Sinomine Resource Group（002738）株式概要中峰資源集団股份有限公司は、地質探査技術サービス会社である。 詳細002738 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長6/6過去の実績4/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より55.9%で取引されている 収益は年間50.7%増加すると予測されています 過去1年間で収益は30.7%増加しました リスク分析不安定な配当実績 CN市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る002738 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥68.0263.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture026b2016201920222025202620282031Revenue CN¥25.8bEarnings CN¥3.4bAdvancedSet Fair ValueView all narrativesSinomine Resource Group Co., Ltd. 競合他社Shenghe Resources HoldingSymbol: SHSE:600392Market cap: CN¥41.7bYunnan Chihong Zinc & GermaniumSymbol: SHSE:600497Market cap: CN¥51.2bLuoyang Shenglong Mining GroupSymbol: SZSE:001257Market cap: CN¥45.3bYunnan TinSymbol: SZSE:000960Market cap: CN¥62.5b価格と性能株価の高値、安値、推移の概要Sinomine Resource Group過去の株価現在の株価CN¥68.0252週高値CN¥100.8652週安値CN¥29.09ベータ0.571ヶ月の変化-18.65%3ヶ月変化-19.45%1年変化121.06%3年間の変化28.79%5年間の変化230.57%IPOからの変化1,734.67%最新ニュースお知らせ • May 21Sinomine Resource Group Co., Ltd. announced that it expects to receive CNY 5.2 billion in fundingSinomine Resource Group Co., Ltd. announces a private placement to issue 216,447,563 A shares at a price not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceeds of CNY 5,200,000,000 on May 19, 2026. The shares cannot be transferred within 6 months from the issuance closing date. It includes participation from not more than 35 investors. This has been approved in the 2nd Meeting of the Company’s 7th Directorate, and is subject to the approvals of the Company’s Shareholders, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥73.07, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Metals and Mining industry in China. Total returns to shareholders of 34% over the past three years.お知らせ • Apr 10Sinomine Resource Group Co., Ltd., Annual General Meeting, May 07, 2026Sinomine Resource Group Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: 39F, No. 161, Jinze Road, Fengtai District, Beijing ChinaReported Earnings • Apr 10Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: CN¥0.63 (down from CN¥1.05 in FY 2024). Revenue: CN¥6.55b (up 22% from FY 2024). Net income: CN¥457.6m (down 40% from FY 2024). Profit margin: 7.0% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.お知らせ • Mar 31Sinomine Resource Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Sinomine Resource Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026New Risk • Feb 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 97% The company is paying a dividend despite having no free cash flows. Dividend yield: 0.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 97% Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (6.0% net profit margin).最新情報をもっと見るRecent updatesお知らせ • May 21Sinomine Resource Group Co., Ltd. announced that it expects to receive CNY 5.2 billion in fundingSinomine Resource Group Co., Ltd. announces a private placement to issue 216,447,563 A shares at a price not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceeds of CNY 5,200,000,000 on May 19, 2026. The shares cannot be transferred within 6 months from the issuance closing date. It includes participation from not more than 35 investors. This has been approved in the 2nd Meeting of the Company’s 7th Directorate, and is subject to the approvals of the Company’s Shareholders, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥73.07, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Metals and Mining industry in China. Total returns to shareholders of 34% over the past three years.お知らせ • Apr 10Sinomine Resource Group Co., Ltd., Annual General Meeting, May 07, 2026Sinomine Resource Group Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: 39F, No. 161, Jinze Road, Fengtai District, Beijing ChinaReported Earnings • Apr 10Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: CN¥0.63 (down from CN¥1.05 in FY 2024). Revenue: CN¥6.55b (up 22% from FY 2024). Net income: CN¥457.6m (down 40% from FY 2024). Profit margin: 7.0% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.お知らせ • Mar 31Sinomine Resource Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Sinomine Resource Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026New Risk • Feb 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 97% The company is paying a dividend despite having no free cash flows. Dividend yield: 0.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 97% Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (6.0% net profit margin).お知らせ • Dec 31Sinomine Resource Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 10, 2026Sinomine Resource Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 10, 2026Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.10 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.16 (up from CN¥0.10 in 3Q 2024). Revenue: CN¥1.55b (up 35% from 3Q 2024). Net income: CN¥115.1m (up 58% from 3Q 2024). Profit margin: 7.4% (up from 6.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30Sinomine Resource Group Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Sinomine Resource Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025New Risk • Sep 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 97% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (6.0% net profit margin).Price Target Changed • Sep 03Price target increased by 13% to CN¥41.80Up from CN¥37.14, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥39.92. Stock is up 37% over the past year. The company is forecast to post earnings per share of CN¥0.69 for next year compared to CN¥1.05 last year.Major Estimate Revision • Aug 28Consensus revenue estimates increase by 15%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥5.21b to CN¥5.99b. EPS estimate fell from CN¥1.12 to CN¥0.672. Net income forecast to grow 143% next year vs 42% growth forecast for Metals and Mining industry in China. Consensus price target of CN¥37.14 unchanged from last update. Share price was steady at CN¥40.62 over the past week.Reported Earnings • Aug 22Second quarter 2025 earnings released: CN¥0.063 loss per share (vs CN¥0.30 profit in 2Q 2024)Second quarter 2025 results: CN¥0.063 loss per share (down from CN¥0.30 profit in 2Q 2024). Revenue: CN¥1.73b (up 34% from 2Q 2024). Net loss: CN¥45.7m (down 121% from profit in 2Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥42.63, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 18x in the Metals and Mining industry in China. Total loss to shareholders of 33% over the past three years.Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥38.60, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 18x in the Metals and Mining industry in China. Total loss to shareholders of 36% over the past three years.お知らせ • Jul 02Sinomine Resource Group Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Sinomine Resource Group Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • May 17Sinomine Resource Group Co., Ltd. Approves Final Cash Dividend for 2024Sinomine Resource Group Co., Ltd. held its Annual General Meeting on 15 May 2025, during which shareholders approved a final cash dividend of CNY 5.00000000 per 10 shares (tax included) for the year 2024.Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.35 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.19 (down from CN¥0.35 in 1Q 2024). Revenue: CN¥1.54b (up 36% from 1Q 2024). Net income: CN¥134.8m (down 47% from 1Q 2024). Profit margin: 8.8% (down from 23% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Apr 25Sinomine Resource Group Co., Ltd., Annual General Meeting, May 15, 2025Sinomine Resource Group Co., Ltd., Annual General Meeting, May 15, 2025, at 14:00 China Standard Time. Location: 39F, No. 161, Jinze Road, Fengtai District, Beijing Chinaお知らせ • Mar 31Sinomine Resource Group Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Sinomine Resource Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025お知らせ • Dec 31Sinomine Resource Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Sinomine Resource Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025Major Estimate Revision • Nov 04Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥5.24b to CN¥5.05b. EPS estimate also fell from CN¥1.38 per share to CN¥1.10 per share. Net income forecast to grow 60% next year vs 39% growth forecast for Metals and Mining industry in China. Consensus price target up from CN¥32.85 to CN¥36.34. Share price was steady at CN¥34.84 over the past week.Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.80 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.10 (down from CN¥0.80 in 3Q 2023). Revenue: CN¥1.15b (down 18% from 3Q 2023). Net income: CN¥72.8m (down 87% from 3Q 2023). Profit margin: 6.3% (down from 40% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥32.36, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Metals and Mining industry in China. Total returns to shareholders of 11% over the past three years.お知らせ • Sep 30Sinomine Resource Group Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Sinomine Resource Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥33.22, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Metals and Mining industry in China. Total returns to shareholders of 20% over the past three years.Major Estimate Revision • Aug 21Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.37b to CN¥5.33b. EPS estimate fell from CN¥1.86 to CN¥1.33 per share. Net income forecast to grow 5.2% next year vs 33% growth forecast for Metals and Mining industry in China. Consensus price target down from CN¥40.98 to CN¥36.85. Share price rose 8.9% to CN¥28.65 over the past week.Price Target Changed • Aug 16Price target decreased by 12% to CN¥36.85Down from CN¥41.65, the current price target is an average from 3 analysts. New target price is 36% above last closing price of CN¥27.14. Stock is down 33% over the past year. The company is forecast to post earnings per share of CN¥1.41 for next year compared to CN¥3.15 last year.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: CN¥0.30 (vs CN¥0.57 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.30 (down from CN¥0.57 in 2Q 2023). Revenue: CN¥1.30b (down 15% from 2Q 2023). Net income: CN¥216.8m (down 47% from 2Q 2023). Profit margin: 17% (down from 27% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jun 29Sinomine Resource Group Co., Ltd. to Report First Half, 2024 Results on Aug 15, 2024Sinomine Resource Group Co., Ltd. announced that they will report first half, 2024 results on Aug 15, 2024Declared Dividend • May 25Dividend of CN¥1.00 announcedShareholders will receive a dividend of CN¥1.00. Ex-date: 30th May 2024 Payment date: 30th May 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but not covered by cash flows (417% cash payout ratio). The dividend has increased by an average of 39% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 105% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 25Sinomine Resource Group Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2023, Payable on 30 May 2024Sinomine Resource Group Co., Ltd. announced final cash dividend of CNY 10.0000000 per ten A shares (tax included) for the year 2023. Record date: 29 May 2024. Ex-date: 30 May 2024. Payment date: 30 May 2024.Major Estimate Revision • May 02Consensus revenue estimates fall by 23%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥10.6b to CN¥8.23b. EPS estimate fell from CN¥4.85 to CN¥4.43 per share. Net income forecast to grow 128% next year vs 41% growth forecast for Metals and Mining industry in China. Consensus price target of CN¥41.65 unchanged from last update. Share price rose 7.3% to CN¥35.60 over the past week.お知らせ • Apr 28Sinomine Resource Group Co., Ltd., Annual General Meeting, May 17, 2024Sinomine Resource Group Co., Ltd., Annual General Meeting, May 17, 2024, at 14:00 China Standard Time. Location: 39F, No. 161, Jinze Road, Fengtai District, Beijing China Agenda: To consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 annual report and its summary; to consider 2023 annual accounts report; to consider 2023 profit distribution plan; to consider Appointment of 2024 audit firm; to consider 2024 application for comprehensive credit line to banks; to consider 2024 estimated external guarantee quota of the Company and subsidiaries; to consider Launching foreign exchange forward settlement and sale business, and commodity futures and options hedging business; to consider Change of the Company's registered capital and amendments to the Company's articles of association; to consider Amendments to the Company's rules of procedure governing shareholders' general meetings; to consider Amendments to the Company's rules of procedure governing the board meetings; and to consider Amendments to the work system for independent directors.Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.35 (vs CN¥1.70 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.35 (down from CN¥1.70 in 1Q 2023). Revenue: CN¥1.13b (down 46% from 1Q 2023). Net income: CN¥256.2m (down 77% from 1Q 2023). Profit margin: 23% (down from 53% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 27Sinomine Resource Group Co., Ltd. Proposes Final Cash Dividend for 2023Sinomine Resource Group Co., Ltd. proposed Final Cash dividend/10 shares (tax included): CNY 10.00000000 for 2023.お知らせ • Mar 30Sinomine Resource Group Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Sinomine Resource Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024Price Target Changed • Mar 19Price target increased by 10.0% to CN¥44.95Up from CN¥40.87, the current price target is an average from 3 analysts. New target price is 12% above last closing price of CN¥40.28. Stock is down 23% over the past year. The company is forecast to post earnings per share of CN¥3.94 for next year compared to CN¥5.15 last year.Valuation Update With 7 Day Price Move • Feb 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥37.52, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Metals and Mining industry in China. Total returns to shareholders of 190% over the past three years.Price Target Changed • Feb 28Price target decreased by 14% to CN¥40.87Down from CN¥47.68, the current price target is an average from 3 analysts. New target price is 20% above last closing price of CN¥34.11. Stock is down 37% over the past year. The company is forecast to post earnings per share of CN¥4.00 for next year compared to CN¥5.15 last year.Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥31.19, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Metals and Mining industry in China. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.65 per share.お知らせ • Dec 30Sinomine Resource Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Sinomine Resource Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024Price Target Changed • Dec 15Price target decreased by 7.1% to CN¥45.93Down from CN¥49.43, the current price target is an average from 4 analysts. New target price is 28% above last closing price of CN¥35.98. Stock is down 30% over the past year. The company is forecast to post earnings per share of CN¥4.00 for next year compared to CN¥5.15 last year.New Risk • Nov 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change). Shareholders have been diluted in the past year (11% increase in shares outstanding).Major Estimate Revision • Nov 06Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥8.39b to CN¥7.76b. EPS estimate also fell from CN¥5.19 per share to CN¥4.20 per share. Net income forecast to grow 27% next year vs 60% growth forecast for Metals and Mining industry in China. Consensus price target down from CN¥51.46 to CN¥49.43. Share price rose 2.7% to CN¥37.15 over the past week.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.80 (vs CN¥1.14 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.80 (down from CN¥1.14 in 3Q 2022). Revenue: CN¥1.40b (down 32% from 3Q 2022). Net income: CN¥567.7m (down 22% from 3Q 2022). Profit margin: 40% (up from 35% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 30Sinomine Resource Group Co., Ltd. to Report Q3, 2023 Results on Oct 31, 2023Sinomine Resource Group Co., Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023お知らせ • Sep 07Sinomine Resource Group Co., Ltd. (SZSE:002738) announces an Equity Buyback for CNY 500 million worth of its shares.Sinomine Resource Group Co., Ltd. (SZSE:002738) announces a share repurchase program. Under the program, the company will repurchase up to CNY 500 million worth of its shares. The shares will be repurchased at a price of not more than CNY 60 per share. The shares purchased will be used for the company's equity incentive plan or ESOP. The program will be valid till 12 months from approval of board.Price Target Changed • Sep 04Price target decreased by 12% to CN¥60.55Down from CN¥68.76, the current price target is an average from 5 analysts. New target price is 54% above last closing price of CN¥39.39. Stock is down 40% over the past year. The company is forecast to post earnings per share of CN¥5.26 for next year compared to CN¥5.15 last year.Price Target Changed • Aug 22Price target decreased by 8.4% to CN¥65.09Down from CN¥71.09, the current price target is an average from 5 analysts. New target price is 67% above last closing price of CN¥39.02. Stock is down 41% over the past year. The company is forecast to post earnings per share of CN¥6.01 for next year compared to CN¥5.15 last year.Reported Earnings • Aug 22Second quarter 2023 earnings released: EPS: CN¥0.57 (vs CN¥0.86 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.57 (down from CN¥0.86 in 2Q 2022). Revenue: CN¥1.53b (down 2.2% from 2Q 2022). Net income: CN¥406.5m (down 26% from 2Q 2022). Profit margin: 27% (down from 35% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 68% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 01Sinomine Resource Group Co., Ltd. to Report First Half, 2023 Results on Aug 25, 2023Sinomine Resource Group Co., Ltd. announced that they will report first half, 2023 results on Aug 25, 2023お知らせ • May 24Sinomine Resource Group Co., Ltd. Announces Final Dividend for 2022, Payable on 31 May 2023Sinomine Resource Group Co., Ltd. announced final cash dividend of CNY 10.00000000 per 10 shares (tax included) for 2022. Record date is 30 May 2023. Ex-date is 31 May 2023. Payment date is 31 May 2023.お知らせ • May 20+ 1 more updateSinomine Resource Group Co., Ltd. Approves Cash Dividend for the Year 2022Sinomine Resource Group Co., Ltd. approved cash dividend of CNY 10.000 (tax included) per 10 shares for the year 2022, at the AGM held on May 18, 2023.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: CN¥2.37 (vs CN¥1.70 in 1Q 2022)First quarter 2023 results: EPS: CN¥2.37 (up from CN¥1.70 in 1Q 2022). Revenue: CN¥2.07b (up 12% from 1Q 2022). Net income: CN¥1.10b (up 41% from 1Q 2022). Profit margin: 53% (up from 42% in 1Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 95% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jan 09Price target decreased to CN¥104Down from CN¥115, the current price target is an average from 2 analysts. New target price is 32% above last closing price of CN¥78.66. Stock is up 81% over the past year. The company is forecast to post earnings per share of CN¥7.29 for next year compared to CN¥1.27 last year.Buying Opportunity • Dec 30Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be CN¥85.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 64% over the last 3 years. Earnings per share has grown by 98%. Revenue is forecast to grow by 124% in 2 years. Earnings is forecast to grow by 208% in the next 2 years.Buying Opportunity • Nov 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be CN¥93.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 64% over the last 3 years. Earnings per share has grown by 98%. Revenue is forecast to grow by 124% in 2 years. Earnings is forecast to grow by 208% in the next 2 years.Price Target Changed • Nov 16Price target increased to CN¥125Up from CN¥24.89, the current price target is provided by 1 analyst. New target price is 51% above last closing price of CN¥82.72. Stock is up 101% over the past year. The company is forecast to post earnings per share of CN¥7.30 for next year compared to CN¥1.27 last year.Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 3 experienced directors. 1 highly experienced director. President, CEO & Chairman Pingwei Wang is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥1.59 (vs CN¥0.29 in 3Q 2021)Third quarter 2022 results: EPS: CN¥1.59 (up from CN¥0.29 in 3Q 2021). Revenue: CN¥2.08b (up 299% from 3Q 2021). Net income: CN¥728.6m (up 464% from 3Q 2021). Profit margin: 35% (up from 25% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 98% per year whereas the company’s share price has increased by 103% per year.Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥106, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Metals and Mining industry in China. Total returns to shareholders of 768% over the past three years.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥1.20 (vs CN¥0.20 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.20 (up from CN¥0.20 in 2Q 2021). Revenue: CN¥1.56b (up 210% from 2Q 2021). Net income: CN¥547.7m (up 499% from 2Q 2021). Profit margin: 35% (up from 18% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 101%, compared to a 32% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has increased by 99% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥97.60, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Metals and Mining industry in China. Total returns to shareholders of 672% over the past three years.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥83.59, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Metals and Mining industry in China. Total returns to shareholders of 587% over the past three years.お知らせ • May 27Sinomine Resource Group Co., Ltd. Implements 2021 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on June 1, 2022Sinomine Resource Group Co., Ltd. implemented 2021 final profit distribution plan to be implemented (A shares), payable on June 1, 2022. The company announced Cash dividend/10 shares (tax included) of CNY 1.00000000. Record date: 31 May 2022, Ex-date: 01 June 2022.お知らせ • May 24Sinomine Resource Group Co., Ltd. announced that it expects to receive CNY 3 billion in fundingSinomine Resource Group Co., Ltd. announced a private placement of common shares for proceeds of up to CNY 3,000 million on May 23, 2022.お知らせ • May 20Sinomine Resource Group Co., Ltd. Approves Profit Distribution Plan for 2021Sinomine Resource Group Co., Ltd. announced that at the Annual General Meeting of 2021 on 18 May 2022, approved cash dividend (tax included) of CNY 1.00000000 per ten shares for 2021.Valuation Update With 7 Day Price Move • May 03Investor sentiment improved over the past weekAfter last week's 26% share price gain to CN¥83.59, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Metals and Mining industry in China. Total returns to shareholders of 408% over the past three years.お知らせ • Apr 27Sinomine Resource Group Co., Ltd. Announces Final Cash Dividend Proposal for 2021Sinomine Resource Group Co., Ltd. announced on April 26, 2022 the profit distribution proposal for 2021 is cash dividend per 10 shares (tax included) of CNY 1.00000000.Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 3 experienced directors. 1 highly experienced director. President & Non- Independent Vice Chairman Pingwei Wang is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Apr 16Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: CN¥1.75 (up from CN¥0.63 in FY 2020). Revenue: CN¥2.39b (up 88% from FY 2020). Net income: CN¥558.9m (up 221% from FY 2020). Profit margin: 23% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 362%, compared to a 38% growth forecast for the mining industry in China. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 23% share price gain to CN¥71.69, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Metals and Mining industry in China. Total returns to shareholders of 376% over the past three years.Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥70.36, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 19x in the Metals and Mining industry in China. Total returns to shareholders of 387% over the past three years.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥74.83, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 19x in the Metals and Mining industry in China. Total returns to shareholders of 387% over the past three years.Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥61.05, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 18x in the Metals and Mining industry in China. Total returns to shareholders of 300% over the past three years.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.40 (vs CN¥0.092 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥520.7m (up 71% from 3Q 2020). Net income: CN¥129.1m (up 406% from 3Q 2020). Profit margin: 25% (up from 8.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥56.91, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 19x in the Metals and Mining industry in China. Total returns to shareholders of 257% over the past three years.Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥66.55, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 21x in the Metals and Mining industry in China. Total returns to shareholders of 326% over the past three years.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥61.90, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 20x in the Metals and Mining industry in China. Total returns to shareholders of 275% over the past three years.Reported Earnings • Aug 20Second quarter 2021 earnings released: EPS CN¥0.28 (vs CN¥0.19 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥503.9m (up 84% from 2Q 2020). Net income: CN¥91.5m (up 75% from 2Q 2020). Profit margin: 18% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.株主還元002738CN Metals and MiningCN 市場7D-6.9%-8.0%-2.7%1Y121.1%64.8%31.5%株主還元を見る業界別リターン: 002738過去 1 年間で64.8 % の収益を上げたCN Metals and Mining業界を上回りました。リターン対市場: 002738過去 1 年間で31.5 % の収益を上げたCN市場を上回りました。価格変動Is 002738's price volatile compared to industry and market?002738 volatility002738 Average Weekly Movement8.3%Metals and Mining Industry Average Movement7.4%Market Average Movement6.4%10% most volatile stocks in CN Market10.1%10% least volatile stocks in CN Market4.2%安定した株価: 002738の株価は、 CN市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 002738の weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてCNの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19993,084Pingwei Wangwww.sinomine.cn中峰資源集団有限公司は、地質探査技術サービス会社として運営されている。同社は、業務用空気エネルギーヒートポンプ、業務用容積式ガス給湯器、業務用貫流式加熱給湯器などの給湯設備、AO smith業務用オールインワン浄水器、パイプラインマシンなどの浄水設備を提供している。また、家庭用電気温水器、業務用電気温水器、家庭用ガス給湯器、業務用ガス給湯器、家庭用太陽熱温水器、業務用太陽熱温水器、電気瞬間湯沸かし器、ガス瞬間湯沸かし器、空気熱源ヒートポンプ給湯器、空気熱源ヒートポンプも提供している。また、新エネルギー事業も行っており、リチウムイオン電池製造用の電池用水酸化リチウム、電池用炭酸リチウム、電池用フッ化リチウムを提供している。カナダ、米国、英国、ノルウェー、ザンビア、コンゴ、ジンバブエ、ウガンダ、インドネシア、マレーシア、その他アジア、アフリカ、欧州、オセアニアで事業を展開している。同社は以前はSinomine Resource Exploration Co., Ltd.として知られていたが、2018年8月にSinomine Resource Group Co., Ltd.に社名を変更した。Sinomine Resource Group Co., Ltd.は1999年に設立され、中国の北京を拠点としている。もっと見るSinomine Resource Group Co., Ltd. 基礎のまとめSinomine Resource Group の収益と売上を時価総額と比較するとどうか。002738 基礎統計学時価総額CN¥47.54b収益（TTM）CN¥830.55m売上高(TTM)CN¥6.38b59.1xPER（株価収益率7.7xP/Sレシオ002738 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計002738 損益計算書（TTM）収益CN¥6.38b売上原価CN¥4.28b売上総利益CN¥2.10bその他の費用CN¥1.27b収益CN¥830.55m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.15グロス・マージン32.92%純利益率13.01%有利子負債／自己資本比率23.3%002738 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.7%現在の配当利回り43%配当性向002738 配当は確実ですか？002738 配当履歴とベンチマークを見る002738 、いつまでに購入すれば配当金を受け取れますか？Sinomine Resource Group 配当日配当落ち日May 22 2026配当支払日May 22 2026配当落ちまでの日数1 day配当支払日までの日数1 day002738 配当は確実ですか？002738 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 14:55終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sinomine Resource Group Co., Ltd. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Hua LiChina Galaxy Securities Co., Ltd.null nullChina International Capital Corporation LimitedJiaming ZhangChina International Capital Corporation Limited8 その他のアナリストを表示
お知らせ • May 21Sinomine Resource Group Co., Ltd. announced that it expects to receive CNY 5.2 billion in fundingSinomine Resource Group Co., Ltd. announces a private placement to issue 216,447,563 A shares at a price not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceeds of CNY 5,200,000,000 on May 19, 2026. The shares cannot be transferred within 6 months from the issuance closing date. It includes participation from not more than 35 investors. This has been approved in the 2nd Meeting of the Company’s 7th Directorate, and is subject to the approvals of the Company’s Shareholders, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥73.07, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Metals and Mining industry in China. Total returns to shareholders of 34% over the past three years.
お知らせ • Apr 10Sinomine Resource Group Co., Ltd., Annual General Meeting, May 07, 2026Sinomine Resource Group Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: 39F, No. 161, Jinze Road, Fengtai District, Beijing China
Reported Earnings • Apr 10Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: CN¥0.63 (down from CN¥1.05 in FY 2024). Revenue: CN¥6.55b (up 22% from FY 2024). Net income: CN¥457.6m (down 40% from FY 2024). Profit margin: 7.0% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 31Sinomine Resource Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Sinomine Resource Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
New Risk • Feb 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 97% The company is paying a dividend despite having no free cash flows. Dividend yield: 0.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 97% Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (6.0% net profit margin).
お知らせ • May 21Sinomine Resource Group Co., Ltd. announced that it expects to receive CNY 5.2 billion in fundingSinomine Resource Group Co., Ltd. announces a private placement to issue 216,447,563 A shares at a price not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceeds of CNY 5,200,000,000 on May 19, 2026. The shares cannot be transferred within 6 months from the issuance closing date. It includes participation from not more than 35 investors. This has been approved in the 2nd Meeting of the Company’s 7th Directorate, and is subject to the approvals of the Company’s Shareholders, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥73.07, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Metals and Mining industry in China. Total returns to shareholders of 34% over the past three years.
お知らせ • Apr 10Sinomine Resource Group Co., Ltd., Annual General Meeting, May 07, 2026Sinomine Resource Group Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: 39F, No. 161, Jinze Road, Fengtai District, Beijing China
Reported Earnings • Apr 10Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: CN¥0.63 (down from CN¥1.05 in FY 2024). Revenue: CN¥6.55b (up 22% from FY 2024). Net income: CN¥457.6m (down 40% from FY 2024). Profit margin: 7.0% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 31Sinomine Resource Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Sinomine Resource Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
New Risk • Feb 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 97% The company is paying a dividend despite having no free cash flows. Dividend yield: 0.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 97% Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (6.0% net profit margin).
お知らせ • Dec 31Sinomine Resource Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 10, 2026Sinomine Resource Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 10, 2026
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.10 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.16 (up from CN¥0.10 in 3Q 2024). Revenue: CN¥1.55b (up 35% from 3Q 2024). Net income: CN¥115.1m (up 58% from 3Q 2024). Profit margin: 7.4% (up from 6.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30Sinomine Resource Group Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Sinomine Resource Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
New Risk • Sep 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 97% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (6.0% net profit margin).
Price Target Changed • Sep 03Price target increased by 13% to CN¥41.80Up from CN¥37.14, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥39.92. Stock is up 37% over the past year. The company is forecast to post earnings per share of CN¥0.69 for next year compared to CN¥1.05 last year.
Major Estimate Revision • Aug 28Consensus revenue estimates increase by 15%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥5.21b to CN¥5.99b. EPS estimate fell from CN¥1.12 to CN¥0.672. Net income forecast to grow 143% next year vs 42% growth forecast for Metals and Mining industry in China. Consensus price target of CN¥37.14 unchanged from last update. Share price was steady at CN¥40.62 over the past week.
Reported Earnings • Aug 22Second quarter 2025 earnings released: CN¥0.063 loss per share (vs CN¥0.30 profit in 2Q 2024)Second quarter 2025 results: CN¥0.063 loss per share (down from CN¥0.30 profit in 2Q 2024). Revenue: CN¥1.73b (up 34% from 2Q 2024). Net loss: CN¥45.7m (down 121% from profit in 2Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥42.63, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 18x in the Metals and Mining industry in China. Total loss to shareholders of 33% over the past three years.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥38.60, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 18x in the Metals and Mining industry in China. Total loss to shareholders of 36% over the past three years.
お知らせ • Jul 02Sinomine Resource Group Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Sinomine Resource Group Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • May 17Sinomine Resource Group Co., Ltd. Approves Final Cash Dividend for 2024Sinomine Resource Group Co., Ltd. held its Annual General Meeting on 15 May 2025, during which shareholders approved a final cash dividend of CNY 5.00000000 per 10 shares (tax included) for the year 2024.
Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.35 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.19 (down from CN¥0.35 in 1Q 2024). Revenue: CN¥1.54b (up 36% from 1Q 2024). Net income: CN¥134.8m (down 47% from 1Q 2024). Profit margin: 8.8% (down from 23% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 25Sinomine Resource Group Co., Ltd., Annual General Meeting, May 15, 2025Sinomine Resource Group Co., Ltd., Annual General Meeting, May 15, 2025, at 14:00 China Standard Time. Location: 39F, No. 161, Jinze Road, Fengtai District, Beijing China
お知らせ • Mar 31Sinomine Resource Group Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Sinomine Resource Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
お知らせ • Dec 31Sinomine Resource Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Sinomine Resource Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025
Major Estimate Revision • Nov 04Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥5.24b to CN¥5.05b. EPS estimate also fell from CN¥1.38 per share to CN¥1.10 per share. Net income forecast to grow 60% next year vs 39% growth forecast for Metals and Mining industry in China. Consensus price target up from CN¥32.85 to CN¥36.34. Share price was steady at CN¥34.84 over the past week.
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.80 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.10 (down from CN¥0.80 in 3Q 2023). Revenue: CN¥1.15b (down 18% from 3Q 2023). Net income: CN¥72.8m (down 87% from 3Q 2023). Profit margin: 6.3% (down from 40% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥32.36, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Metals and Mining industry in China. Total returns to shareholders of 11% over the past three years.
お知らせ • Sep 30Sinomine Resource Group Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Sinomine Resource Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥33.22, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Metals and Mining industry in China. Total returns to shareholders of 20% over the past three years.
Major Estimate Revision • Aug 21Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥6.37b to CN¥5.33b. EPS estimate fell from CN¥1.86 to CN¥1.33 per share. Net income forecast to grow 5.2% next year vs 33% growth forecast for Metals and Mining industry in China. Consensus price target down from CN¥40.98 to CN¥36.85. Share price rose 8.9% to CN¥28.65 over the past week.
Price Target Changed • Aug 16Price target decreased by 12% to CN¥36.85Down from CN¥41.65, the current price target is an average from 3 analysts. New target price is 36% above last closing price of CN¥27.14. Stock is down 33% over the past year. The company is forecast to post earnings per share of CN¥1.41 for next year compared to CN¥3.15 last year.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: CN¥0.30 (vs CN¥0.57 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.30 (down from CN¥0.57 in 2Q 2023). Revenue: CN¥1.30b (down 15% from 2Q 2023). Net income: CN¥216.8m (down 47% from 2Q 2023). Profit margin: 17% (down from 27% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jun 29Sinomine Resource Group Co., Ltd. to Report First Half, 2024 Results on Aug 15, 2024Sinomine Resource Group Co., Ltd. announced that they will report first half, 2024 results on Aug 15, 2024
Declared Dividend • May 25Dividend of CN¥1.00 announcedShareholders will receive a dividend of CN¥1.00. Ex-date: 30th May 2024 Payment date: 30th May 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but not covered by cash flows (417% cash payout ratio). The dividend has increased by an average of 39% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 105% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 25Sinomine Resource Group Co., Ltd. Announces Final Cash Dividend on A Shares for the Year 2023, Payable on 30 May 2024Sinomine Resource Group Co., Ltd. announced final cash dividend of CNY 10.0000000 per ten A shares (tax included) for the year 2023. Record date: 29 May 2024. Ex-date: 30 May 2024. Payment date: 30 May 2024.
Major Estimate Revision • May 02Consensus revenue estimates fall by 23%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥10.6b to CN¥8.23b. EPS estimate fell from CN¥4.85 to CN¥4.43 per share. Net income forecast to grow 128% next year vs 41% growth forecast for Metals and Mining industry in China. Consensus price target of CN¥41.65 unchanged from last update. Share price rose 7.3% to CN¥35.60 over the past week.
お知らせ • Apr 28Sinomine Resource Group Co., Ltd., Annual General Meeting, May 17, 2024Sinomine Resource Group Co., Ltd., Annual General Meeting, May 17, 2024, at 14:00 China Standard Time. Location: 39F, No. 161, Jinze Road, Fengtai District, Beijing China Agenda: To consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 annual report and its summary; to consider 2023 annual accounts report; to consider 2023 profit distribution plan; to consider Appointment of 2024 audit firm; to consider 2024 application for comprehensive credit line to banks; to consider 2024 estimated external guarantee quota of the Company and subsidiaries; to consider Launching foreign exchange forward settlement and sale business, and commodity futures and options hedging business; to consider Change of the Company's registered capital and amendments to the Company's articles of association; to consider Amendments to the Company's rules of procedure governing shareholders' general meetings; to consider Amendments to the Company's rules of procedure governing the board meetings; and to consider Amendments to the work system for independent directors.
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.35 (vs CN¥1.70 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.35 (down from CN¥1.70 in 1Q 2023). Revenue: CN¥1.13b (down 46% from 1Q 2023). Net income: CN¥256.2m (down 77% from 1Q 2023). Profit margin: 23% (down from 53% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 27Sinomine Resource Group Co., Ltd. Proposes Final Cash Dividend for 2023Sinomine Resource Group Co., Ltd. proposed Final Cash dividend/10 shares (tax included): CNY 10.00000000 for 2023.
お知らせ • Mar 30Sinomine Resource Group Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Sinomine Resource Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
Price Target Changed • Mar 19Price target increased by 10.0% to CN¥44.95Up from CN¥40.87, the current price target is an average from 3 analysts. New target price is 12% above last closing price of CN¥40.28. Stock is down 23% over the past year. The company is forecast to post earnings per share of CN¥3.94 for next year compared to CN¥5.15 last year.
Valuation Update With 7 Day Price Move • Feb 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥37.52, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Metals and Mining industry in China. Total returns to shareholders of 190% over the past three years.
Price Target Changed • Feb 28Price target decreased by 14% to CN¥40.87Down from CN¥47.68, the current price target is an average from 3 analysts. New target price is 20% above last closing price of CN¥34.11. Stock is down 37% over the past year. The company is forecast to post earnings per share of CN¥4.00 for next year compared to CN¥5.15 last year.
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥31.19, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Metals and Mining industry in China. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.65 per share.
お知らせ • Dec 30Sinomine Resource Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Sinomine Resource Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
Price Target Changed • Dec 15Price target decreased by 7.1% to CN¥45.93Down from CN¥49.43, the current price target is an average from 4 analysts. New target price is 28% above last closing price of CN¥35.98. Stock is down 30% over the past year. The company is forecast to post earnings per share of CN¥4.00 for next year compared to CN¥5.15 last year.
New Risk • Nov 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change). Shareholders have been diluted in the past year (11% increase in shares outstanding).
Major Estimate Revision • Nov 06Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥8.39b to CN¥7.76b. EPS estimate also fell from CN¥5.19 per share to CN¥4.20 per share. Net income forecast to grow 27% next year vs 60% growth forecast for Metals and Mining industry in China. Consensus price target down from CN¥51.46 to CN¥49.43. Share price rose 2.7% to CN¥37.15 over the past week.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.80 (vs CN¥1.14 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.80 (down from CN¥1.14 in 3Q 2022). Revenue: CN¥1.40b (down 32% from 3Q 2022). Net income: CN¥567.7m (down 22% from 3Q 2022). Profit margin: 40% (up from 35% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 30Sinomine Resource Group Co., Ltd. to Report Q3, 2023 Results on Oct 31, 2023Sinomine Resource Group Co., Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023
お知らせ • Sep 07Sinomine Resource Group Co., Ltd. (SZSE:002738) announces an Equity Buyback for CNY 500 million worth of its shares.Sinomine Resource Group Co., Ltd. (SZSE:002738) announces a share repurchase program. Under the program, the company will repurchase up to CNY 500 million worth of its shares. The shares will be repurchased at a price of not more than CNY 60 per share. The shares purchased will be used for the company's equity incentive plan or ESOP. The program will be valid till 12 months from approval of board.
Price Target Changed • Sep 04Price target decreased by 12% to CN¥60.55Down from CN¥68.76, the current price target is an average from 5 analysts. New target price is 54% above last closing price of CN¥39.39. Stock is down 40% over the past year. The company is forecast to post earnings per share of CN¥5.26 for next year compared to CN¥5.15 last year.
Price Target Changed • Aug 22Price target decreased by 8.4% to CN¥65.09Down from CN¥71.09, the current price target is an average from 5 analysts. New target price is 67% above last closing price of CN¥39.02. Stock is down 41% over the past year. The company is forecast to post earnings per share of CN¥6.01 for next year compared to CN¥5.15 last year.
Reported Earnings • Aug 22Second quarter 2023 earnings released: EPS: CN¥0.57 (vs CN¥0.86 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.57 (down from CN¥0.86 in 2Q 2022). Revenue: CN¥1.53b (down 2.2% from 2Q 2022). Net income: CN¥406.5m (down 26% from 2Q 2022). Profit margin: 27% (down from 35% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 68% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 01Sinomine Resource Group Co., Ltd. to Report First Half, 2023 Results on Aug 25, 2023Sinomine Resource Group Co., Ltd. announced that they will report first half, 2023 results on Aug 25, 2023
お知らせ • May 24Sinomine Resource Group Co., Ltd. Announces Final Dividend for 2022, Payable on 31 May 2023Sinomine Resource Group Co., Ltd. announced final cash dividend of CNY 10.00000000 per 10 shares (tax included) for 2022. Record date is 30 May 2023. Ex-date is 31 May 2023. Payment date is 31 May 2023.
お知らせ • May 20+ 1 more updateSinomine Resource Group Co., Ltd. Approves Cash Dividend for the Year 2022Sinomine Resource Group Co., Ltd. approved cash dividend of CNY 10.000 (tax included) per 10 shares for the year 2022, at the AGM held on May 18, 2023.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: CN¥2.37 (vs CN¥1.70 in 1Q 2022)First quarter 2023 results: EPS: CN¥2.37 (up from CN¥1.70 in 1Q 2022). Revenue: CN¥2.07b (up 12% from 1Q 2022). Net income: CN¥1.10b (up 41% from 1Q 2022). Profit margin: 53% (up from 42% in 1Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 95% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jan 09Price target decreased to CN¥104Down from CN¥115, the current price target is an average from 2 analysts. New target price is 32% above last closing price of CN¥78.66. Stock is up 81% over the past year. The company is forecast to post earnings per share of CN¥7.29 for next year compared to CN¥1.27 last year.
Buying Opportunity • Dec 30Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be CN¥85.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 64% over the last 3 years. Earnings per share has grown by 98%. Revenue is forecast to grow by 124% in 2 years. Earnings is forecast to grow by 208% in the next 2 years.
Buying Opportunity • Nov 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be CN¥93.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 64% over the last 3 years. Earnings per share has grown by 98%. Revenue is forecast to grow by 124% in 2 years. Earnings is forecast to grow by 208% in the next 2 years.
Price Target Changed • Nov 16Price target increased to CN¥125Up from CN¥24.89, the current price target is provided by 1 analyst. New target price is 51% above last closing price of CN¥82.72. Stock is up 101% over the past year. The company is forecast to post earnings per share of CN¥7.30 for next year compared to CN¥1.27 last year.
Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 3 experienced directors. 1 highly experienced director. President, CEO & Chairman Pingwei Wang is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥1.59 (vs CN¥0.29 in 3Q 2021)Third quarter 2022 results: EPS: CN¥1.59 (up from CN¥0.29 in 3Q 2021). Revenue: CN¥2.08b (up 299% from 3Q 2021). Net income: CN¥728.6m (up 464% from 3Q 2021). Profit margin: 35% (up from 25% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 98% per year whereas the company’s share price has increased by 103% per year.
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥106, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Metals and Mining industry in China. Total returns to shareholders of 768% over the past three years.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥1.20 (vs CN¥0.20 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.20 (up from CN¥0.20 in 2Q 2021). Revenue: CN¥1.56b (up 210% from 2Q 2021). Net income: CN¥547.7m (up 499% from 2Q 2021). Profit margin: 35% (up from 18% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 101%, compared to a 32% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has increased by 99% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥97.60, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Metals and Mining industry in China. Total returns to shareholders of 672% over the past three years.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥83.59, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Metals and Mining industry in China. Total returns to shareholders of 587% over the past three years.
お知らせ • May 27Sinomine Resource Group Co., Ltd. Implements 2021 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on June 1, 2022Sinomine Resource Group Co., Ltd. implemented 2021 final profit distribution plan to be implemented (A shares), payable on June 1, 2022. The company announced Cash dividend/10 shares (tax included) of CNY 1.00000000. Record date: 31 May 2022, Ex-date: 01 June 2022.
お知らせ • May 24Sinomine Resource Group Co., Ltd. announced that it expects to receive CNY 3 billion in fundingSinomine Resource Group Co., Ltd. announced a private placement of common shares for proceeds of up to CNY 3,000 million on May 23, 2022.
お知らせ • May 20Sinomine Resource Group Co., Ltd. Approves Profit Distribution Plan for 2021Sinomine Resource Group Co., Ltd. announced that at the Annual General Meeting of 2021 on 18 May 2022, approved cash dividend (tax included) of CNY 1.00000000 per ten shares for 2021.
Valuation Update With 7 Day Price Move • May 03Investor sentiment improved over the past weekAfter last week's 26% share price gain to CN¥83.59, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Metals and Mining industry in China. Total returns to shareholders of 408% over the past three years.
お知らせ • Apr 27Sinomine Resource Group Co., Ltd. Announces Final Cash Dividend Proposal for 2021Sinomine Resource Group Co., Ltd. announced on April 26, 2022 the profit distribution proposal for 2021 is cash dividend per 10 shares (tax included) of CNY 1.00000000.
Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 3 experienced directors. 1 highly experienced director. President & Non- Independent Vice Chairman Pingwei Wang is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Apr 16Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: CN¥1.75 (up from CN¥0.63 in FY 2020). Revenue: CN¥2.39b (up 88% from FY 2020). Net income: CN¥558.9m (up 221% from FY 2020). Profit margin: 23% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 362%, compared to a 38% growth forecast for the mining industry in China. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 23% share price gain to CN¥71.69, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Metals and Mining industry in China. Total returns to shareholders of 376% over the past three years.
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥70.36, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 19x in the Metals and Mining industry in China. Total returns to shareholders of 387% over the past three years.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥74.83, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 19x in the Metals and Mining industry in China. Total returns to shareholders of 387% over the past three years.
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥61.05, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 18x in the Metals and Mining industry in China. Total returns to shareholders of 300% over the past three years.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.40 (vs CN¥0.092 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥520.7m (up 71% from 3Q 2020). Net income: CN¥129.1m (up 406% from 3Q 2020). Profit margin: 25% (up from 8.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥56.91, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 19x in the Metals and Mining industry in China. Total returns to shareholders of 257% over the past three years.
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥66.55, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 21x in the Metals and Mining industry in China. Total returns to shareholders of 326% over the past three years.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥61.90, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 20x in the Metals and Mining industry in China. Total returns to shareholders of 275% over the past three years.
Reported Earnings • Aug 20Second quarter 2021 earnings released: EPS CN¥0.28 (vs CN¥0.19 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: CN¥503.9m (up 84% from 2Q 2020). Net income: CN¥91.5m (up 75% from 2Q 2020). Profit margin: 18% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
