MMG Zukünftiges Wachstum
Future Kriterienprüfungen 5/6
MMG wird ein jährliches Gewinn- und Umsatzwachstum von 28% bzw. 9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 27.7% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 20.5% betragen.
Wichtige Informationen
28.0%
Wachstumsrate der Gewinne
27.65%
EPS-Wachstumsrate
| Metals and Mining Gewinnwachstum | 20.4% |
| Wachstumsrate der Einnahmen | 9.0% |
| Zukünftige Eigenkapitalrendite | 20.48% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 11 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrativ-Update • May 10
1208: Production Mix And Governance Changes Will Likely Keep Shares Fairly Valued
Analysts have raised their price target on MMG to HK$9.50 from HK$5.89, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E expectations. What's in the News MMG reported production for the three months ended 31 March 2026, including 111,878 tonnes of copper contained metal in concentrate and 16,820 tonnes of copper cathode, giving you fresh volume data to assess against your own expectations (Announcement of Operating Results).
Narrativ-Update • Apr 23
1208: Higher Profitability Assumptions And Earnings Guidance Will Support A Stronger Outlook
Analysts now set MMG's fair value at HK$13.52, up from HK$13.01, reflecting updated assumptions for revenue growth, profit margin and the stock's future P/E. What's in the News MMG plans to amend and replace its existing Articles of Association, aiming to align with the updated Hong Kong Companies Ordinance and Stock Exchange listing rules.
Narrativ-Update • Apr 06
1208: Production Guidance And Earnings Outlook Will Drive Future Share Upside
Analysts have slightly reduced their MMG price target to HK$11.10 from about HK$11.14, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E that they consider better aligned with current conditions. What's in the News MMG issued earnings guidance for 2025, indicating expected unaudited net profit after tax attributable to equity holders in the range of US$500m to US$520m (Key Developments).Narrativ-Update • Mar 23
1208: Mine Expansion And Higher Margins Will Drive Future Share Upside
Analysts have revised their MMG price target to HK$11.14 from HK$10.35, reflecting updated assumptions about revenue growth, profit margins and the price-to-earnings (P/E) ratio they consider appropriate for the shares. What's in the News MMG plans to amend its Articles of Association to reflect recent changes to Hong Kong company and listing rules, including provisions for hybrid and virtual general meetings, with shareholder approval to be sought at the AGM scheduled for May 28, 2026 (company announcement).Narrativ-Update • Mar 09
1208: Expansion Spending And Higher Margins Will Likely Keep Shares Overstretched
Analysts have nudged their HK$ fair value estimate for MMG slightly higher to HK$5.89, highlighting updated assumptions around revenue growth, profit margins and a lower future P/E multiple as key drivers of the change. What's in the News MMG issued earnings guidance for 2025, indicating expected unaudited net profit after tax attributable to equity holders in a range of US$500 million to US$520 million (Corporate Guidance).Narrativ-Update • Feb 22
1208: Mine Expansion And Stable Guidance Will Shape Future Share Performance
Analysts now place MMG's price target at HK$10.35, up from HK$7.60 previously, reflecting updated views on fair value, revenue growth, profit margins and forward P/E assumptions. What's in the News MMG issued earnings guidance for 2025, indicating an expected unaudited net profit after tax attributable to equity holders in the range of US$500m to US$520m.Narrativ-Update • Feb 08
1208: Khoemacau Expansion And New Guidance Will Support A Stronger Outlook
Analysts have raised their price target for MMG from US$10.00 to US$13.01, citing updated assumptions for revenue growth, profit margins, discount rate and forward P/E as the key drivers behind this change. What's in the News MMG issued earnings guidance for 2025, indicating expected unaudited net profit after tax attributable to equity holders in a range of US$500 million to US$520 million.Analyseartikel • Jan 28
MMG Limited's (HKG:1208) P/E Is Still On The Mark Following 25% Share Price Bounce
Despite an already strong run, MMG Limited ( HKG:1208 ) shares have been powering on, with a gain of 25% in the last...Narrativ-Update • Jan 25
1208: Expansion Push And Wider Margins Will Likely Leave Shares Overstretched
Narrative Update Analysts have lifted their price target on MMG, citing higher estimated fair value per share, slightly adjusted discount rates, modestly stronger revenue growth assumptions, a wider projected profit margin of about 6 percentage points, and a higher expected future P/E multiple. What's in the News MMG reported fourth quarter and full year 2025 production results, including 108,638 tonnes of copper in concentrate, 12,572 tonnes of copper cathode, 65,382 tonnes of zinc in concentrate, 12,630 tonnes of lead in concentrate, and 843 tonnes of molybdenum in concentrate (company announcement).Narrativ-Update • Jan 11
1208: Khoemacau Expansion And Cost Outlook Will Shape A Balanced Future
Analysts have lifted their price target on MMG to about $10.00 from roughly $6.79, citing updated assumptions for higher revenue growth, stronger profit margins and a slightly richer future P/E multiple to justify the change. What's in the News The board has approved a major expansion of the Khoemacau Copper Mine in Botswana, including a new 4.5 million tonnes per annum processing plant that would lift total milling capacity to over 8.0 million tonnes per annum, with capital expenditure estimated at about US$900 million and first copper concentrate targeted in the first half of 2028 (Key Developments).Narrativ-Update • Dec 27
1208: Leadership Transition And Auditor Change Will Weigh On Future Share Performance
Analysts have raised their price target on MMG from approximately $6.35 to $7.60 per share, citing stronger expected revenue growth, improving profit margins and a slightly higher future earnings multiple as key drivers of the upward revision. What's in the News MMG signed the Rosebery Concentrate Sales Agreement with related party Minmetals North-Europe, covering 100% of Rosebery production for 2026 and 2027 at pricing deemed superior to third party offers and compliant with Hong Kong Listing Rules connected transaction requirements (company announcement).Narrativ-Update • Dec 13
1208: Leadership And Auditor Uncertainty Will Pressure Future Earnings Performance
Narrative Update on MMG Analysts have raised their price target on MMG to approximately $6.35 from about $6.16, reflecting modestly lower perceived risk along with slightly improved expectations for valuation multiples and earnings quality. What's in the News A board meeting is scheduled for December 2, 2025 to consider the resignation of Mr Xu as Chairman and Non Executive Director, signaling potential leadership changes at MMG Limited (Key Developments).Analyseartikel • Dec 04
MMG Limited (HKG:1208) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable
Despite an already strong run, MMG Limited ( HKG:1208 ) shares have been powering on, with a gain of 27% in the last...Analyseartikel • Dec 02
We Think MMG (HKG:1208) Can Stay On Top Of Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Narrativ-Update • Nov 29
1208: Rising Discount Rate Will Pressure Future Earnings Performance
Analysts have raised their price target for MMG from $5.86 to $6.16, citing slightly improved growth forecasts and stable profitability estimates. What's in the News MMG Limited will hold a board meeting on December 2, 2025 to consider the resignation of Mr Xu as Chairman and Non-Executive Director.Narrativ-Update • Nov 15
1208: Rising Discount Rate Will Undermine Future Share Performance
Analysts have modestly raised their price target for MMG to $5.86 per share. They cite a slight increase in the discount rate while maintaining stable assumptions for revenue growth and profit margins.Narrativ-Update • Oct 31
1208: Rising Discount Rate Will Weigh On Copper Producer Outlook
Analysts have slightly lowered their price target for MMG from $5.86 to $5.86, citing minor revisions in profit margin and discount rate assumptions. What's in the News MMG Limited plans to change its independent auditor after working with Deloitte Touche Tohmatsu since 2016.Narrativ-Update • Oct 17
Global Electrification And Urbanization Will Support Copper Upswing
Analysts have raised their price target for MMG from $5.12 to $5.86. They cite projected improvements in revenue growth and profit margins as key factors supporting a more optimistic outlook.Narrativ-Update • Oct 03
Global Electrification And Urbanization Will Support Copper Upswing
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).Analyseartikel • Sep 28
MMG Limited's (HKG:1208) 25% Jump Shows Its Popularity With Investors
MMG Limited ( HKG:1208 ) shares have continued their recent momentum with a 25% gain in the last month alone. The last...Narrativ-Update • Sep 05
Global Electrification And Urbanization Will Support Copper Upswing
The consensus price target for MMG has increased, driven by a substantial rise in both future P/E ratio and net profit margin expectations, resulting in a new fair value estimate of HK$4.91. What's in the News MMG reported Q2 2025 production: 126,633 tonnes copper concentrate, 13,735 tonnes copper cathode, 56,176 tonnes zinc concentrate, 8,436 tonnes lead concentrate, and 707 tonnes molybdenum concentrate.Narrativ-Update • Aug 21
Global Electrification And Urbanization Will Support Copper Upswing
The significant rise in MMG's future P/E ratio, despite reduced consensus revenue growth forecasts, suggests higher anticipated premiums or improved sentiment, contributing to the analyst price target increase from HK$4.26 to HK$4.52. What's in the News MMG reported Q2 copper production of 126,633 tonnes (contained metal in concentrate) and 13,735 tonnes copper cathode; zinc production was 56,176 tonnes, lead 8,436 tonnes, and molybdenum 707 tonnes.Analyseartikel • Aug 15
MMG Limited Recorded A 12% Miss On Revenue: Analysts Are Revisiting Their Models
SEHK:1208 1 Year Share Price vs Fair Value Explore MMG's Fair Values from the Community and select yours The investors...Analyseartikel • Aug 13
MMG Limited's (HKG:1208) P/S Is Still On The Mark Following 29% Share Price Bounce
SEHK:1208 1 Year Share Price vs Fair Value Explore MMG's Fair Values from the Community and select yours Despite an...Analyseartikel • Jul 21
MMG's (HKG:1208) Returns On Capital Are Heading Higher
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analyseartikel • Jun 25
Is MMG (HKG:1208) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Neues Narrativ • Mar 19
Kinsevere And Khoemacau Expansions Will Increase Copper And Nickel Production By 2028
Strategic acquisitions and mine expansions are expected to boost production, improve margins, and drive revenue growth for MMG.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 8,371 | 1,643 | N/A | 3,758 | 7 |
| 12/31/2027 | 8,459 | 1,575 | 1,735 | 3,749 | 10 |
| 12/31/2026 | 8,354 | 1,490 | 1,070 | 3,293 | 10 |
| 12/31/2025 | 6,218 | 509 | 1,608 | 2,690 | N/A |
| 9/30/2025 | 5,798 | 495 | 1,480 | 2,486 | N/A |
| 6/30/2025 | 5,378 | 481 | 1,352 | 2,282 | N/A |
| 3/31/2025 | 4,929 | 321 | 1,018 | 1,947 | N/A |
| 12/31/2024 | 4,479 | 162 | 684 | 1,612 | N/A |
| 9/30/2024 | 4,424 | 125 | 856 | 1,776 | N/A |
| 6/30/2024 | 4,369 | 89 | 1,028 | 1,940 | N/A |
| 3/31/2024 | 4,358 | 49 | 1,044 | 1,895 | N/A |
| 12/31/2023 | 4,347 | 9 | 1,059 | 1,850 | N/A |
| 9/30/2023 | 4,044 | 22 | 759 | 1,486 | N/A |
| 6/30/2023 | 3,742 | 34 | 460 | 1,123 | N/A |
| 3/31/2023 | 3,498 | 103 | 363 | 978 | N/A |
| 12/31/2022 | 3,254 | 172 | 266 | 832 | N/A |
| 9/30/2022 | 3,241 | 259 | 572 | 1,105 | N/A |
| 6/30/2022 | 3,227 | 347 | 877 | 1,378 | N/A |
| 3/31/2022 | 3,740 | 507 | 1,427 | 1,965 | N/A |
| 12/31/2021 | 4,253 | 667 | 1,978 | 2,552 | N/A |
| 9/30/2021 | 4,270 | 580 | 1,869 | 2,426 | N/A |
| 6/30/2021 | 4,287 | 493 | 1,761 | 2,300 | N/A |
| 3/31/2021 | 3,660 | 214 | 1,301 | 1,829 | N/A |
| 12/31/2020 | 3,034 | -65 | 842 | 1,358 | N/A |
| 9/30/2020 | 2,919 | -186 | 740 | 1,290 | N/A |
| 6/30/2020 | 2,805 | -307 | 638 | 1,222 | N/A |
| 3/31/2020 | 2,908 | -269 | 653 | 1,183 | N/A |
| 12/31/2019 | 3,012 | -230 | 669 | 1,145 | N/A |
| 9/30/2019 | 3,085 | -185 | N/A | 1,113 | N/A |
| 6/30/2019 | 3,159 | -140 | N/A | 1,080 | N/A |
| 3/31/2019 | 3,415 | -38 | N/A | 1,406 | N/A |
| 12/31/2018 | 3,670 | 65 | N/A | 1,732 | N/A |
| 9/30/2018 | 3,785 | 163 | N/A | N/A | N/A |
| 6/30/2018 | 3,900 | 261 | N/A | 2,195 | N/A |
| 3/31/2018 | 3,826 | 203 | N/A | 2,283 | N/A |
| 12/31/2017 | 3,751 | 144 | N/A | 2,370 | N/A |
| 9/30/2017 | 3,702 | 45 | N/A | N/A | N/A |
| 6/30/2017 | 3,653 | -53 | N/A | 1,781 | N/A |
| 3/31/2017 | 3,071 | -103 | N/A | 1,251 | N/A |
| 12/31/2016 | 2,489 | -153 | N/A | 722 | N/A |
| 9/30/2016 | 1,956 | -613 | N/A | 430 | N/A |
| 6/30/2016 | 1,423 | -1,073 | N/A | 137 | N/A |
| 3/31/2016 | 1,687 | -1,050 | N/A | 210 | N/A |
| 12/31/2015 | 1,951 | -1,026 | N/A | 282 | N/A |
| 9/30/2015 | 2,178 | -504 | N/A | 476 | N/A |
| 6/30/2015 | 2,404 | 18 | N/A | 669 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: 1208Das prognostizierte Gewinnwachstum (28% pro Jahr) liegt über der Sparquote (3%).
Ertrag vs. Markt: 1208Die Erträge des Unternehmens (28% pro Jahr) werden voraussichtlich schneller wachsen als der Markt Hong Kong (12.5% pro Jahr).
Hohe Wachstumserträge: 1208Es wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.
Einnahmen vs. Markt: 1208Die Einnahmen des Unternehmens (9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt Hong Kong (8.6% pro Jahr).
Hohe Wachstumseinnahmen: 1208Die Einnahmen des Unternehmens (9% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: 1208Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (20.5%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/22 23:58 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
MMG Limited wird von 24 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Ephrem Ravi | Barclays |
| Aleksandra Bukacheva | BMO Capital Markets Equity Research |
| Miriam Chan | BofA Global Research |