Thungela Resources (TGA) Aperçu de l'action
Thungela Resources Limited exploite et produit du charbon thermique en Afrique du Sud et en Australie. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 3/6 |
| Performances passées | 0/6 |
| Santé financière | 6/6 |
| Dividendes | 1/6 |
Récompenses
Analyse des risques
TGA Community Fair Values
Create NarrativeSee what 37 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Thungela Resources Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | R96.48 |
| Plus haut sur 52 semaines | R180.61 |
| Plus bas sur 52 semaines | R73.10 |
| Bêta | -1.12 |
| Variation sur 1 mois | 7.08% |
| Variation sur 3 mois | -29.97% |
| Variation sur 1 an | 3.43% |
| Variation sur 3 ans | -30.43% |
| Variation sur 5 ans | 95.66% |
| Évolution depuis l'introduction en bourse | 340.55% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 29
TGA: Repriced Earnings Multiple Will Support Future Upside Potential
The analyst price target for Thungela Resources has been revised from ZAR135.75 to ZAR121.25 as analysts adjust assumptions for revenue growth, profit margins and future P/E expectations. What’s in the News for Thungela Resources No recent Thungela Resources news items were identified in the provided sources as of 28 Jul 2026.
Mise à jour du récit • Jul 15
TGA: Higher Future P/E Assumptions Will Pressure Forward Equity Returns
Analysts have raised their price target for Thungela Resources from ZAR 55.00 to ZAR 60.00, citing updated fair value assumptions, a slightly lower discount rate, and revised expectations for revenue growth, profit margins, and future P/E levels. What's in the News No recent Thungela Resources specific news or key developments were identified in the provided sources.Mise à jour du récit • Jul 01
TGA: Improved Margin Outlook Will Support Repriced Earnings Multiple
Analysts have increased their price target for Thungela Resources from ZAR75.50 to ZAR135.75, citing updated assumptions around revenue growth, profit margins and a lower forward P/E multiple in their models. What's in the News for Thungela Resources No recent Thungela Resources specific news items were provided in the primary news feed.
Mise à jour du récit • Jun 16
TGA: Higher Future P/E And Dividend Policy Will Support Undervalued Shares
The analyst price target for Thungela Resources has been revised from ZAR180.00 to ZAR250.00. Analysts attribute the change to updated fair value assumptions and a higher future P/E estimate as key drivers.Recent updates
Mise à jour du récit • Jul 29
TGA: Repriced Earnings Multiple Will Support Future Upside Potential
The analyst price target for Thungela Resources has been revised from ZAR135.75 to ZAR121.25 as analysts adjust assumptions for revenue growth, profit margins and future P/E expectations. What’s in the News for Thungela Resources No recent Thungela Resources news items were identified in the provided sources as of 28 Jul 2026.Mise à jour du récit • Jul 15
TGA: Higher Future P/E Assumptions Will Pressure Forward Equity Returns
Analysts have raised their price target for Thungela Resources from ZAR 55.00 to ZAR 60.00, citing updated fair value assumptions, a slightly lower discount rate, and revised expectations for revenue growth, profit margins, and future P/E levels. What's in the News No recent Thungela Resources specific news or key developments were identified in the provided sources.Mise à jour du récit • Jul 01
TGA: Improved Margin Outlook Will Support Repriced Earnings Multiple
Analysts have increased their price target for Thungela Resources from ZAR75.50 to ZAR135.75, citing updated assumptions around revenue growth, profit margins and a lower forward P/E multiple in their models. What's in the News for Thungela Resources No recent Thungela Resources specific news items were provided in the primary news feed.Mise à jour du récit • Jun 16
TGA: Higher Future P/E And Dividend Policy Will Support Undervalued Shares
The analyst price target for Thungela Resources has been revised from ZAR180.00 to ZAR250.00. Analysts attribute the change to updated fair value assumptions and a higher future P/E estimate as key drivers.Mise à jour du récit • Jun 02
TGA: Large Cash Dividend Will Support Undervalued Shares In 2026
Analysts maintained their ZAR 180.00 price target for Thungela Resources, noting that only minor changes to the discount rate, revenue growth, profit margin and future P/E assumptions were made, which did not materially change their valuation view. What's in the News A board meeting is scheduled for 20 March 2026 to consider approval of Thungela Resources' annual financial statements for the year ended 31 December 2025, for presentation at the next AGM.Mise à jour du récit • May 18
TGA: Higher Fair Value And Dividend Will Offset 2025 Loss
Analysts have lifted their price target for Thungela Resources from ZAR115.00 to ZAR180.00, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margins and a higher future P/E multiple. What's in the News Board meeting scheduled for 20 March 2026 to consider approval of the annual financial statements for the year ended 31 December 2025 for presentation at the next AGM (Key Developments).Mise à jour du récit • Apr 20
TGA: Expected 2025 Loss And Dividend Constraints Will Pressure Equity Returns
Analysts have lifted their price target for Thungela Resources from ZAR50 to ZAR55, citing updated assumptions that now reflect milder expected revenue declines, a higher projected profit margin, and a lower future P/E multiple in their valuation work. What's in the News A board meeting is scheduled for 20 March 2026 to consider approval of Thungela Resources' annual financial statements for the year ended 31 December 2025.Mise à jour du récit • Apr 06
TGA: Guided 2025 Loss Will Keep Shares Under Pressure
Analysts have kept the ZAR115.00 price target for Thungela Resources unchanged, highlighting adjusted expectations for revenue growth at about 7% and a higher profit margin near 12%, which together support a lower forward P/E assumption of roughly 5x. What's in the News A board meeting is scheduled for 20 March 2026 to consider approval of the annual financial statements for the year ended 31 December 2025 for presentation at the next AGM (Key Developments).Mise à jour du récit • Mar 23
TGA: Guided 2025 Loss And Lower P/E Multiple Will Pressure Shares
Analysts have trimmed their price target on Thungela Resources from ZAR120 to ZAR115, citing updated assumptions that include a slightly higher long term discount rate, modestly softer revenue growth, improved profit margin expectations and a lower future P/E multiple. What's in the News Thungela Resources issued earnings guidance for the year ending 31 December 2025, indicating an expected loss per share between ZAR 53.50 and ZAR 56.00 (company guidance).Mise à jour du récit • Mar 08
TGA: Expected 2025 Loss Will Outweigh Higher Export Production Guidance
Analysts have kept their ZAR fair value estimate for Thungela Resources steady while adjusting their assumptions for slightly softer revenue growth, improved profit margins, and a lower future P/E. Together, these factors inform the latest price target narrative.Mise à jour du récit • Feb 22
TGA: Higher 2025 Export Target Will Expose Overstretched Earnings Multiple
Analysts have trimmed their ZAR79.28 fair value estimate for Thungela Resources to ZAR75.50, citing updated assumptions around revenue trends, profitability and a lower forward P/E of about 31.70x. What's in the News Thungela Resources issued production guidance for full year 2025, targeting approximately 13.7 Mt of export saleable production (Key Developments).Mise à jour du récit • Feb 08
TGA: Softer Revenue And Margins Will Offset Higher Production Guidance
Analysts have kept their fair value estimate for Thungela Resources steady at A$50.00, with only small tweaks to inputs such as a slightly lower discount rate, a modestly softer revenue growth outlook, a marginally narrower profit margin, and a mildly higher future P/E, guiding this unchanged target. What's in the News Thungela Resources issued production guidance for full year 2025, indicating it will achieve approximately 13.7 Mt of export saleable production, compared with a guidance range of 12.8 Mt to 13.6 Mt (Key Developments).Mise à jour du récit • Jan 25
TGA: Higher Export Guidance Will Support Elevated Future P/E Expectations
Analysts have trimmed their price target on Thungela Resources from R135.00 to R120.00, citing updated assumptions for revenue growth, profit margins and a higher future P/E of about 32x as key drivers of the change. What's in the News Thungela Resources issued full year 2025 production guidance of approximately 13.7 Mt of export saleable production, which is above its guidance range of 12.8 Mt to 13.6 Mt (Key Developments).Mise à jour du récit • Jan 10
TGA: Lower Margins And Weaker Revenue Will Pressure Future Returns
Analysts have cut their fair value estimate for Thungela Resources from R92.00 to R50.00, citing updated assumptions that include a slightly lower revenue growth outlook, a narrower profit margin and a modestly reduced forward P/E multiple. What's in the News Thungela Resources issued full year 2025 production guidance of approximately 13.7 Mt of export saleable production, compared with a prior guidance range of 12.8 Mt to 13.6 Mt (company guidance).Article d’analyse • Dec 29
Thungela Resources' (JSE:TGA) Returns Have Hit A Wall
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Mise à jour du récit • Dec 22
TGA: Leadership Transition Will Drive Weak Earnings Expectations And Share Price Down
Analysts have nudged their price target for Thungela Resources higher to approximately R79.28 from R76.75, citing marginally stronger long term earnings potential reflected in a slightly richer future P E assumption. What's in the News Thungela Resources issued full year 2025 production guidance, targeting approximately 13.7 Mt of export saleable production, above the prior guidance range of 12.8 Mt to 13.6 Mt (Key Developments).Mise à jour du récit • Dec 08
TGA: Leadership Change And Weak Earnings Outlook Will Pressure Share Price
Analysts have slightly adjusted their price target on Thungela Resources to align with an updated fair value estimate of R76.75 per share, reflecting stable assumptions on revenue growth, discount rate, and margins. What's in the News CEO designate Moses Madondo will formally assume the role of CEO with full executive responsibilities from 1 November 2025, marking the conclusion of the leadership transition process at Thungela Resources (company announcement).Article d’analyse • Dec 02
There's No Escaping Thungela Resources Limited's (JSE:TGA) Muted Earnings
With a price-to-earnings (or "P/E") ratio of 4.2x Thungela Resources Limited ( JSE:TGA ) may be sending very bullish...Mise à jour du récit • Nov 24
TGA: Leadership Transition And Stable Outlook Will Guide Market Sentiment Ahead
Analysts have maintained their fair value estimate for Thungela Resources at R76.75. They have made minimal adjustments to underlying assumptions, reflecting stable expectations for the company’s financial outlook.Mise à jour du récit • Nov 06
TGA: Future Leadership Transition And Lower Earnings Will Influence Market Stability
Thungela Resources: Analyst Price Target Update Analysts have lowered their fair value estimate for Thungela Resources from R94.95 to R76.75. They cite revised expectations for revenue growth and profit margins as key factors in the adjustment.Mise à jour du récit • Oct 22
Analysts Maintain Thungela Resources Price Target as Earnings Forecast Drops and Leadership Change Nears
Analysts have maintained their price target for Thungela Resources at R94.95, citing unchanged forecasts and a consistent outlook for the company's key performance indicators. What's in the News Mr. Moses Madondo, currently CEO Designate, will formally assume the role of CEO with full executive responsibilities from 1 November 2025.Mise à jour du récit • Oct 08
Southeast Asia Demand Will Support Coal Exports Though Challenges Remain
Analysts have revised their price target for Thungela Resources down by approximately R10. They now estimate a fair value of R94.95, citing updated outlooks for revenue growth and profit margins.Mise à jour du récit • Sep 12
Southeast Asia Demand Will Support Coal Exports Though Challenges Remain
Amid a decline in the consensus Future P/E multiple, Thungela Resources' analyst price target has been revised downward from ZAR111.70 to ZAR104.95. What's in the News Thungela Resources expects H1 2025 EPS and HEPS between ZAR 1.40 and ZAR 2.10, sharply down from ZAR 9.52 the previous year.Article d’analyse • Aug 20
Thungela Resources (JSE:TGA) Hasn't Managed To Accelerate Its Returns
JSE:TGA 1 Year Share Price vs Fair Value Explore Thungela Resources's Fair Values from the Community and select yours...
Nouveau récit • Feb 09
Ensham Production Upgrades Will Increase Output, But Future Margins May Face Pressure From Rising Costs
Production upgrades and life extension projects are set to boost revenue and enhance long-term competitiveness through increased availability and stable future earnings.Rendement pour les actionnaires
| TGA | ZA Oil and Gas | ZA Marché | |
|---|---|---|---|
| 7D | -4.7% | -0.2% | 4.4% |
| 1Y | 3.4% | 48.4% | 14.5% |
Rendement vs Industrie: TGA a sous-performé le secteur ZA Oil and Gas qui a rapporté 48.4 % au cours de l'année écoulée.
Rendement vs marché: TGA a sous-performé le marché ZA qui a rapporté 14.5 % au cours de l'année écoulée.
Volatilité des prix
| TGA volatility | |
|---|---|
| TGA Average Weekly Movement | 8.0% |
| Oil and Gas Industry Average Movement | 4.5% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in ZA Market | 10.1% |
| 10% least volatile stocks in ZA Market | 2.7% |
Cours de l'action stable: Le cours de l'action de TGA a été volatil au cours des 3 derniers mois par rapport au marché ZA.
Volatilité au fil du temps: La volatilité hebdomadaire de TGA ( 8% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de ZA.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1945 | n/a | T. Madondo | www.thungela.com |
Thungela Resources Limited se consacre à l'extraction et à la production de charbon thermique en Afrique du Sud et en Australie. Elle possède des intérêts dans des mines souterraines et à ciel ouvert situées dans la province de Mpumalanga en Afrique du Sud, notamment les mines de Goedehoop, Greenside, Isibonelo, Khwezela, Zibulo et Mafube, et produit son charbon thermique à partir de ces mines. Elle détient également 85 % de la mine Ensham, située dans le Queensland, en Australie.
Thungela Resources Limited Résumé des fondamentaux
| TGA statistiques fondamentales | |
|---|---|
| Capitalisation boursière | R12.25b |
| Bénéfices(TTM) | -R7.08b |
| Recettes(TTM) | R29.60b |
0.4x
Ratio P/S-1.7x
Ratio P/ELe site TGA est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| TGA compte de résultat (TTM) | |
|---|---|
| Recettes | R29.60b |
| Coût des recettes | R14.60b |
| Marge brute | R15.00b |
| Autres dépenses | R22.09b |
| Les revenus | -R7.08b |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
Aug 17, 2026
| Résultat par action (EPS) | -55.79 |
| Marge brute | 50.69% |
| Marge bénéficiaire nette | -23.94% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de TGA?
Voir les performances historiques et les comparaisonsDividendes
4.1%
Rendement actuel des dividendes-7%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/08 13:15 |
| Cours de l'action en fin de journée | 2026/08/07 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Thungela Resources Limited est couverte par 7 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Herbert Kharivhe | Absa Bank Limited |
| Ephrem Ravi | Citigroup Inc |
| Brian Morgan | Morgan Stanley |