另外，该行将兖煤澳大利亚2024至2026财年每股盈利预测，分别调整-6.6%、+0.8%及+3.4%，亦预期，煤炭价格将受到国际市场结构性失衡所支撑。不过由于降雨问题，煤炭产量预计将在未来12个月内由去年的低基数恢复。YANCOAL AUS (03668) fell over 3%, as of the time of writing, it is down 3.64%, priced at 31.75 HKD, with a trading volume of 10.9325 million HKD.
According to the Zhitong Finance APP, YANCOAL AUS (03668) fell over 3%, as of the time of writing, it is down 3.64%, priced at 31.75 HKD, with a trading volume of 10.9325 million HKD.
Morgan Stanley released a Research Report indicating that after incorporating the new regional fuel Coal and coking Coal price forecasts, the regional fuel Coal price forecasts for 2024 to 2026 have been adjusted from 135, 120, and 115 dollars per ton to 137, 135, and 125 dollars per ton respectively; at the same time, the regional semi-soft coking Coal prices were adjusted from 189.7, 183.2, and 166.8 dollars per ton to 168.9, 145.2, and 155.2 dollars per ton respectively.
In addition, the bank adjusted the earnings per share forecast for YANCOAL AUS for the fiscal years 2024 to 2026 by -6.6%, +0.8%, and +3.4% respectively, and also anticipated that Coal prices would be supported by structural imbalances in the international market. However, due to rainfall issues, the Coal production is expected to recover from last year's low base within the next 12 months.
