Coal prices rise more than expected institutions optimistic about coal plate valuation repair market

category:Finance
 Coal prices rise more than expected institutions optimistic about coal plate valuation repair market


Coal price + coal price of coal + stock price of Huaxi plate is expected to fall, and coal price of leading enterprises is still low. Shaanxi coal industry, China Shenhua Coal Industry Co., Ltd., and Panjiang Co., a leading coking coal company in Southwest China, are recommended. There are also coke rising benefit target: Jinneng technology and so on. Guotai Junan believes that the continuous improvement of demand will increase the markets allocation of Pro cyclical plate, and the coal plate will contribute to continuous excess earnings under the coordination of economic data and coal price. Recommendations: 1) index allocation, Shaanxi coal industry, China Shenhua (also have capacity elasticity); 2) production capacity flexibility, Panjiang shares, Huaibei Mining; 3) price rise flexibility, Baofeng energy, China Xuyang group, surface coal industry; 4) overseas coal price rebound, Yanzhou coal industry; 5) state owned enterprise reform, Pingmei, Xishan coal power. Source of this article: Yang Bin, editor in charge of the first finance and Economics_ NF4368

Coal price + coal price of coal + stock price of Huaxi plate is expected to fall, and coal price of leading enterprises is still low. Shaanxi coal industry, China Shenhua Coal Industry Co., Ltd., and Panjiang Co., a leading coking coal company in Southwest China, are recommended. There are also coke rising benefit target: Jinneng technology and so on.

Guotai Junan believes that the continuous improvement of demand will increase the markets allocation of Pro cyclical plate, and the coal plate will contribute to continuous excess earnings under the coordination of economic data and coal price. Recommendations: 1) index allocation, Shaanxi coal industry, China Shenhua (also have capacity elasticity); 2) production capacity flexibility, Panjiang shares, Huaibei Mining; 3) price rise flexibility, Baofeng energy, China Xuyang group, surface coal industry; 4) overseas coal price rebound, Yanzhou coal industry; 5) state owned enterprise reform, Pingmei, Xishan coal power.