MMG Crescita futura
Criteri Future verificati 5/6
MMG prevede che gli utili e i ricavi cresceranno rispettivamente di 28% e 9% all'anno. Si prevede che l'EPS crescerà di 27.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 20.5% in 3 anni.
Informazioni chiave
28.0%
Tasso di crescita degli utili
27.65%
Tasso di crescita dell'EPS
| Metals and Mining crescita degli utili | 20.4% |
| Tasso di crescita dei ricavi | 9.0% |
| Rendimento futuro del capitale proprio | 20.48% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 11 May 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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$10.35, reflecting updated assumptions about revenue growth, profit margins and the price-to-earnings (P/E) ratio they consider appropriate for the shares. What's in the News MMG plans to amend its Articles of Association to reflect recent changes to Hong Kong company and listing rules, including provisions for hybrid and virtual general meetings, with shareholder approval to be sought at the AGM scheduled for May 28, 2026 (company announcement).Aggiornamento della narrazione • Mar 09
1208: Expansion Spending And Higher Margins Will Likely Keep Shares Overstretched
Analysts have nudged their HK$ 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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.Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 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 |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di 1208 ( 28% all'anno) è superiore al tasso di risparmio ( 3% ).
Guadagni vs Mercato: Si prevede che gli utili di 1208 ( 28% all'anno) cresceranno più rapidamente del mercato Hong Kong ( 12.5% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di 1208 cresceranno in modo significativo nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di 1208 ( 9% all'anno) crescerà più rapidamente del mercato Hong Kong ( 8.6% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di 1208 ( 9% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di 1208 sarà elevato tra 3 anni ( 20.5 %)
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 11:41 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
MMG Limited è coperta da 24 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Ephrem Ravi | Barclays |
| Aleksandra Bukacheva | BMO Capital Markets Equity Research |
| Miriam Chan | BofA Global Research |