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4.0%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更新なしすべての更新を表示Recent updatesBoard Change • May 20High 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 • 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.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.お知らせ • Mar 21CGN Mining Company Limited, Annual General Meeting, Jun 19, 2025CGN Mining Company Limited, Annual General Meeting, Jun 19, 2025.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 • 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 53% over the past year.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 26%After last week's 26% share price gain to HK$1.69, 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 11% over the past year.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).New Risk • Sep 25New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.0% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. 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 Risk Profit margins are more than 30% lower than last year (5.1% net profit margin).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.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.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.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, 2024Valuation 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. Simply Wall St's valuation model estimates the intrinsic value at HK$2.41 per share.Reported Earnings • Apr 28Full 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 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.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.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.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.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$1.90, 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.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 30%After last week's 30% share price gain to HK$1.53, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 6x in the Oil and Gas industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$2.15 per share.Reported Earnings • Sep 18First 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 1.1% decline forecast for the Oil and Gas industry in Hong Kong.Board Change • Sep 12Less 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 Yuntao Zhang was the last independent director to join the board, commencing their role in 2023. 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SZSC: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 ( 12.9% ) 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 ( 8.8% ) 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2026/05/28 19:28終値2026/05/28 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 Researchnull nullChina International Capital Corporation LimitedJiaming ZhangChina International Capital Corporation Limited10 その他のアナリストを表示
Board Change • May 20High 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 • 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
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.
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
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.
お知らせ • Mar 21CGN Mining Company Limited, Annual General Meeting, Jun 19, 2025CGN Mining Company Limited, Annual General Meeting, Jun 19, 2025.
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 • 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 53% over the past year.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 26%After last week's 26% share price gain to HK$1.69, 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 11% over the past year.
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).
New Risk • Sep 25New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.0% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. 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 Risk Profit margins are more than 30% lower than last year (5.1% net profit margin).
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.
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.
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.
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
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. Simply Wall St's valuation model estimates the intrinsic value at HK$2.41 per share.
Reported Earnings • Apr 28Full 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 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.
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.
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.
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.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$1.90, 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.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 30%After last week's 30% share price gain to HK$1.53, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 6x in the Oil and Gas industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$2.15 per share.
Reported Earnings • Sep 18First 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 1.1% decline forecast for the Oil and Gas industry in Hong Kong.
Board Change • Sep 12Less 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 Yuntao Zhang was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.