African Rainbow Minerals（ARI）株式概要
アフリカン・レインボー・ミネラル社は、その子会社を通じて、南アフリカ、マレーシア、スイスで多角的な鉱業・鉱物事業を展開している。 詳細
ARI Community Fair Values
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Analyst Price Targets
African Rainbow Minerals Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | R185.97 |
| 52週高値 | R276.68 |
| 52週安値 | R152.40 |
| ベータ | 0.68 |
| 1ヶ月の変化 | 6.82% |
| 3ヶ月変化 | -18.86% |
| 1年変化 | 1.04% |
| 3年間の変化 | 0.11% |
| 5年間の変化 | -35.69% |
| IPOからの変化 | 138.42% |
最新ニュース
ナラティブ更新 • Aug 05
ARI: Bokoni Development Will Underpin Future Repricing Toward Fair Value
Analysts have trimmed their price target on African Rainbow Minerals from ZAR264.60 to ZAR220.60, citing updated assumptions that now reflect a higher discount rate, a lower revenue growth outlook, a slightly higher profit margin, and a lower future P/E multiple. What's in the News African Rainbow Minerals approved the development of the Bokoni project, which targets a combined concentrator capacity of 180,000 tonnes per month using an existing 60,000 tonnes per month plant and a new 120,000 tonnes per month plant.
ナラティブ更新 • Jul 22
ARI: Norges Bank Stake Will Support Repriced P/E Upside
Analysts have lowered their price target for African Rainbow Minerals from ZAR213.00 to ZAR200.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Norges Bank acquired a 5.02% stake in African Rainbow Minerals Limited (JSE:ARI), with the transaction completed on May 13, 2026.ナラティブ更新 • Jul 08
ARI: Norges Bank Stake Will Support Higher Future P/E Repricing
The analyst fair value estimate for African Rainbow Minerals has shifted from ZAR165.00 to ZAR213.00. Analysts cite updated assumptions on the discount rate, revenue growth, profit margins and future P/E as the key drivers behind the new price target.Recent updates
ナラティブ更新 • Aug 05
ARI: Bokoni Development Will Underpin Future Repricing Toward Fair Value
Analysts have trimmed their price target on African Rainbow Minerals from ZAR264.60 to ZAR220.60, citing updated assumptions that now reflect a higher discount rate, a lower revenue growth outlook, a slightly higher profit margin, and a lower future P/E multiple. What's in the News African Rainbow Minerals approved the development of the Bokoni project, which targets a combined concentrator capacity of 180,000 tonnes per month using an existing 60,000 tonnes per month plant and a new 120,000 tonnes per month plant.ナラティブ更新 • Jul 22
ARI: Norges Bank Stake Will Support Repriced P/E Upside
Analysts have lowered their price target for African Rainbow Minerals from ZAR213.00 to ZAR200.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Norges Bank acquired a 5.02% stake in African Rainbow Minerals Limited (JSE:ARI), with the transaction completed on May 13, 2026.ナラティブ更新 • Jul 08
ARI: Norges Bank Stake Will Support Higher Future P/E Repricing
The analyst fair value estimate for African Rainbow Minerals has shifted from ZAR165.00 to ZAR213.00. Analysts cite updated assumptions on the discount rate, revenue growth, profit margins and future P/E as the key drivers behind the new price target.ナラティブ更新 • Jun 24
ARI: Norges Bank Stake Will Support Future Repricing Toward Fair Value
Analysts have trimmed their price target for African Rainbow Minerals slightly, from ZAR267.20 to ZAR264.60. This reflects updated assumptions around fair value, discount rates, revenue growth, profit margins and future P/E expectations.ナラティブ更新 • Jun 08
ARI: Norges Bank Stake And Stable Forecasts Will Support Bullish Outlook
Analysts have kept African Rainbow Minerals' fair value estimate steady at ZAR267.20 per share, with only marginal tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. These adjustments have led to no meaningful change in the overall price target rationale.ナラティブ更新 • May 25
ARI: Higher PGM Prices And Asset Gains Will Support Stronger 1H F2026 Earnings
Analysts have nudged their price target for African Rainbow Minerals slightly higher to ZAR267.20 from ZAR265, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and a lower expected future P/E multiple. What's in the News Norges Bank completed the acquisition of a 5.02% stake in African Rainbow Minerals on May 13, 2026, taking a sizeable institutional position in the company (Key Developments).ナラティブ更新 • Apr 30
ARI: Higher PGM Basket Prices Will Support Stronger 1H F2026 Earnings
Analysts have slightly increased their price target on African Rainbow Minerals to ZAR265 from ZAR263, reflecting updated assumptions regarding revenue growth, profit margins and future P/E expectations. What's in the News African Rainbow Minerals issued earnings guidance for the six months ending 31 December 2025, covering 1H F2026 basic earnings and earnings per share (Key Developments).ナラティブ更新 • Apr 11
ARI: Earnings Guidance And PGM Pricing Will Shape A Balanced Outlook
Analysts have lifted their fair value estimate for African Rainbow Minerals from ZAR252 to ZAR263, citing updated assumptions for discount rates, profit margins, and a slightly higher future P/E multiple. What's in the News African Rainbow Minerals issued earnings guidance for the six months ending 31 December 2025, covering 1H F2026 (Key Developments).ナラティブ更新 • Mar 28
ARI: Higher PGM Basket Prices And Earnings Guidance Will Support Future Upside
Analysts have nudged their price target for African Rainbow Minerals up slightly from ZAR249 to ZAR252, pointing to updated assumptions around discount rate, revenue growth, profit margin and a lower future P/E multiple. What's in the News African Rainbow Minerals issued earnings guidance for the six months ending 31 December 2025, covering 1H F2026 (Key Developments).ナラティブ更新 • Mar 14
ARI: Higher Earnings Guidance And PGM Price Shift Will Support Upside Potential
The analyst price target for African Rainbow Minerals has shifted from about ZAR233.33 to ZAR249.00. Analysts point to updated assumptions for discount rates, revenue growth, profit margins and future P/E to justify the change.ナラティブ更新 • Feb 28
ARI: Stable Fair Value And Earnings Guidance Will Shape A Balanced Outlook
Analysts have left their ZAR fair value estimate for African Rainbow Minerals broadly unchanged at about ZAR233.33 per share, citing only minimal technical adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News African Rainbow Minerals issued earnings guidance for the six months ending 31 December 2025, covering its 1H F2026 period.ナラティブ更新 • Feb 13
ARI: Adjusted Margins And Lower Discount Rate Will Shape A Balanced Outlook
Analysts have raised their price target for African Rainbow Minerals to ZAR233.33 from ZAR224.17, reflecting updated assumptions for slightly lower discount rates, adjusted profit margins, and a modestly higher future P/E multiple. Valuation Changes Fair Value: Updated from ZAR224.17 to ZAR233.33, a modest upward adjustment in the estimated value per share.
新しいナラティブ • Feb 05
Long Life Ferrous Assets And Copper Expansion Will Reshape This Miner’s Future Profile
Catalysts About African Rainbow Minerals African Rainbow Minerals is a diversified mining group with operations in iron ore, manganese, PGMs, coal and base metals, alongside equity interests in other mining companies. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Jan 30
ARI: Updated Revenue And Margin Assumptions Will Shape A More Balanced Outlook
Analysts have lifted their price target for African Rainbow Minerals from R202.50 to about R224.17, reflecting updated views on revenue growth, profit margins and future P/E assumptions. Valuation Changes The fair value estimate has been adjusted from ZAR202.50 to about ZAR224.17 per share, implying a higher central valuation range.分析記事 • Jan 27
African Rainbow Minerals Limited's (JSE:ARI) 28% Share Price Surge Not Quite Adding Up
African Rainbow Minerals Limited ( JSE:ARI ) shares have continued their recent momentum with a 28% gain in the last...新しいナラティブ • Jan 22
Costly PGM Expansion And Concentrated Assets Will Pressure Margins And Future Stability
Catalysts About African Rainbow Minerals African Rainbow Minerals is a South African diversified miner with operations in iron ore, manganese, coal, PGMs and related base metals, plus equity interests in other mining companies. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Jan 16
ARI: Higher Margin Assumptions Will Shape A More Balanced Outlook
Analysts have nudged their price target for African Rainbow Minerals higher to R202.50 from about R197.33, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples as key inputs in their revised models. Valuation Changes Consensus Analyst Price Target: The fair value estimate has risen slightly from ZAR197.33 to ZAR202.50.分析記事 • Dec 02
Is African Rainbow Minerals (JSE:ARI) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Nov 06
Subdued Growth No Barrier To African Rainbow Minerals Limited's (JSE:ARI) Price
African Rainbow Minerals Limited's ( JSE:ARI ) price-to-sales (or "P/S") ratio of 2.8x may not look like an appealing...分析記事 • Sep 12
Some May Be Optimistic About African Rainbow Minerals' (JSE:ARI) Earnings
African Rainbow Minerals Limited's ( JSE:ARI ) earnings announcement last week didn't impress shareholders. While the...分析記事 • Sep 10
Analysts Just Made A Major Revision To Their African Rainbow Minerals Limited (JSE:ARI) Revenue Forecasts
One thing we could say about the analysts on African Rainbow Minerals Limited ( JSE:ARI ) - they aren't optimistic...分析記事 • Sep 08
African Rainbow Minerals (JSE:ARI) Is Due To Pay A Dividend Of ZAR6.00
African Rainbow Minerals Limited's ( JSE:ARI ) investors are due to receive a payment of ZAR6.00 per share on 6th of...分析記事 • Jul 24
African Rainbow Minerals Limited's (JSE:ARI) Business Is Yet to Catch Up With Its Share Price
With a price-to-earnings (or "P/E") ratio of 11.8x African Rainbow Minerals Limited ( JSE:ARI ) may be sending bearish...分析記事 • Apr 25
Getting In Cheap On African Rainbow Minerals Limited (JSE:ARI) Is Unlikely
There wouldn't be many who think African Rainbow Minerals Limited's ( JSE:ARI ) price-to-earnings (or "P/E") ratio of...分析記事 • Mar 20
African Rainbow Minerals (JSE:ARI) Has Announced That Its Dividend Will Be Reduced To ZAR4.50
The board of African Rainbow Minerals Limited ( JSE:ARI ) has announced it will be reducing its dividend by 25% from...
新しいナラティブ • Feb 09
Cost Reductions And Production Trials May Boost Future Revenues
African Rainbow Minerals seeks to boost revenues by increasing ore production, optimizing mine operations, and enhancing manganese export logistics.分析記事 • Jan 16
Earnings Tell The Story For African Rainbow Minerals Limited (JSE:ARI)
With a median price-to-earnings (or "P/E") ratio of close to 10x in South Africa, you could be forgiven for feeling...分析記事 • Dec 10
Is African Rainbow Minerals (JSE:ARI) Using Debt In A Risky Way?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Oct 08
Returns On Capital Signal Tricky Times Ahead For African Rainbow Minerals (JSE:ARI)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...分析記事 • Sep 15
Some Investors May Be Willing To Look Past African Rainbow Minerals' (JSE:ARI) Soft Earnings
The subdued market reaction suggests that African Rainbow Minerals Limited's ( JSE:ARI ) recent earnings didn't contain...分析記事 • Sep 09
African Rainbow Minerals' (JSE:ARI) Dividend Will Be ZAR9.00
African Rainbow Minerals Limited ( JSE:ARI ) will pay a dividend of ZAR9.00 on the 7th of October. The yield is still...分析記事 • Aug 20
African Rainbow Minerals Limited's (JSE:ARI) Shares Not Telling The Full Story
There wouldn't be many who think African Rainbow Minerals Limited's ( JSE:ARI ) price-to-earnings (or "P/E") ratio of...分析記事 • Jun 03
Returns On Capital Signal Tricky Times Ahead For African Rainbow Minerals (JSE:ARI)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • May 11
Here's Why African Rainbow Minerals (JSE:ARI) Can Manage Its Debt Responsibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Apr 19
Market Might Still Lack Some Conviction On African Rainbow Minerals Limited (JSE:ARI) Even After 26% Share Price Boost
African Rainbow Minerals Limited ( JSE:ARI ) shares have had a really impressive month, gaining 26% after a shaky...株主還元
| ARI | ZA Metals and Mining | ZA 市場 | |
|---|---|---|---|
| 7D | 13.1% | 18.4% | 4.4% |
| 1Y | 1.0% | 22.2% | 14.5% |
業界別リターン: ARI過去 1 年間で22.2 % の収益を上げたZA Metals and Mining業界を下回りました。
リターン対市場: ARIは、過去 1 年間で14.5 % のリターンを上げたZA市場を下回りました。
価格変動
| ARI volatility | |
|---|---|
| ARI Average Weekly Movement | 6.9% |
| Metals and Mining Industry Average Movement | 8.4% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in ZA Market | 10.1% |
| 10% least volatile stocks in ZA Market | 2.7% |
安定した株価: ARI 、 ZA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: ARIの 週次ボラティリティ ( 7% ) 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 |
|---|---|---|---|
| 1933 | n/a | Velile Tobias | arm.co.za |
アフリカン・レインボー・ミネラルズ社は、その子会社を通じて、南アフリカ、マレーシア、スイスで多角的な鉱業・鉱物事業を展開している。白金族金属、ニッケル、石炭、鉄鉱石、銅、マンガン鉱石、クロムのほか、金鉱床の探査も行っている。アフリカン・レインボー・ミネラル社は1933年に設立され、南アフリカのサントンに本社を置いている。
African Rainbow Minerals Limited 基礎のまとめ
| ARI 基礎統計学 | |
|---|---|
| 時価総額 | R38.83b |
| 収益（TTM） | R1.29b |
| 売上高(TTM) | R13.81b |
30.1x
PER（株価収益率2.8x
P/SレシオARI は割高か？
公正価値と評価分析を参照収益と収入
| ARI 損益計算書（TTM） | |
|---|---|
| 収益 | R13.81b |
| 売上原価 | R11.26b |
| 売上総利益 | R2.55b |
| その他の費用 | R1.26b |
| 収益 | R1.29b |
直近の収益報告
Dec 31, 2025
次回決算日
Sep 04, 2026
| 一株当たり利益（EPS） | 6.17 |
| グロス・マージン | 18.45% |
| 純利益率 | 9.33% |
| 有利子負債／自己資本比率 | 1.5% |
ARI 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
5.6%
現在の配当利回り165%
配当性向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 | 2026/08/10 21:17 |
| 終値 | 2026/08/07 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/06/30 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
African Rainbow Minerals Limited 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16
| アナリスト | 機関 |
|---|---|
| Ayan Ghosh | Avior Capital Markets |
| Caroline Learmonth | Barclays |
| Patrick Mann | BofA Global Research |