MMG Limited

SEHK:1208 주식 리포트

시가총액: HK$83.5b

MMG 배당 및 자사주 매입

배당 기준 점검 0/6

MMG 배당금을 지급한 기록이 없습니다.

핵심 정보

0%

배당 수익률

-5.5%

자사주 매입 수익률

총 주주 수익률-5.5%
미래 배당 수익률0.4%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향0%

최근 배당 및 자사주 매입 업데이트

업데이트 없음

Recent updates

내러티브 업데이트 Jun 16

1208: Copper-Focused Production Upside And Expansion Progress Will Likely Support Shares

Analysts have raised their MMG price target to HK$9.99 from HK$9.50, citing updated assumptions for revenue growth, profit margins, and future P/E multiples. What's in the News for MMG JPMorgan initiated coverage on MMG stock with an Overweight rating and a target price of HK$13, highlighting MMG as a copper focused producer with a high contribution from copper to gross profit in 2025.
내러티브 업데이트 Jun 02

1208: Production Performance And AGM Changes Will Drive Future Share Upside

Analysts now set MMG's price target at about HK$11.56, compared with the previous HK$11.10, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News At the Annual General Meeting on May 28, 2026, MMG appointed Ernst & Young as the company auditor, replacing the previous audit firm.
내러티브 업데이트 May 10

1208: Production Mix And Governance Changes Will Likely Keep Shares Fairly Valued

Analysts have raised their price target on MMG to HK$9.50 from HK$5.89, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E expectations. What's in the News MMG reported production for the three months ended 31 March 2026, including 111,878 tonnes of copper contained metal in concentrate and 16,820 tonnes of copper cathode, giving you fresh volume data to assess against your own expectations (Announcement of Operating Results).
내러티브 업데이트 Apr 23

1208: Higher Profitability Assumptions And Earnings Guidance Will Support A Stronger Outlook

Analysts now set MMG's fair value at HK$13.52, up from HK$13.01, reflecting updated assumptions for revenue growth, profit margin and the stock's future P/E. What's in the News MMG plans to amend and replace its existing Articles of Association, aiming to align with the updated Hong Kong Companies Ordinance and Stock Exchange listing rules.
내러티브 업데이트 Apr 06

1208: Production Guidance And Earnings Outlook Will Drive Future Share Upside

Analysts have slightly reduced their MMG price target to HK$11.10 from about HK$11.14, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E that they consider better aligned with current conditions. What's in the News MMG issued earnings guidance for 2025, indicating expected unaudited net profit after tax attributable to equity holders in the range of US$500m to US$520m (Key Developments).
내러티브 업데이트 Mar 23

1208: Mine Expansion And Higher Margins Will Drive Future Share Upside

Analysts have revised their MMG price target to HK$11.14 from HK$10.35, reflecting updated assumptions about revenue growth, profit margins and the price-to-earnings (P/E) ratio they consider appropriate for the shares. What's in the News MMG plans to amend its Articles of Association to reflect recent changes to Hong Kong company and listing rules, including provisions for hybrid and virtual general meetings, with shareholder approval to be sought at the AGM scheduled for May 28, 2026 (company announcement).
내러티브 업데이트 Mar 09

1208: Expansion Spending And Higher Margins Will Likely Keep Shares Overstretched

Analysts have nudged their HK$ fair value estimate for MMG slightly higher to HK$5.89, highlighting updated assumptions around revenue growth, profit margins and a lower future P/E multiple as key drivers of the change. What's in the News MMG issued earnings guidance for 2025, indicating expected unaudited net profit after tax attributable to equity holders in a range of US$500 million to US$520 million (Corporate Guidance).
내러티브 업데이트 Feb 22

1208: Mine Expansion And Stable Guidance Will Shape Future Share Performance

Analysts now place MMG's price target at HK$10.35, up from HK$7.60 previously, reflecting updated views on fair value, revenue growth, profit margins and forward P/E assumptions. What's in the News MMG issued earnings guidance for 2025, indicating an expected unaudited net profit after tax attributable to equity holders in the range of US$500m to US$520m.
내러티브 업데이트 Feb 08

1208: Khoemacau Expansion And New Guidance Will Support A Stronger Outlook

Analysts have raised their price target for MMG from US$10.00 to US$13.01, citing updated assumptions for revenue growth, profit margins, discount rate and forward P/E as the key drivers behind this change. What's in the News MMG issued earnings guidance for 2025, indicating expected unaudited net profit after tax attributable to equity holders in a range of US$500 million to US$520 million.
분석 기사 Jan 28

MMG Limited's (HKG:1208) P/E Is Still On The Mark Following 25% Share Price Bounce

Despite an already strong run, MMG Limited ( HKG:1208 ) shares have been powering on, with a gain of 25% in the last...
내러티브 업데이트 Jan 25

1208: Expansion Push And Wider Margins Will Likely Leave Shares Overstretched

Narrative Update Analysts have lifted their price target on MMG, citing higher estimated fair value per share, slightly adjusted discount rates, modestly stronger revenue growth assumptions, a wider projected profit margin of about 6 percentage points, and a higher expected future P/E multiple. What's in the News MMG reported fourth quarter and full year 2025 production results, including 108,638 tonnes of copper in concentrate, 12,572 tonnes of copper cathode, 65,382 tonnes of zinc in concentrate, 12,630 tonnes of lead in concentrate, and 843 tonnes of molybdenum in concentrate (company announcement).
내러티브 업데이트 Jan 11

1208: Khoemacau Expansion And Cost Outlook Will Shape A Balanced Future

Analysts have lifted their price target on MMG to about $10.00 from roughly $6.79, citing updated assumptions for higher revenue growth, stronger profit margins and a slightly richer future P/E multiple to justify the change. What's in the News The board has approved a major expansion of the Khoemacau Copper Mine in Botswana, including a new 4.5 million tonnes per annum processing plant that would lift total milling capacity to over 8.0 million tonnes per annum, with capital expenditure estimated at about US$900 million and first copper concentrate targeted in the first half of 2028 (Key Developments).
내러티브 업데이트 Dec 27

1208: Leadership Transition And Auditor Change Will Weigh On Future Share Performance

Analysts have raised their price target on MMG from approximately $6.35 to $7.60 per share, citing stronger expected revenue growth, improving profit margins and a slightly higher future earnings multiple as key drivers of the upward revision. What's in the News MMG signed the Rosebery Concentrate Sales Agreement with related party Minmetals North-Europe, covering 100% of Rosebery production for 2026 and 2027 at pricing deemed superior to third party offers and compliant with Hong Kong Listing Rules connected transaction requirements (company announcement).
내러티브 업데이트 Dec 13

1208: Leadership And Auditor Uncertainty Will Pressure Future Earnings Performance

Narrative Update on MMG Analysts have raised their price target on MMG to approximately $6.35 from about $6.16, reflecting modestly lower perceived risk along with slightly improved expectations for valuation multiples and earnings quality. What's in the News A board meeting is scheduled for December 2, 2025 to consider the resignation of Mr Xu as Chairman and Non Executive Director, signaling potential leadership changes at MMG Limited (Key Developments).
분석 기사 Dec 04

MMG Limited (HKG:1208) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

Despite an already strong run, MMG Limited ( HKG:1208 ) shares have been powering on, with a gain of 27% in the last...
분석 기사 Dec 02

We Think MMG (HKG:1208) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 Nov 29

1208: Rising Discount Rate Will Pressure Future Earnings Performance

Analysts have raised their price target for MMG from $5.86 to $6.16, citing slightly improved growth forecasts and stable profitability estimates. What's in the News MMG Limited will hold a board meeting on December 2, 2025 to consider the resignation of Mr Xu as Chairman and Non-Executive Director.
내러티브 업데이트 Nov 15

1208: Rising Discount Rate Will Undermine Future Share Performance

Analysts have modestly raised their price target for MMG to $5.86 per share. They cite a slight increase in the discount rate while maintaining stable assumptions for revenue growth and profit margins.
내러티브 업데이트 Oct 31

1208: Rising Discount Rate Will Weigh On Copper Producer Outlook

Analysts have slightly lowered their price target for MMG from $5.86 to $5.86, citing minor revisions in profit margin and discount rate assumptions. What's in the News MMG Limited plans to change its independent auditor after working with Deloitte Touche Tohmatsu since 2016.
내러티브 업데이트 Oct 17

Global Electrification And Urbanization Will Support Copper Upswing

Analysts have raised their price target for MMG from $5.12 to $5.86. They cite projected improvements in revenue growth and profit margins as key factors supporting a more optimistic outlook.
내러티브 업데이트 Oct 03

Global Electrification And Urbanization Will Support Copper Upswing

Analysts have increased their price target for MMG from $4.91 to $5.12, citing improved revenue growth forecasts and a more favorable profit margin outlook. What's in the News MMG Limited reported strong Q2 and year-to-date production results through June 30, 2025, with copper (contained metal in concentrate) at 126,633 tonnes for the quarter and 233,234 tonnes for the year to date (Key Developments).
분석 기사 Sep 28

MMG Limited's (HKG:1208) 25% Jump Shows Its Popularity With Investors

MMG Limited ( HKG:1208 ) shares have continued their recent momentum with a 25% gain in the last month alone. The last...
내러티브 업데이트 Sep 05

Global Electrification And Urbanization Will Support Copper Upswing

The consensus price target for MMG has increased, driven by a substantial rise in both future P/E ratio and net profit margin expectations, resulting in a new fair value estimate of HK$4.91. What's in the News MMG reported Q2 2025 production: 126,633 tonnes copper concentrate, 13,735 tonnes copper cathode, 56,176 tonnes zinc concentrate, 8,436 tonnes lead concentrate, and 707 tonnes molybdenum concentrate.
내러티브 업데이트 Aug 21

Global Electrification And Urbanization Will Support Copper Upswing

The significant rise in MMG's future P/E ratio, despite reduced consensus revenue growth forecasts, suggests higher anticipated premiums or improved sentiment, contributing to the analyst price target increase from HK$4.26 to HK$4.52. What's in the News MMG reported Q2 copper production of 126,633 tonnes (contained metal in concentrate) and 13,735 tonnes copper cathode; zinc production was 56,176 tonnes, lead 8,436 tonnes, and molybdenum 707 tonnes.
분석 기사 Aug 15

MMG Limited Recorded A 12% Miss On Revenue: Analysts Are Revisiting Their Models

SEHK:1208 1 Year Share Price vs Fair Value Explore MMG's Fair Values from the Community and select yours The investors...
분석 기사 Aug 13

MMG Limited's (HKG:1208) P/S Is Still On The Mark Following 29% Share Price Bounce

SEHK:1208 1 Year Share Price vs Fair Value Explore MMG's Fair Values from the Community and select yours Despite an...
분석 기사 Jul 21

MMG's (HKG:1208) Returns On Capital Are Heading Higher

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
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새로운 내러티브 Mar 19

Kinsevere And Khoemacau Expansions Will Increase Copper And Nickel Production By 2028

Strategic acquisitions and mine expansions are expected to boost production, improve margins, and drive revenue growth for MMG.

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 1208 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: 1208 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.


배당 수익률 vs 시장

MMG 배당 수익률 vs 시장
1208의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (1208)0%
시장 하위 25% (HK)3.0%
시장 상위 25% (HK)7.6%
업계 평균 (Metals and Mining)3.9%
분석가 예측 (1208) (최대 3년)0.4%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 1208 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 1208 의 배당 수익률을 평가할 수 없습니다.


주주 대상 이익 배당

수익 보장: 1208 Hong Kong 시장에서 주목할만한 배당금을 지급하지 않습니다.


주주 현금 배당

현금 흐름 범위: 1208 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/30 15:54
종가2026/06/30 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

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분석가 소스

MMG Limited는 25명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Ephrem RaviBarclays
Aleksandra BukachevaBMO Capital Markets Equity Research
Miriam ChanBofA Global Research