We highlight Fushan Energy (639 HK) as a way to play the recent Anglo-American coking coal mine disaster. Fushan is a pure play on coking coal, with 55% of the market cap in cash and a 9% div yield.
What is covered in the Full Insight:
Introduction to Shougang Fushan Resources
Impact of Anglo-American Incident
Beneficiary Analysis of Shougang Fushan
Valuation and Summary
Historical and Current Insights
SUMMARY
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