Minsheng securities released a research report on January 28, saying that it maintained the recommended rating of Shanxi Coking Coal Energy Group Co.Ltd(000983) (000983.sz, latest price: 7.75 yuan). The reasons for rating mainly include: 1) the release of performance in the fourth quarter of 2021 was slightly lower than expected; 2) Continuous acquisition of assets of controlling shareholders; 3) The prelude to asset injection is opened, and the growth of capacity extension can be expected. Risk warning: coal prices have fallen sharply; The group’s asset injection is less than expected; There is still uncertainty in the ongoing asset acquisition, and the asset acquisition still needs to raise no more than 4.4 billion yuan. Therefore, EPS has the risk of further dilution.
AI comments: Shanxi Coking Coal Energy Group Co.Ltd(000983) got three research reports from securities companies in the past month and bought two.
