View Future GrowthSinomine Resource Group 過去の業績過去 基準チェック /46Sinomine Resource Groupの収益は年間平均-7.6%の割合で減少していますが、 Metals and Mining業界の収益は年間 減少しています。収益は年間0.08% 14.2%割合で 増加しています。 Sinomine Resource Groupの自己資本利益率は6.7%であり、純利益率は13%です。主要情報-7.63%収益成長率-10.02%EPS成長率Metals and Mining 業界の成長13.08%収益成長率14.20%株主資本利益率6.67%ネット・マージン13.01%前回の決算情報31 Mar 2026最近の業績更新お知らせ • 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 • 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収支内訳Sinomine Resource Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史XSEC:002738 収益、費用、利益 ( )CNY Millions日付収益収益G+A経費研究開発費31 Mar 266,38583155712431 Dec 256,54545854110230 Sep 256,6134154928030 Jun 256,20937340010631 Mar 255,77463640012431 Dec 245,36475738211330 Sep 244,57768440112230 Jun 244,8331,17940812331 Mar 245,0681,36848114831 Dec 236,0132,20849717230 Sep 237,5583,31444821430 Jun 238,2313,47540423431 Mar 238,2653,61632725101 Jan 238,0413,29530323730 Sep 226,5132,31133919930 Jun 224,9561,71238714631 Mar 223,8961,2563577801 Jan 222,4185623645830 Sep 211,8473763844230 Jun 211,6312723473331 Mar 211,4012333253031 Dec 201,2761742903130 Sep 201,1351142033130 Jun 201,1551102013331 Mar 201,1561341913031 Dec 191,1651401752830 Sep 191,2531751882230 Jun 191,1391951431731 Mar 191,0131391411201 Jan 198671111261030 Sep 186748797830 Jun 185965798531 Mar 185755584331 Dec 175415586330 Sep 174805480130 Jun 174525677031 Mar 174125578031 Dec 163595369030 Sep 163665257030 Jun 163344858031 Mar 163424853031 Dec 153454952030 Sep 152793945030 Jun 1529341450質の高い収益: 002738は 高品質の収益 を持っています。利益率の向上: 002738の現在の純利益率 (13%)は、昨年(11%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 002738の収益は過去 5 年間で年間7.6%減少しました。成長の加速: 002738の過去 1 年間の収益成長率 ( 30.7% ) は、5 年間の平均 ( 年間-7.6%を上回っています。収益対業界: 002738の過去 1 年間の収益成長率 ( 30.7% ) はMetals and Mining業界21.4%を上回りました。株主資本利益率高いROE: 002738の 自己資本利益率 ( 6.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/05/30 15:27終値2026/05/29 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. 5 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。10 アナリスト機関Hua LiChina Galaxy Securities Co., Ltd.null nullChina International Capital Corporation LimitedJiaming ZhangChina International Capital Corporation Limited7 その他のアナリストを表示
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 • 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
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