View ValuationCGN Mining 将来の成長Future 基準チェック /46CGN Mining利益と収益がそれぞれ年間32.5%と19.8%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18.6% 34.6%なると予測されています。主要情報32.5%収益成長率34.59%EPS成長率Oil and Gas 収益成長4.2%収益成長率19.8%将来の株主資本利益率18.61%アナリストカバレッジGood最終更新日20 Apr 2026今後の成長に関する最新情報Price Target Changed • Feb 02Price target increased by 9.3% to HK$3.43Up from HK$3.14, the current price target is an average from 7 analysts. New target price is 24% below last closing price of HK$4.49. Stock is up 177% over the past year. The company is forecast to post earnings per share of HK$0.055 for next year compared to HK$0.069 last year.Price Target Changed • Oct 08Price target increased by 12% to HK$3.01Up from HK$2.67, the current price target is an average from 8 analysts. New target price is 22% below last closing price of HK$3.86. Stock is up 137% over the past year. The company is forecast to post earnings per share of HK$0.07 for next year compared to HK$0.069 last year.Price Target Changed • Aug 29Price target increased by 10% to HK$2.67Up from HK$2.42, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of HK$2.77. Stock is up 79% over the past year. The company is forecast to post earnings per share of HK$0.07 for next year compared to HK$0.069 last year.Major Estimate Revision • Jun 07Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from HK$0.079 to HK$0.071 per share. Revenue forecast steady at HK$9.00b. Net income forecast to grow 18% next year vs 18% growth forecast for Oil and Gas industry in Hong Kong. Consensus price target up from HK$2.08 to HK$2.27. Share price rose 24% to HK$2.13 over the past week.Price Target Changed • Jun 06Price target increased by 9.5% to HK$2.27Up from HK$2.08, the current price target is an average from 7 analysts. New target price is 6.8% above last closing price of HK$2.13. Stock is down 25% over the past year. The company is forecast to post earnings per share of HK$0.071 for next year compared to HK$0.069 last year.Major Estimate Revision • Aug 29Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from HK$9.39b to HK$8.99b. EPS estimate also fell from HK$0.127 per share to HK$0.078 per share. Net income forecast to grow 68% next year vs 12% growth forecast for Oil and Gas industry in Hong Kong. Consensus price target down from HK$2.52 to HK$2.38. Share price fell 5.4% to HK$1.57 over the past week.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to HK$2.74, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 8x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 209% over the past three years.Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$3.24, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 9x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 283% over the past three years.分析記事 • May 05Weak Statutory Earnings May Not Tell The Whole Story For CGN Mining (HKG:1164)A lackluster earnings announcement from CGN Mining Company Limited ( HKG:1164 ) last week didn't sink the stock price...Declared Dividend • Mar 29Dividend of HK$0.014 announcedShareholders will receive a dividend of HK$0.014. Ex-date: 23rd June 2026 Payment date: 30th July 2026 Dividend yield will be 0.4%, which is lower than the industry average of 9.0%.Reported Earnings • Mar 27Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: HK$0.06 (down from HK$0.069 in FY 2024). Revenue: HK$6.87b (down 20% from FY 2024). Net income: HK$452.8m (down 14% from FY 2024). Profit margin: 6.6% (up from 6.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) exceeded analyst estimates by 7.8%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Oil and Gas industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 68% per year, which means it is well ahead of earnings.お知らせ • Mar 27CGN Mining Company Limited, Annual General Meeting, Jun 18, 2026CGN Mining Company Limited, Annual General Meeting, Jun 18, 2026.お知らせ • Mar 16CGN Mining Company Limited to Report Fiscal Year 2025 Results on Mar 26, 2026CGN Mining Company Limited announced that they will report fiscal year 2025 results on Mar 26, 2026Board Change • Mar 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. 1 highly experienced director. Independent Non-Executive Director Pei Gao is the most experienced director on the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Feb 14+ 1 more updateCGN Mining Company Limited Announces Board and Committee Changes, Effective 13 February 2026The board of directors of CGN Mining Company Limited announced that, with effect from February 13, 2026, Ms. Xu Junmei resigned as an executive Director, chairman of the environmental, social and governance committee, member of the Nomination Committee, and Authorised Representative of the Company due to work re-arrangement. Mr. Sun Xu resigned as a non-executive Director, member of the Audit Committee, and member of the ESG Committee under the Board because he has reached the age of retirement. Mr. Liu Guanhua resigned as a non-executive Director and member of the Remuneration Committee under the Board as The China State-owned Enterprise Mixed Ownership Reform Fund Co. Ltd. no longer holds shares in the Company. The Board also announced that, with effect from 13 February 2026: Mr. Wang Xianfeng, an incumbent non-executive Director, was appointed as a member of the Audit Committee. Mr. Qiu Bin, an incumbent executive Director, was appointed as the Authorised Representative. Mr. Li Jie was appointed as an executive Director and chairman of the ESG Committee. Mr. Li Jie, aged 42, is currently the chief accountant of CGNPC Uranium Resources Co. Ltd. and the director of CIECC Engineering Company Limited. Mr. Li worked in China Nuclear Power Engineering Co. Ltd. from July 2006 to July 2020, and successively served as the construction and installation investment control engineer, budget management accountant, senior head of budget management, budget management director of the budget module and deputy manager of the budget module (responsible for daily operation) of the finance department. Mr. Li worked in China General Nuclear Power Corporation from July 2020 to July 2024, and successively served as the senior manager of budget and internal control management of the budget division under the finance and asset management department, head of the comprehensive tax division under the finance and asset management department and the head of the budget division under the finance and asset management department, during which he also served as the head of the budget division under the finance and asset management department of CGN Power Co. Ltd. from August 2023 to July 2024. Mr. Li served as the manager of the finance department of China Nuclear Power Operations Co. Ltd. from July 2024 to December 2025. Mr. Li graduated from Huazhong University of Science and Technology in June 2006 with a bachelor’s degree in management, majoring in engineering management. Mr. Li holds the qualifications of senior accountant, senior economist and senior engineer. Mr. Li has around 20 years of experience in financial management and the nuclear power industry. Mr. Li has entered into a service contract with the Company for an initial term of three years commencing from 13 February 2026, subject to retirement and re-election as required by the articles of association of the Company, and will continue thereafter until termination by not less than three months' prior notice in writing served by either party to the other.分析記事 • Feb 10Why Investors Shouldn't Be Surprised By CGN Mining Company Limited's (HKG:1164) 30% Share Price SurgeDespite an already strong run, CGN Mining Company Limited ( HKG:1164 ) shares have been powering on, with a gain of 30...Price Target Changed • Feb 02Price target increased by 9.3% to HK$3.43Up from HK$3.14, the current price target is an average from 7 analysts. New target price is 24% below last closing price of HK$4.49. Stock is up 177% over the past year. The company is forecast to post earnings per share of HK$0.055 for next year compared to HK$0.069 last year.Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$3.35, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 9x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 311% over the past three years.分析記事 • Nov 26CGN Mining (HKG:1164) Is Making Moderate Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$2.79, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 10x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 251% over the past three years.分析記事 • Oct 30CGN Mining Company Limited (HKG:1164) Looks Just Right With A 26% Price JumpDespite an already strong run, CGN Mining Company Limited ( HKG:1164 ) shares have been powering on, with a gain of 26...Price Target Changed • Oct 08Price target increased by 12% to HK$3.01Up from HK$2.67, the current price target is an average from 8 analysts. New target price is 22% below last closing price of HK$3.86. Stock is up 137% over the past year. The company is forecast to post earnings per share of HK$0.07 for next year compared to HK$0.069 last year.分析記事 • Sep 24CGN Mining's (HKG:1164) Shareholders Have More To Worry About Than Only Soft EarningsThe market rallied behind CGN Mining Company Limited's ( HKG:1164 ) stock, leading do a rise in the share price after...分析記事 • Aug 29CGN Mining Company Limited (HKG:1164) Stocks Shoot Up 33% But Its P/E Still Looks ReasonableDespite an already strong run, CGN Mining Company Limited ( HKG:1164 ) shares have been powering on, with a gain of 33...Price Target Changed • Aug 29Price target increased by 10% to HK$2.67Up from HK$2.42, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of HK$2.77. Stock is up 79% over the past year. The company is forecast to post earnings per share of HK$0.07 for next year compared to HK$0.069 last year.Reported Earnings • Aug 27First half 2025 earnings released: HK$0.009 loss per share (vs HK$0.015 profit in 1H 2024)First half 2025 results: HK$0.009 loss per share (down from HK$0.015 profit in 1H 2024). Revenue: HK$1.71b (down 58% from 1H 2024). Net loss: HK$67.6m (down 160% from profit in 1H 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Hong Kong are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.お知らせ • Aug 15CGN Mining Company Limited to Report First Half, 2025 Results on Aug 26, 2025CGN Mining Company Limited announced that they will report first half, 2025 results on Aug 26, 2025Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$2.58, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 250% over the past three years.分析記事 • Jun 23CGN Mining Company Limited (HKG:1164) Looks Just Right With A 33% Price JumpCGN Mining Company Limited ( HKG:1164 ) shareholders have had their patience rewarded with a 33% share price jump in...お知らせ • Jun 19CGN Mining Company Limited Approves Final Cash Dividend for the Year Ended December 31, 2024CGN Mining Company Limited at its Annual General Meeting held on June 19, 2025, approved to declare a final cash dividend of 0.7 Hong Kong cents per share for the year ended December 31, 2024.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 31%After last week's 31% share price gain to HK$2.13, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 181% over the past three years.Major Estimate Revision • Jun 07Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from HK$0.079 to HK$0.071 per share. Revenue forecast steady at HK$9.00b. Net income forecast to grow 18% next year vs 18% growth forecast for Oil and Gas industry in Hong Kong. Consensus price target up from HK$2.08 to HK$2.27. Share price rose 24% to HK$2.13 over the past week.Price Target Changed • Jun 06Price target increased by 9.5% to HK$2.27Up from HK$2.08, the current price target is an average from 7 analysts. New target price is 6.8% above last closing price of HK$2.13. Stock is down 25% over the past year. The company is forecast to post earnings per share of HK$0.071 for next year compared to HK$0.069 last year.New Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 12% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (28% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 22%After last week's 22% share price gain to HK$1.80, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 144% over the past three years.分析記事 • May 08CGN Mining Company Limited (HKG:1164) Looks Just Right With A 25% Price JumpThose holding CGN Mining Company Limited ( HKG:1164 ) shares would be relieved that the share price has rebounded 25...Reported Earnings • Apr 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: HK$0.069 (up from HK$0.064 in FY 2023). Revenue: HK$8.62b (up 17% from FY 2023). Net income: HK$526.7m (up 8.2% from FY 2023). Profit margin: 6.1% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Hong Kong are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 25News Flash: 8 Analysts Think CGN Mining Company Limited (HKG:1164) Earnings Are Under ThreatThe analysts covering CGN Mining Company Limited ( HKG:1164 ) delivered a dose of negativity to shareholders today, by...お知らせ • Mar 21CGN Mining Company Limited, Annual General Meeting, Jun 19, 2025CGN Mining Company Limited, Annual General Meeting, Jun 19, 2025.Reported Earnings • Mar 21Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: HK$0.069 (up from HK$0.065 in FY 2023). Revenue: HK$8.62b (up 17% from FY 2023). Net income: HK$526.7m (up 6.0% from FY 2023). Profit margin: 6.1% (down from 6.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Hong Kong are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 12CGN Mining Company Limited Announces Change of Independent Non-Executive Director and Composition of Board CommitteesThe board of directors of CGN Mining Company Limited announced that, with effect from 12 March 2025, Mr. Qiu Xianhong resigned as an independent non-executive Director of the Company, the chairman of the audit committee, the chairman of the remuneration committee and a member of the nomination committee of the Board as he decided to devote more time to his other personal matters. Mr. Qiu Xianhong has confirmed that he has no disagreement with the Board and there are no other matters in respect of his resignation that needs to be brought to the attention of the shareholders of the Company or The Stock Exchange of Hong Kong Limited. The Board also announced that, with effect from 12 March 2025, Ms. Dai Qijia has been appointed as an independent non-executive Director of the Company, as well as the chairwoman of the remuneration committee, a member of the audit committee and a member of the nomination committee of the Board. Ms. Dai Qijia, aged 40, is currently the chief executive officer of Lianhe Green Development Company Limited. From September 2010 to February 2016, Ms. Dai successively served as the vice president of Equity Research Department of the Royal Bank of Scotland and Barclays Capital Asia Limited. From March 2016 to May 2019, she served as a director and head of rating advisory of Fixed Income, Currencies and Commodities Department of Guotai Junan Securities (Hong Kong) Limited. From May 2019 to January 2024, Ms. Dai served as the deputy general manager and head of credit rating advisor and sustainable finance of Treasury and Markets Group of China CITIC Bank International Limited. Ms. Dai has approximately 17 years of experience in capital market investment and financing. Ms. Dai graduated from Shanghai International Studies University in July 2006 with a bachelor's degree in management, majoring in accounting. Ms. Dai has entered into a service contract with the Company for an initial term of two years commencing from 12 March 2025, subject to retirement and re-election as required by the articles of association of the Company, and will continue thereafter until termination by not less than three months' notice in writing served by either party to the other. Ms. Dai is entitled to a director's fee of HKD 120,000 per annum pursuant to the service contract, which has been determined with reference to her duties and the remuneration policy of the Company. Pursuant to the articles of association of the Company, Ms. Dai shall hold office until the next annual general meeting of the Company where she shall be eligible for re-election. Ms. Dai shall be subject to retirement by rotation thereafter and shall then be eligible for re-election. The Board further announced that following Mr. Qiu Xianhong's resignation, Mr. Zhang Yuntao, an independent non-executive Director of the Company, has been re-designated from a member of the audit committee of the Board to the chairman of the audit committee of the Board with effect from 12 March 2025.お知らせ • Mar 10CGN Mining Company Limited to Report Fiscal Year 2024 Results on Mar 20, 2025CGN Mining Company Limited announced that they will report fiscal year 2024 results on Mar 20, 2025Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$1.53, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 6x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$3.01 per share.分析記事 • Jan 28CGN Mining Company Limited (HKG:1164) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 27x CGN Mining Company Limited ( HKG:1164 ) may be sending very bearish...Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$1.88, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 6x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$3.06 per share.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$1.94, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 78% over the past three years.分析記事 • Oct 17Investors Appear Satisfied With CGN Mining Company Limited's (HKG:1164) Prospects As Shares Rocket 27%CGN Mining Company Limited ( HKG:1164 ) shareholders are no doubt pleased to see that the share price has bounced 27...Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 25%After last week's 25% share price gain to HK$1.68, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 70% over the past three years.New Risk • Sep 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 Hong Kong stocks, typically moving 9.6% 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 Debt is not well covered by operating cash flow (7.0% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Profit margins are more than 30% lower than last year (5.1% net profit margin).Reported Earnings • Sep 25First half 2024 earnings released: EPS: HK$0.015 (vs HK$0.024 in 1H 2023)First half 2024 results: EPS: HK$0.015 (down from HK$0.024 in 1H 2023). Revenue: HK$4.07b (up 39% from 1H 2023). Net income: HK$113.1m (down 37% from 1H 2023). Profit margin: 2.8% (down from 6.1% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Hong Kong are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 19CGN Mining (HKG:1164) Is Carrying A Fair Bit Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Major Estimate Revision • Aug 29Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from HK$9.39b to HK$8.99b. EPS estimate also fell from HK$0.127 per share to HK$0.078 per share. Net income forecast to grow 68% next year vs 12% growth forecast for Oil and Gas industry in Hong Kong. Consensus price target down from HK$2.52 to HK$2.38. Share price fell 5.4% to HK$1.57 over the past week.Reported Earnings • Aug 26First half 2024 earnings released: EPS: HK$0.015 (vs HK$0.024 in 1H 2023)First half 2024 results: EPS: HK$0.015 (down from HK$0.024 in 1H 2023). Revenue: HK$4.07b (up 39% from 1H 2023). Net income: HK$113.1m (down 37% from 1H 2023). Profit margin: 2.8% (down from 6.1% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Hong Kong are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Aug 23New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (41% net debt to equity). Profit margins are more than 30% lower than last year (5.1% net profit margin).お知らせ • Aug 22CGN Mining Company Limited Approves Interim Dividend for the Six Months Ended 30 June 2024, Payable on 20 September 2024CGN Mining Company Limited approved interim dividend of HKD 0.003 per share for the six months ended 30 June 2024. Ex-dividend date: 06 September 2024; Record date: 11 September 2024; Payment date: 20 September 2024.分析記事 • Aug 21CGN Mining Company Limited (HKG:1164) Stocks Pounded By 26% But Not Lagging Market On Growth Or PricingTo the annoyance of some shareholders, CGN Mining Company Limited ( HKG:1164 ) shares are down a considerable 26% in...Valuation Update With 7 Day Price Move • Aug 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$1.60, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 167% over the past three years.お知らせ • Aug 12CGN Mining Company Limited to Report First Half, 2024 Results on Aug 22, 2024CGN Mining Company Limited announced that they will report first half, 2024 results on Aug 22, 2024分析記事 • Aug 04There Are Reasons To Feel Uneasy About CGN Mining's (HKG:1164) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...分析記事 • Jun 13We Discuss Why The CEO Of CGN Mining Company Limited (HKG:1164) Is Due For A Pay RiseKey Insights CGN Mining will host its Annual General Meeting on 20th of June Total pay for CEO Junjing An includes...分析記事 • Jun 07CGN Mining Company Limited's (HKG:1164) P/E Is Still On The Mark Following 28% Share Price BounceCGN Mining Company Limited ( HKG:1164 ) shares have continued their recent momentum with a 28% gain in the last month...Price Target Changed • May 07Price target increased by 8.3% to HK$2.22Up from HK$2.05, the current price target is an average from 6 analysts. New target price is 5.2% below last closing price of HK$2.34. Stock is up 179% over the past year. The company is forecast to post earnings per share of HK$0.14 for next year compared to HK$0.065 last year.Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$2.27, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 186% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$2.39 per share.分析記事 • May 02We Think You Can Look Beyond CGN Mining's (HKG:1164) Lackluster EarningsThe market for CGN Mining Company Limited's ( HKG:1164 ) shares didn't move much after it posted weak earnings...分析記事 • Apr 29Does CGN Mining (HKG:1164) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Apr 28Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: HK$0.065 (down from HK$0.072 in FY 2022). Revenue: HK$7.36b (up 102% from FY 2022). Net income: HK$497.1m (down 3.5% from FY 2022). Profit margin: 6.8% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 41%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Hong Kong are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 41% per year.お知らせ • Apr 28CGN Mining Company Limited, Annual General Meeting, Jun 20, 2024CGN Mining Company Limited, Annual General Meeting, Jun 20, 2024, at 11:00 China Standard Time. Location: 19F, Block A, Guangyao Oriental Center, No.100 West Third Ring North Road, Haidian District, Beijing, PRC Beijing China Agenda: To consider and adopt the audited consolidated financial statements and the reports of the directors and the auditors of the Company for the year ended 31 December 2023; to re-elect the directors of the Company; to authorize the board of directors (the "Board") to fix the remuneration of the directors of the Company; to re-appoint BDO Limited as the auditors of the Company and to authorize the Board to fix their remuneration; and to discuss other matters.分析記事 • Apr 11Why Investors Shouldn't Be Surprised By CGN Mining Company Limited's (HKG:1164) 31% Share Price SurgeCGN Mining Company Limited ( HKG:1164 ) shares have had a really impressive month, gaining 31% after a shaky period...分析記事 • Apr 11Estimating The Intrinsic Value Of CGN Mining Company Limited (HKG:1164)Key Insights Using the 2 Stage Free Cash Flow to Equity, CGN Mining fair value estimate is HK$1.96 CGN Mining's HK$2.06...New Risk • Mar 22New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.8% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 22Full year 2023 earnings released: EPS: HK$0.065 (vs HK$0.072 in FY 2022)Full year 2023 results: EPS: HK$0.065 (down from HK$0.072 in FY 2022). Revenue: HK$7.36b (up 102% from FY 2022). Net income: HK$497.1m (down 3.5% from FY 2022). Profit margin: 6.8% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Hong Kong are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 33% per year.お知らせ • Mar 12CGN Mining Company Limited to Report Fiscal Year 2023 Results on Mar 21, 2024CGN Mining Company Limited announced that they will report fiscal year 2023 results on Mar 21, 2024Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to HK$1.64, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 6x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 143% over the past three years.分析記事 • Feb 26Be Wary Of CGN Mining (HKG:1164) And Its Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...分析記事 • Feb 04Investors Still Waiting For A Pull Back In CGN Mining Company Limited (HKG:1164)With a price-to-earnings (or "P/E") ratio of 45.2x CGN Mining Company Limited ( HKG:1164 ) may be sending very bearish...Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to HK$1.99, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 6x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 408% over the past three years.分析記事 • Dec 24Is CGN Mining (HKG:1164) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • Dec 19Price target increased by 8.6% to HK$1.86Up from HK$1.71, the current price target is an average from 6 analysts. New target price is 7.3% above last closing price of HK$1.73. Stock is up 119% over the past year. The company is forecast to post earnings per share of HK$0.083 for next year compared to HK$0.072 last year.Price Target Changed • Dec 15Price target increased by 9.9% to HK$1.79Up from HK$1.63, the current price target is an average from 6 analysts. New target price is 7.2% above last closing price of HK$1.67. Stock is up 104% over the past year. The company is forecast to post earnings per share of HK$0.084 for next year compared to HK$0.072 last year.分析記事 • Oct 24Returns On Capital At CGN Mining (HKG:1164) Paint A Concerning PictureFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...New Risk • Oct 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 9.9% 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 Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risk Share price has been volatile over the past 3 months (9.9% average weekly change).Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 21%After last week's 21% share price gain to HK$1.42, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 6x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 385% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$2.13 per share.Price Target Changed • Sep 26Price target increased by 10% to HK$1.55Up from HK$1.40, the current price target is an average from 4 analysts. New target price is 22% above last closing price of HK$1.27. Stock is up 38% over the past year. The company is forecast to post earnings per share of HK$0.099 for next year compared to HK$0.072 last year.分析記事 • Sep 22Need To Know: The Consensus Just Cut Its CGN Mining Company Limited (HKG:1164) Estimates For 2023One thing we could say about the analysts on CGN Mining Company Limited ( HKG:1164 ) - they aren't optimistic, having...Major Estimate Revision • Sep 22Consensus revenue estimates decrease by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from HK$6.85b to HK$6.15b. EPS estimate unchanged from HK$0.10 per share at last update. Oil and Gas industry in Hong Kong expected to see average net income growth of 21% next year. Consensus price target up from HK$1.40 to HK$1.50. Share price was steady at HK$1.18 over the past week.分析記事 • Sep 05We Think CGN Mining (HKG:1164) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Aug 25First half 2023 earnings released: EPS: HK$0.024 (vs HK$0.053 in 1H 2022)First half 2023 results: EPS: HK$0.024 (down from HK$0.053 in 1H 2022). Revenue: HK$2.93b (up 22% from 1H 2022). Net income: HK$179.7m (down 49% from 1H 2022). Profit margin: 6.1% (down from 15% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 1.7% decline forecast for the Oil and Gas industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 40% per year.お知らせ • Aug 18CGN Mining Company Limited Announces Board ChangesThe board of directors of CGN Mining Company Limited announced that with effect from 17 August 2023, Mr. Lee Kwok Tung Louis (Mr. Lee) has resigned as an independent non-executive director of the Company, a member of the audit committee, remuneration committee and nomination committee of the Board due to his decision to devote more time to other business. The Board also announced that with effect from 17 August 2023, Mr. Zhang Yuntao (Mr. Zhang) has been appointed as an independent non-executive director of the Company, a member of the audit committee, remuneration committee and nomination committee of the Board. Mr. Zhang, aged 46, has approximately 20 years of experience in capital market investment and financing. Mr. Zhang has worked as a managing director of an international investment bank from May 2005 to December 2017 and has been working as the general manager of a private equity firm focusing in Hong Kong and Mainland China since 2018 to date and is engaged in fund management. Mr. Zhang obtained a bachelor's degree in Economics majoring in International Finance and a master's degree in Economics majoring in Finance from the University of International Business and Economics in Beijing, China in July 1999 and June 2002, respectively. Mr. Zhang is a chartered financial analyst and a certified public accountant in China. Pursuant to the articles of association of the Company, Mr. Zhang shall hold office until the next annual general meeting of the Company where he shall be eligible for re-election. Mr. Zhang shall be subject to retirement by rotation thereafter and shall then be eligible for re-election.お知らせ • Aug 15CGN Mining Company Limited to Report First Half, 2023 Results on Aug 24, 2023CGN Mining Company Limited announced that they will report first half, 2023 results on Aug 24, 2023お知らせ • Aug 12CGN Mining Company Limited Provides Consolidated Earnings Guidance for the Six Months Ended 30 June 2023CGN Mining Company Limited provided consolidated earnings guidance for the six months ended 30 June 2023. The group is expected to record a decrease of 40% to 60% in net profit for the six months ended 30 June 2023 as compared to the corresponding period of the year 2022.分析記事 • Jul 27Is Now The Time To Put CGN Mining (HKG:1164) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Jun 02Returns On Capital Signal Tricky Times Ahead For CGN Mining (HKG:1164)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...お知らせ • May 23CGN Mining Company Limited, Annual General Meeting, Jun 15, 2023CGN Mining Company Limited, Annual General Meeting, Jun 15, 2023, at 11:00 China Standard Time. Location: 19F, Block A, Guangyao Oriental Center No.100 West Third Ring North Road, Haidian District, Beijing, PRC Beijing China Agenda: to consider and adopt the audited consolidated financial statements and the reports of the directors and the auditors of the Company for the year ended 31 December 2022; to re-elect the following directors of the Company: (a) Mr. Qiu Xianhong as an independent non-executive director of the Company; (b) Mr. Gao Pei Ji as an independent non-executive director of the Company; and (c) Mr. Lee Kwok Tung Louis as an independent non-executive director of the Company; to authorise the board of directors (the "Board") to fix the remuneration of the directors of the Company; to re-appoint BDO Limited as the auditors of the Company and to authorise the Board to fix their remuneration; and to consider any other matter if any.分析記事 • Apr 27Revenue Miss: CGN Mining Company Limited Fell 43% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their ModelsIt's shaping up to be a tough period for CGN Mining Company Limited ( HKG:1164 ), which a week ago released some...分析記事 • Apr 14We Think CGN Mining (HKG:1164) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Apr 11Price target increased by 14% to HK$1.42Up from HK$1.25, the current price target is an average from 4 analysts. New target price is 69% above last closing price of HK$0.84. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of HK$0.10 for next year compared to HK$0.072 last year.Reported Earnings • Mar 24Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: HK$0.072 (up from HK$0.027 in FY 2021). Revenue: HK$3.65b (down 5.5% from FY 2021). Net income: HK$514.9m (up 189% from FY 2021). Profit margin: 14% (up from 4.6% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 43%. Earnings per share (EPS) also missed analyst estimates by 26%. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 2.8% decline forecast for the Oil and Gas industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 23The Returns On Capital At CGN Mining (HKG:1164) Don't Inspire ConfidenceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Jan 07Do CGN Mining's (HKG:1164) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Jan 04CGN Mining Company Limited Announces Environmental, Social and Governance Committee AppointmentsThe board of directors of CGN Mining Company Limited announced that an environmental, social and governance committee of the Board (the "ESG Committee") was established on 3 January 2023. The main duties and responsibilities of the ESG Committee include (i) to make recommendations to the Board on the environmental, social and governance ("ESG") objectives, strategies and management policies of the Company; (ii) to review and assess the adequacy and effectiveness of the management framework for ESG matters of the Company and make recommendations to the Board (if necessary); (iii) to adopt and update the Company's ESG policies to ensure compliance with applicable legal and regulatory requirements; (iv) to identify, determine, prioritise and assess ESG risks and opportunities of the Company, advise on those issues that will significantly affect the operation of the Company; (v) to review and monitor the work of the Company's ESG, assess and review the Company's ESG performance against performance targets; (vi) to ensure the annual ESG report of the Company is in compliance with the relevant requirements of the Rules Governing the Listing of Securities on The Stoc Exchange of Hong Kong Limited; (vii) to review the annual ESG report of the Company and recommend to the Board for approval; and (viii) to consider other matters, as defined or assigned by the Board from time to time. Ms. Xu Junmei has been appointed as the chairman of the ESG Committee, and Mr. Sun Xu and Mr. Gao Pei Ji have been appointed as members of the ESG Committee with effect from 3 January 2023.分析記事 • Nov 22Estimating The Intrinsic Value Of CGN Mining Company Limited (HKG:1164)How far off is CGN Mining Company Limited ( HKG:1164 ) from its intrinsic value? Using the most recent financial data...Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Pei Ji Gao was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測SEHK:1164 - アナリストの将来予測と過去の財務データ ( )HKD 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12/31/202812,7271,5703,684-841312/31/202711,7421,102-1,328657512/31/20269,8621,0464,49068412/31/20256,870453-985-985N/A6/30/20256,260338-943-943N/A3/31/20257,442433-923-923N/A12/31/20248,624527-903-903N/A6/30/20248,499428192192N/A3/31/20247,929457616616N/A12/31/20237,3604871,0401,040N/A9/30/20235,766418321321N/A6/30/20234,170339-397-397N/A3/31/20233,909427-142-142N/A12/31/20223,649515113113N/A9/30/20224,038506125125N/A6/30/20224,427498136137N/A3/31/20224,143338197198N/A12/31/20213,860178258258N/A9/30/20213,821129748748N/A6/30/20213,782791,2381,239N/A3/31/20213,322117461462N/A12/31/20202,862155-316-315N/A9/30/20202,457175-901-901N/A6/30/20202,053195-1,487-1,486N/A3/31/20202,065177-1,087-1,087N/A12/31/20192,077160-687-687N/A9/30/20192,064159N/A-279N/A6/30/20192,051158N/A128N/A3/31/20191,839140N/A139N/A12/31/20181,626122N/A151N/A9/30/20181,234110N/A78N/A6/30/201884298N/A5N/A3/31/201860775N/A5N/A12/31/201737352N/A5N/A9/30/201743887N/A182N/A6/30/2017503123N/A359N/A3/31/2017605256N/A387N/A12/31/2016708389N/A416N/A9/30/2016835437N/A397N/A6/30/2016962484N/A377N/A3/31/2016833344N/A273N/A12/31/2015703203N/A169N/A9/30/2015742163N/A45N/A6/30/2015780123N/A-78N/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: 1164の予測収益成長率 (年間32.5% ) は 貯蓄率 ( 3% ) を上回っています。収益対市場: 1164の収益 ( 32.5% ) はHong Kong市場 ( 12.6% ) 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: 1164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: 1164の収益 ( 19.8% ) Hong Kong市場 ( 8.7% ) 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: 1164の収益 ( 19.8% ) 20%よりも低い成長が予測されています。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: 1164の 自己資本利益率 は、3年後には低くなると予測されています ( 18.6 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 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2026/06/13 19:04終値2026/06/12 00:00収益2025/12/31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CGN Mining Company Limited 6 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。13 アナリスト機関Miriam ChanBofA Global ResearchJiaming ZhangChina International Capital Corporation Limitednull nullChina International Capital Corporation Limited10 その他のアナリストを表示
Price Target Changed • Feb 02Price target increased by 9.3% to HK$3.43Up from HK$3.14, the current price target is an average from 7 analysts. New target price is 24% below last closing price of HK$4.49. Stock is up 177% over the past year. The company is forecast to post earnings per share of HK$0.055 for next year compared to HK$0.069 last year.
Price Target Changed • Oct 08Price target increased by 12% to HK$3.01Up from HK$2.67, the current price target is an average from 8 analysts. New target price is 22% below last closing price of HK$3.86. Stock is up 137% over the past year. The company is forecast to post earnings per share of HK$0.07 for next year compared to HK$0.069 last year.
Price Target Changed • Aug 29Price target increased by 10% to HK$2.67Up from HK$2.42, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of HK$2.77. Stock is up 79% over the past year. The company is forecast to post earnings per share of HK$0.07 for next year compared to HK$0.069 last year.
Major Estimate Revision • Jun 07Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from HK$0.079 to HK$0.071 per share. Revenue forecast steady at HK$9.00b. Net income forecast to grow 18% next year vs 18% growth forecast for Oil and Gas industry in Hong Kong. Consensus price target up from HK$2.08 to HK$2.27. Share price rose 24% to HK$2.13 over the past week.
Price Target Changed • Jun 06Price target increased by 9.5% to HK$2.27Up from HK$2.08, the current price target is an average from 7 analysts. New target price is 6.8% above last closing price of HK$2.13. Stock is down 25% over the past year. The company is forecast to post earnings per share of HK$0.071 for next year compared to HK$0.069 last year.
Major Estimate Revision • Aug 29Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from HK$9.39b to HK$8.99b. EPS estimate also fell from HK$0.127 per share to HK$0.078 per share. Net income forecast to grow 68% next year vs 12% growth forecast for Oil and Gas industry in Hong Kong. Consensus price target down from HK$2.52 to HK$2.38. Share price fell 5.4% to HK$1.57 over the past week.
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to HK$2.74, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 8x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 209% over the past three years.
Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$3.24, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 9x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 283% over the past three years.
分析記事 • May 05Weak Statutory Earnings May Not Tell The Whole Story For CGN Mining (HKG:1164)A lackluster earnings announcement from CGN Mining Company Limited ( HKG:1164 ) last week didn't sink the stock price...
Declared Dividend • Mar 29Dividend of HK$0.014 announcedShareholders will receive a dividend of HK$0.014. Ex-date: 23rd June 2026 Payment date: 30th July 2026 Dividend yield will be 0.4%, which is lower than the industry average of 9.0%.
Reported Earnings • Mar 27Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: HK$0.06 (down from HK$0.069 in FY 2024). Revenue: HK$6.87b (down 20% from FY 2024). Net income: HK$452.8m (down 14% from FY 2024). Profit margin: 6.6% (up from 6.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) exceeded analyst estimates by 7.8%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Oil and Gas industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 68% per year, which means it is well ahead of earnings.
お知らせ • Mar 27CGN Mining Company Limited, Annual General Meeting, Jun 18, 2026CGN Mining Company Limited, Annual General Meeting, Jun 18, 2026.
お知らせ • Mar 16CGN Mining Company Limited to Report Fiscal Year 2025 Results on Mar 26, 2026CGN Mining Company Limited announced that they will report fiscal year 2025 results on Mar 26, 2026
Board Change • Mar 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. 1 highly experienced director. Independent Non-Executive Director Pei Gao is the most experienced director on the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Feb 14+ 1 more updateCGN Mining Company Limited Announces Board and Committee Changes, Effective 13 February 2026The board of directors of CGN Mining Company Limited announced that, with effect from February 13, 2026, Ms. Xu Junmei resigned as an executive Director, chairman of the environmental, social and governance committee, member of the Nomination Committee, and Authorised Representative of the Company due to work re-arrangement. Mr. Sun Xu resigned as a non-executive Director, member of the Audit Committee, and member of the ESG Committee under the Board because he has reached the age of retirement. Mr. Liu Guanhua resigned as a non-executive Director and member of the Remuneration Committee under the Board as The China State-owned Enterprise Mixed Ownership Reform Fund Co. Ltd. no longer holds shares in the Company. The Board also announced that, with effect from 13 February 2026: Mr. Wang Xianfeng, an incumbent non-executive Director, was appointed as a member of the Audit Committee. Mr. Qiu Bin, an incumbent executive Director, was appointed as the Authorised Representative. Mr. Li Jie was appointed as an executive Director and chairman of the ESG Committee. Mr. Li Jie, aged 42, is currently the chief accountant of CGNPC Uranium Resources Co. Ltd. and the director of CIECC Engineering Company Limited. Mr. Li worked in China Nuclear Power Engineering Co. Ltd. from July 2006 to July 2020, and successively served as the construction and installation investment control engineer, budget management accountant, senior head of budget management, budget management director of the budget module and deputy manager of the budget module (responsible for daily operation) of the finance department. Mr. Li worked in China General Nuclear Power Corporation from July 2020 to July 2024, and successively served as the senior manager of budget and internal control management of the budget division under the finance and asset management department, head of the comprehensive tax division under the finance and asset management department and the head of the budget division under the finance and asset management department, during which he also served as the head of the budget division under the finance and asset management department of CGN Power Co. Ltd. from August 2023 to July 2024. Mr. Li served as the manager of the finance department of China Nuclear Power Operations Co. Ltd. from July 2024 to December 2025. Mr. Li graduated from Huazhong University of Science and Technology in June 2006 with a bachelor’s degree in management, majoring in engineering management. Mr. Li holds the qualifications of senior accountant, senior economist and senior engineer. Mr. Li has around 20 years of experience in financial management and the nuclear power industry. Mr. Li has entered into a service contract with the Company for an initial term of three years commencing from 13 February 2026, subject to retirement and re-election as required by the articles of association of the Company, and will continue thereafter until termination by not less than three months' prior notice in writing served by either party to the other.
分析記事 • Feb 10Why Investors Shouldn't Be Surprised By CGN Mining Company Limited's (HKG:1164) 30% Share Price SurgeDespite an already strong run, CGN Mining Company Limited ( HKG:1164 ) shares have been powering on, with a gain of 30...
Price Target Changed • Feb 02Price target increased by 9.3% to HK$3.43Up from HK$3.14, the current price target is an average from 7 analysts. New target price is 24% below last closing price of HK$4.49. Stock is up 177% over the past year. The company is forecast to post earnings per share of HK$0.055 for next year compared to HK$0.069 last year.
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$3.35, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 9x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 311% over the past three years.
分析記事 • Nov 26CGN Mining (HKG:1164) Is Making Moderate Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$2.79, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 10x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 251% over the past three years.
分析記事 • Oct 30CGN Mining Company Limited (HKG:1164) Looks Just Right With A 26% Price JumpDespite an already strong run, CGN Mining Company Limited ( HKG:1164 ) shares have been powering on, with a gain of 26...
Price Target Changed • Oct 08Price target increased by 12% to HK$3.01Up from HK$2.67, the current price target is an average from 8 analysts. New target price is 22% below last closing price of HK$3.86. Stock is up 137% over the past year. The company is forecast to post earnings per share of HK$0.07 for next year compared to HK$0.069 last year.
分析記事 • Sep 24CGN Mining's (HKG:1164) Shareholders Have More To Worry About Than Only Soft EarningsThe market rallied behind CGN Mining Company Limited's ( HKG:1164 ) stock, leading do a rise in the share price after...
分析記事 • Aug 29CGN Mining Company Limited (HKG:1164) Stocks Shoot Up 33% But Its P/E Still Looks ReasonableDespite an already strong run, CGN Mining Company Limited ( HKG:1164 ) shares have been powering on, with a gain of 33...
Price Target Changed • Aug 29Price target increased by 10% to HK$2.67Up from HK$2.42, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of HK$2.77. Stock is up 79% over the past year. The company is forecast to post earnings per share of HK$0.07 for next year compared to HK$0.069 last year.
Reported Earnings • Aug 27First half 2025 earnings released: HK$0.009 loss per share (vs HK$0.015 profit in 1H 2024)First half 2025 results: HK$0.009 loss per share (down from HK$0.015 profit in 1H 2024). Revenue: HK$1.71b (down 58% from 1H 2024). Net loss: HK$67.6m (down 160% from profit in 1H 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Hong Kong are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.
お知らせ • Aug 15CGN Mining Company Limited to Report First Half, 2025 Results on Aug 26, 2025CGN Mining Company Limited announced that they will report first half, 2025 results on Aug 26, 2025
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$2.58, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 250% over the past three years.
分析記事 • Jun 23CGN Mining Company Limited (HKG:1164) Looks Just Right With A 33% Price JumpCGN Mining Company Limited ( HKG:1164 ) shareholders have had their patience rewarded with a 33% share price jump in...
お知らせ • Jun 19CGN Mining Company Limited Approves Final Cash Dividend for the Year Ended December 31, 2024CGN Mining Company Limited at its Annual General Meeting held on June 19, 2025, approved to declare a final cash dividend of 0.7 Hong Kong cents per share for the year ended December 31, 2024.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 31%After last week's 31% share price gain to HK$2.13, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 181% over the past three years.
Major Estimate Revision • Jun 07Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from HK$0.079 to HK$0.071 per share. Revenue forecast steady at HK$9.00b. Net income forecast to grow 18% next year vs 18% growth forecast for Oil and Gas industry in Hong Kong. Consensus price target up from HK$2.08 to HK$2.27. Share price rose 24% to HK$2.13 over the past week.
Price Target Changed • Jun 06Price target increased by 9.5% to HK$2.27Up from HK$2.08, the current price target is an average from 7 analysts. New target price is 6.8% above last closing price of HK$2.13. Stock is down 25% over the past year. The company is forecast to post earnings per share of HK$0.071 for next year compared to HK$0.069 last year.
New Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 12% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (28% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 22%After last week's 22% share price gain to HK$1.80, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 144% over the past three years.
分析記事 • May 08CGN Mining Company Limited (HKG:1164) Looks Just Right With A 25% Price JumpThose holding CGN Mining Company Limited ( HKG:1164 ) shares would be relieved that the share price has rebounded 25...
Reported Earnings • Apr 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: HK$0.069 (up from HK$0.064 in FY 2023). Revenue: HK$8.62b (up 17% from FY 2023). Net income: HK$526.7m (up 8.2% from FY 2023). Profit margin: 6.1% (down from 6.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Hong Kong are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 25News Flash: 8 Analysts Think CGN Mining Company Limited (HKG:1164) Earnings Are Under ThreatThe analysts covering CGN Mining Company Limited ( HKG:1164 ) delivered a dose of negativity to shareholders today, by...
お知らせ • Mar 21CGN Mining Company Limited, Annual General Meeting, Jun 19, 2025CGN Mining Company Limited, Annual General Meeting, Jun 19, 2025.
Reported Earnings • Mar 21Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: HK$0.069 (up from HK$0.065 in FY 2023). Revenue: HK$8.62b (up 17% from FY 2023). Net income: HK$526.7m (up 6.0% from FY 2023). Profit margin: 6.1% (down from 6.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Hong Kong are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 12CGN Mining Company Limited Announces Change of Independent Non-Executive Director and Composition of Board CommitteesThe board of directors of CGN Mining Company Limited announced that, with effect from 12 March 2025, Mr. Qiu Xianhong resigned as an independent non-executive Director of the Company, the chairman of the audit committee, the chairman of the remuneration committee and a member of the nomination committee of the Board as he decided to devote more time to his other personal matters. Mr. Qiu Xianhong has confirmed that he has no disagreement with the Board and there are no other matters in respect of his resignation that needs to be brought to the attention of the shareholders of the Company or The Stock Exchange of Hong Kong Limited. The Board also announced that, with effect from 12 March 2025, Ms. Dai Qijia has been appointed as an independent non-executive Director of the Company, as well as the chairwoman of the remuneration committee, a member of the audit committee and a member of the nomination committee of the Board. Ms. Dai Qijia, aged 40, is currently the chief executive officer of Lianhe Green Development Company Limited. From September 2010 to February 2016, Ms. Dai successively served as the vice president of Equity Research Department of the Royal Bank of Scotland and Barclays Capital Asia Limited. From March 2016 to May 2019, she served as a director and head of rating advisory of Fixed Income, Currencies and Commodities Department of Guotai Junan Securities (Hong Kong) Limited. From May 2019 to January 2024, Ms. Dai served as the deputy general manager and head of credit rating advisor and sustainable finance of Treasury and Markets Group of China CITIC Bank International Limited. Ms. Dai has approximately 17 years of experience in capital market investment and financing. Ms. Dai graduated from Shanghai International Studies University in July 2006 with a bachelor's degree in management, majoring in accounting. Ms. Dai has entered into a service contract with the Company for an initial term of two years commencing from 12 March 2025, subject to retirement and re-election as required by the articles of association of the Company, and will continue thereafter until termination by not less than three months' notice in writing served by either party to the other. Ms. Dai is entitled to a director's fee of HKD 120,000 per annum pursuant to the service contract, which has been determined with reference to her duties and the remuneration policy of the Company. Pursuant to the articles of association of the Company, Ms. Dai shall hold office until the next annual general meeting of the Company where she shall be eligible for re-election. Ms. Dai shall be subject to retirement by rotation thereafter and shall then be eligible for re-election. The Board further announced that following Mr. Qiu Xianhong's resignation, Mr. Zhang Yuntao, an independent non-executive Director of the Company, has been re-designated from a member of the audit committee of the Board to the chairman of the audit committee of the Board with effect from 12 March 2025.
お知らせ • Mar 10CGN Mining Company Limited to Report Fiscal Year 2024 Results on Mar 20, 2025CGN Mining Company Limited announced that they will report fiscal year 2024 results on Mar 20, 2025
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$1.53, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 6x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$3.01 per share.
分析記事 • Jan 28CGN Mining Company Limited (HKG:1164) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 27x CGN Mining Company Limited ( HKG:1164 ) may be sending very bearish...
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$1.88, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 6x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$3.06 per share.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$1.94, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 78% over the past three years.
分析記事 • Oct 17Investors Appear Satisfied With CGN Mining Company Limited's (HKG:1164) Prospects As Shares Rocket 27%CGN Mining Company Limited ( HKG:1164 ) shareholders are no doubt pleased to see that the share price has bounced 27...
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 25%After last week's 25% share price gain to HK$1.68, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 70% over the past three years.
New Risk • Sep 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 Hong Kong stocks, typically moving 9.6% 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 Debt is not well covered by operating cash flow (7.0% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Profit margins are more than 30% lower than last year (5.1% net profit margin).
Reported Earnings • Sep 25First half 2024 earnings released: EPS: HK$0.015 (vs HK$0.024 in 1H 2023)First half 2024 results: EPS: HK$0.015 (down from HK$0.024 in 1H 2023). Revenue: HK$4.07b (up 39% from 1H 2023). Net income: HK$113.1m (down 37% from 1H 2023). Profit margin: 2.8% (down from 6.1% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Hong Kong are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 19CGN Mining (HKG:1164) Is Carrying A Fair Bit Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Major Estimate Revision • Aug 29Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from HK$9.39b to HK$8.99b. EPS estimate also fell from HK$0.127 per share to HK$0.078 per share. Net income forecast to grow 68% next year vs 12% growth forecast for Oil and Gas industry in Hong Kong. Consensus price target down from HK$2.52 to HK$2.38. Share price fell 5.4% to HK$1.57 over the past week.
Reported Earnings • Aug 26First half 2024 earnings released: EPS: HK$0.015 (vs HK$0.024 in 1H 2023)First half 2024 results: EPS: HK$0.015 (down from HK$0.024 in 1H 2023). Revenue: HK$4.07b (up 39% from 1H 2023). Net income: HK$113.1m (down 37% from 1H 2023). Profit margin: 2.8% (down from 6.1% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Hong Kong are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Aug 23New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (41% net debt to equity). Profit margins are more than 30% lower than last year (5.1% net profit margin).
お知らせ • Aug 22CGN Mining Company Limited Approves Interim Dividend for the Six Months Ended 30 June 2024, Payable on 20 September 2024CGN Mining Company Limited approved interim dividend of HKD 0.003 per share for the six months ended 30 June 2024. Ex-dividend date: 06 September 2024; Record date: 11 September 2024; Payment date: 20 September 2024.
分析記事 • Aug 21CGN Mining Company Limited (HKG:1164) Stocks Pounded By 26% But Not Lagging Market On Growth Or PricingTo the annoyance of some shareholders, CGN Mining Company Limited ( HKG:1164 ) shares are down a considerable 26% in...
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$1.60, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 167% over the past three years.
お知らせ • Aug 12CGN Mining Company Limited to Report First Half, 2024 Results on Aug 22, 2024CGN Mining Company Limited announced that they will report first half, 2024 results on Aug 22, 2024
分析記事 • Aug 04There Are Reasons To Feel Uneasy About CGN Mining's (HKG:1164) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
分析記事 • Jun 13We Discuss Why The CEO Of CGN Mining Company Limited (HKG:1164) Is Due For A Pay RiseKey Insights CGN Mining will host its Annual General Meeting on 20th of June Total pay for CEO Junjing An includes...
分析記事 • Jun 07CGN Mining Company Limited's (HKG:1164) P/E Is Still On The Mark Following 28% Share Price BounceCGN Mining Company Limited ( HKG:1164 ) shares have continued their recent momentum with a 28% gain in the last month...
Price Target Changed • May 07Price target increased by 8.3% to HK$2.22Up from HK$2.05, the current price target is an average from 6 analysts. New target price is 5.2% below last closing price of HK$2.34. Stock is up 179% over the past year. The company is forecast to post earnings per share of HK$0.14 for next year compared to HK$0.065 last year.
Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$2.27, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 7x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 186% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$2.39 per share.
分析記事 • May 02We Think You Can Look Beyond CGN Mining's (HKG:1164) Lackluster EarningsThe market for CGN Mining Company Limited's ( HKG:1164 ) shares didn't move much after it posted weak earnings...
分析記事 • Apr 29Does CGN Mining (HKG:1164) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Apr 28Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: HK$0.065 (down from HK$0.072 in FY 2022). Revenue: HK$7.36b (up 102% from FY 2022). Net income: HK$497.1m (down 3.5% from FY 2022). Profit margin: 6.8% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 41%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Hong Kong are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 41% per year.
お知らせ • Apr 28CGN Mining Company Limited, Annual General Meeting, Jun 20, 2024CGN Mining Company Limited, Annual General Meeting, Jun 20, 2024, at 11:00 China Standard Time. Location: 19F, Block A, Guangyao Oriental Center, No.100 West Third Ring North Road, Haidian District, Beijing, PRC Beijing China Agenda: To consider and adopt the audited consolidated financial statements and the reports of the directors and the auditors of the Company for the year ended 31 December 2023; to re-elect the directors of the Company; to authorize the board of directors (the "Board") to fix the remuneration of the directors of the Company; to re-appoint BDO Limited as the auditors of the Company and to authorize the Board to fix their remuneration; and to discuss other matters.
分析記事 • Apr 11Why Investors Shouldn't Be Surprised By CGN Mining Company Limited's (HKG:1164) 31% Share Price SurgeCGN Mining Company Limited ( HKG:1164 ) shares have had a really impressive month, gaining 31% after a shaky period...
分析記事 • Apr 11Estimating The Intrinsic Value Of CGN Mining Company Limited (HKG:1164)Key Insights Using the 2 Stage Free Cash Flow to Equity, CGN Mining fair value estimate is HK$1.96 CGN Mining's HK$2.06...
New Risk • Mar 22New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.8% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 22Full year 2023 earnings released: EPS: HK$0.065 (vs HK$0.072 in FY 2022)Full year 2023 results: EPS: HK$0.065 (down from HK$0.072 in FY 2022). Revenue: HK$7.36b (up 102% from FY 2022). Net income: HK$497.1m (down 3.5% from FY 2022). Profit margin: 6.8% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Hong Kong are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 33% per year.
お知らせ • Mar 12CGN Mining Company Limited to Report Fiscal Year 2023 Results on Mar 21, 2024CGN Mining Company Limited announced that they will report fiscal year 2023 results on Mar 21, 2024
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to HK$1.64, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 6x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 143% over the past three years.
分析記事 • Feb 26Be Wary Of CGN Mining (HKG:1164) And Its Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
分析記事 • Feb 04Investors Still Waiting For A Pull Back In CGN Mining Company Limited (HKG:1164)With a price-to-earnings (or "P/E") ratio of 45.2x CGN Mining Company Limited ( HKG:1164 ) may be sending very bearish...
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to HK$1.99, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 6x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 408% over the past three years.
分析記事 • Dec 24Is CGN Mining (HKG:1164) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • Dec 19Price target increased by 8.6% to HK$1.86Up from HK$1.71, the current price target is an average from 6 analysts. New target price is 7.3% above last closing price of HK$1.73. Stock is up 119% over the past year. The company is forecast to post earnings per share of HK$0.083 for next year compared to HK$0.072 last year.
Price Target Changed • Dec 15Price target increased by 9.9% to HK$1.79Up from HK$1.63, the current price target is an average from 6 analysts. New target price is 7.2% above last closing price of HK$1.67. Stock is up 104% over the past year. The company is forecast to post earnings per share of HK$0.084 for next year compared to HK$0.072 last year.
分析記事 • Oct 24Returns On Capital At CGN Mining (HKG:1164) Paint A Concerning PictureFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
New Risk • Oct 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 9.9% 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 Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risk Share price has been volatile over the past 3 months (9.9% average weekly change).
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 21%After last week's 21% share price gain to HK$1.42, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 6x in the Oil and Gas industry in Hong Kong. Total returns to shareholders of 385% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$2.13 per share.
Price Target Changed • Sep 26Price target increased by 10% to HK$1.55Up from HK$1.40, the current price target is an average from 4 analysts. New target price is 22% above last closing price of HK$1.27. Stock is up 38% over the past year. The company is forecast to post earnings per share of HK$0.099 for next year compared to HK$0.072 last year.
分析記事 • Sep 22Need To Know: The Consensus Just Cut Its CGN Mining Company Limited (HKG:1164) Estimates For 2023One thing we could say about the analysts on CGN Mining Company Limited ( HKG:1164 ) - they aren't optimistic, having...
Major Estimate Revision • Sep 22Consensus revenue estimates decrease by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from HK$6.85b to HK$6.15b. EPS estimate unchanged from HK$0.10 per share at last update. Oil and Gas industry in Hong Kong expected to see average net income growth of 21% next year. Consensus price target up from HK$1.40 to HK$1.50. Share price was steady at HK$1.18 over the past week.
分析記事 • Sep 05We Think CGN Mining (HKG:1164) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Aug 25First half 2023 earnings released: EPS: HK$0.024 (vs HK$0.053 in 1H 2022)First half 2023 results: EPS: HK$0.024 (down from HK$0.053 in 1H 2022). Revenue: HK$2.93b (up 22% from 1H 2022). Net income: HK$179.7m (down 49% from 1H 2022). Profit margin: 6.1% (down from 15% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 1.7% decline forecast for the Oil and Gas industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 40% per year.
お知らせ • Aug 18CGN Mining Company Limited Announces Board ChangesThe board of directors of CGN Mining Company Limited announced that with effect from 17 August 2023, Mr. Lee Kwok Tung Louis (Mr. Lee) has resigned as an independent non-executive director of the Company, a member of the audit committee, remuneration committee and nomination committee of the Board due to his decision to devote more time to other business. The Board also announced that with effect from 17 August 2023, Mr. Zhang Yuntao (Mr. Zhang) has been appointed as an independent non-executive director of the Company, a member of the audit committee, remuneration committee and nomination committee of the Board. Mr. Zhang, aged 46, has approximately 20 years of experience in capital market investment and financing. Mr. Zhang has worked as a managing director of an international investment bank from May 2005 to December 2017 and has been working as the general manager of a private equity firm focusing in Hong Kong and Mainland China since 2018 to date and is engaged in fund management. Mr. Zhang obtained a bachelor's degree in Economics majoring in International Finance and a master's degree in Economics majoring in Finance from the University of International Business and Economics in Beijing, China in July 1999 and June 2002, respectively. Mr. Zhang is a chartered financial analyst and a certified public accountant in China. Pursuant to the articles of association of the Company, Mr. Zhang shall hold office until the next annual general meeting of the Company where he shall be eligible for re-election. Mr. Zhang shall be subject to retirement by rotation thereafter and shall then be eligible for re-election.
お知らせ • Aug 15CGN Mining Company Limited to Report First Half, 2023 Results on Aug 24, 2023CGN Mining Company Limited announced that they will report first half, 2023 results on Aug 24, 2023
お知らせ • Aug 12CGN Mining Company Limited Provides Consolidated Earnings Guidance for the Six Months Ended 30 June 2023CGN Mining Company Limited provided consolidated earnings guidance for the six months ended 30 June 2023. The group is expected to record a decrease of 40% to 60% in net profit for the six months ended 30 June 2023 as compared to the corresponding period of the year 2022.
分析記事 • Jul 27Is Now The Time To Put CGN Mining (HKG:1164) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Jun 02Returns On Capital Signal Tricky Times Ahead For CGN Mining (HKG:1164)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
お知らせ • May 23CGN Mining Company Limited, Annual General Meeting, Jun 15, 2023CGN Mining Company Limited, Annual General Meeting, Jun 15, 2023, at 11:00 China Standard Time. Location: 19F, Block A, Guangyao Oriental Center No.100 West Third Ring North Road, Haidian District, Beijing, PRC Beijing China Agenda: to consider and adopt the audited consolidated financial statements and the reports of the directors and the auditors of the Company for the year ended 31 December 2022; to re-elect the following directors of the Company: (a) Mr. Qiu Xianhong as an independent non-executive director of the Company; (b) Mr. Gao Pei Ji as an independent non-executive director of the Company; and (c) Mr. Lee Kwok Tung Louis as an independent non-executive director of the Company; to authorise the board of directors (the "Board") to fix the remuneration of the directors of the Company; to re-appoint BDO Limited as the auditors of the Company and to authorise the Board to fix their remuneration; and to consider any other matter if any.
分析記事 • Apr 27Revenue Miss: CGN Mining Company Limited Fell 43% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their ModelsIt's shaping up to be a tough period for CGN Mining Company Limited ( HKG:1164 ), which a week ago released some...
分析記事 • Apr 14We Think CGN Mining (HKG:1164) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Apr 11Price target increased by 14% to HK$1.42Up from HK$1.25, the current price target is an average from 4 analysts. New target price is 69% above last closing price of HK$0.84. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of HK$0.10 for next year compared to HK$0.072 last year.
Reported Earnings • Mar 24Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: HK$0.072 (up from HK$0.027 in FY 2021). Revenue: HK$3.65b (down 5.5% from FY 2021). Net income: HK$514.9m (up 189% from FY 2021). Profit margin: 14% (up from 4.6% in FY 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 43%. Earnings per share (EPS) also missed analyst estimates by 26%. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 2.8% decline forecast for the Oil and Gas industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 23The Returns On Capital At CGN Mining (HKG:1164) Don't Inspire ConfidenceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Jan 07Do CGN Mining's (HKG:1164) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Jan 04CGN Mining Company Limited Announces Environmental, Social and Governance Committee AppointmentsThe board of directors of CGN Mining Company Limited announced that an environmental, social and governance committee of the Board (the "ESG Committee") was established on 3 January 2023. The main duties and responsibilities of the ESG Committee include (i) to make recommendations to the Board on the environmental, social and governance ("ESG") objectives, strategies and management policies of the Company; (ii) to review and assess the adequacy and effectiveness of the management framework for ESG matters of the Company and make recommendations to the Board (if necessary); (iii) to adopt and update the Company's ESG policies to ensure compliance with applicable legal and regulatory requirements; (iv) to identify, determine, prioritise and assess ESG risks and opportunities of the Company, advise on those issues that will significantly affect the operation of the Company; (v) to review and monitor the work of the Company's ESG, assess and review the Company's ESG performance against performance targets; (vi) to ensure the annual ESG report of the Company is in compliance with the relevant requirements of the Rules Governing the Listing of Securities on The Stoc Exchange of Hong Kong Limited; (vii) to review the annual ESG report of the Company and recommend to the Board for approval; and (viii) to consider other matters, as defined or assigned by the Board from time to time. Ms. Xu Junmei has been appointed as the chairman of the ESG Committee, and Mr. Sun Xu and Mr. Gao Pei Ji have been appointed as members of the ESG Committee with effect from 3 January 2023.
分析記事 • Nov 22Estimating The Intrinsic Value Of CGN Mining Company Limited (HKG:1164)How far off is CGN Mining Company Limited ( HKG:1164 ) from its intrinsic value? Using the most recent financial data...
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Pei Ji Gao was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.