View ValuationSinomine Resource Group 将来の成長Future 基準チェック /66Sinomine Resource Group利益と収益がそれぞれ年間50.7%と32.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に23.7% 50.7%なると予測されています。主要情報50.7%収益成長率50.71%EPS成長率Metals and Mining 収益成長25.5%収益成長率32.2%将来の株主資本利益率23.67%アナリストカバレッジLow最終更新日20 May 2026今後の成長に関する最新情報更新なしすべての更新を表示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 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥68.82, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Metals and Mining industry in China. Total returns to shareholders of 32% 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.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, 2025New Risk • Oct 29New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 106% The company is paying a dividend despite having no free cash flows. Dividend yield: 2.9% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 106% Paying a dividend despite having no free cash flows. High level of non-cash earnings (21% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (15% net profit margin).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 and the company’s share price has also increased by 7% 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 28Investor 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 14x in the Metals and Mining industry in China. Total returns to shareholders of 20% over the past three years.New Risk • Aug 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (24% net profit margin).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.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.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.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥32.44, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Metals and Mining industry in China. Total loss to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.95 per share.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, 2024Valuation 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 loss to shareholders of 27% over the past 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 loss to shareholders of 50% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.60 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, 2024New 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).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.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.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.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業績と収益の成長予測XSEC:002738 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202816,9795,5763,8796,395312/31/202715,3484,2232,4984,617412/31/202611,2902,7961,5962,83613/31/20266,3858319082,420N/A12/31/20256,5454584041,602N/A9/30/20256,6134151661,160N/A6/30/20256,209373-614255N/A3/31/20255,774636-1,102-245N/A12/31/20245,364757-511500N/A9/30/20244,577684-1,124201N/A6/30/20244,8331,179-610875N/A3/31/20245,0681,3682272,511N/A12/31/20236,0132,2088243,002N/A9/30/20237,5583,3141,9213,552N/A6/30/20238,2313,4751,8593,296N/A3/31/20238,2653,6161,8022,326N/A1/1/20238,0413,2951,6512,050N/A9/30/20226,5132,3111,3341,607N/A6/30/20224,9561,7128571,112N/A3/31/20223,8961,256499768N/A1/1/20222,418562358654N/A9/30/20211,84737638327N/A6/30/20211,631272128442N/A3/31/20211,40123314270N/A12/31/20201,27617456232N/A9/30/20201,13511491216N/A6/30/20201,155110324343N/A3/31/20201,156134269300N/A12/31/20191,165140N/A250N/A9/30/20191,253175N/A232N/A6/30/20191,139195N/A57N/A3/31/20191,013139N/A-10N/A1/1/2019867111N/A15N/A9/30/201867487N/A-93N/A6/30/201859657N/A-9N/A3/31/201857555N/A11N/A12/31/201754155N/A7N/A9/30/201748054N/A-26N/A6/30/201745256N/A-43N/A3/31/201741255N/A-65N/A12/31/201635953N/A-57N/A9/30/201636652N/A-44N/A6/30/201633448N/A-52N/A3/31/201634248N/A-41N/A12/31/201534549N/A-55N/A9/30/201527939N/A-57N/A6/30/201529341N/A-43N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 002738の予測収益成長率 (年間50.7% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 002738の収益 ( 50.7% ) はCN市場 ( 27.2% ) よりも速いペースで成長すると予測されています。高成長収益: 002738の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 002738の収益 ( 32.2% ) CN市場 ( 16.2% ) よりも速いペースで成長すると予測されています。高い収益成長: 002738の収益 ( 32.2% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 002738の 自己資本利益率 は、3年後には高くなると予測されています ( 23.7 %)成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance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 11:33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 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥68.82, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Metals and Mining industry in China. Total returns to shareholders of 32% 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
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
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
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
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.
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
New Risk • Oct 29New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 106% The company is paying a dividend despite having no free cash flows. Dividend yield: 2.9% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 106% Paying a dividend despite having no free cash flows. High level of non-cash earnings (21% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (15% net profit margin).
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 and the company’s share price has also increased by 7% 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 28Investor 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 14x in the Metals and Mining industry in China. Total returns to shareholders of 20% over the past three years.
New Risk • Aug 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (24% net profit margin).
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.
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.
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.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥32.44, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Metals and Mining industry in China. Total loss to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.95 per share.
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
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 loss to shareholders of 27% over the past 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 loss to shareholders of 50% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.60 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
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).
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.
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.
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.
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