兖煤澳大利亚：2Q24 sales volume +1%; Full-year target still achievable

19 Jul 2024 CMB International Global Markets | Equity Research | Company Update Yancoal Australia (3668 HK) 2Q24 sales volume +1%; Full-year target still achievable Yancoal's (YAL) 2Q24 operating data came in slightly below our expectation, with only 1% YoY increase in attributable sales volume due to adverse weather conditions and operational factors such as longwall move and wash plant throughput rates. Blended ASP dropped 20% YoY in 2Q24 but is in line with the market trend and our expectation. We estima ...