Update shared on03 Oct 2025
Fair value Increased 4.25%Analysts have increased their price target for MMG from $4.91 to $5.12, citing improved revenue growth forecasts and a more favorable profit margin outlook.
What's in the News
- MMG Limited reported strong Q2 and year-to-date production results through June 30, 2025, with copper (contained metal in concentrate) at 126,633 tonnes for the quarter and 233,234 tonnes for the year to date (Key Developments).
- Copper cathode output for Q2 reached 13,735 tonnes, and zinc production was 56,176 tonnes for the same period (Key Developments).
- The company provided earnings guidance, forecasting a net profit after tax of approximately USD 340 million for H1 2025. This is a significant increase from USD 21 million in H1 2024, driven by higher production and improved commodity prices (Key Developments).
- A Board Meeting is scheduled for August 12, 2025. The meeting will review and publish interim results for the first six months of 2025 (Key Developments).
Valuation Changes
- Fair Value Estimate has risen slightly, increasing from HK$4.91 to HK$5.12.
- Discount Rate has decreased marginally, moving from 7.58% to 7.41%.
- Revenue Growth is projected higher, increasing from 7.52% to 8.08%.
- Net Profit Margin has improved modestly, rising from 13.25% to 13.48%.
- Future P/E Ratio has fallen significantly from 84.0x to 10.8x.
Disclaimer
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