News summary

Guotai Junan: The reshaping of the coal sector's valuation is on the way Securities Times e Company News, Guotai Junan Research Report said that the reshaping of the coal sector's valuation is on the way, which reflects not only the profound changes in the supply and demand structure of the coal industry and the gradual "utility", but also reflectskirbyandtheforgottenlandtimecrashThere is scarcity and lack of windkirbyandtheforgottenlandtimecrash...

Newsletter text

Guotai Junan: The reshaping of the valuation of the coal sector is on the way Securities Times Company e News, Guotai Junan Research Report said that the reshaping of the valuation of the coal sector is on the way, which reflects not only the profound changes in the supply and demand structure of the coal industry and the gradual "public utility", but also reflects the problem of investment strategies in high-dividend assets with scarce risk-free yields. Recommendations: 1) long-term coking coal;2) high-dividend thermal coal;3) low valuation and room for repair;4) growth & transformation.