得突破，以及宇树科技人形机器人今年除夕夜亮相，在央视春晚舞台上表演了充满节日氛围的舞蹈。Zhou Mi, a senior researcher at the Chinese Academy of International Trade and Economic Cooperation, said the latest efforts of the top leadership will further bolster policies.中国商务部国际贸易经济合作研究院高级研究员周密表示，最高领导层的最新努力将进一步推动政策落实。A package of policies is expected to be accelerated, which includes a law to promote the private sector, measures to advance mixed ownership reforms and efforts to encourage private enterprises to go global, he said.他预计，一系列政策将加快落地，包括推进民营经济促进法立法进程、推动混合所有制改革以及鼓励民营企业“走出去”。humanoidn.人形机器人；类人的生物

Prime Minister said that there is a plan to offer three to four companies affiliated with the military on the EGX. We should know more next week with the release of the government's privatization plan for the coming period.Prime Minister said that foreign companies, both new to the market and veterans, are getting ready to launch projects, including in the automotive and renewable energy industries.Scatec's Obelisk Solar was granted a golden license for a USD600 million solar project over a 16.3 sq km area in Nagaa Hammadi. Scooter manufacturer Piaggio is mulling reopening its factory in Egypt.Home appliances manufacturer Ariston is thinking about expanding its presence in the Egyptian market. Railway company HitachiRail, which recently acquired Thales' ground transportation unit, is looking to expand its footprint in Egypt.Luxury yacht manufacturer Navigo highlighted its interest in investing in Egypt's yacht industry.Industrial vehicles manufacturer Iveco is conducting a feasibility study to launch a new factory in Egypt for truck manufacturing.Railway and urban mobility company Salcef Group discussed establishing a new company in collaboration with Egyptian Railways for Track Renewal and Maintenance Company.The Prime Minister stated that there are five global alliances competing to plan the area surrounding the Pyramids, the Grand Egyptian Museum, and the Sphinx Airport.Italian state-owned Italian State Railways discussed submitting an offer to manage and operate Egypt's high-speed electric rail network.China's New Hope Group is exploring a USD100 million investment to establish a feed production complex in an industrial zone.FutureFert is set to launch the first phase of its USD40 million fertilizer plant after receiving a golden license for the project. Yemen's Al Kbous Tea plans to invest around USD30 million in Egypt over the next two years to boost production capacity and upgrade machinery.The New Urban Communities Authority is mulling a EGP150 billion sukuk program in 2025, which would help fund the development of land plots in new cities.United Bank's shares are expected to debut on the EGX next week, with sources telling media that shares could start trading on Tuesday. HRHO announced the completion of its advisory services for the IPO of United International Holing (UICH) in Tadawul Saudi Arabia with a market cap of USD264 million. ATLC general assembly approved the distribution of cash dividends of EGP0.599/share forFY23, implying a dividend yield of 13.1%.EFIH's cash dividends of EGP0.197/share record date is on 24 December 2024 and distribution date is on 29 December 2024.MBSC reported solid financial performance in 3Q24. Net profit came in at EGP165.4 million (+7.3% YoY, -8.1% QoQ). 9M24 net profit recorded EGP387.0 million, up from EGP243.7 million in 9M23. MBSC is trading at FY25 P/E of 10.3x and EV/EBITDA of 7.7x.ARCC is to distribute cash dividends of EGP1.585/share for FY23, implying a payout ratio of 87% and a dividend yield of 11%.CCAP's waste management company Ecaru will close and rehabilitate the Qalabshu landfill in Dakahlia as part of the Kitchener Drain Project, under a EUR10 million agreement inked with the Local Development Ministr

New Hope Group profit lifts 10.6% to $1.1B, CEO Rob Bishop reveals how the coal miner managed with wet weather and rising inflation. Plus, oil and iron prices surge and the NSW state budget analysis.See omnystudio.com/listener for privacy information.

The Aussie share market is set to extend last week's advance and start the week higher, with the futures suggesting the market will lift 0.5% to 7,071 points. This takes the market just 1% away from the record set before the pandemic.  What to watch today:The country's leaders will be discussing today a reset of the vaccination program, which could lead to people aged over 50 being vaccinated sooner and further mass-vaccination sites opening.The oil price dipped, but still posted a gain for the week. This was driven by optimism over a recovery in demand.Gold miners like Newcrest Mining (ASX:NCM) and Northern Star Resources (ASX:NST) could start the week on a positive note after the Gold price pushed higher on Friday night.  Stocks going ex-dividend this week include mining company New Hope Group (ASX:NHC) and investment company Soul Pattinson (ASX:SOL). The most traded stocks last Friday from our active trader desk, Bell Direct Advantage. They were Brainchip (ASX:BRN), Magnetite Mines (ASX:MGT), which both rose about 7% and Oneview (ASX:ONE), up about 2.5%.                                                                           Trading ideas:Bell Potter has lifted its price target for Eagers Automotive (ASX:APE) to $16.50, previously $15.50. Bell Potter's view is that a 2021 PE ratio in the mid to high teens is appropriate for what we can expect to be peak earnings for the company.Adairs (ASX:ADH), Medusa Mining (ASX:MML) and Beach Energy (ASX:BPT) are all giving off bullish charting signals according to Trading Central. 

In this episode of China Money Podcast, listen to all the news headlines in the China venture investment and tech sector for the week ending March 12. We are nearing the ides of March 2021, and in the past 5 business days we counted over 70 deals closing with private equity and VC firms in China with a combined raise of more than US$2.3 billion in everything from seed to pre-IPO rounds. And one firm even raised a whopping 700 million in its Series A, while we saw other news concerning Huawei, AstraZeneca, and Xpeng Motors dominate the investment headlines. Startups in China this week raised funding from over 250 corporate venture capital, private equity and regular venture capital firms like Matrix Partners China, Hillhouse Capital, Warburg Pincus, Shenzhen Capital Group, Lilly Asia Ventures, Hina Group, Fengrun Investment, New Hope Group, Xiaomi, Fuho Capital, Meridian Capital, FutureX Capital, Addor Capital, GSR Ventures, Cowin Capital, Brill Capital and many others. Matoka Capital's Danny Levinson sits in as guest host this week too. Be sure to subscribe to China Money Podcast for free in the iTunes store, or subscribe to our weekly newsletter.

Welcome to Finance and Fury, The Say What Wednesday Edition I've been looking at Soul Patt (ASX: SOL) recently as I've heard some commentators refer to them as the "Australian Berkshire Hathaway" but noticed they have underperformed the ASX200 index over the last 12 months. As they have overperformed over any other longer-term period, would you see this as an opportunity to buy in? And what do you think about this particular stock? Looking forward to hearing your thoughts. Thanks, Gab Disclaimer – not advice – general discussion in nature – seek personal advice Washington H. Soul Pattinson and Company Limited – call it SOL for short - is an Australian investment company - SOL invests in a portfolio of assets across a range of industries - main business activities include ownership of shares; coal mining; gold and copper mining and refining; property investment; and consulting. While the broader market gained around 25% in the last year - SOL lost 16% (even including dividends) Keep in mind that even the best stocks will sometimes underperform the market over a twelve month period Long term shareholders have made money, with a gain of 14% per year over half a decade So, is the recent sell-off an opportunity to buy in? worth checking the fundamental data for signs of a long term growth trend I find it very interesting to look at share price over the long term as a proxy for business performance Not always the same thing - to truly gain insight, we need to consider other information, too. Consider for instance, the ever-present spectre of investment risks of the underlying companies or the changes in forecasted earnings One thing – not too correlated to historical crashes – losses minimal in 2008/09 and other corrections But has just gone through a loss in price Also note – is a High conviction investment operator – Similar to Monday’s episode -   Current Investments - SOL invests in a range number of companies across a variety of industries. In addition to a large diversified listed and unlisted portfolio, their larger investments are: TPG Telecom (ASX: TPM) is a force in the Australian telecommunications industry – 25.3% shareholding New Hope Group (ASX: NHC) is an Australian owned and operated diversified energy company which has been proudly based in South East Queensland for more than 60 years – 61% shareholding Brickworks Limited (ASX: BKW) - main business is the manufacture and distribution of clay and concrete products, property development and realisation, and investments - 43.9% shareholding Australian Pharmaceutical Industries (ASX: API) is one of Australia’s leading health and beauty companies. API has a number of brands and banners in the retail health and beauty industry, including Priceline, Soul Pattinson and Pharmacist Advice. – 19.3% SHAREHOLDING BKI Investment Company Limited (BKI) is a Listed Investment Company on the Australian Securities Exchange. - 8.6% holding Round Oak is a mining and exploration company focused primarily on copper, zinc and gold – 100% shareholding Milton Corporation Limited (ASX:MLT) is an Australian Listed Investment Company which aims to invest in a diversified portfolio of assets to generate growing dividends and increased value of assets – 3.8% shareholding Apex Healthcare Berhad (APEX.MK) is a leading healthcare group with operations in Singapore, Malaysia, Vietnam and Myanmar. Apex is publicly listed on the Main Board of Bursa Malaysia – 30.3% holding TPI Enterprises Limited (ASX:TPE) is one of nine companies licensed worldwide to manufacture narcotic raw material for the international pharmaceutical industry – 20% shareholding Ampcontrol Pty Limited is a leading international supplier of electrical and electronic products with a strong presence in providing products and services to the mining sector – 43.3% Pitt Capital Partners is an independent corporate advisory firm with a track record of completing successful corporate transactions. Since inception, they have advised some of Australia’s most successful companies on over $10 billion worth of transactions – 100% Clover Corporation Limited (ASX: CLV) is an Australian research-based company dedicated to providing quality lipid based products which enhance the health and well-being of the community – 22.6% shareholding Has got 75% of holdings in 3 companies though – New Hope Corp, TPG and Brickworks Large holding in New Hope Corp – which is a thermal coal mining – the loss of value from their shares seems to have come mainly from a drop in price from over $4 a year ago, to about $1.80 now. Comparison to Berkshire Hathaway – owns majority (100% or above 90%) of 71 companies Not the same as Berkshire Hathaway – would say closer to a high conviction LIC Is it a good share? Growing DPS and EPS In his essay The Superinvestors of Graham-and-Doddsville (back to high conviction and value managers) Warren Buffett described how share prices do not always rationally reflect the value of a business. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. Over half a decade, SOL managed to grow its earnings per share at 13% a year. This EPS growth is higher than the 10% average annual increase in the share price. So it seems the market isn’t so enthusiastic about the stock these days – Shares can act as trends – but like fashion, can be in and out - It’s probably worth noting we’ve seen significant insider buying in the last quarter, which we consider a positive. Share price drops – so those on the inside of the company buy up more But the earnings and revenue growth trends are even more important factors to consider What About Dividends? As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. As it happens, Washington H. Soul Pattinson’s TSR for the last 5 years was 89%, which exceeds the share price return mentioned earlier. This is largely a result of its dividend payments! – has had stable dividend payments – growing Payout ratios - Companies (usually) pay dividends out of their earnings. If a company is paying more than it earns, the dividend might have to be cut. Comparing dividend payments to a company’s net profit after tax is a simple way of reality-checking whether a dividend is sustainable. In the last year, Washington H. Soul Pattinson paid out 56% of its profit as dividends. This is a fairly normal payout ratio among most businesses. It allows a higher dividend to be paid to shareholders, but does limit the capital retained in the business – which could be good or bad. In addition to comparing dividends against profits, we should inspect whether the company generated enough cash to pay its dividend. Washington H. Soul Pattinson paid out 80% of its cash flow last year. This may be sustainable but it does not leave much of a buffer for unexpected circumstances. It’s encouraging to see that the dividend is covered by both profit and cash flow. This generally suggests the dividend is sustainable, as long as earnings don’t drop precipitously.   Net tangible assets per share - $13.76   Return on Equity - ROE has a ROE of 8.0%, based on the last twelve months. Another way to think of that is that for every A$1 worth of equity in the company, it was able to earn A$0.08. Return on Equity = Net Profit (from continuing operations) ÷ Shareholders’ Equity 8.0% = AU$359m ÷ AU$4.5b (Based on the trailing twelve months to July 2019.) It’s easy to understand the ‘net profit’ part of that equation, but ‘shareholders’ equity’ requires further explanation. It is all earnings retained by the company, plus any capital paid in by shareholders. Shareholders’ equity can be calculated by subtracting the total liabilities of the company from the total assets of the company. What this means - ROE measures a company’s profitability against the profit it retains, and any outside investments. The ‘return’ is the yearly profit. That means that the higher the ROE, the more profitable the company is. So, all else equal, investors should like a high ROE. That means ROE can be used to compare two businesses. Is it good? Compare it to the industry average – but far from perfect here due to the nature of their business – Oil and Gas is 15% But – has low debt - debt to equity ratio of just 0.088, which is very low. I’m not impressed with its ROE, but the debt levels are not too high, indicating the business has decent prospects. Careful use of debt to boost returns is often very good for shareholders. However, it could reduce the company’s ability to take advantage of future opportunities. Has had good long term performance - Stock pickers are generally looking for stocks that will outperform the broader market. And in our experience, buying the right stocks can give your wealth a significant boost. SOL shareholders have enjoyed a 63% share price rise over the last half decade, well in excess of the market return of around 23% (not including dividends). Summary – Not advice - may be beneficial to hold long term – as short term may continue a decline if their major holdings go down Major risks – coal business continues to decline, TPG gets beat out by TLS or Optus, or property takes a hit – which would impact brickworks   Thanks for the question Gab Thank you for listening to today's episode. If you want to get in contact you can do so here: http://financeandfury.com.au/contact/  

Sharing your testimony with others is a must for all Christians. When giving your testimony you tell how you came to trust in Christ alone as your Lord and Savior. You tell how God opened your eyes on how you were a sinner in need of a Savior. We are sharing with others different events leading up to our salvation and how God has worked in our lives to bring us to repentance. Testimony is a form of praise and honor to Christ.  On September 25, 2018, I was asked to come to Harvest Bible Chapel Hope Group and share a Testimony to the New Hope Group regarding how Hope Group helped to bring me close to Jesus Christ. How Christ changed me and used me in Hope Group to become a New Creation. It was my first time speaking in a group, especially among strangers; and my first time telling a group of people about my sinful life. It was this Testimony that encouraged this writing here that you are about to read.

Liu Yonghao, Chairman of the New Hope Group, one of China's largest agribusiness companies, highlights the importance of recruiting young, dynamic people.

Liu Yinghao, Chairman of New Hope Group one of China’s largest agribusiness companies, looks at the similarities between his company and CEIBS

Liu Yonghao, Chairman of the New Hope Group, one of China’s largest agribusiness companies, highlights the importance of recruiting young, dynamic people. This is part of the CEIBS Master Class series of lectures being staged to mark the school’s 20th anniversary.