Northam Platinum Holdings (NPH) Panoramica del titolo
Northam Platinum Holdings Limited, attraverso la sua controllata Northam Platinum Limited, si occupa della produzione e della vendita di metalli del gruppo del platino in Sudafrica, nelle Americhe, in Europa, nel Regno Unito, in Estremo Oriente, nel resto dell'Africa, in Medio Oriente, in Australasia e nella Repubblica Popolare Cinese. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 3/6 |
Premi
Analisi del rischio
NPH Community Fair Values
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Analyst Price Targets
Concorrenti di Northam Platinum Holdings Limited
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | R225.22 |
| Massimo di 52 settimane | R474.45 |
| Minimo di 52 settimane | R193.71 |
| Beta | 0.91 |
| Variazione di 1 mese | -9.65% |
| Variazione a 3 mesi | -38.15% |
| Variazione di 1 anno | 2.09% |
| Variazione a 3 anni | 53.15% |
| Variazione a 5 anni | -1.98% |
| Variazione dall'IPO | 891.60% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Jul 08
NPH: Higher Margin Outlook Will Support Continued Bullish Future P/E View
Analysts have trimmed their price target on Northam Platinum Holdings to ZAR369.17 from ZAR403.92, reflecting updated assumptions for slightly higher discount rates, more moderate revenue expectations, a marginally stronger profit margin profile, and a steady future P/E outlook. What’s in the News for Northam Platinum Holdings No recent company specific news items were identified for Northam Platinum Holdings based on the provided sources.Aggiornamento narrativa • Jun 24
NPH: Higher Future P/E Assumptions Will Drive Upgraded Bullish View
Analysts have raised their price target for Northam Platinum Holdings slightly to ZAR404 from about ZAR401, reflecting updated assumptions for revenue growth, profit margins, and the company’s future P/E outlook within a marginally higher discount rate framework. What's in the News No recent news items or key developments for Northam Platinum Holdings are available from the provided sources at this time.
Aggiornamento narrativa • Jun 07
NPH: Maintained Fair Value And Higher Required Returns Will Support Bullish Repricing
Analysts have kept the ZAR price target for Northam Platinum Holdings steady at ZAR490.00. Updated assumptions around discount rate, revenue growth, profit margin and future P/E were used to refresh their valuation view rather than shift it.Recent updates
Aggiornamento narrativa • Jul 08
NPH: Higher Margin Outlook Will Support Continued Bullish Future P/E View
Analysts have trimmed their price target on Northam Platinum Holdings to ZAR369.17 from ZAR403.92, reflecting updated assumptions for slightly higher discount rates, more moderate revenue expectations, a marginally stronger profit margin profile, and a steady future P/E outlook. What’s in the News for Northam Platinum Holdings No recent company specific news items were identified for Northam Platinum Holdings based on the provided sources.Aggiornamento narrativa • Jun 24
NPH: Higher Future P/E Assumptions Will Drive Upgraded Bullish View
Analysts have raised their price target for Northam Platinum Holdings slightly to ZAR404 from about ZAR401, reflecting updated assumptions for revenue growth, profit margins, and the company’s future P/E outlook within a marginally higher discount rate framework. What's in the News No recent news items or key developments for Northam Platinum Holdings are available from the provided sources at this time.Aggiornamento narrativa • Jun 07
NPH: Maintained Fair Value And Higher Required Returns Will Support Bullish Repricing
Analysts have kept the ZAR price target for Northam Platinum Holdings steady at ZAR490.00. Updated assumptions around discount rate, revenue growth, profit margin and future P/E were used to refresh their valuation view rather than shift it.
Aggiornamento narrativa • May 24
NPH: Elevated Margin And P/E Assumptions Will Sustain Overvaluation Risk
Analysts have kept the ZAR 270.00 price target for Northam Platinum Holdings unchanged, citing small adjustments to the discount rate, revenue growth, profit margin and expected future P/E assumptions that largely offset one another. Valuation Changes Fair Value: ZAR 270.00 remains unchanged.Aggiornamento narrativa • May 08
NPH: Maintained Fair Value And Adjusted Assumptions Will Support Bullish Repricing
Analysts have kept the ZAR 490.00 price target unchanged for Northam Platinum Holdings, citing slightly adjusted assumptions around discount rates, revenue growth, profit margins and future P/E as the main factors supporting their maintained view. Valuation Changes Fair Value: ZAR 490.00 remains unchanged, indicating no shift in the central valuation anchor used.Aggiornamento narrativa • Apr 20
NPH: Higher Required Returns Will Pressure Optimistic Margin And P/E Assumptions
Analysts have raised their price target on Northam Platinum Holdings from ZAR131.11 to ZAR270.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, along with a more positive stance in recent Street research. Analyst Commentary Even with a higher price target framework on Northam Platinum Holdings, not all research has been uniformly positive.Aggiornamento narrativa • Apr 06
NPH: Higher Discount Rate And Strong Output Will Support Bullish Repricing
Analysts have kept their ZAR 490.00 price target for Northam Platinum Holdings unchanged, while adjusting key inputs such as a higher discount rate, lower revenue growth and profit margin assumptions, and a higher future P/E. These changes reflect updated research that incorporates a more constructive stance from recent Street commentary.Aggiornamento narrativa • Mar 23
NPH: Upgraded View Will Rely On Higher Margins And Production Delivery
Analysts have revised their price target on Northam Platinum Holdings from ZAR 434.94 to ZAR 400.94. This reflects updated views on revenue growth, margins and future P/E multiples following recent research that has become more positive on the shares overall.Aggiornamento narrativa • Mar 09
NPH: Constructive HSBC Upgrade Will Support Higher Margins And Earnings Quality
Narrative Update Analysts have lifted their price target for Northam Platinum Holdings from ZAR396.94 to ZAR434.94, citing updated assumptions around discount rates, revenue growth, profit margins and a revised future P/E, along with a more constructive stance in recent research such as the HSBC upgrade. Analyst Commentary Recent research has focused on how revised assumptions around discount rates, revenue growth, profit margins and future P/E feed into the updated valuation for Northam Platinum Holdings.Aggiornamento narrativa • Feb 22
NPH: Higher P/E Outlook And Strong Output Will Support Bullish Repricing
Analysts have maintained their ZAR490.00 price target for Northam Platinum Holdings, citing a slightly lower discount rate, small increases in assumed revenue growth and profit margins, and a higher future P/E expectation following more positive recent research commentary. Analyst Commentary Recent commentary has reinforced the ZAR490.00 price target, with bullish analysts pointing to a mix of valuation support, improved assumptions and a more constructive view on the company’s earnings profile.Aggiornamento narrativa • Feb 08
NPH: Higher Margin Outlook Will Support Repriced Bullish Thesis
Analysts have raised their fair value estimate for Northam Platinum Holdings from R230.00 to R490.00, citing updated assumptions on revenue growth, profit margin, and future P/E following recent bullish research updates. Analyst Commentary Recent bullish research updates have pushed Northam Platinum Holdings further onto the radar of investors who focus on valuation reset stories.Aggiornamento narrativa • Jan 25
NPH: Constructive Research Stance Will Support Higher P/E While Risks Remain
Narrative Update The analyst fair value estimate for Northam Platinum Holdings has shifted from R290.06 to R396.94 per share. Analysts attribute this change to updated assumptions around revenue growth, profit margin and future P/E multiples following recent research that has become more constructive on the stock.Aggiornamento narrativa • Jan 10
NPH: Higher P/E Assumptions Will Limit Future Upside Despite Firm Margins
Analysts have nudged their price target for Northam Platinum Holdings higher to R290.06 from R283.06, reflecting updated assumptions around discount rates, margins, and future P/E expectations. Valuation Changes Fair Value: Updated slightly higher from R283.06 to R290.06 per share.Aggiornamento narrativa • Dec 16
NPH: Higher Required Returns Will Constrain Future Upside Despite Stronger Margins
Analysts have raised their price target for Northam Platinum Holdings by roughly R8 to R283.06, citing slightly stronger expected revenue growth, improved profit margins, and a modestly lower future price earnings multiple, despite a small uptick in the discount rate. Valuation Changes Fair Value: Raised slightly from ZAR 274.94 to ZAR 283.06 per share, reflecting a modest uplift in the intrinsic valuation.Aggiornamento narrativa • Dec 02
NPH: Rising Discount Rate Will Limit Upside Despite Margin Improvement
Northam Platinum Holdings' analyst price target has been modestly adjusted downward from R280.19 to R274.94. Analysts cite slightly lower revenue growth expectations, despite improvements in projected profit margins.Aggiornamento narrativa • Nov 18
NPH: Dividend Increase And Higher Margins Will Balance Revenue Uncertainty
Northam Platinum Holdings’ analyst price target has been raised slightly from R276.44 to R280.19. This reflects analysts’ confidence in improved future profit margins despite a more moderate revenue growth outlook.Aggiornamento narrativa • Nov 03
NPH: Dividend Increase And Steady Margins Will Offset Elevated Discount Rate
Analysts have raised their price target for Northam Platinum Holdings from R261.44 to R276.44. This reflects increased conviction in the company's fair value, despite a slight uptick in the assumed discount rate and future price-to-earnings ratio.Aggiornamento narrativa • Oct 20
South African PGM Risks Will Spark Renewable Upside
Analysts have raised their price target for Northam Platinum Holdings from R236.71 to R261.44, citing modest improvements in estimated fair value and revenue growth projections. What's in the News The board has declared a final gross cash dividend of 200.0 cents per share for 2025, up from 70.0 cents per share the previous year.Aggiornamento narrativa • Oct 05
South African PGM Risks Will Spark Renewable Upside
Analysts have raised their price target for Northam Platinum Holdings from R206 to R236.71. This reflects improved profit margin forecasts, even though expectations for revenue growth have been slightly tempered.Aggiornamento narrativa • Sep 20
South African PGM Risks Will Spark Renewable Upside
Upward revisions to revenue growth forecasts and a substantial decline in the future P/E multiple have driven a modest increase in Northam Platinum Holdings' consensus price target to ZAR206.00. What's in the News Northam Platinum Holdings declared a final gross cash dividend of 200.0 cents per share for 2025, up from 70.0 cents per share in 2024, totaling approximately ZAR 800.2 million.Aggiornamento narrativa • Aug 27
By 2029, Increased Chrome Production Will Diversify Revenue Streams
Northam Platinum Holdings' consensus price target increased to ZAR186.43, reflecting improved profitability with a higher net profit margin and a slightly lower forward P/E multiple. What's in the News Zondereinde mine exceeded production guidance with 330,769 oz 4E refined metal, up from 328,513 oz 4E.
Nuova narrativa • Feb 10
Zondereinde 3 Shaft And Eland Developments Will Strengthen Future Operations
Expansion in production capacity and processing efficiency is set to enhance revenue by reducing per-unit costs and improving production throughput.Rendimenti per gli azionisti
| NPH | ZA Metals and Mining | ZA Mercato | |
|---|---|---|---|
| 7D | -4.9% | -3.6% | -0.6% |
| 1Y | 2.1% | 7.3% | 9.7% |
Ritorno vs Industria: NPH ha avuto una performance inferiore rispetto al ZA Metals and Mining che ha registrato un rendimento 7.3 % nell'ultimo anno.
Rendimento vs Mercato: NPH ha avuto una performance inferiore al mercato ZA che ha registrato un rendimento 9.7 % nell'ultimo anno.
Volatilità dei prezzi
| NPH volatility | |
|---|---|
| NPH Average Weekly Movement | 8.0% |
| Metals and Mining Industry Average Movement | 8.2% |
| Market Average Movement | 4.5% |
| 10% most volatile stocks in ZA Market | 9.7% |
| 10% least volatile stocks in ZA Market | 2.6% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di NPH è stato volatile rispetto al mercato ZA.
Volatilità nel tempo: La volatilità settimanale ( 8% ) di NPH è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni ZA.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2020 | 14,172 | Paul Dunne | www.northam.co.za |
Northam Platinum Holdings Limited, attraverso la sua controllata Northam Platinum Limited, si occupa della produzione e della vendita di metalli del gruppo del platino in Sudafrica, nelle Americhe, in Europa, nel Regno Unito, in Estremo Oriente, nel resto dell'Africa, in Medio Oriente, in Australasia e nella Repubblica Popolare Cinese. L'azienda esplora giacimenti di platino, palladio, rodio, oro, iridio, rutenio, argento, nichel, rame, cobalto e cromo. L'azienda detiene partecipazioni nella miniera di Booysendal, situata nell'estremità orientale del complesso Bushveld, nella miniera di Zondereinde, situata nell'estremità settentrionale dell'estremità occidentale del complesso Bushveld, e nella miniera di Eland, situata nella porzione sudorientale dell'estremità occidentale del complesso Bushveld.
Northam Platinum Holdings Limited Riepilogo dei fondamenti
| NPH statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | R90.56b |
| Utili (TTM) | R9.17b |
| Ricavi(TTM) | R41.62b |
9.7x
Rapporto P/E2.1x
Rapporto P/SNPH è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| NPH Conto economico (TTM) | |
|---|---|
| Ricavi | R41.62b |
| Costo del fatturato | R31.62b |
| Profitto lordo | R10.00b |
| Altre spese | R824.56m |
| Utili | R9.17b |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
Aug 28, 2026
| Utile per azione (EPS) | 23.29 |
| Margine lordo | 24.02% |
| Margine di profitto netto | 22.04% |
| Rapporto debito/patrimonio netto | 30.3% |
Come si è comportato NPH nel lungo periodo?
Vedi performance storica e confrontoDividendi
4.0%
Rendimento attuale del dividendo39%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/20 17:42 |
| Prezzo dell'azione a fine giornata | 2026/07/20 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/06/30 |
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 |
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|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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 delle guide su come utilizzare i nostri report e dei 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
Northam Platinum Holdings Limited è coperta da 22 analisti. 6 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 |
|---|---|
| Gerhard Engelbrecht | Absa Bank Limited |
| Richard Hart | Arqaam Capital Research Offshore S.A.L. |
| Sebastian Bell | Avior Capital Markets |