View Financial HealthCMOC Group 배당 및 자사주 매입배당 기준 점검 3/6CMOC Group 수익으로 충분히 충당되는 현재 수익률 1.44% 보유한 배당금 지급 회사입니다. 다음 지급일은 24th June, 2026 이며 배당락일은 다음과 같습니다. 18th May, 2026.핵심 정보1.4%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률3.1%배당 성장률20.1%다음 배당 지급일24 Jun 26배당락일18 May 26주당 배당금n/a배당 성향25%최근 배당 및 자사주 매입 업데이트공지 • Apr 29CMOC Group Limited Approves Final Dividend for the Financial Year End 31 December 2025, Payable on 24 June 2026CMOC Group Limited at its 2025 annual general meeting, the 2026 first class meeting of A Shareholders and the 2026 first class meeting of H Shareholders held on 28 April 2026, Company will pay a Final Dividend of RMB 0.286 per Share (tax inclusive) for the year ended 31 December 2025 to H Shareholders whose names appeared on the register of members of H Shares of the Company (the ‘H Shares Register of Members’) on 26 May 2026 (the ‘Reference Date’). The actual amount of H Shares dividend paid in Hong Kong dollars is calculated based on the average of the central parity rate of Renminbi against Hong Kong dollar as announced by the People's Bank of China one calendar week immediately preceding 28 April 2026, the date of the AGM at which the Final Dividend is declared, (i.e. RMB 0.876156 against HKD 1.00), being a cash dividend of HKD 0.32643 per H Share (tax inclusive). In order to determine the list of H Shareholders who are entitled to receive the Final Dividend, the H Shares Register of Members will be closed from 20 May 2026 to 26 May 2026 (both days inclusive), during which period no transfer of H Shares will be effected. H Shareholders whose names appear on the H Shares Register of Members on the Reference Date (i.e. 26 May 2026) will be entitled to receive the Final Dividend. In order for the H Shareholders to qualify for receiving the Final Dividend, H Shareholders whose H Shares are not registered in their names should complete and lodge their respective instruments of transfer together with the relevant H Share certificates with Computershare Hong Kong Investor Services Limited, the Company's H Share registrar in Hong Kong, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, and in any case no later than 4:30 p.m. on 19 May 2026. The Company will appoint a receiving agent in Hong Kong (the ‘Receiving Agent’) and will pay to such Receiving Agent the Final Dividend declared for payment to H Shareholders. The Final Dividend will be paid by the Receiving Agent on 24 June 2026.공지 • Mar 28CMOC Group Limited Proposes Final Ordinary Dividend for the Financial Year End 31 December 2025CMOC Group Limited proposed final ordinary dividend of RMB 2.86 per 10 share for the financial year end 31 December 2025.공지 • Mar 21CMOC Group Limited Announces Final Ordinary Dividend for the Financial Year End 31 December 2024CMOC Group Limited announced final ordinary dividend of RMB 2.55 per 10 share for the financial year end 31 December 2024.Declared Dividend • Jun 12Dividend of HK$0.17 announcedShareholders will receive a dividend of HK$0.17. Ex-date: 27th June 2024 Payment date: 26th July 2024 Dividend yield will be 21%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • Mar 23CMOC Group Limited Proposes Final Dividend for the Year Ended 31 December 2023CMOC Group Limited proposed final dividend of RMB 1.5425 per 10 share for the year ended 31 December 2023.Upcoming Dividend • Jun 22Upcoming dividend of HK$0.094 per share at 2.2% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 27 July 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.7%).모든 업데이트 보기Recent updates공지 • Apr 29CMOC Group Limited Approves Final Dividend for the Financial Year End 31 December 2025, Payable on 24 June 2026CMOC Group Limited at its 2025 annual general meeting, the 2026 first class meeting of A Shareholders and the 2026 first class meeting of H Shareholders held on 28 April 2026, Company will pay a Final Dividend of RMB 0.286 per Share (tax inclusive) for the year ended 31 December 2025 to H Shareholders whose names appeared on the register of members of H Shares of the Company (the ‘H Shares Register of Members’) on 26 May 2026 (the ‘Reference Date’). The actual amount of H Shares dividend paid in Hong Kong dollars is calculated based on the average of the central parity rate of Renminbi against Hong Kong dollar as announced by the People's Bank of China one calendar week immediately preceding 28 April 2026, the date of the AGM at which the Final Dividend is declared, (i.e. RMB 0.876156 against HKD 1.00), being a cash dividend of HKD 0.32643 per H Share (tax inclusive). In order to determine the list of H Shareholders who are entitled to receive the Final Dividend, the H Shares Register of Members will be closed from 20 May 2026 to 26 May 2026 (both days inclusive), during which period no transfer of H Shares will be effected. H Shareholders whose names appear on the H Shares Register of Members on the Reference Date (i.e. 26 May 2026) will be entitled to receive the Final Dividend. In order for the H Shareholders to qualify for receiving the Final Dividend, H Shareholders whose H Shares are not registered in their names should complete and lodge their respective instruments of transfer together with the relevant H Share certificates with Computershare Hong Kong Investor Services Limited, the Company's H Share registrar in Hong Kong, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, and in any case no later than 4:30 p.m. on 19 May 2026. The Company will appoint a receiving agent in Hong Kong (the ‘Receiving Agent’) and will pay to such Receiving Agent the Final Dividend declared for payment to H Shareholders. The Final Dividend will be paid by the Receiving Agent on 24 June 2026.공지 • Apr 08CMOC Group Limited, Annual General Meeting, Apr 28, 2026CMOC Group Limited, Annual General Meeting, Apr 28, 2026, at 13:30 China Standard Time. Location: conference room 4, 2nd floor, international hotel luoyang, no. 239 kaiyuan street, luolong district, luoyang city, henan province, China공지 • Mar 30CMOC Group Limited to Report Q1, 2026 Results on Apr 25, 2026CMOC Group Limited announced that they will report Q1, 2026 results on Apr 25, 2026공지 • Mar 28CMOC Group Limited Proposes Final Ordinary Dividend for the Financial Year End 31 December 2025CMOC Group Limited proposed final ordinary dividend of RMB 2.86 per 10 share for the financial year end 31 December 2025.공지 • Jan 24CMOC Group Limited (SHSE:603993) acquired Aurizona Mine, RDM Mine and Bahia Complex in Brazil of Equinox Gold Corp. (TSX:EQX).CMOC Group Limited (SHSE:603993) agreed to acquire Aurizona Mine, RDM Mine and Bahia Complex in Brazil of Equinox Gold Corp. (TSX:EQX) for $1.0 billion on December 13, 2025. A cash consideration of $900 million will be paid by CMOC Group Limited. CMOC Group Limited will pay an earnout/contingent payment of $115 million cash following the one-year anniversary of closing if certain production thresholds are met such as 12.5% of revenue for production between 200,000 and 280,000 ounces and $115 million if production equals or exceeds 280,000 ounces. As part of consideration, $1.01 billion is paid towards assets of Aurizona Mine, RDM Mine and Bahia Complex in Brazil. The transaction will be funded by cash in hand. Closing is expected in the first quarter of 2026, subject to regulatory approvals and other customary conditions and pre-closing reorganize. The proceeds from transaction will be used to fully repay $500 million Term Loan and $300 million Sprott Loan, and reducing revolving credit facility. Following close of the Transaction, Equinox Gold’s production platform will consist of the Valentine and Greenstone mines in Canada, the Mesquite mine in California, and the El Limón and Libertad mines in Nicaragua. As of December 15, 2025, CMOC Group Limited's board of directors have approved the transaction. BMO Capital Markets acted as financial advisor for Equinox Gold Corp. BMO Capital Markets acted as fairness opinion provider for Equinox Gold Corp. Blake, Cassels & Graydon LLP led by Bob Wooder, Steven McKoen, Arina Polyachek acted as legal advisor for Equinox Gold Corp. Pedro A. Garcia, Beatriz Paulo de Frontin, Leonardo Maniglia Duarte and Ian de Porto Alegre Muniz, Maria Cecília Vieira,Elisa Rezende of Veirano Advogados acted as legal advisor for Equinox Gold Corp. Canaccord Genuity Corp. acted as financial advisor for CMOC Group Limited. McCarthy Tétrault LLP led by Roger Taplin and Shawn Doyle acted as legal advisor for CMOC Group Limited. Claudio Oksenberg, Adriano Drummond Trindade, Thais Rodrigues, Paula Camara, Antonio Augusto Reis of Mattos Filho, Veiga Filho, Marrey Jr. e Quiroga Advogados acted as legal advisor for CMOC Group Limited. Daniella Dimitrov, Jacqlin Anthony, Erik Coates In-house counsel to Equinox advised in the transaction. CMOC Group Limited (SHSE:603993) completed the acquisition of Aurizona Mine, RDM Mine and Bahia Complex in Brazil of Equinox Gold Corp. (TSX:EQX) on January 23, 2026.공지 • Jan 16CMOC Group Limited Provides Preliminary Unaudited Earnings Guidance for the Year Ended 31 December 2025CMOC Group Limited provided preliminary unaudited earnings guidance for the year ended 31 December 2025. For the year, the company expects net profit attributable to shareholders of the Company will be between RMB 20,000 million to RMB 20,800 million, representing an increase of RMB 6,468 million to RMB 7,268 million, or 47.80% to 53.71% as compared with the same period of last year. Net profit attributable to the shareholders of the Company after deduction of non-recurring loss/profit will be between RMB 20,400 million to RMB 21,200 million, representing an increase of RMB 7,281 million to RMB 8,081 million, or 55.50% to 61.60% as compared with the same period of last year. The significant increase in the results of the Company for the year of 2025 as compared with the same period of last year is attributable to the increase in both the sales volume and prices of the Company's major products, which, coupled with the effective control of operating costs.공지 • Dec 26CMOC Group Limited to Report Fiscal Year 2025 Results on Mar 28, 2026CMOC Group Limited announced that they will report fiscal year 2025 results on Mar 28, 2026공지 • Sep 30CMOC Group Limited to Report Q3, 2025 Results on Oct 25, 2025CMOC Group Limited announced that they will report Q3, 2025 results on Oct 25, 2025공지 • Jul 17CMOC Group Limited Provides Preliminary Earnings Guidance for the the First Half from 1 January 2025 to 30 June 2025The board of directors of CMOC Group Limited announced that based on the preliminary estimation by the financial department of the Company, during the period of advance notice for results from 1 January 2025 to 30 June 2025, the company estimated that the net profit attributable to shareholders of the Company for the first half of 2025 will be RMB 8,200 million to RMB 9,100 million, representing an increase of RMB 2,783 million to RMB 3,683 million, or 51.37% to 67.98% as compared with the same period of last year. It is estimated that the net profit attributable to the shareholders of the Company after deduction of non-recurring loss/profit for the first half of 2025 will be RMB 8,300 million to RMB 9,200 million, representing an increase of RMB 2,675 million to RMB 3,575 million, or 47.55% to 63.55% as compared with the same period of last year. For the first half of 2025, the output of the Company's copper and cobalt mineral products recorded an increase, and the comprehensive economies of scale gradually emerged. The output of copper metal was 353,570 tonnes, representing an increase of 12.68% as compared with the same period of last year; the output of cobalt metal was 61,073 tonnes, representing an increase of 13.05% as compared with the same period of last year. The significant increase in the results of the Company for the first half of 2025 as compared with the same period of last year is attributable to the increase in the selling prices of the major products copper and cobalt and the increase in the output and sales of copper products as compared with the same period of last year.공지 • Jun 30CMOC Group Limited to Report First Half, 2025 Results on Aug 23, 2025CMOC Group Limited announced that they will report first half, 2025 results on Aug 23, 2025공지 • Jun 24CMOC Group Limited(SHSE:603993) dropped from Shanghai Stock Exchange 180 Value IndexChina Molybdenum Co., Ltd. has been removed from Shanghai Stock Exchange 180 Value Index.공지 • Apr 28+ 1 more updateCMOC Group Limited Announces Board Resignations and Appointment of Senior Management MembersThe board of directors of CMOC Group Limited announced that it has received written resignation letters from Mr. Yuan Honglin (‘Mr. Yuan’) and Mr. Li Chaochun (‘Mr. Li’). Due to personal reasons, Mr. Yuan has submitted his resignation to the Board, requesting to resign from his positions as the chairman of the Board, non-executive Director, and members of the relevant Board committees. His resignation will become effective upon the approval of the resolution to appoint additional Directors to fill the vacancies at the shareholder's meeting of the Company. Prior to the effectiveness of his resignation, Mr. Yuan will continue to perform his duties in the aforementioned positions. Due to personal reasons, Mr. Li has submitted his resignation to the Board, requesting to resign from his positions as the vice chairman of the Board, executive Director, member of the strategic and sustainable committee, and chief investment officer. His resignation will become effective on the date of delivery of his resignation letter to the Board (i.e., 25 April 2025). The Board announced that it has resolved to appoint Mr. Que Chaoyang (‘Mr. Que’) as the executive vice president and chief operating officer, Mr. Liu Jianfeng (‘Mr. Liu’) as the chief investment officer, and Mr. Kenny Ives (‘Mr. Ives’) as the vice president and chief commercial officer, respectively, with effect from the date of this announcement (i.e., 25 April 2025) until the date of the 2026 annual general meeting of the Company. Mr. Que Chaoyang, born in September 1970, graduated from China University of Geosciences (Beijing) with a Ph.D. in Ore Deposit Geology. He is a professor-level senior engineer in Mining, a geological engineer, the deputy chairman of the National Technical Committee on Gold of Standardization Administration of China and a member of Australian Institute of Geoscientists (Competent Person under JORC and NI 43-101 Codes). He has previously served as the general manager of multiple large-scale projects, regional companies and business divisions both at home and abroad of Zijin Mining Group Co., Ltd, as well as the vice president and chief engineer of Zijin Mining Group. Mr. Que has extensive experience in mining investment and mergers and acquisitions, exploration, project construction and operation. Mr. Liu Jianfeng, born in January 1977, holds a Bachelor's degree in Economics from Central University of Finance and Economics, a Master's degree in Law from China University of Political Science and Law, as well as a Master of Business Administration (MBA) and a Master of Laws (LL.M.) from Boston College. He is a Certified Public Accountant (CPA) in Australia and qualified as a PRC Lawyer. With over 20 years of deep involvement in the natural resources sector, Mr. Liu has successively served as the commercial director of CNOOC, an executive director and the CFO of Roc Oil of Fosun International, the executive president and CFO of Geo-Jade Petroleum, an executive director (from January 2023 to February 2025) and the president of ENN Energy Holdings Limited, as well as a vice chairman of the board and non-executive director (from February 2023 to April 2025) of Huzhou Gas Co. Ltd. He has led multiple large scale cross-border mergers and acquisitions and resources integration projects, and continuously promoted corporate strategic upgrading and comprehensive operational improvement. Mr. Liu has repeatedly won authoritative awards such as ‘Best CFO’ by Institutional Investor and ‘China CFO of the Year’ in 2022 by New Finance. His long-term professional accumulation provides key support for corporate governance optimization and sustainable development. Mr. Kenny Ives, born in December 1976, graduated from Brasenose College, Oxford University in 1998 with a Bachelors in Geography. From September 1998 until May 2021, Mr. Ives worked at Glencore. Mr. Ives headed Glencore's Nickel Division from 2011 until 2021 when he retired. He joined IXM as CEO in September 2022 driving IXMs rapid transformation. With over 25 years of expertise in international physical commodity marketing and trading, operations, risk management and building and leading teams, Mr. Ives combines deep experience with a passion for mining and commodity trading.공지 • Mar 28CMOC Group Limited to Report Q1, 2025 Results on Apr 26, 2025CMOC Group Limited announced that they will report Q1, 2025 results on Apr 26, 2025공지 • Mar 21CMOC Group Limited Announces Final Ordinary Dividend for the Financial Year End 31 December 2024CMOC Group Limited announced final ordinary dividend of RMB 2.55 per 10 share for the financial year end 31 December 2024.공지 • Jan 23CMOC Group Limited Provides Earnings Guidance for the Year Ended 31 December 2024CMOC Group Limited provided earnings guidance for the year ended 31 December 2024. For the year, it is estimated that the net profit attributable to shareholders of the Company for the year of 2024 will be RMB 12,800 million to RMB 14,200 million, representing an increase of RMB 4,550 million to RMB 5,950 million, or 55.15% to 72.12% as compared with the same period of last year. It is estimated that the net profit attributable to the shareholders of the Company after deduction of non-recurring loss/profit for the year of 2024 will be RMB 12,400 million to RMB 13,800 million, representing an increase of RMB 6,167 million to RMB 7,567 million, or 98.94% to 121.40% as compared with the same period of last year. The significant increase in the results of the Company for the year of 2024 as compared with the same period of last year is attributable to the significant increase in the output and sales of copper and cobalt products as compared with the same period of last year, which, coupled with the year- on-year increase in the price of copper products and the remarkable results in its measures to reduce costs and increase efficiency, resulted in a year-on-year increase in the Company's profit.공지 • Dec 27CMOC Group Limited to Report Fiscal Year 2024 Results on Apr 30, 2025CMOC Group Limited announced that they will report fiscal year 2024 results on Apr 30, 2025Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.08 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.08 in 3Q 2023). Revenue: CN¥51.9b (up 16% from 3Q 2023). Net income: CN¥2.86b (up 64% from 3Q 2023). Profit margin: 5.5% (up from 3.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.공지 • Sep 30CMOC Group Limited to Report Q3, 2024 Results on Oct 26, 2024CMOC Group Limited announced that they will report Q3, 2024 results on Oct 26, 2024Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.018 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.15 (up from CN¥0.018 in 2Q 2023). Revenue: CN¥56.7b (up 34% from 2Q 2023). Net income: CN¥3.35b (up CN¥2.96b from 2Q 2023). Profit margin: 5.9% (up from 0.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €0.72. The fair value is estimated to be €0.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.공지 • Jun 29CMOC Group Limited to Report First Half, 2024 Results on Aug 24, 2024CMOC Group Limited announced that they will report first half, 2024 results on Aug 24, 2024공지 • Jun 21CITIC Guoan Industrial Group Co., Ltd. entered into entered into an equity transfer agreement to acquire 65.10% stake in Xinjiang Luomu Mining Co., Ltd from CMOC Group Limited (SEHK:3993) for CNY 2.9 billion.CITIC Guoan Industrial Group Co., Ltd. entered into entered into an equity transfer agreement to acquire 65.10% stake in Xinjiang Luomu Mining Co., Ltd from CMOC Group Limited (SEHK:3993) for CNY 2.9 billion on June 19, 2024. A cash consideration of CNY 2.9 billion will be paid by CITIC Guoan Industrial Group Co., Ltd. As part of consideration, CNY 2.9 billion is paid towards common equity of Xinjiang Luomu Mining Co., Ltd. As of April 30, 2024, Xinjiang Luomu Mining Co., Ltd reported total assets of CNY 1.34 billion and total common equity of CNY 1.34 billion. The transaction is subject to approval of offer by shareholders of Xinjiang Luomu Mining Co., Ltd, and the deal has been approved by board of directors of CMOC Group Limited.공지 • Jun 20CMOC to Sell 65.1% Stake in Unit to CITIC GuoanCMOC Group Limited (SEHK:3993) said it plans to sell 65.1% stake in unit to CITIC Guoan Information Industry Co., Ltd. (SZSE:000839) for CNY 2.9 billion ($399.62 million).Board Change • Jun 13Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Kaiguo Wang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공지 • Jun 13Cmoc Group Limited Announces Committee ChangesCMOC Group Limited announced that Audit and Risk Committee comprises the following Directors: Ms. Gu Hongyu (independent non-executive Director) (Chairman); Mr. Cheng Gordon (independent non-executive Director); Mr. Yuan Honglin (non-executive Director). Nomination and Governance Committee comprises the following Directors: Mr. Wang Kaiguo (independent non-executive Director) (Chairman); Mr. Yuan Honglin (non-executive Director) (Vice Chairman); Ms. Gu Hongyu (independent non-executive Director); Mr. Cheng Gordon (independent non-executive Director); Remuneration Committee comprises the following Directors: Mr. Wang Kaiguo (independent non-executive Director) (Chairman). Ms. Gu Hongyu (independent non-executive Director). Mr. Yuan Honglin (non-executive Director). Strategic and Sustainability Committee comprises the following Directors: Mr. Yuan Honglin (non-executive Director) (Chairman); Mr. Sun Ruiwen (executive Director); Mr. Li Chaochun (executive Director); Mr. Lin Jiuxin (non-executive Director); Mr. Jiang Li (non-executive Director); Mr. Wang Kaiguo (independent non-executive Director). The Board resolved to approve the composition of the Investment Committee; Mr. Yuan Honglin (non-executive Director); Mr. Sun Ruiwen (executive Director); Mr. Li Chaochun (executive Director) (Chairman); and Mr. Li Guojun (vice president and chief financial officer). Mr. Xu and Ms. Ng Sau Mei ("Ms. Ng"), remain as the joint company secretaries; Mr. Xu Hui, born in September 1978, graduated with a bachelor's degree in Investment Economics Management. From July 2001 to September 2022, he served at Great Wall Motor Company Limited successively as the director of securities and legal department, the secretary to the board of directors, and the chairman of the financial business segment, responsible for information disclosure, investor relationship management, corporate financing, equity investment, legal and compliance, business financial management and other relevant works. Since 2022, he has been the board secretary and joint company secretary of the Company.Declared Dividend • Jun 12Dividend of HK$0.17 announcedShareholders will receive a dividend of HK$0.17. Ex-date: 27th June 2024 Payment date: 26th July 2024 Dividend yield will be 21%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • Jun 08+ 1 more updateCMOC Group Limited Announces Board ChangesCMOC Group Limited announced that at the AGM was held on 7 June 2024, the company approved the appointment of Mr. Wang Kaiguo as independent non-executive Director, Ms. Gu Hongyu as independent non-executive Director, Mr. Cheng Gordon as independent non-executive Director. As disclosed in the announcement of the Company dated 29 April 2024, Mr. Wang Gerry Yougui, Ms. Yan Ye and Mr. Li Shuhua ceased to act as Directors due to the expiration of the term of office of the sixth session of the Board with effect from the conclusion of the AGM. Mr. Wang Gerry Yougui, Ms. Yan Ye and Mr. Li Shuhua confirm that they have no disagreement with the Board and there is no matter that needs to be brought to the attention of the Shareholders. The Company pays high tribute to Mr. Wang Gerry Yougui, Ms. Yan Ye and Mr. Li Shuhua, the independent non-executive Directors who retired due to expiration of the term of office, and would like to express its sincere gratitude to them for their dedication and diligence, and outstanding contribution to the development and compliant operation of the Company during their tenure.Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.015 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.10 (up from CN¥0.015 in 1Q 2023). Revenue: CN¥46.1b (up 4.2% from 1Q 2023). Net income: CN¥2.07b (up CN¥1.75b from 1Q 2023). Profit margin: 4.5% (up from 0.7% in 1Q 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공지 • Apr 27CMOC Group Limited, Annual General Meeting, Jun 07, 2024CMOC Group Limited, Annual General Meeting, Jun 07, 2024. Agenda: To proposed amendments.공지 • Mar 30CMOC Group Limited to Report Q1, 2024 Results on Apr 30, 2024CMOC Group Limited announced that they will report Q1, 2024 results on Apr 30, 2024공지 • Mar 23CMOC Group Limited Proposes Final Dividend for the Year Ended 31 December 2023CMOC Group Limited proposed final dividend of RMB 1.5425 per 10 share for the year ended 31 December 2023.New Risk • Mar 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 German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 13Full year 2023 earnings released: EPS: CN¥0.38 (vs CN¥0.28 in FY 2022)Full year 2023 results: EPS: CN¥0.38 (up from CN¥0.28 in FY 2022). Revenue: CN¥186.3b (up 7.7% from FY 2022). Net income: CN¥8.25b (up 36% from FY 2022). Profit margin: 4.4% (up from 3.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공지 • Dec 29CMOC Group Limited to Report Fiscal Year 2023 Results on Mar 23, 2024CMOC Group Limited announced that they will report fiscal year 2023 results on Mar 23, 2024Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CN¥0.081 (vs CN¥0.055 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.081 (up from CN¥0.055 in 3Q 2022). Revenue: CN¥45.0b (up 11% from 3Q 2022). Net income: CN¥1.74b (up 50% from 3Q 2022). Profit margin: 3.9% (up from 2.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: CN¥0.018 (vs CN¥0.11 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.018 (down from CN¥0.11 in 2Q 2022). Revenue: CN¥42.4b (down 10% from 2Q 2022). Net income: CN¥386.0m (down 84% from 2Q 2022). Profit margin: 0.9% (down from 5.0% in 2Q 2022). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.공지 • Jul 21CMOC Group Limited Signs Settlement Agreement with Tenke Fungurume Mining S.A. and La Générale des Carrières et des Mines S.ACMOC Group Limited announced that on 18 April 2023, local time in the DRC, the Company and La Générale des Carrières et des Mines S.A. reached a consensus on the issue of TFM royalties. Through candid communications and friendly consultations, a settlement agreement was signed recently between the Company, Tenke Fungurume Mining S.A. (TFM) and Gécamines based on respect of history of the project and serving the win-win goal out of consideration of both short-term interests and long-term development of the parties. According to the Settlement Agreement, the parties agree to update accordingly the joint-venture documentation, and in particular agree on the following: The total amount of the settlement payment resolving the dispute is USD 800 million, payable by TFM to Gécamines over six years from 2023 to 2028. TFM will pay cumulatively to Gécamines a minimum amount of USD 1.2 billion of dividends over the current project service period starting from 2023 (inclusive). All parties also reached a number of consensuses on future additional reserves and on the future operation and management of TFM. Gécamines will be entitled to 20% of the total value of the project's subcontracting and the right to acquire a volume of production proportional to its 20% stake in TFM on market terms and in compliance with Congolese laws. Given rising commodity prices over recent years, there is expectation in the DRC on the mining industry to play a stronger role in promoting economic development and job creation to achieve rebalancing of interests. The Company and Gécamines will further strengthen the joint venture partnership, and jointly expand cooperation in areas including the new energy industry, committing to promoting the economic development and people's well-being of the DRC, and making greater contributions to the friendly cooperation between China and the DRC. The Settlement Agreement and the payments under the Settlement Agreement are not expected to have a material adverse impact on the Company's operating results for year 2023 and future years. The smooth progress of the execution of the Settlement Agreement will further release the production capacity of TFM copper-cobalt mine, which is conducive to further improving the Company's profitability and core competitiveness while strengthening the Company's main business and consolidating the Company's leading position in the international mining industry.New Risk • Jul 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change).Upcoming Dividend • Jun 22Upcoming dividend of HK$0.094 per share at 2.2% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 27 July 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.7%).공지 • Jun 12+ 1 more updateCMOC Group Limited Announces Board ChangesCMOC Group Limited announced the following board Changes: APPOINTMENT OF NON-EXECUTIVE DIRECTORS: Immediately following the passing of the above special resolutions numbered 19 and 20 by the Shareholders at the AGM, the Board announced that Mr. Jiang Li and Mr. Lin Jiuxin have been appointed as non-executive Directors of the sixth session of the Board, the term of which shall commence from the date of conclusion of the AGM and expire at the end of the sixth session of the Board. APPOINTMENT OF NON-EMPLOYEE REPRESENTATIVE SUPERVISOR: Immediately following the passing of the above special resolution numbered 21 by the Shareholders at the AGM, the Board announced that Mr. Zheng Shu has been appointed as a non-employee representative supervisor of the sixth session of the Supervisory Committee, the term of which shall commence from the date of conclusion of the AGM and expire at the end of the sixth session of the Supervisory Committee. RESIGNATION OF NON-EXECUTIVE DIRECTORS, VICE CHAIRMAN OF THE BOARD AND CHAIRPERSON OF THE SUPERVISORY COMMITTEE: As disclosed in the announcement of the Company dated 28 April 2023, immediately after the by-election of additional non-executive Directors and non-employee representative supervisor, Mr. Guo Yimin resigned as a non-executive Director and the vice chairman of the Board, Mr. Cheng Yunlei resigned as a non-executive Director and Ms. Kou Youmin resigned as the chairperson of the Supervisory Committee.Reported Earnings • Mar 18Full year 2022 earnings released: EPS: CN¥0.28 (vs CN¥0.24 in FY 2021)Full year 2022 results: EPS: CN¥0.28 (up from CN¥0.24 in FY 2021). Revenue: CN¥173.0b (flat on FY 2021). Net income: CN¥6.07b (up 19% from FY 2021). Profit margin: 3.5% (up from 2.9% in FY 2021). Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Gerry Wang was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 24Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: CN¥40.7b (down 2.5% from 3Q 2021). Net income: CN¥1.16b (flat on 3Q 2021). Profit margin: 2.8% (in line with 3Q 2021). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 3.3% decline forecast for the Metals and Mining industry in Europe.Reported Earnings • Aug 22Second quarter 2022 earnings released: EPS: CN¥0.11 (vs CN¥0.065 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.11 (up from CN¥0.065 in 2Q 2021). Revenue: CN¥47.2b (up 5.2% from 2Q 2021). Net income: CN¥2.36b (up 68% from 2Q 2021). Profit margin: 5.0% (up from 3.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.9%, compared to a 4.8% growth forecast for the Metals and Mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 22Upcoming dividend of HK$0.084 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 27 July 2022. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (8.3%).Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: CN¥0.084 (vs CN¥0.047 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.084 (up from CN¥0.047 in 1Q 2021). Revenue: CN¥44.5b (up 12% from 1Q 2021). Net income: CN¥1.79b (up 78% from 1Q 2021). Profit margin: 4.0% (up from 2.5% in 1Q 2021). Over the next year, revenue is forecast to grow 3.5%, compared to a 33% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Gerry Wang was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CN¥0.24 (up from CN¥0.11 in FY 2020). Revenue: CN¥173.9b (up 54% from FY 2020). Net income: CN¥5.11b (up 119% from FY 2020). Profit margin: 2.9% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Over the next year, revenue is expected to shrink by 5.8% compared to a 30% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.053 (vs CN¥0.028 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥41.7b (up 24% from 3Q 2020). Net income: CN¥1.15b (up 91% from 3Q 2020). Profit margin: 2.8% (up from 1.8% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Reported Earnings • Aug 23Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥44.9b (up 84% from 2Q 2020). Net income: CN¥1.40b (up 150% from 2Q 2020). Profit margin: 3.1% (up from 2.3% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Executive Departure • Aug 05Company Secretary Yuanbin Yue has left the companyOn the 30th of July, Yuanbin Yue's tenure as Company Secretary ended after 4.4 years in the role. We don't have any record of a personal shareholding under Yuanbin's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.00 years.Upcoming Dividend • Jun 11Upcoming dividend of HK$0.04 per shareEligible shareholders must have bought the stock before 18 June 2021. Payment date: 14 July 2021. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.5%).Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.047 (vs CN¥0.021 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥39.9b (up 78% from 1Q 2020). Net income: CN¥1.01b (up 125% from 1Q 2020). Profit margin: 2.5% (up from 2.0% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 24Full year 2020 earnings released: EPS CN¥0.11 (vs CN¥0.086 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: CN¥113.0b (up 65% from FY 2019). Net income: CN¥2.33b (up 25% from FY 2019). Profit margin: 2.1% (down from 2.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Executive Departure • Mar 13Supervisor has left the companyOn the 11th of March, Zhengyan Wang's tenure as Supervisor ended after 6.1 years in the role. We don't have any record of a personal shareholding under Zhengyan's name. Zhengyan is the only executive to leave the company over the last 12 months.Is New 90 Day High Low • Feb 17New 90-day high: €0.66The company is up 79% from its price of €0.37 on 19 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 71% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.39 per share.Is New 90 Day High Low • Dec 29New 90-day high: €0.50The company is up 72% from its price of €0.29 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 46% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.25 per share.Is New 90 Day High Low • Dec 10New 90-day high: €0.41The company is up 30% from its price of €0.32 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.22 per share.Is New 90 Day High Low • Nov 11New 90-day high: €0.36The company is up 3.0% from its price of €0.34 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.22 per share.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥2.22b, up 27% from the prior year. Total revenue was CN¥115.6b over the last 12 months, up 192% from the prior year.Is New 90 Day High Low • Sep 30New 90-day low: €0.29The company is down 5.0% from its price of €0.30 on 02 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.33 per share.예정된 배당 지급오늘May 08 2026배당락일May 18 2026배당 지급일Jun 24 202637 days (배당락일 기준)다음 배당금을 받으려면 앞으로 10 days일 이내에 매수하세요지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: D7N 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: D7N 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장CMOC Group 배당 수익률 vs 시장D7N의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (D7N)1.4%시장 하위 25% (DE)1.5%시장 상위 25% (DE)4.6%업계 평균 (Metals and Mining)1.5%분석가 예측 (D7N) (최대 3년)3.1%주목할만한 배당금: D7N 의 배당금( 1.44% )은 German 시장에서 배당금 지급자의 하위 25%( 1.48% )와 비교해 주목할 만하지 않습니다.고배당: D7N 의 배당금( 1.44% )은 German 시장에서 배당금 지급자의 상위 25%( 4.58% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 25.2% )로 D7N 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 27.9% )로 D7N 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YDE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 14:06종가2026/05/07 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스CMOC Group Limited는 38명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Miriam ChanBofA Global ResearchXiaohui LauCCB International Securities LimitedHua LiChina Galaxy Securities Co., Ltd.35명의 분석가 더 보기
공지 • Apr 29CMOC Group Limited Approves Final Dividend for the Financial Year End 31 December 2025, Payable on 24 June 2026CMOC Group Limited at its 2025 annual general meeting, the 2026 first class meeting of A Shareholders and the 2026 first class meeting of H Shareholders held on 28 April 2026, Company will pay a Final Dividend of RMB 0.286 per Share (tax inclusive) for the year ended 31 December 2025 to H Shareholders whose names appeared on the register of members of H Shares of the Company (the ‘H Shares Register of Members’) on 26 May 2026 (the ‘Reference Date’). The actual amount of H Shares dividend paid in Hong Kong dollars is calculated based on the average of the central parity rate of Renminbi against Hong Kong dollar as announced by the People's Bank of China one calendar week immediately preceding 28 April 2026, the date of the AGM at which the Final Dividend is declared, (i.e. RMB 0.876156 against HKD 1.00), being a cash dividend of HKD 0.32643 per H Share (tax inclusive). In order to determine the list of H Shareholders who are entitled to receive the Final Dividend, the H Shares Register of Members will be closed from 20 May 2026 to 26 May 2026 (both days inclusive), during which period no transfer of H Shares will be effected. H Shareholders whose names appear on the H Shares Register of Members on the Reference Date (i.e. 26 May 2026) will be entitled to receive the Final Dividend. In order for the H Shareholders to qualify for receiving the Final Dividend, H Shareholders whose H Shares are not registered in their names should complete and lodge their respective instruments of transfer together with the relevant H Share certificates with Computershare Hong Kong Investor Services Limited, the Company's H Share registrar in Hong Kong, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, and in any case no later than 4:30 p.m. on 19 May 2026. The Company will appoint a receiving agent in Hong Kong (the ‘Receiving Agent’) and will pay to such Receiving Agent the Final Dividend declared for payment to H Shareholders. The Final Dividend will be paid by the Receiving Agent on 24 June 2026.
공지 • Mar 28CMOC Group Limited Proposes Final Ordinary Dividend for the Financial Year End 31 December 2025CMOC Group Limited proposed final ordinary dividend of RMB 2.86 per 10 share for the financial year end 31 December 2025.
공지 • Mar 21CMOC Group Limited Announces Final Ordinary Dividend for the Financial Year End 31 December 2024CMOC Group Limited announced final ordinary dividend of RMB 2.55 per 10 share for the financial year end 31 December 2024.
Declared Dividend • Jun 12Dividend of HK$0.17 announcedShareholders will receive a dividend of HK$0.17. Ex-date: 27th June 2024 Payment date: 26th July 2024 Dividend yield will be 21%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • Mar 23CMOC Group Limited Proposes Final Dividend for the Year Ended 31 December 2023CMOC Group Limited proposed final dividend of RMB 1.5425 per 10 share for the year ended 31 December 2023.
Upcoming Dividend • Jun 22Upcoming dividend of HK$0.094 per share at 2.2% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 27 July 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.7%).
공지 • Apr 29CMOC Group Limited Approves Final Dividend for the Financial Year End 31 December 2025, Payable on 24 June 2026CMOC Group Limited at its 2025 annual general meeting, the 2026 first class meeting of A Shareholders and the 2026 first class meeting of H Shareholders held on 28 April 2026, Company will pay a Final Dividend of RMB 0.286 per Share (tax inclusive) for the year ended 31 December 2025 to H Shareholders whose names appeared on the register of members of H Shares of the Company (the ‘H Shares Register of Members’) on 26 May 2026 (the ‘Reference Date’). The actual amount of H Shares dividend paid in Hong Kong dollars is calculated based on the average of the central parity rate of Renminbi against Hong Kong dollar as announced by the People's Bank of China one calendar week immediately preceding 28 April 2026, the date of the AGM at which the Final Dividend is declared, (i.e. RMB 0.876156 against HKD 1.00), being a cash dividend of HKD 0.32643 per H Share (tax inclusive). In order to determine the list of H Shareholders who are entitled to receive the Final Dividend, the H Shares Register of Members will be closed from 20 May 2026 to 26 May 2026 (both days inclusive), during which period no transfer of H Shares will be effected. H Shareholders whose names appear on the H Shares Register of Members on the Reference Date (i.e. 26 May 2026) will be entitled to receive the Final Dividend. In order for the H Shareholders to qualify for receiving the Final Dividend, H Shareholders whose H Shares are not registered in their names should complete and lodge their respective instruments of transfer together with the relevant H Share certificates with Computershare Hong Kong Investor Services Limited, the Company's H Share registrar in Hong Kong, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, and in any case no later than 4:30 p.m. on 19 May 2026. The Company will appoint a receiving agent in Hong Kong (the ‘Receiving Agent’) and will pay to such Receiving Agent the Final Dividend declared for payment to H Shareholders. The Final Dividend will be paid by the Receiving Agent on 24 June 2026.
공지 • Apr 08CMOC Group Limited, Annual General Meeting, Apr 28, 2026CMOC Group Limited, Annual General Meeting, Apr 28, 2026, at 13:30 China Standard Time. Location: conference room 4, 2nd floor, international hotel luoyang, no. 239 kaiyuan street, luolong district, luoyang city, henan province, China
공지 • Mar 30CMOC Group Limited to Report Q1, 2026 Results on Apr 25, 2026CMOC Group Limited announced that they will report Q1, 2026 results on Apr 25, 2026
공지 • Mar 28CMOC Group Limited Proposes Final Ordinary Dividend for the Financial Year End 31 December 2025CMOC Group Limited proposed final ordinary dividend of RMB 2.86 per 10 share for the financial year end 31 December 2025.
공지 • Jan 24CMOC Group Limited (SHSE:603993) acquired Aurizona Mine, RDM Mine and Bahia Complex in Brazil of Equinox Gold Corp. (TSX:EQX).CMOC Group Limited (SHSE:603993) agreed to acquire Aurizona Mine, RDM Mine and Bahia Complex in Brazil of Equinox Gold Corp. (TSX:EQX) for $1.0 billion on December 13, 2025. A cash consideration of $900 million will be paid by CMOC Group Limited. CMOC Group Limited will pay an earnout/contingent payment of $115 million cash following the one-year anniversary of closing if certain production thresholds are met such as 12.5% of revenue for production between 200,000 and 280,000 ounces and $115 million if production equals or exceeds 280,000 ounces. As part of consideration, $1.01 billion is paid towards assets of Aurizona Mine, RDM Mine and Bahia Complex in Brazil. The transaction will be funded by cash in hand. Closing is expected in the first quarter of 2026, subject to regulatory approvals and other customary conditions and pre-closing reorganize. The proceeds from transaction will be used to fully repay $500 million Term Loan and $300 million Sprott Loan, and reducing revolving credit facility. Following close of the Transaction, Equinox Gold’s production platform will consist of the Valentine and Greenstone mines in Canada, the Mesquite mine in California, and the El Limón and Libertad mines in Nicaragua. As of December 15, 2025, CMOC Group Limited's board of directors have approved the transaction. BMO Capital Markets acted as financial advisor for Equinox Gold Corp. BMO Capital Markets acted as fairness opinion provider for Equinox Gold Corp. Blake, Cassels & Graydon LLP led by Bob Wooder, Steven McKoen, Arina Polyachek acted as legal advisor for Equinox Gold Corp. Pedro A. Garcia, Beatriz Paulo de Frontin, Leonardo Maniglia Duarte and Ian de Porto Alegre Muniz, Maria Cecília Vieira,Elisa Rezende of Veirano Advogados acted as legal advisor for Equinox Gold Corp. Canaccord Genuity Corp. acted as financial advisor for CMOC Group Limited. McCarthy Tétrault LLP led by Roger Taplin and Shawn Doyle acted as legal advisor for CMOC Group Limited. Claudio Oksenberg, Adriano Drummond Trindade, Thais Rodrigues, Paula Camara, Antonio Augusto Reis of Mattos Filho, Veiga Filho, Marrey Jr. e Quiroga Advogados acted as legal advisor for CMOC Group Limited. Daniella Dimitrov, Jacqlin Anthony, Erik Coates In-house counsel to Equinox advised in the transaction. CMOC Group Limited (SHSE:603993) completed the acquisition of Aurizona Mine, RDM Mine and Bahia Complex in Brazil of Equinox Gold Corp. (TSX:EQX) on January 23, 2026.
공지 • Jan 16CMOC Group Limited Provides Preliminary Unaudited Earnings Guidance for the Year Ended 31 December 2025CMOC Group Limited provided preliminary unaudited earnings guidance for the year ended 31 December 2025. For the year, the company expects net profit attributable to shareholders of the Company will be between RMB 20,000 million to RMB 20,800 million, representing an increase of RMB 6,468 million to RMB 7,268 million, or 47.80% to 53.71% as compared with the same period of last year. Net profit attributable to the shareholders of the Company after deduction of non-recurring loss/profit will be between RMB 20,400 million to RMB 21,200 million, representing an increase of RMB 7,281 million to RMB 8,081 million, or 55.50% to 61.60% as compared with the same period of last year. The significant increase in the results of the Company for the year of 2025 as compared with the same period of last year is attributable to the increase in both the sales volume and prices of the Company's major products, which, coupled with the effective control of operating costs.
공지 • Dec 26CMOC Group Limited to Report Fiscal Year 2025 Results on Mar 28, 2026CMOC Group Limited announced that they will report fiscal year 2025 results on Mar 28, 2026
공지 • Sep 30CMOC Group Limited to Report Q3, 2025 Results on Oct 25, 2025CMOC Group Limited announced that they will report Q3, 2025 results on Oct 25, 2025
공지 • Jul 17CMOC Group Limited Provides Preliminary Earnings Guidance for the the First Half from 1 January 2025 to 30 June 2025The board of directors of CMOC Group Limited announced that based on the preliminary estimation by the financial department of the Company, during the period of advance notice for results from 1 January 2025 to 30 June 2025, the company estimated that the net profit attributable to shareholders of the Company for the first half of 2025 will be RMB 8,200 million to RMB 9,100 million, representing an increase of RMB 2,783 million to RMB 3,683 million, or 51.37% to 67.98% as compared with the same period of last year. It is estimated that the net profit attributable to the shareholders of the Company after deduction of non-recurring loss/profit for the first half of 2025 will be RMB 8,300 million to RMB 9,200 million, representing an increase of RMB 2,675 million to RMB 3,575 million, or 47.55% to 63.55% as compared with the same period of last year. For the first half of 2025, the output of the Company's copper and cobalt mineral products recorded an increase, and the comprehensive economies of scale gradually emerged. The output of copper metal was 353,570 tonnes, representing an increase of 12.68% as compared with the same period of last year; the output of cobalt metal was 61,073 tonnes, representing an increase of 13.05% as compared with the same period of last year. The significant increase in the results of the Company for the first half of 2025 as compared with the same period of last year is attributable to the increase in the selling prices of the major products copper and cobalt and the increase in the output and sales of copper products as compared with the same period of last year.
공지 • Jun 30CMOC Group Limited to Report First Half, 2025 Results on Aug 23, 2025CMOC Group Limited announced that they will report first half, 2025 results on Aug 23, 2025
공지 • Jun 24CMOC Group Limited(SHSE:603993) dropped from Shanghai Stock Exchange 180 Value IndexChina Molybdenum Co., Ltd. has been removed from Shanghai Stock Exchange 180 Value Index.
공지 • Apr 28+ 1 more updateCMOC Group Limited Announces Board Resignations and Appointment of Senior Management MembersThe board of directors of CMOC Group Limited announced that it has received written resignation letters from Mr. Yuan Honglin (‘Mr. Yuan’) and Mr. Li Chaochun (‘Mr. Li’). Due to personal reasons, Mr. Yuan has submitted his resignation to the Board, requesting to resign from his positions as the chairman of the Board, non-executive Director, and members of the relevant Board committees. His resignation will become effective upon the approval of the resolution to appoint additional Directors to fill the vacancies at the shareholder's meeting of the Company. Prior to the effectiveness of his resignation, Mr. Yuan will continue to perform his duties in the aforementioned positions. Due to personal reasons, Mr. Li has submitted his resignation to the Board, requesting to resign from his positions as the vice chairman of the Board, executive Director, member of the strategic and sustainable committee, and chief investment officer. His resignation will become effective on the date of delivery of his resignation letter to the Board (i.e., 25 April 2025). The Board announced that it has resolved to appoint Mr. Que Chaoyang (‘Mr. Que’) as the executive vice president and chief operating officer, Mr. Liu Jianfeng (‘Mr. Liu’) as the chief investment officer, and Mr. Kenny Ives (‘Mr. Ives’) as the vice president and chief commercial officer, respectively, with effect from the date of this announcement (i.e., 25 April 2025) until the date of the 2026 annual general meeting of the Company. Mr. Que Chaoyang, born in September 1970, graduated from China University of Geosciences (Beijing) with a Ph.D. in Ore Deposit Geology. He is a professor-level senior engineer in Mining, a geological engineer, the deputy chairman of the National Technical Committee on Gold of Standardization Administration of China and a member of Australian Institute of Geoscientists (Competent Person under JORC and NI 43-101 Codes). He has previously served as the general manager of multiple large-scale projects, regional companies and business divisions both at home and abroad of Zijin Mining Group Co., Ltd, as well as the vice president and chief engineer of Zijin Mining Group. Mr. Que has extensive experience in mining investment and mergers and acquisitions, exploration, project construction and operation. Mr. Liu Jianfeng, born in January 1977, holds a Bachelor's degree in Economics from Central University of Finance and Economics, a Master's degree in Law from China University of Political Science and Law, as well as a Master of Business Administration (MBA) and a Master of Laws (LL.M.) from Boston College. He is a Certified Public Accountant (CPA) in Australia and qualified as a PRC Lawyer. With over 20 years of deep involvement in the natural resources sector, Mr. Liu has successively served as the commercial director of CNOOC, an executive director and the CFO of Roc Oil of Fosun International, the executive president and CFO of Geo-Jade Petroleum, an executive director (from January 2023 to February 2025) and the president of ENN Energy Holdings Limited, as well as a vice chairman of the board and non-executive director (from February 2023 to April 2025) of Huzhou Gas Co. Ltd. He has led multiple large scale cross-border mergers and acquisitions and resources integration projects, and continuously promoted corporate strategic upgrading and comprehensive operational improvement. Mr. Liu has repeatedly won authoritative awards such as ‘Best CFO’ by Institutional Investor and ‘China CFO of the Year’ in 2022 by New Finance. His long-term professional accumulation provides key support for corporate governance optimization and sustainable development. Mr. Kenny Ives, born in December 1976, graduated from Brasenose College, Oxford University in 1998 with a Bachelors in Geography. From September 1998 until May 2021, Mr. Ives worked at Glencore. Mr. Ives headed Glencore's Nickel Division from 2011 until 2021 when he retired. He joined IXM as CEO in September 2022 driving IXMs rapid transformation. With over 25 years of expertise in international physical commodity marketing and trading, operations, risk management and building and leading teams, Mr. Ives combines deep experience with a passion for mining and commodity trading.
공지 • Mar 28CMOC Group Limited to Report Q1, 2025 Results on Apr 26, 2025CMOC Group Limited announced that they will report Q1, 2025 results on Apr 26, 2025
공지 • Mar 21CMOC Group Limited Announces Final Ordinary Dividend for the Financial Year End 31 December 2024CMOC Group Limited announced final ordinary dividend of RMB 2.55 per 10 share for the financial year end 31 December 2024.
공지 • Jan 23CMOC Group Limited Provides Earnings Guidance for the Year Ended 31 December 2024CMOC Group Limited provided earnings guidance for the year ended 31 December 2024. For the year, it is estimated that the net profit attributable to shareholders of the Company for the year of 2024 will be RMB 12,800 million to RMB 14,200 million, representing an increase of RMB 4,550 million to RMB 5,950 million, or 55.15% to 72.12% as compared with the same period of last year. It is estimated that the net profit attributable to the shareholders of the Company after deduction of non-recurring loss/profit for the year of 2024 will be RMB 12,400 million to RMB 13,800 million, representing an increase of RMB 6,167 million to RMB 7,567 million, or 98.94% to 121.40% as compared with the same period of last year. The significant increase in the results of the Company for the year of 2024 as compared with the same period of last year is attributable to the significant increase in the output and sales of copper and cobalt products as compared with the same period of last year, which, coupled with the year- on-year increase in the price of copper products and the remarkable results in its measures to reduce costs and increase efficiency, resulted in a year-on-year increase in the Company's profit.
공지 • Dec 27CMOC Group Limited to Report Fiscal Year 2024 Results on Apr 30, 2025CMOC Group Limited announced that they will report fiscal year 2024 results on Apr 30, 2025
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.08 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.08 in 3Q 2023). Revenue: CN¥51.9b (up 16% from 3Q 2023). Net income: CN¥2.86b (up 64% from 3Q 2023). Profit margin: 5.5% (up from 3.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
공지 • Sep 30CMOC Group Limited to Report Q3, 2024 Results on Oct 26, 2024CMOC Group Limited announced that they will report Q3, 2024 results on Oct 26, 2024
Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.018 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.15 (up from CN¥0.018 in 2Q 2023). Revenue: CN¥56.7b (up 34% from 2Q 2023). Net income: CN¥3.35b (up CN¥2.96b from 2Q 2023). Profit margin: 5.9% (up from 0.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €0.72. The fair value is estimated to be €0.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
공지 • Jun 29CMOC Group Limited to Report First Half, 2024 Results on Aug 24, 2024CMOC Group Limited announced that they will report first half, 2024 results on Aug 24, 2024
공지 • Jun 21CITIC Guoan Industrial Group Co., Ltd. entered into entered into an equity transfer agreement to acquire 65.10% stake in Xinjiang Luomu Mining Co., Ltd from CMOC Group Limited (SEHK:3993) for CNY 2.9 billion.CITIC Guoan Industrial Group Co., Ltd. entered into entered into an equity transfer agreement to acquire 65.10% stake in Xinjiang Luomu Mining Co., Ltd from CMOC Group Limited (SEHK:3993) for CNY 2.9 billion on June 19, 2024. A cash consideration of CNY 2.9 billion will be paid by CITIC Guoan Industrial Group Co., Ltd. As part of consideration, CNY 2.9 billion is paid towards common equity of Xinjiang Luomu Mining Co., Ltd. As of April 30, 2024, Xinjiang Luomu Mining Co., Ltd reported total assets of CNY 1.34 billion and total common equity of CNY 1.34 billion. The transaction is subject to approval of offer by shareholders of Xinjiang Luomu Mining Co., Ltd, and the deal has been approved by board of directors of CMOC Group Limited.
공지 • Jun 20CMOC to Sell 65.1% Stake in Unit to CITIC GuoanCMOC Group Limited (SEHK:3993) said it plans to sell 65.1% stake in unit to CITIC Guoan Information Industry Co., Ltd. (SZSE:000839) for CNY 2.9 billion ($399.62 million).
Board Change • Jun 13Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Kaiguo Wang was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공지 • Jun 13Cmoc Group Limited Announces Committee ChangesCMOC Group Limited announced that Audit and Risk Committee comprises the following Directors: Ms. Gu Hongyu (independent non-executive Director) (Chairman); Mr. Cheng Gordon (independent non-executive Director); Mr. Yuan Honglin (non-executive Director). Nomination and Governance Committee comprises the following Directors: Mr. Wang Kaiguo (independent non-executive Director) (Chairman); Mr. Yuan Honglin (non-executive Director) (Vice Chairman); Ms. Gu Hongyu (independent non-executive Director); Mr. Cheng Gordon (independent non-executive Director); Remuneration Committee comprises the following Directors: Mr. Wang Kaiguo (independent non-executive Director) (Chairman). Ms. Gu Hongyu (independent non-executive Director). Mr. Yuan Honglin (non-executive Director). Strategic and Sustainability Committee comprises the following Directors: Mr. Yuan Honglin (non-executive Director) (Chairman); Mr. Sun Ruiwen (executive Director); Mr. Li Chaochun (executive Director); Mr. Lin Jiuxin (non-executive Director); Mr. Jiang Li (non-executive Director); Mr. Wang Kaiguo (independent non-executive Director). The Board resolved to approve the composition of the Investment Committee; Mr. Yuan Honglin (non-executive Director); Mr. Sun Ruiwen (executive Director); Mr. Li Chaochun (executive Director) (Chairman); and Mr. Li Guojun (vice president and chief financial officer). Mr. Xu and Ms. Ng Sau Mei ("Ms. Ng"), remain as the joint company secretaries; Mr. Xu Hui, born in September 1978, graduated with a bachelor's degree in Investment Economics Management. From July 2001 to September 2022, he served at Great Wall Motor Company Limited successively as the director of securities and legal department, the secretary to the board of directors, and the chairman of the financial business segment, responsible for information disclosure, investor relationship management, corporate financing, equity investment, legal and compliance, business financial management and other relevant works. Since 2022, he has been the board secretary and joint company secretary of the Company.
Declared Dividend • Jun 12Dividend of HK$0.17 announcedShareholders will receive a dividend of HK$0.17. Ex-date: 27th June 2024 Payment date: 26th July 2024 Dividend yield will be 21%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • Jun 08+ 1 more updateCMOC Group Limited Announces Board ChangesCMOC Group Limited announced that at the AGM was held on 7 June 2024, the company approved the appointment of Mr. Wang Kaiguo as independent non-executive Director, Ms. Gu Hongyu as independent non-executive Director, Mr. Cheng Gordon as independent non-executive Director. As disclosed in the announcement of the Company dated 29 April 2024, Mr. Wang Gerry Yougui, Ms. Yan Ye and Mr. Li Shuhua ceased to act as Directors due to the expiration of the term of office of the sixth session of the Board with effect from the conclusion of the AGM. Mr. Wang Gerry Yougui, Ms. Yan Ye and Mr. Li Shuhua confirm that they have no disagreement with the Board and there is no matter that needs to be brought to the attention of the Shareholders. The Company pays high tribute to Mr. Wang Gerry Yougui, Ms. Yan Ye and Mr. Li Shuhua, the independent non-executive Directors who retired due to expiration of the term of office, and would like to express its sincere gratitude to them for their dedication and diligence, and outstanding contribution to the development and compliant operation of the Company during their tenure.
Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.015 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.10 (up from CN¥0.015 in 1Q 2023). Revenue: CN¥46.1b (up 4.2% from 1Q 2023). Net income: CN¥2.07b (up CN¥1.75b from 1Q 2023). Profit margin: 4.5% (up from 0.7% in 1Q 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공지 • Apr 27CMOC Group Limited, Annual General Meeting, Jun 07, 2024CMOC Group Limited, Annual General Meeting, Jun 07, 2024. Agenda: To proposed amendments.
공지 • Mar 30CMOC Group Limited to Report Q1, 2024 Results on Apr 30, 2024CMOC Group Limited announced that they will report Q1, 2024 results on Apr 30, 2024
공지 • Mar 23CMOC Group Limited Proposes Final Dividend for the Year Ended 31 December 2023CMOC Group Limited proposed final dividend of RMB 1.5425 per 10 share for the year ended 31 December 2023.
New Risk • Mar 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 German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 13Full year 2023 earnings released: EPS: CN¥0.38 (vs CN¥0.28 in FY 2022)Full year 2023 results: EPS: CN¥0.38 (up from CN¥0.28 in FY 2022). Revenue: CN¥186.3b (up 7.7% from FY 2022). Net income: CN¥8.25b (up 36% from FY 2022). Profit margin: 4.4% (up from 3.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공지 • Dec 29CMOC Group Limited to Report Fiscal Year 2023 Results on Mar 23, 2024CMOC Group Limited announced that they will report fiscal year 2023 results on Mar 23, 2024
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CN¥0.081 (vs CN¥0.055 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.081 (up from CN¥0.055 in 3Q 2022). Revenue: CN¥45.0b (up 11% from 3Q 2022). Net income: CN¥1.74b (up 50% from 3Q 2022). Profit margin: 3.9% (up from 2.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: CN¥0.018 (vs CN¥0.11 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.018 (down from CN¥0.11 in 2Q 2022). Revenue: CN¥42.4b (down 10% from 2Q 2022). Net income: CN¥386.0m (down 84% from 2Q 2022). Profit margin: 0.9% (down from 5.0% in 2Q 2022). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
공지 • Jul 21CMOC Group Limited Signs Settlement Agreement with Tenke Fungurume Mining S.A. and La Générale des Carrières et des Mines S.ACMOC Group Limited announced that on 18 April 2023, local time in the DRC, the Company and La Générale des Carrières et des Mines S.A. reached a consensus on the issue of TFM royalties. Through candid communications and friendly consultations, a settlement agreement was signed recently between the Company, Tenke Fungurume Mining S.A. (TFM) and Gécamines based on respect of history of the project and serving the win-win goal out of consideration of both short-term interests and long-term development of the parties. According to the Settlement Agreement, the parties agree to update accordingly the joint-venture documentation, and in particular agree on the following: The total amount of the settlement payment resolving the dispute is USD 800 million, payable by TFM to Gécamines over six years from 2023 to 2028. TFM will pay cumulatively to Gécamines a minimum amount of USD 1.2 billion of dividends over the current project service period starting from 2023 (inclusive). All parties also reached a number of consensuses on future additional reserves and on the future operation and management of TFM. Gécamines will be entitled to 20% of the total value of the project's subcontracting and the right to acquire a volume of production proportional to its 20% stake in TFM on market terms and in compliance with Congolese laws. Given rising commodity prices over recent years, there is expectation in the DRC on the mining industry to play a stronger role in promoting economic development and job creation to achieve rebalancing of interests. The Company and Gécamines will further strengthen the joint venture partnership, and jointly expand cooperation in areas including the new energy industry, committing to promoting the economic development and people's well-being of the DRC, and making greater contributions to the friendly cooperation between China and the DRC. The Settlement Agreement and the payments under the Settlement Agreement are not expected to have a material adverse impact on the Company's operating results for year 2023 and future years. The smooth progress of the execution of the Settlement Agreement will further release the production capacity of TFM copper-cobalt mine, which is conducive to further improving the Company's profitability and core competitiveness while strengthening the Company's main business and consolidating the Company's leading position in the international mining industry.
New Risk • Jul 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change).
Upcoming Dividend • Jun 22Upcoming dividend of HK$0.094 per share at 2.2% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 27 July 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.7%).
공지 • Jun 12+ 1 more updateCMOC Group Limited Announces Board ChangesCMOC Group Limited announced the following board Changes: APPOINTMENT OF NON-EXECUTIVE DIRECTORS: Immediately following the passing of the above special resolutions numbered 19 and 20 by the Shareholders at the AGM, the Board announced that Mr. Jiang Li and Mr. Lin Jiuxin have been appointed as non-executive Directors of the sixth session of the Board, the term of which shall commence from the date of conclusion of the AGM and expire at the end of the sixth session of the Board. APPOINTMENT OF NON-EMPLOYEE REPRESENTATIVE SUPERVISOR: Immediately following the passing of the above special resolution numbered 21 by the Shareholders at the AGM, the Board announced that Mr. Zheng Shu has been appointed as a non-employee representative supervisor of the sixth session of the Supervisory Committee, the term of which shall commence from the date of conclusion of the AGM and expire at the end of the sixth session of the Supervisory Committee. RESIGNATION OF NON-EXECUTIVE DIRECTORS, VICE CHAIRMAN OF THE BOARD AND CHAIRPERSON OF THE SUPERVISORY COMMITTEE: As disclosed in the announcement of the Company dated 28 April 2023, immediately after the by-election of additional non-executive Directors and non-employee representative supervisor, Mr. Guo Yimin resigned as a non-executive Director and the vice chairman of the Board, Mr. Cheng Yunlei resigned as a non-executive Director and Ms. Kou Youmin resigned as the chairperson of the Supervisory Committee.
Reported Earnings • Mar 18Full year 2022 earnings released: EPS: CN¥0.28 (vs CN¥0.24 in FY 2021)Full year 2022 results: EPS: CN¥0.28 (up from CN¥0.24 in FY 2021). Revenue: CN¥173.0b (flat on FY 2021). Net income: CN¥6.07b (up 19% from FY 2021). Profit margin: 3.5% (up from 2.9% in FY 2021). Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Gerry Wang was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 24Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: CN¥40.7b (down 2.5% from 3Q 2021). Net income: CN¥1.16b (flat on 3Q 2021). Profit margin: 2.8% (in line with 3Q 2021). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 3.3% decline forecast for the Metals and Mining industry in Europe.
Reported Earnings • Aug 22Second quarter 2022 earnings released: EPS: CN¥0.11 (vs CN¥0.065 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.11 (up from CN¥0.065 in 2Q 2021). Revenue: CN¥47.2b (up 5.2% from 2Q 2021). Net income: CN¥2.36b (up 68% from 2Q 2021). Profit margin: 5.0% (up from 3.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.9%, compared to a 4.8% growth forecast for the Metals and Mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 22Upcoming dividend of HK$0.084 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 27 July 2022. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (8.3%).
Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: CN¥0.084 (vs CN¥0.047 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.084 (up from CN¥0.047 in 1Q 2021). Revenue: CN¥44.5b (up 12% from 1Q 2021). Net income: CN¥1.79b (up 78% from 1Q 2021). Profit margin: 4.0% (up from 2.5% in 1Q 2021). Over the next year, revenue is forecast to grow 3.5%, compared to a 33% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Gerry Wang was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CN¥0.24 (up from CN¥0.11 in FY 2020). Revenue: CN¥173.9b (up 54% from FY 2020). Net income: CN¥5.11b (up 119% from FY 2020). Profit margin: 2.9% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Over the next year, revenue is expected to shrink by 5.8% compared to a 30% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.053 (vs CN¥0.028 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥41.7b (up 24% from 3Q 2020). Net income: CN¥1.15b (up 91% from 3Q 2020). Profit margin: 2.8% (up from 1.8% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 23Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥44.9b (up 84% from 2Q 2020). Net income: CN¥1.40b (up 150% from 2Q 2020). Profit margin: 3.1% (up from 2.3% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Executive Departure • Aug 05Company Secretary Yuanbin Yue has left the companyOn the 30th of July, Yuanbin Yue's tenure as Company Secretary ended after 4.4 years in the role. We don't have any record of a personal shareholding under Yuanbin's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.00 years.
Upcoming Dividend • Jun 11Upcoming dividend of HK$0.04 per shareEligible shareholders must have bought the stock before 18 June 2021. Payment date: 14 July 2021. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.5%).
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.047 (vs CN¥0.021 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥39.9b (up 78% from 1Q 2020). Net income: CN¥1.01b (up 125% from 1Q 2020). Profit margin: 2.5% (up from 2.0% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 24Full year 2020 earnings released: EPS CN¥0.11 (vs CN¥0.086 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: CN¥113.0b (up 65% from FY 2019). Net income: CN¥2.33b (up 25% from FY 2019). Profit margin: 2.1% (down from 2.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Executive Departure • Mar 13Supervisor has left the companyOn the 11th of March, Zhengyan Wang's tenure as Supervisor ended after 6.1 years in the role. We don't have any record of a personal shareholding under Zhengyan's name. Zhengyan is the only executive to leave the company over the last 12 months.
Is New 90 Day High Low • Feb 17New 90-day high: €0.66The company is up 79% from its price of €0.37 on 19 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 71% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.39 per share.
Is New 90 Day High Low • Dec 29New 90-day high: €0.50The company is up 72% from its price of €0.29 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 46% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.25 per share.
Is New 90 Day High Low • Dec 10New 90-day high: €0.41The company is up 30% from its price of €0.32 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.22 per share.
Is New 90 Day High Low • Nov 11New 90-day high: €0.36The company is up 3.0% from its price of €0.34 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.22 per share.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥2.22b, up 27% from the prior year. Total revenue was CN¥115.6b over the last 12 months, up 192% from the prior year.
Is New 90 Day High Low • Sep 30New 90-day low: €0.29The company is down 5.0% from its price of €0.30 on 02 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.33 per share.