China Nonferrous Mining（1258）株式概要中国非鉄鉱業有限公司は投資持株会社で、ザンビアとコンゴ民主共和国で銅とコバルトの探査、採掘、鉱石加工、浸出、製錬、販売に従事している。 詳細1258 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績3/6財務の健全性6/6配当金2/6報酬当社が推定した公正価値より58.7%で取引されている 収益は年間20.76%増加すると予測されています 過去5年間の収益は年間10.1%増加しました。 リスク分析リスクチェックの結果、1258 、リスクは検出されなかった。すべてのリスクチェックを見る1258 Community Fair Values Create NarrativeSee what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,086 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA488,086 investors already sharing narrativesYour Fair ValueHK$Current PriceHK$14.5920.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-280m4b2016201920222025202620282031Revenue US$4.3bEarnings US$510.5mAdvancedSet Fair ValueView all narrativesChina Nonferrous Mining Corporation Limited 競合他社Jiangxi CopperSymbol: SEHK:358Market cap: HK$151.7bJinchuan Group International ResourcesSymbol: SEHK:2362Market cap: HK$8.4bChina Daye Non-Ferrous Metals MiningSymbol: SEHK:661Market cap: HK$1.7bYunnan Jinxun ResourcesSymbol: SEHK:3636Market cap: HK$2.1b価格と性能株価の高値、安値、推移の概要China Nonferrous Mining過去の株価現在の株価HK$14.5952週高値HK$19.0552週安値HK$7.28ベータ1.051ヶ月の変化26.98%3ヶ月変化10.78%1年変化83.52%3年間の変化254.99%5年間の変化224.22%IPOからの変化563.18%最新ニュースValuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$14.44, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 299% over the past three years.お知らせ • Jul 15China Nonferrous Mining Corporation Limited Provides Earnings Guidance for the Six Months Ended 30 June 2026China Nonferrous Mining Corporation Limited provided earnings guidance for the six months ended 30 June 2026. For the period, the company expects to record a profit attributable to the owners of the Company of approximately USD 420 million for the six months end ed 30 Ju ne 2026, representing an increase of approximately 60% as compared to the six months ended 30 June 2025. The Board expects that the increase in profit attributable to the owners of the Company for the six months ended 30 June 2026 is primarily driven by the increase in international copper and sulfuric acid prices.お知らせ • Jun 26China Nonferrous Mining Corporation Limited Approves Final Dividend for the Year Ended 31 December 2025, Payable on or Around 14 July 2026China Nonferrous Mining Corporation Limited at its Annual General Meeting held on June 25, 2026 approved a final dividend of USD 0.041446 per share of the Company for the year ended 31 December 2025. The Final Dividend will be paid on or around 14 July 2026 to the Shareholders whose names appear on the register of members of the Company on 3 July 2026. The register of members of the Company will be closed on 3 July 2026, and no transfer of Shares will be registered on that day. In order to be qualified for the Final Dividend, all properly completed transfer forms accompanied by the relevant share certificates must be lodged with the Company's share registrar, Computershare Hong Kong Investor Services Limited, at Shops 17121716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, not later than 4:30 p.m. on 2 July 2026 for registration. The Shares will be traded on an ex-dividend basis on 30 June 2026.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to HK$11.49, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 236% over the past three years.Upcoming Dividend • Jun 23Upcoming dividend of US$0.041 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 14 July 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Hong Kong dividend payers (7.4%). Lower than average of industry peers (3.4%).Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$13.02, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 300% over the past three years.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$14.44, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 299% over the past three years.お知らせ • Jul 15China Nonferrous Mining Corporation Limited Provides Earnings Guidance for the Six Months Ended 30 June 2026China Nonferrous Mining Corporation Limited provided earnings guidance for the six months ended 30 June 2026. For the period, the company expects to record a profit attributable to the owners of the Company of approximately USD 420 million for the six months end ed 30 Ju ne 2026, representing an increase of approximately 60% as compared to the six months ended 30 June 2025. The Board expects that the increase in profit attributable to the owners of the Company for the six months ended 30 June 2026 is primarily driven by the increase in international copper and sulfuric acid prices.お知らせ • Jun 26China Nonferrous Mining Corporation Limited Approves Final Dividend for the Year Ended 31 December 2025, Payable on or Around 14 July 2026China Nonferrous Mining Corporation Limited at its Annual General Meeting held on June 25, 2026 approved a final dividend of USD 0.041446 per share of the Company for the year ended 31 December 2025. The Final Dividend will be paid on or around 14 July 2026 to the Shareholders whose names appear on the register of members of the Company on 3 July 2026. The register of members of the Company will be closed on 3 July 2026, and no transfer of Shares will be registered on that day. In order to be qualified for the Final Dividend, all properly completed transfer forms accompanied by the relevant share certificates must be lodged with the Company's share registrar, Computershare Hong Kong Investor Services Limited, at Shops 17121716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, not later than 4:30 p.m. on 2 July 2026 for registration. The Shares will be traded on an ex-dividend basis on 30 June 2026.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to HK$11.49, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 236% over the past three years.Upcoming Dividend • Jun 23Upcoming dividend of US$0.041 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 14 July 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Hong Kong dividend payers (7.4%). Lower than average of industry peers (3.4%).Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$13.02, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 300% over the past three years.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$14.68, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 353% over the past three years.分析記事 • May 02China Nonferrous Mining's (HKG:1258) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by last week's earnings announcement from China Nonferrous Mining Corporation Limited...Reported Earnings • Apr 26Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: US$0.10 (up from US$0.10 in FY 2024). Revenue: US$3.42b (down 10% from FY 2024). Net income: US$404.3m (up 1.5% from FY 2024). Profit margin: 12% (up from 10% in FY 2024). The increase in margin was driven by lower expenses. Production and reserves: Copper Production: 0.227 Mt (0.112 Mt in FY 2024) Proved and probable reserves (ore): 90.14 Mt (101.1 Mt in FY 2024) Number of mines: 3 (3 in FY 2024) Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Apr 11Dividend of US$0.041 announcedShareholders will receive a dividend of US$0.041. Ex-date: 30th June 2026 Payment date: 14th July 2026 Dividend yield will be 0.3%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Apr 11High 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 Huan Fei Guan 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 25China Nonferrous Mining Corporation Limited, Annual General Meeting, Jun 25, 2026China Nonferrous Mining Corporation Limited, Annual General Meeting, Jun 25, 2026.お知らせ • Mar 09China Nonferrous Mining Corporation Limited to Report Fiscal Year 2025 Results on Mar 24, 2026China Nonferrous Mining Corporation Limited announced that they will report fiscal year 2025 results on Mar 24, 2026お知らせ • Jan 14+ 1 more updateChina Nonferrous Mining Corporation Limited Announces Resumption of Production of Chambishi Southeast MineChina Nonferrous Mining Corporation Limited announced the rehabilitation work for the main and auxiliary shafts of Chambishi Southeast Mine operated by NFC Africa Mining PLC has been completed in December 2025, and as rehabilitation outcomes met expectations, the mine resumed full production on 1 January 2026.分析記事 • Jan 06An Intrinsic Calculation For China Nonferrous Mining Corporation Limited (HKG:1258) Suggests It's 45% UndervaluedKey Insights The projected fair value for China Nonferrous Mining is HK$26.03 based on 2 Stage Free Cash Flow to Equity...分析記事 • Dec 16Risks To Shareholder Returns Are Elevated At These Prices For China Nonferrous Mining Corporation Limited (HKG:1258)With a price-to-earnings (or "P/E") ratio of 17.3x China Nonferrous Mining Corporation Limited ( HKG:1258 ) may be...Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 21%After last week's 21% share price gain to HK$16.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 381% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$26.59 per share.New Risk • Nov 14New 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 10% 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. This is currently the only risk that has been identified for the company.Board Change • Nov 04High 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 Huan Fei Guan 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.分析記事 • Oct 19These 4 Measures Indicate That China Nonferrous Mining (HKG:1258) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Sep 30Why China Nonferrous Mining's (HKG:1258) Earnings Are Better Than They SeemChina Nonferrous Mining Corporation Limited ( HKG:1258 ) announced a healthy earnings result recently, and the market...Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 27%After last week's 27% share price gain to HK$14.98, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 461% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$24.62 per share.分析記事 • Sep 29Shareholders Would Enjoy A Repeat Of China Nonferrous Mining's (HKG:1258) Recent Growth In ReturnsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$12.76, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 348% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$24.56 per share.Reported Earnings • Sep 02First half 2025 earnings released: EPS: US$0.067 (vs US$0.058 in 1H 2024)First half 2025 results: EPS: US$0.067 (up from US$0.058 in 1H 2024). Revenue: US$1.75b (down 13% from 1H 2024). Net income: US$263.3m (up 20% from 1H 2024). Profit margin: 15% (up from 11% in 1H 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Metals and Mining industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 29Optimistic Investors Push China Nonferrous Mining Corporation Limited (HKG:1258) Shares Up 31% But Growth Is LackingDespite an already strong run, China Nonferrous Mining Corporation Limited ( HKG:1258 ) shares have been powering on...Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 23%After last week's 23% share price gain to HK$10.36, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 258% over the past three years.お知らせ • Aug 12China Nonferrous Mining Corporation Limited to Report First Half, 2025 Results on Aug 28, 2025China Nonferrous Mining Corporation Limited announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Jul 03China Nonferrous Mining Corporation Limited Announces Change of Nomination Committee Member, with Effect from 30 June 2025The Board (the "Board") of Directors (the "Directors") of China Nonferrous Mining Corporation Limited (the "Company") hereby announces the following changes for the nomination committee of the Board (the "Nomination Committee"), with effect from 30 June 2025: (1) Mr. Bo XIAO, an executive Director of the Company, has ceased to be a member of the Nomination Committee; and (2) Ms. Yani GONG, a non-executive Director of the Company, has been appointed as a member of the Nomination Committee. Following the above changes, the Nomination Committee comprises 3 members, namely Mr. Yufeng SUN (chairman), Ms. Yani GONG and Mr. Guangfu GAO.お知らせ • Jun 26China Nonferrous Mining Corporation Limited Declares Final Dividend for the Year Ended 31 December 2024, Payable on or Around 14 July 2025China Nonferrous Mining Corporation Limited announced that at the AGM held on June 26, 2025, declared a final dividend of HKD 0.336697 per share of the Company for the year ended 31 December 2024. In relation to the resolution number 2 above, the Final Dividend will be paid on or around 14 July 2025 to the Shareholders whose names appear on the register of members of the Company on 3 July 2025. The register of members of the Company will be closed on 3 July 2025, and no transfer of Shares will be registered on that day. In order to be qualified for the Final Dividend, all properly completed transfer forms accompanied by the relevant share certificates must be lodged with the Company's share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712 1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, not later than 4:30 p.m. on 2 July 2025 for registration. The Shares will be traded on an ex-dividend basis on 30 June 2025.Upcoming Dividend • Jun 23Upcoming dividend of US$0.043 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 14 July 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Hong Kong dividend payers (7.5%). Higher than average of industry peers (4.1%).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to HK$4.41, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 23% over the past three years.Declared Dividend • Mar 31Dividend of US$0.043 announcedShareholders will receive a dividend of US$0.043. Ex-date: 30th June 2025 Payment date: 14th July 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 36% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 28Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: US$5.10 (up from US$0.074 in FY 2023). Revenue: US$3.82b (up 5.8% from FY 2023). Net income: US$398.5m (up 44% from FY 2023). Profit margin: 10% (up from 7.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) exceeded analyst estimates by 3.4%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Metals and Mining industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 167% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 27+ 2 more updatesChina Nonferrous Mining Corporation Limited, Annual General Meeting, Jun 26, 2025China Nonferrous Mining Corporation Limited, Annual General Meeting, Jun 26, 2025.お知らせ • Mar 22China Nonferrous Mining Corporation Limited Announces Board and Committee ChangesThe Board of Directors of China Nonferrous Mining Corporation Limited announced that, on and with effect from 21 March 2025, Mr. Dingfan QIU (‘Mr. Qiu’) has notified the Board of his intention to tender his resignation as an Independent Non-Executive Director of the Company, the Chairman of Nomination Committee, and a Member of Remuneration Committee and Compliance Committee, in order to dedicate his time to his personal endeavours. Mr. Qiu has confirmed that he did not have any disagreement with the Board and there is no matter concerning his resignation that needs to be brought to the attention of the shareholders of the Company (the ‘Shareholders’). The Board is not aware of any matter concerning Mr. Qiu's resignation that needs to be brought to the attention of the Shareholders. The Board announced that Mr. Yufeng SUN (‘Mr. Sun’) has been appointed as an Independent Non-Executive Director, the Chairman of Nomination Committee, and a member of Remuneration Committee and Compliance Committee, with effect from 21 March 2025. Mr. Yufeng SUN, aged 60, obtained a Bachelor's degree in English Literature from the Shanghai International Studies University in 1987 and a Master's degree in Business Administration from the University of Delaware in the United States in 1997. Mr. Sun joined the CITIC Group Corporation in 1987 and CITIC Metal Co. Ltd. in 1999. He acted as the president and the chairman of CITIC Metal Co. Ltd. between 2003 and 2016, where he was responsible for managing trading and investment businesses. He acted as the vice-chairman and president of CITIC Metal Group Limited from January 2017 to May 2023. From March 2019 to April 2023, he acted as an executive director and the chairman of CITIC Resources Holdings Limited, a company listed on The Stock Exchange of Hong Kong Limited, where he was responsible for the strategic and corporate development, management and operations of the group. From September 2018 to July 2023, Mr. Sun was a non-executive co-chairman of Ivanhoe Mines Ltd., a company listed on the Toronto Stock Exchange and OTC Markets Group Inc. Mr. Sun possesses over 30 years of experience in the metal trading and mining sector, including business management and investment.お知らせ • Mar 12China Nonferrous Mining Corporation Limited to Report Fiscal Year 2024 Results on Mar 26, 2025China Nonferrous Mining Corporation Limited announced that they will report fiscal year 2024 results on Mar 26, 2025Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$5.50, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 111% over the past three years.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$5.02, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 102% over the past three years.お知らせ • Oct 22China Nonferrous Mining Corporation Limited Provides Earnings Guidance for the Nine Months Ended 30 September 2024China Nonferrous Mining Corporation Limited provided earnings guidance for the nine months ended 30 September 2024. For the nine months ended 30 September 2024, the Group is expected to record a profit attributable to owners of the Company amounting to approximately USD 314 million, representing an increase of approximately 23% year-on-year.Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$5.68, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 81% over the past three years.Reported Earnings • Aug 31First half 2024 earnings released: EPS: US$0.058 (vs US$0.05 in 1H 2023)First half 2024 results: EPS: US$0.058 (up from US$0.05 in 1H 2023). Revenue: US$2.01b (up 9.0% from 1H 2023). Net income: US$219.1m (up 18% from 1H 2023). Profit margin: 11% (in line with 1H 2023). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Metals and Mining industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Aug 08China Nonferrous Mining Corporation Limited to Report First Half, 2024 Results on Aug 29, 2024China Nonferrous Mining Corporation Limited announced that they will report first half, 2024 results on Aug 29, 2024Valuation Update With 7 Day Price Move • Jul 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$5.65, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 70% over the past three years.お知らせ • Jun 28China Nonferrous Mining Corporation Limited Approves Final Ordinary Dividend for the Financial Year End 31 December 2023, Payable on July 15, 2024China Nonferrous Mining Corporation Limited approves final ordinary dividend USD 0.029702 per share for the financial year end 31 December 2023. Ex-dividend date 02 July 2024, Record date 04 July 2024 and Payment date 15 July 2024.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to HK$6.90, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$7.53 per share.New Risk • Apr 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (4.4% increase in shares outstanding).お知らせ • Apr 10China Nonferrous Mining Corporation Limited has filed a Follow-on Equity Offering in the amount of HKD 978 million.China Nonferrous Mining Corporation Limited has filed a Follow-on Equity Offering in the amount of HKD 978 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 163,000,000 Price\Range: HKD 6 Transaction Features: Subsequent Direct ListingDeclared Dividend • Mar 31Dividend of US$0.03 announcedShareholders will receive a dividend of US$0.03. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: US$0.074 (up from US$0.071 in FY 2022). Revenue: US$3.61b (down 12% from FY 2022). Net income: US$277.6m (up 5.3% from FY 2022). Profit margin: 7.7% (up from 6.4% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Metals and Mining industry in Hong Kong. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.お知らせ • Mar 29China Nonferrous Mining Corporation Limited, Annual General Meeting, Jun 27, 2024China Nonferrous Mining Corporation Limited, Annual General Meeting, Jun 27, 2024.お知らせ • Mar 14China Nonferrous Mining Corporation Limited to Report Fiscal Year 2023 Results on Mar 28, 2024China Nonferrous Mining Corporation Limited announced that they will report fiscal year 2023 results on Mar 28, 2024Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$5.58, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 221% over the past three years.お知らせ • Jan 27China Nonferrous Mining Corporation Limited Provides Production Guidance for the Year 2024China Nonferrous Mining Corporation Limited provided production guidance for the year 2024. Based on the production schedule and operational needs of its mines and smelters, the company expects to produce approximately 550,000 tonnes of overall copper output, of which approximately 140,000 tonnes are copper cathodes, and approximately 410,000 tonnes are blister copper and copper anodes (including copper products processing services); approximately 160,000 tonnes of copper by self-owned mines; approximately 1,000,000 tonnes of sulphuric acid; approximately 650 tonnes of cobalt contained in cobaltous hydroxide; and approximately 13,000 tonnes of liquid sulphur dioxide in the year 2024.Board Change • Jan 05High 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 Huan Fei Guan 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 • Dec 28+ 1 more updateChina Nonferrous Mining Corporation Limited Announces Board ChangesThe board (the "Board") of directors of China Nonferrous Mining Corporation Limited (the "Company") announces that Mr. Jingwei LIU ("Mr. Liu") has resigned from the positions of an independent non-executive Director of the Company, the chairman of the audit committee ("Audit Committee") and a member of the nomination committee ("Nomination Committee") under the Board on and with effect from 27 December 2023 due to other career pursuit which requires more of his attention. The Board is announce that, Mr. Guangfu GAO ("Mr. Gao") has been appointed as an independent non-executive Director with effect from 27 December 2023. Mr. Guangfu GAO, aged 61, senior accountant, graduated from Central South University of Finance and Economics with a postgraduate major in Public Finance. He had studied as a visiting scholar at the Grenoble Alpes University in France. Mr. Gao had served as the deputy chief financial officer and chief economist of State Power Investment Corporation Limited, the director and deputy chief financial officer of finance department of China Power Investment Corporation, the general manager of China Power Investment Finance Co., Ltd, the deputy director of finance and property management department of State Power Corporation of China, a director of China Power International Holding Limited, a non-executive director of China Power International Development Limited a director of Shanghai Electric Power Co. Ltd. and a director of SPIC Yuanda Environmental-Protection Co. Ltd. Mr. Gao had also served as a director of the Accounting Society of China and a director of the China Association of Chief Financial Officers. The Board announce that, Ms. Yani GONG ("Ms. Gong") has been appointed as a non-executive Director with effect from 27 December 2023. Ms. Yani GONG, aged 43, majored in English (Economics and Trade) at the School of Foreign Languages in Central South University from 1997 to 2001. She obtained a bachelor's degree in arts from Central South University in 2001 and a master's degree in economics (specialising in global economics) from the School of Economics at Peking University in 2008. Ms. Gong obtained a senior economist qualification in 2013. Ms. Gong joined the personnel department of a subsidiary of China Nonferrous Metal Mining (Group) Co. Ltd. in 2001, and CNMC and its subsidiaries, including the deputy director of the personnel deployment division of the personnel department, the director of the personnel deployment division of the personnel department, the director of the corporate management division (personnel department), and the deputy director of the human resources department of CNMC. In 2019, Ms. Gong was appointed as the chairman of Sino-Zam Vocational College of Science and Technology. Ms. Gong has over 23 years of professional experience in human resources and corporate management and is also a senior economist. As Mr. Liu has resigned as the chairman of the Audit Committee and a member of theNomination Committee with effect from 27 December 2023, Mr. Gao was appointed as the chairman of the Audit Committee and a member of the Nomination Committee of theBoard on and with effect from the same date.お知らせ • Oct 28China Nonferrous Mining Corporation Limited Provides Earnings Guidance for the Nine Months Ended 30 September 2023China Nonferrous Mining Corporation Limited provided earnings guidance for the nine months ended 30 September 2023. For the period, the company is expected to record a profit attributable to owners of the Company amounting to approximately USD 255 million, representing an increase of approximately 9% year-on-year.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$5.10, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 10x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 236% over the past three years.New Risk • Sep 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 58% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 58% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Sep 01First half 2023 earnings released: EPS: US$0.05 (vs US$0.052 in 1H 2022)First half 2023 results: EPS: US$0.05 (down from US$0.052 in 1H 2022). Revenue: US$1.84b (down 17% from 1H 2022). Net income: US$185.7m (down 5.3% from 1H 2022). Profit margin: 10% (up from 8.9% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Metals and Mining industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 09China Nonferrous Mining Corporation Limited to Report First Half, 2023 Results on Aug 29, 2023China Nonferrous Mining Corporation Limited announced that they will report first half, 2023 results on Aug 29, 2023Upcoming Dividend • Jun 23Upcoming dividend of US$0.028 per share at 6.0% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 6.0%. Lower than top quartile of Hong Kong dividend payers (7.8%). Higher than average of industry peers (3.2%).Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$4.41, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 237% over the past three years.Reported Earnings • Mar 31Full year 2022 earnings released: EPS: US$0.071 (vs US$0.098 in FY 2021)Full year 2022 results: EPS: US$0.071 (down from US$0.098 in FY 2021). Revenue: US$4.09b (up 1.1% from FY 2021). Net income: US$263.7m (down 26% from FY 2021). Profit margin: 6.4% (down from 8.8% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 33% per year.お知らせ • Jan 21China Nonferrous Mining Corporation Limited Provides Production Guidance for Year 2023China Nonferrous Mining Corporation limited provided production guidance for year 2023. For the year, based on the production schedule and operational needs of its mines and smelters, the Company expects to produce approximately 140,000 tonnes of copper cathodes, approximately 380,000 tonnes of blister copper and copper anodes (including copper products processing services), approximately 160,000 tonnes of copper by self-owned mines, approximately 980,000 tonnes of sulphuric acid, approximately 1,480 tonnes of cobalt contained in cobaltous hydroxide and approximately 24,000 tonnes of liquid sulphur dioxide in 2023.Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to HK$3.95, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 6x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 198% over the past three years.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to HK$3.37, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 5x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 164% over the past three years.Reported Earnings • Sep 01First half 2022 earnings released: EPS: US$0.053 (vs US$0.067 in 1H 2021)First half 2022 results: EPS: US$0.053 (down from US$0.067 in 1H 2021). Revenue: US$2.21b (up 4.6% from 1H 2021). Net income: US$196.2m (down 18% from 1H 2021). Profit margin: 8.9% (down from 11% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 22%, compared to a 2.5% growth forecast for the Metals and Mining industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 23Upcoming dividend of US$0.038 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 14 July 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 7.4%. Lower than top quartile of Hong Kong dividend payers (7.9%). Higher than average of industry peers (4.6%).Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to HK$4.28, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 6x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 180% over the past three years.Reported Earnings • Apr 29Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: US$0.098 (up from US$0.036 in FY 2020). Revenue: US$4.05b (up 56% from FY 2020). Net income: US$357.1m (up 186% from FY 2020). Profit margin: 8.8% (up from 4.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.7%. Earnings per share (EPS) also missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 22%, compared to a 23% growth forecast for the mining industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 19% share price gain to HK$4.73, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 147% over the past three years.Reported Earnings • Apr 01Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: US$0.098 (up from US$0.036 in FY 2020). Revenue: US$4.05b (up 56% from FY 2020). Net income: US$357.1m (up 186% from FY 2020). Profit margin: 8.8% (up from 4.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.7%. Earnings per share (EPS) also missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 22%, compared to a 9.1% growth forecast for the mining industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to HK$3.58, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 5x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 76% over the past three years.株主還元1258HK Metals and MiningHK 市場7D12.5%11.9%2.5%1Y83.5%19.6%-4.1%株主還元を見る業界別リターン: 1258過去 1 年間で19.6 % の収益を上げたHong Kong Metals and Mining業界を上回りました。リターン対市場: 1258過去 1 年間で-4.1 % の収益を上げたHong Kong市場を上回りました。価格変動Is 1258's price volatile compared to industry and market?1258 volatility1258 Average Weekly Movement10.2%Metals and Mining Industry Average Movement9.2%Market Average Movement7.7%10% most volatile stocks in HK Market16.3%10% least volatile stocks in HK Market3.7%安定した株価: 1258 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1258の 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20118,521Dayong Yangwww.cnmcl.net中国非鉄鉱業有限公司は投資持株会社で、ザンビアとコンゴ民主共和国で銅とコバルトの探査、採掘、鉱石加工、浸出、製錬、販売に従事している。浸出部門と製錬部門を通じて事業を展開している。銅陰極、ブリスター銅、粗銅、銅陽極、水酸化コバルト、硫酸、液体二酸化硫黄を提供。中国本土、シンガポール、スイス、香港、アフリカ、ベルギーで製品を販売している。同社は2011年に法人化され、中国の北京に拠点を置く。中国非鉄鉱業有限公司は中国非鉄鉱業開発有限公司の子会社である。もっと見るChina Nonferrous Mining Corporation Limited 基礎のまとめChina Nonferrous Mining の収益と売上を時価総額と比較するとどうか。1258 基礎統計学時価総額HK$56.93b収益（TTM）HK$3.17b売上高(TTM)HK$26.82b18.0xPER（株価収益率2.1xP/Sレシオ1258 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1258 損益計算書（TTM）収益US$3.42b売上原価US$2.36b売上総利益US$1.06bその他の費用US$658.23m収益US$404.31m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.10グロス・マージン31.07%純利益率11.82%有利子負債／自己資本比率0.7%1258 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.2%現在の配当利回り40%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/27 03:10終値2026/07/27 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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China Nonferrous Mining Corporation Limited 3 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。7 アナリスト機関Chong AoCitic Securities Co., Ltd.Jianfan ChenCitic Securities Co., Ltd.Mengluan LiuGuosen Securities Co., Ltd.4 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$14.44, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 299% over the past three years.
お知らせ • Jul 15China Nonferrous Mining Corporation Limited Provides Earnings Guidance for the Six Months Ended 30 June 2026China Nonferrous Mining Corporation Limited provided earnings guidance for the six months ended 30 June 2026. For the period, the company expects to record a profit attributable to the owners of the Company of approximately USD 420 million for the six months end ed 30 Ju ne 2026, representing an increase of approximately 60% as compared to the six months ended 30 June 2025. The Board expects that the increase in profit attributable to the owners of the Company for the six months ended 30 June 2026 is primarily driven by the increase in international copper and sulfuric acid prices.
お知らせ • Jun 26China Nonferrous Mining Corporation Limited Approves Final Dividend for the Year Ended 31 December 2025, Payable on or Around 14 July 2026China Nonferrous Mining Corporation Limited at its Annual General Meeting held on June 25, 2026 approved a final dividend of USD 0.041446 per share of the Company for the year ended 31 December 2025. The Final Dividend will be paid on or around 14 July 2026 to the Shareholders whose names appear on the register of members of the Company on 3 July 2026. The register of members of the Company will be closed on 3 July 2026, and no transfer of Shares will be registered on that day. In order to be qualified for the Final Dividend, all properly completed transfer forms accompanied by the relevant share certificates must be lodged with the Company's share registrar, Computershare Hong Kong Investor Services Limited, at Shops 17121716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, not later than 4:30 p.m. on 2 July 2026 for registration. The Shares will be traded on an ex-dividend basis on 30 June 2026.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to HK$11.49, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 236% over the past three years.
Upcoming Dividend • Jun 23Upcoming dividend of US$0.041 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 14 July 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Hong Kong dividend payers (7.4%). Lower than average of industry peers (3.4%).
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$13.02, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 300% over the past three years.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$14.44, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 299% over the past three years.
お知らせ • Jul 15China Nonferrous Mining Corporation Limited Provides Earnings Guidance for the Six Months Ended 30 June 2026China Nonferrous Mining Corporation Limited provided earnings guidance for the six months ended 30 June 2026. For the period, the company expects to record a profit attributable to the owners of the Company of approximately USD 420 million for the six months end ed 30 Ju ne 2026, representing an increase of approximately 60% as compared to the six months ended 30 June 2025. The Board expects that the increase in profit attributable to the owners of the Company for the six months ended 30 June 2026 is primarily driven by the increase in international copper and sulfuric acid prices.
お知らせ • Jun 26China Nonferrous Mining Corporation Limited Approves Final Dividend for the Year Ended 31 December 2025, Payable on or Around 14 July 2026China Nonferrous Mining Corporation Limited at its Annual General Meeting held on June 25, 2026 approved a final dividend of USD 0.041446 per share of the Company for the year ended 31 December 2025. The Final Dividend will be paid on or around 14 July 2026 to the Shareholders whose names appear on the register of members of the Company on 3 July 2026. The register of members of the Company will be closed on 3 July 2026, and no transfer of Shares will be registered on that day. In order to be qualified for the Final Dividend, all properly completed transfer forms accompanied by the relevant share certificates must be lodged with the Company's share registrar, Computershare Hong Kong Investor Services Limited, at Shops 17121716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, not later than 4:30 p.m. on 2 July 2026 for registration. The Shares will be traded on an ex-dividend basis on 30 June 2026.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to HK$11.49, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 236% over the past three years.
Upcoming Dividend • Jun 23Upcoming dividend of US$0.041 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 14 July 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Hong Kong dividend payers (7.4%). Lower than average of industry peers (3.4%).
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$13.02, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 300% over the past three years.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$14.68, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 353% over the past three years.
分析記事 • May 02China Nonferrous Mining's (HKG:1258) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by last week's earnings announcement from China Nonferrous Mining Corporation Limited...
Reported Earnings • Apr 26Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: US$0.10 (up from US$0.10 in FY 2024). Revenue: US$3.42b (down 10% from FY 2024). Net income: US$404.3m (up 1.5% from FY 2024). Profit margin: 12% (up from 10% in FY 2024). The increase in margin was driven by lower expenses. Production and reserves: Copper Production: 0.227 Mt (0.112 Mt in FY 2024) Proved and probable reserves (ore): 90.14 Mt (101.1 Mt in FY 2024) Number of mines: 3 (3 in FY 2024) Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Apr 11Dividend of US$0.041 announcedShareholders will receive a dividend of US$0.041. Ex-date: 30th June 2026 Payment date: 14th July 2026 Dividend yield will be 0.3%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Apr 11High 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 Huan Fei Guan 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 25China Nonferrous Mining Corporation Limited, Annual General Meeting, Jun 25, 2026China Nonferrous Mining Corporation Limited, Annual General Meeting, Jun 25, 2026.
お知らせ • Mar 09China Nonferrous Mining Corporation Limited to Report Fiscal Year 2025 Results on Mar 24, 2026China Nonferrous Mining Corporation Limited announced that they will report fiscal year 2025 results on Mar 24, 2026
お知らせ • Jan 14+ 1 more updateChina Nonferrous Mining Corporation Limited Announces Resumption of Production of Chambishi Southeast MineChina Nonferrous Mining Corporation Limited announced the rehabilitation work for the main and auxiliary shafts of Chambishi Southeast Mine operated by NFC Africa Mining PLC has been completed in December 2025, and as rehabilitation outcomes met expectations, the mine resumed full production on 1 January 2026.
分析記事 • Jan 06An Intrinsic Calculation For China Nonferrous Mining Corporation Limited (HKG:1258) Suggests It's 45% UndervaluedKey Insights The projected fair value for China Nonferrous Mining is HK$26.03 based on 2 Stage Free Cash Flow to Equity...
分析記事 • Dec 16Risks To Shareholder Returns Are Elevated At These Prices For China Nonferrous Mining Corporation Limited (HKG:1258)With a price-to-earnings (or "P/E") ratio of 17.3x China Nonferrous Mining Corporation Limited ( HKG:1258 ) may be...
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 21%After last week's 21% share price gain to HK$16.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 381% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$26.59 per share.
New Risk • Nov 14New 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 10% 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. This is currently the only risk that has been identified for the company.
Board Change • Nov 04High 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 Huan Fei Guan 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.
分析記事 • Oct 19These 4 Measures Indicate That China Nonferrous Mining (HKG:1258) Is Using Debt SafelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Sep 30Why China Nonferrous Mining's (HKG:1258) Earnings Are Better Than They SeemChina Nonferrous Mining Corporation Limited ( HKG:1258 ) announced a healthy earnings result recently, and the market...
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 27%After last week's 27% share price gain to HK$14.98, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 461% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$24.62 per share.
分析記事 • Sep 29Shareholders Would Enjoy A Repeat Of China Nonferrous Mining's (HKG:1258) Recent Growth In ReturnsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$12.76, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 348% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$24.56 per share.
Reported Earnings • Sep 02First half 2025 earnings released: EPS: US$0.067 (vs US$0.058 in 1H 2024)First half 2025 results: EPS: US$0.067 (up from US$0.058 in 1H 2024). Revenue: US$1.75b (down 13% from 1H 2024). Net income: US$263.3m (up 20% from 1H 2024). Profit margin: 15% (up from 11% in 1H 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Metals and Mining industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 29Optimistic Investors Push China Nonferrous Mining Corporation Limited (HKG:1258) Shares Up 31% But Growth Is LackingDespite an already strong run, China Nonferrous Mining Corporation Limited ( HKG:1258 ) shares have been powering on...
Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 23%After last week's 23% share price gain to HK$10.36, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 258% over the past three years.
お知らせ • Aug 12China Nonferrous Mining Corporation Limited to Report First Half, 2025 Results on Aug 28, 2025China Nonferrous Mining Corporation Limited announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Jul 03China Nonferrous Mining Corporation Limited Announces Change of Nomination Committee Member, with Effect from 30 June 2025The Board (the "Board") of Directors (the "Directors") of China Nonferrous Mining Corporation Limited (the "Company") hereby announces the following changes for the nomination committee of the Board (the "Nomination Committee"), with effect from 30 June 2025: (1) Mr. Bo XIAO, an executive Director of the Company, has ceased to be a member of the Nomination Committee; and (2) Ms. Yani GONG, a non-executive Director of the Company, has been appointed as a member of the Nomination Committee. Following the above changes, the Nomination Committee comprises 3 members, namely Mr. Yufeng SUN (chairman), Ms. Yani GONG and Mr. Guangfu GAO.
お知らせ • Jun 26China Nonferrous Mining Corporation Limited Declares Final Dividend for the Year Ended 31 December 2024, Payable on or Around 14 July 2025China Nonferrous Mining Corporation Limited announced that at the AGM held on June 26, 2025, declared a final dividend of HKD 0.336697 per share of the Company for the year ended 31 December 2024. In relation to the resolution number 2 above, the Final Dividend will be paid on or around 14 July 2025 to the Shareholders whose names appear on the register of members of the Company on 3 July 2025. The register of members of the Company will be closed on 3 July 2025, and no transfer of Shares will be registered on that day. In order to be qualified for the Final Dividend, all properly completed transfer forms accompanied by the relevant share certificates must be lodged with the Company's share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712 1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, not later than 4:30 p.m. on 2 July 2025 for registration. The Shares will be traded on an ex-dividend basis on 30 June 2025.
Upcoming Dividend • Jun 23Upcoming dividend of US$0.043 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 14 July 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Hong Kong dividend payers (7.5%). Higher than average of industry peers (4.1%).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to HK$4.41, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 23% over the past three years.
Declared Dividend • Mar 31Dividend of US$0.043 announcedShareholders will receive a dividend of US$0.043. Ex-date: 30th June 2025 Payment date: 14th July 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 36% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 28Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: US$5.10 (up from US$0.074 in FY 2023). Revenue: US$3.82b (up 5.8% from FY 2023). Net income: US$398.5m (up 44% from FY 2023). Profit margin: 10% (up from 7.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) exceeded analyst estimates by 3.4%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Metals and Mining industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 167% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 27+ 2 more updatesChina Nonferrous Mining Corporation Limited, Annual General Meeting, Jun 26, 2025China Nonferrous Mining Corporation Limited, Annual General Meeting, Jun 26, 2025.
お知らせ • Mar 22China Nonferrous Mining Corporation Limited Announces Board and Committee ChangesThe Board of Directors of China Nonferrous Mining Corporation Limited announced that, on and with effect from 21 March 2025, Mr. Dingfan QIU (‘Mr. Qiu’) has notified the Board of his intention to tender his resignation as an Independent Non-Executive Director of the Company, the Chairman of Nomination Committee, and a Member of Remuneration Committee and Compliance Committee, in order to dedicate his time to his personal endeavours. Mr. Qiu has confirmed that he did not have any disagreement with the Board and there is no matter concerning his resignation that needs to be brought to the attention of the shareholders of the Company (the ‘Shareholders’). The Board is not aware of any matter concerning Mr. Qiu's resignation that needs to be brought to the attention of the Shareholders. The Board announced that Mr. Yufeng SUN (‘Mr. Sun’) has been appointed as an Independent Non-Executive Director, the Chairman of Nomination Committee, and a member of Remuneration Committee and Compliance Committee, with effect from 21 March 2025. Mr. Yufeng SUN, aged 60, obtained a Bachelor's degree in English Literature from the Shanghai International Studies University in 1987 and a Master's degree in Business Administration from the University of Delaware in the United States in 1997. Mr. Sun joined the CITIC Group Corporation in 1987 and CITIC Metal Co. Ltd. in 1999. He acted as the president and the chairman of CITIC Metal Co. Ltd. between 2003 and 2016, where he was responsible for managing trading and investment businesses. He acted as the vice-chairman and president of CITIC Metal Group Limited from January 2017 to May 2023. From March 2019 to April 2023, he acted as an executive director and the chairman of CITIC Resources Holdings Limited, a company listed on The Stock Exchange of Hong Kong Limited, where he was responsible for the strategic and corporate development, management and operations of the group. From September 2018 to July 2023, Mr. Sun was a non-executive co-chairman of Ivanhoe Mines Ltd., a company listed on the Toronto Stock Exchange and OTC Markets Group Inc. Mr. Sun possesses over 30 years of experience in the metal trading and mining sector, including business management and investment.
お知らせ • Mar 12China Nonferrous Mining Corporation Limited to Report Fiscal Year 2024 Results on Mar 26, 2025China Nonferrous Mining Corporation Limited announced that they will report fiscal year 2024 results on Mar 26, 2025
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$5.50, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 111% over the past three years.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$5.02, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 102% over the past three years.
お知らせ • Oct 22China Nonferrous Mining Corporation Limited Provides Earnings Guidance for the Nine Months Ended 30 September 2024China Nonferrous Mining Corporation Limited provided earnings guidance for the nine months ended 30 September 2024. For the nine months ended 30 September 2024, the Group is expected to record a profit attributable to owners of the Company amounting to approximately USD 314 million, representing an increase of approximately 23% year-on-year.
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$5.68, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 81% over the past three years.
Reported Earnings • Aug 31First half 2024 earnings released: EPS: US$0.058 (vs US$0.05 in 1H 2023)First half 2024 results: EPS: US$0.058 (up from US$0.05 in 1H 2023). Revenue: US$2.01b (up 9.0% from 1H 2023). Net income: US$219.1m (up 18% from 1H 2023). Profit margin: 11% (in line with 1H 2023). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Metals and Mining industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Aug 08China Nonferrous Mining Corporation Limited to Report First Half, 2024 Results on Aug 29, 2024China Nonferrous Mining Corporation Limited announced that they will report first half, 2024 results on Aug 29, 2024
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$5.65, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 70% over the past three years.
お知らせ • Jun 28China Nonferrous Mining Corporation Limited Approves Final Ordinary Dividend for the Financial Year End 31 December 2023, Payable on July 15, 2024China Nonferrous Mining Corporation Limited approves final ordinary dividend USD 0.029702 per share for the financial year end 31 December 2023. Ex-dividend date 02 July 2024, Record date 04 July 2024 and Payment date 15 July 2024.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to HK$6.90, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$7.53 per share.
New Risk • Apr 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (4.4% increase in shares outstanding).
お知らせ • Apr 10China Nonferrous Mining Corporation Limited has filed a Follow-on Equity Offering in the amount of HKD 978 million.China Nonferrous Mining Corporation Limited has filed a Follow-on Equity Offering in the amount of HKD 978 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 163,000,000 Price\Range: HKD 6 Transaction Features: Subsequent Direct Listing
Declared Dividend • Mar 31Dividend of US$0.03 announcedShareholders will receive a dividend of US$0.03. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: US$0.074 (up from US$0.071 in FY 2022). Revenue: US$3.61b (down 12% from FY 2022). Net income: US$277.6m (up 5.3% from FY 2022). Profit margin: 7.7% (up from 6.4% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Metals and Mining industry in Hong Kong. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.
お知らせ • Mar 29China Nonferrous Mining Corporation Limited, Annual General Meeting, Jun 27, 2024China Nonferrous Mining Corporation Limited, Annual General Meeting, Jun 27, 2024.
お知らせ • Mar 14China Nonferrous Mining Corporation Limited to Report Fiscal Year 2023 Results on Mar 28, 2024China Nonferrous Mining Corporation Limited announced that they will report fiscal year 2023 results on Mar 28, 2024
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$5.58, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 221% over the past three years.
お知らせ • Jan 27China Nonferrous Mining Corporation Limited Provides Production Guidance for the Year 2024China Nonferrous Mining Corporation Limited provided production guidance for the year 2024. Based on the production schedule and operational needs of its mines and smelters, the company expects to produce approximately 550,000 tonnes of overall copper output, of which approximately 140,000 tonnes are copper cathodes, and approximately 410,000 tonnes are blister copper and copper anodes (including copper products processing services); approximately 160,000 tonnes of copper by self-owned mines; approximately 1,000,000 tonnes of sulphuric acid; approximately 650 tonnes of cobalt contained in cobaltous hydroxide; and approximately 13,000 tonnes of liquid sulphur dioxide in the year 2024.
Board Change • Jan 05High 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 Huan Fei Guan 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 • Dec 28+ 1 more updateChina Nonferrous Mining Corporation Limited Announces Board ChangesThe board (the "Board") of directors of China Nonferrous Mining Corporation Limited (the "Company") announces that Mr. Jingwei LIU ("Mr. Liu") has resigned from the positions of an independent non-executive Director of the Company, the chairman of the audit committee ("Audit Committee") and a member of the nomination committee ("Nomination Committee") under the Board on and with effect from 27 December 2023 due to other career pursuit which requires more of his attention. The Board is announce that, Mr. Guangfu GAO ("Mr. Gao") has been appointed as an independent non-executive Director with effect from 27 December 2023. Mr. Guangfu GAO, aged 61, senior accountant, graduated from Central South University of Finance and Economics with a postgraduate major in Public Finance. He had studied as a visiting scholar at the Grenoble Alpes University in France. Mr. Gao had served as the deputy chief financial officer and chief economist of State Power Investment Corporation Limited, the director and deputy chief financial officer of finance department of China Power Investment Corporation, the general manager of China Power Investment Finance Co., Ltd, the deputy director of finance and property management department of State Power Corporation of China, a director of China Power International Holding Limited, a non-executive director of China Power International Development Limited a director of Shanghai Electric Power Co. Ltd. and a director of SPIC Yuanda Environmental-Protection Co. Ltd. Mr. Gao had also served as a director of the Accounting Society of China and a director of the China Association of Chief Financial Officers. The Board announce that, Ms. Yani GONG ("Ms. Gong") has been appointed as a non-executive Director with effect from 27 December 2023. Ms. Yani GONG, aged 43, majored in English (Economics and Trade) at the School of Foreign Languages in Central South University from 1997 to 2001. She obtained a bachelor's degree in arts from Central South University in 2001 and a master's degree in economics (specialising in global economics) from the School of Economics at Peking University in 2008. Ms. Gong obtained a senior economist qualification in 2013. Ms. Gong joined the personnel department of a subsidiary of China Nonferrous Metal Mining (Group) Co. Ltd. in 2001, and CNMC and its subsidiaries, including the deputy director of the personnel deployment division of the personnel department, the director of the personnel deployment division of the personnel department, the director of the corporate management division (personnel department), and the deputy director of the human resources department of CNMC. In 2019, Ms. Gong was appointed as the chairman of Sino-Zam Vocational College of Science and Technology. Ms. Gong has over 23 years of professional experience in human resources and corporate management and is also a senior economist. As Mr. Liu has resigned as the chairman of the Audit Committee and a member of theNomination Committee with effect from 27 December 2023, Mr. Gao was appointed as the chairman of the Audit Committee and a member of the Nomination Committee of theBoard on and with effect from the same date.
お知らせ • Oct 28China Nonferrous Mining Corporation Limited Provides Earnings Guidance for the Nine Months Ended 30 September 2023China Nonferrous Mining Corporation Limited provided earnings guidance for the nine months ended 30 September 2023. For the period, the company is expected to record a profit attributable to owners of the Company amounting to approximately USD 255 million, representing an increase of approximately 9% year-on-year.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$5.10, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 10x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 236% over the past three years.
New Risk • Sep 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 58% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 58% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Sep 01First half 2023 earnings released: EPS: US$0.05 (vs US$0.052 in 1H 2022)First half 2023 results: EPS: US$0.05 (down from US$0.052 in 1H 2022). Revenue: US$1.84b (down 17% from 1H 2022). Net income: US$185.7m (down 5.3% from 1H 2022). Profit margin: 10% (up from 8.9% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Metals and Mining industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 09China Nonferrous Mining Corporation Limited to Report First Half, 2023 Results on Aug 29, 2023China Nonferrous Mining Corporation Limited announced that they will report first half, 2023 results on Aug 29, 2023
Upcoming Dividend • Jun 23Upcoming dividend of US$0.028 per share at 6.0% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 6.0%. Lower than top quartile of Hong Kong dividend payers (7.8%). Higher than average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$4.41, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 237% over the past three years.
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: US$0.071 (vs US$0.098 in FY 2021)Full year 2022 results: EPS: US$0.071 (down from US$0.098 in FY 2021). Revenue: US$4.09b (up 1.1% from FY 2021). Net income: US$263.7m (down 26% from FY 2021). Profit margin: 6.4% (down from 8.8% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 33% per year.
お知らせ • Jan 21China Nonferrous Mining Corporation Limited Provides Production Guidance for Year 2023China Nonferrous Mining Corporation limited provided production guidance for year 2023. For the year, based on the production schedule and operational needs of its mines and smelters, the Company expects to produce approximately 140,000 tonnes of copper cathodes, approximately 380,000 tonnes of blister copper and copper anodes (including copper products processing services), approximately 160,000 tonnes of copper by self-owned mines, approximately 980,000 tonnes of sulphuric acid, approximately 1,480 tonnes of cobalt contained in cobaltous hydroxide and approximately 24,000 tonnes of liquid sulphur dioxide in 2023.
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to HK$3.95, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 6x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 198% over the past three years.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to HK$3.37, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 5x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 164% over the past three years.
Reported Earnings • Sep 01First half 2022 earnings released: EPS: US$0.053 (vs US$0.067 in 1H 2021)First half 2022 results: EPS: US$0.053 (down from US$0.067 in 1H 2021). Revenue: US$2.21b (up 4.6% from 1H 2021). Net income: US$196.2m (down 18% from 1H 2021). Profit margin: 8.9% (down from 11% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 22%, compared to a 2.5% growth forecast for the Metals and Mining industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 23Upcoming dividend of US$0.038 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 14 July 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 7.4%. Lower than top quartile of Hong Kong dividend payers (7.9%). Higher than average of industry peers (4.6%).
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to HK$4.28, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 6x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 180% over the past three years.
Reported Earnings • Apr 29Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: US$0.098 (up from US$0.036 in FY 2020). Revenue: US$4.05b (up 56% from FY 2020). Net income: US$357.1m (up 186% from FY 2020). Profit margin: 8.8% (up from 4.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.7%. Earnings per share (EPS) also missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 22%, compared to a 23% growth forecast for the mining industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 19% share price gain to HK$4.73, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 147% over the past three years.
Reported Earnings • Apr 01Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: US$0.098 (up from US$0.036 in FY 2020). Revenue: US$4.05b (up 56% from FY 2020). Net income: US$357.1m (up 186% from FY 2020). Profit margin: 8.8% (up from 4.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.7%. Earnings per share (EPS) also missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 22%, compared to a 9.1% growth forecast for the mining industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to HK$3.58, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 5x in the Metals and Mining industry in Hong Kong. Total returns to shareholders of 76% over the past three years.
