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Understanding the Market | YANCOAL AUS opened down more than 3%, with the average coal price in the third quarter falling year-on-year. Weak coal prices leave it lacking catalysts in the short term

YANCOAL AUS's stock price opened more than 3% lower, and as of the time of writing, it has fallen by 3.09%, trading at HKD 26.32. The company's third-quarter report shows that the average coal price has decreased by 17.6% year-on-year, to RMB 140 per ton, affected by strong supply. Although sales volume increased by 3% year-on-year, production decreased by 9% year-on-year due to weather factors. CMB International has lowered the company's future earnings forecast, believing that weak coal prices lack catalysts in the short term, but maintains a "Buy" rating

Zhitong·
HK
03668
+0.96%
Zhitong·
HK
03668
+0.96%

CICC: Maintains YANCOAL AUS outperform rating with a target price of HKD 29

CICC maintains YANCOAL AUS as outperforming the industry rating, with a target price of HKD 29. It is expected that the rebound in coal prices in the second half of the year will help the company's profit recovery. Although the 2025E profit has been revised down by 11.5% to AUD 473 million, the 2026E profit remains unchanged. In 3Q25, production was 9.3 million tons, a year-on-year decrease of 9%, while sales increased to 10.7 million tons, a year-on-year increase of 3%. The coal price in 3Q25 declined quarter-on-quarter, with a cash balance of AUD 1.8 billion, and the guidance for 2025 remains unchanged

Zhitong·
HK
03668
+0.96%
Zhitong·
HK
03668
+0.96%

Yancoal Australia: Strong Financial Position and Strategic Growth Amid Market Challenges

Yancoal Australia demonstrates strong financial stability and growth potential despite market challenges. The company increased sales volume despite production declines due to adverse weather, aided by resolving shipping delays. While average selling prices have dropped, Yancoal's strategic equity increase in Moolarben mines is expected to enhance production. With a significant cash reserve and a commitment to a 50% dividend policy, Yancoal remains appealing. Despite sluggish coal prices, its healthy balance sheet supports a Buy rating, with a price target of A$6.00 reiterated by TR | OpenAI.

Tip Ranks·
HK
03668
+0.96%
Tip Ranks·
HK
03668
+0.96%

Yancoal Australia slips on quarterly production fall

** Shares of Yancoal Australia fall as much as 6% to A$5.3** Logs biggest intraday pct loss since August 20** Coal producer's quarterly ROM coal production slid to 15.8 MT from 17.5 MT a year ago, Yancoal said after market hours on Monday ** Average realised coal price fell to A$140 ($90.97) per tonne from A$170 a year ago** About 3.3 million traded so far, 1.4x the 30-day avg ** Stock down 18% YTD, including session's moves($1 = 1.5389 Australian dollars)

Reuters·
HK
03668
+0.96%
Reuters·
HK
03668
+0.96%
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