Northam Platinum Holdings (NPH) 주식 개요
노섬 플래티넘 홀딩스는 자회사인 노섬 플래티넘 유한회사를 통해 남아프리카, 미주, 유럽, 영국, 극동, 기타 아프리카, 중동, 오스트랄라시아, 중화인민공화국에서 백금 그룹 금속의 생산 및 판매 사업을 하고 있습니다. 자세히 보기
NPH Community Fair Values
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Analyst Price Targets
Northam Platinum Holdings Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | R269.67 |
| 52주 최고가 | R474.45 |
| 52주 최저가 | R193.71 |
| 베타 | 0.98 |
| 1개월 변동 | 13.89% |
| 3개월 변동 | -25.53% |
| 1년 변동 | 23.32% |
| 3년 변동 | 113.62% |
| 5년 변동 | 23.54% |
| IPO 이후 변동 | 1,087.31% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Aug 05
NPH: Higher Discount Rate Will Sustain Overvaluation Despite Refined Output Growth
Analysts have trimmed their price target on Northam Platinum Holdings from ZAR270 to ZAR210, reflecting updated assumptions that combine a higher discount rate and more moderate revenue growth expectations with slightly improved profit margin and P/E estimates. What's in the News for Northam Platinum Holdings Northam Platinum Holdings reported production results for the financial year ended 30 June 2026.
내러티브 업데이트 • Jul 22
NPH: Higher Production And Required Returns Will Drive Future Bullish Repricing
The latest Narrative Update for Northam Platinum Holdings reflects a trimmed analyst price target from ZAR490.00 to about ZAR470.69, with analysts pointing to revised revenue growth assumptions and a higher discount rate, partly offset by slightly firmer profit margin and future P/E inputs. What's in the News Northam Platinum Holdings reported total refined metal production of 1,032,509 oz for the financial year ended 30 June 2026, compared with 937,942 oz for the prior financial year.
내러티브 업데이트 • Jul 08
NPH: Higher Margin Outlook Will Support Continued Bullish Future P/E View
Analysts have trimmed their price target on Northam Platinum Holdings to ZAR369.17 from ZAR403.92, reflecting updated assumptions for slightly higher discount rates, more moderate revenue expectations, a marginally stronger profit margin profile, and a steady future P/E outlook. What’s in the News for Northam Platinum Holdings No recent company specific news items were identified for Northam Platinum Holdings based on the provided sources.내러티브 업데이트 • Jun 24
NPH: Higher Future P/E Assumptions Will Drive Upgraded Bullish View
Analysts have raised their price target for Northam Platinum Holdings slightly to ZAR404 from about ZAR401, reflecting updated assumptions for revenue growth, profit margins, and the company’s future P/E outlook within a marginally higher discount rate framework. What's in the News No recent news items or key developments for Northam Platinum Holdings are available from the provided sources at this time.Recent updates
내러티브 업데이트 • Aug 05
NPH: Higher Discount Rate Will Sustain Overvaluation Despite Refined Output Growth
Analysts have trimmed their price target on Northam Platinum Holdings from ZAR270 to ZAR210, reflecting updated assumptions that combine a higher discount rate and more moderate revenue growth expectations with slightly improved profit margin and P/E estimates. What's in the News for Northam Platinum Holdings Northam Platinum Holdings reported production results for the financial year ended 30 June 2026.내러티브 업데이트 • Jul 22
NPH: Higher Production And Required Returns Will Drive Future Bullish Repricing
The latest Narrative Update for Northam Platinum Holdings reflects a trimmed analyst price target from ZAR490.00 to about ZAR470.69, with analysts pointing to revised revenue growth assumptions and a higher discount rate, partly offset by slightly firmer profit margin and future P/E inputs. What's in the News Northam Platinum Holdings reported total refined metal production of 1,032,509 oz for the financial year ended 30 June 2026, compared with 937,942 oz for the prior financial year.내러티브 업데이트 • Jul 08
NPH: Higher Margin Outlook Will Support Continued Bullish Future P/E View
Analysts have trimmed their price target on Northam Platinum Holdings to ZAR369.17 from ZAR403.92, reflecting updated assumptions for slightly higher discount rates, more moderate revenue expectations, a marginally stronger profit margin profile, and a steady future P/E outlook. What’s in the News for Northam Platinum Holdings No recent company specific news items were identified for Northam Platinum Holdings based on the provided sources.내러티브 업데이트 • Jun 24
NPH: Higher Future P/E Assumptions Will Drive Upgraded Bullish View
Analysts have raised their price target for Northam Platinum Holdings slightly to ZAR404 from about ZAR401, reflecting updated assumptions for revenue growth, profit margins, and the company’s future P/E outlook within a marginally higher discount rate framework. What's in the News No recent news items or key developments for Northam Platinum Holdings are available from the provided sources at this time.내러티브 업데이트 • Jun 07
NPH: Maintained Fair Value And Higher Required Returns Will Support Bullish Repricing
Analysts have kept the ZAR price target for Northam Platinum Holdings steady at ZAR490.00. Updated assumptions around discount rate, revenue growth, profit margin and future P/E were used to refresh their valuation view rather than shift it.내러티브 업데이트 • May 24
NPH: Elevated Margin And P/E Assumptions Will Sustain Overvaluation Risk
Analysts have kept the ZAR 270.00 price target for Northam Platinum Holdings unchanged, citing small adjustments to the discount rate, revenue growth, profit margin and expected future P/E assumptions that largely offset one another. Valuation Changes Fair Value: ZAR 270.00 remains unchanged.내러티브 업데이트 • May 08
NPH: Maintained Fair Value And Adjusted Assumptions Will Support Bullish Repricing
Analysts have kept the ZAR 490.00 price target unchanged for Northam Platinum Holdings, citing slightly adjusted assumptions around discount rates, revenue growth, profit margins and future P/E as the main factors supporting their maintained view. Valuation Changes Fair Value: ZAR 490.00 remains unchanged, indicating no shift in the central valuation anchor used.내러티브 업데이트 • Apr 20
NPH: Higher Required Returns Will Pressure Optimistic Margin And P/E Assumptions
Analysts have raised their price target on Northam Platinum Holdings from ZAR131.11 to ZAR270.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, along with a more positive stance in recent Street research. Analyst Commentary Even with a higher price target framework on Northam Platinum Holdings, not all research has been uniformly positive.내러티브 업데이트 • Apr 06
NPH: Higher Discount Rate And Strong Output Will Support Bullish Repricing
Analysts have kept their ZAR 490.00 price target for Northam Platinum Holdings unchanged, while adjusting key inputs such as a higher discount rate, lower revenue growth and profit margin assumptions, and a higher future P/E. These changes reflect updated research that incorporates a more constructive stance from recent Street commentary.내러티브 업데이트 • Mar 23
NPH: Upgraded View Will Rely On Higher Margins And Production Delivery
Analysts have revised their price target on Northam Platinum Holdings from ZAR 434.94 to ZAR 400.94. This reflects updated views on revenue growth, margins and future P/E multiples following recent research that has become more positive on the shares overall.내러티브 업데이트 • Mar 09
NPH: Constructive HSBC Upgrade Will Support Higher Margins And Earnings Quality
Narrative Update Analysts have lifted their price target for Northam Platinum Holdings from ZAR396.94 to ZAR434.94, citing updated assumptions around discount rates, revenue growth, profit margins and a revised future P/E, along with a more constructive stance in recent research such as the HSBC upgrade. Analyst Commentary Recent research has focused on how revised assumptions around discount rates, revenue growth, profit margins and future P/E feed into the updated valuation for Northam Platinum Holdings.내러티브 업데이트 • Feb 22
NPH: Higher P/E Outlook And Strong Output Will Support Bullish Repricing
Analysts have maintained their ZAR490.00 price target for Northam Platinum Holdings, citing a slightly lower discount rate, small increases in assumed revenue growth and profit margins, and a higher future P/E expectation following more positive recent research commentary. Analyst Commentary Recent commentary has reinforced the ZAR490.00 price target, with bullish analysts pointing to a mix of valuation support, improved assumptions and a more constructive view on the company’s earnings profile.내러티브 업데이트 • Feb 08
NPH: Higher Margin Outlook Will Support Repriced Bullish Thesis
Analysts have raised their fair value estimate for Northam Platinum Holdings from R230.00 to R490.00, citing updated assumptions on revenue growth, profit margin, and future P/E following recent bullish research updates. Analyst Commentary Recent bullish research updates have pushed Northam Platinum Holdings further onto the radar of investors who focus on valuation reset stories.내러티브 업데이트 • Jan 25
NPH: Constructive Research Stance Will Support Higher P/E While Risks Remain
Narrative Update The analyst fair value estimate for Northam Platinum Holdings has shifted from R290.06 to R396.94 per share. Analysts attribute this change to updated assumptions around revenue growth, profit margin and future P/E multiples following recent research that has become more constructive on the stock.내러티브 업데이트 • Jan 10
NPH: Higher P/E Assumptions Will Limit Future Upside Despite Firm Margins
Analysts have nudged their price target for Northam Platinum Holdings higher to R290.06 from R283.06, reflecting updated assumptions around discount rates, margins, and future P/E expectations. Valuation Changes Fair Value: Updated slightly higher from R283.06 to R290.06 per share.내러티브 업데이트 • Dec 16
NPH: Higher Required Returns Will Constrain Future Upside Despite Stronger Margins
Analysts have raised their price target for Northam Platinum Holdings by roughly R8 to R283.06, citing slightly stronger expected revenue growth, improved profit margins, and a modestly lower future price earnings multiple, despite a small uptick in the discount rate. Valuation Changes Fair Value: Raised slightly from ZAR 274.94 to ZAR 283.06 per share, reflecting a modest uplift in the intrinsic valuation.내러티브 업데이트 • Dec 02
NPH: Rising Discount Rate Will Limit Upside Despite Margin Improvement
Northam Platinum Holdings' analyst price target has been modestly adjusted downward from R280.19 to R274.94. Analysts cite slightly lower revenue growth expectations, despite improvements in projected profit margins.내러티브 업데이트 • Nov 18
NPH: Dividend Increase And Higher Margins Will Balance Revenue Uncertainty
Northam Platinum Holdings’ analyst price target has been raised slightly from R276.44 to R280.19. This reflects analysts’ confidence in improved future profit margins despite a more moderate revenue growth outlook.내러티브 업데이트 • Nov 03
NPH: Dividend Increase And Steady Margins Will Offset Elevated Discount Rate
Analysts have raised their price target for Northam Platinum Holdings from R261.44 to R276.44. This reflects increased conviction in the company's fair value, despite a slight uptick in the assumed discount rate and future price-to-earnings ratio.내러티브 업데이트 • Oct 20
South African PGM Risks Will Spark Renewable Upside
Analysts have raised their price target for Northam Platinum Holdings from R236.71 to R261.44, citing modest improvements in estimated fair value and revenue growth projections. What's in the News The board has declared a final gross cash dividend of 200.0 cents per share for 2025, up from 70.0 cents per share the previous year.내러티브 업데이트 • Oct 05
South African PGM Risks Will Spark Renewable Upside
Analysts have raised their price target for Northam Platinum Holdings from R206 to R236.71. This reflects improved profit margin forecasts, even though expectations for revenue growth have been slightly tempered.내러티브 업데이트 • Sep 20
South African PGM Risks Will Spark Renewable Upside
Upward revisions to revenue growth forecasts and a substantial decline in the future P/E multiple have driven a modest increase in Northam Platinum Holdings' consensus price target to ZAR206.00. What's in the News Northam Platinum Holdings declared a final gross cash dividend of 200.0 cents per share for 2025, up from 70.0 cents per share in 2024, totaling approximately ZAR 800.2 million.내러티브 업데이트 • Aug 27
By 2029, Increased Chrome Production Will Diversify Revenue Streams
Northam Platinum Holdings' consensus price target increased to ZAR186.43, reflecting improved profitability with a higher net profit margin and a slightly lower forward P/E multiple. What's in the News Zondereinde mine exceeded production guidance with 330,769 oz 4E refined metal, up from 328,513 oz 4E.
새로운 내러티브 • Feb 10
Zondereinde 3 Shaft And Eland Developments Will Strengthen Future Operations
Expansion in production capacity and processing efficiency is set to enhance revenue by reducing per-unit costs and improving production throughput.주주 수익률
| NPH | ZA Metals and Mining | ZA 시장 | |
|---|---|---|---|
| 7D | 2.9% | 5.2% | -0.01% |
| 1Y | 23.3% | 24.6% | 10.8% |
수익률 대 산업: NPH은 지난 1년 동안 24.6%의 수익을 기록한 ZA Metals and Mining 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: NPH은 지난 1년 동안 10.8%를 기록한 ZA 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| NPH volatility | |
|---|---|
| NPH Average Weekly Movement | 8.0% |
| Metals and Mining Industry Average Movement | 8.4% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in ZA Market | 10.3% |
| 10% least volatile stocks in ZA Market | 2.7% |
안정적인 주가: NPH의 주가는 지난 3개월 동안 ZA 시장보다 변동성이 컸습니다.
시간에 따른 변동성: NPH의 주간 변동성(8%)은 지난 1년 동안 안정적이었지만 ZA 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2020 | 14,172 | Paul Dunne | www.northam.co.za |
노섬 플래티넘 홀딩스는 자회사인 노섬 플래티넘 리미티드를 통해 남아프리카, 미주, 유럽, 영국, 극동, 기타 아프리카, 중동, 오스트레일리아, 중화인민공화국에서 백금 계열 금속을 생산 및 판매하는 사업을 하고 있습니다. 이 회사는 백금, 팔라듐, 로듐, 금, 이리듐, 루테늄, 은, 니켈, 구리, 코발트 및 크롬 매장지를 탐사합니다. 부시벨드 단지의 동쪽 끝에 위치한 부이센달 광산, 부시벨드 단지의 서쪽 끝에 위치한 존데린데 광산, 부시벨드 단지의 남동쪽 끝에 위치한 이랜드 광산에 대한 지분을 보유하고 있습니다.
Northam Platinum Holdings Limited 기초 지표 요약
| NPH 기초 통계 | |
|---|---|
| 시가총액 | R105.40b |
| 순이익 (TTM) | R9.17b |
| 매출 (TTM) | R41.62b |
11.6x
주가수익비율(P/E)2.6x
주가매출비율(P/S)NPH는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| NPH 손익계산서 (TTM) | |
|---|---|
| 매출 | R41.62b |
| 매출원가 | R31.62b |
| 총이익 | R10.00b |
| 기타 비용 | R824.56m |
| 순이익 | R9.17b |
최근 보고된 실적
Dec 31, 2025
다음 실적 발표일
Aug 28, 2026
| 주당순이익(EPS) | 23.29 |
| 총이익률 | 24.02% |
| 순이익률 | 22.04% |
| 부채/자본 비율 | 30.3% |
NPH의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
3.3%
현재 배당 수익률39%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/12 20:15 |
| 종가 | 2026/08/12 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/06/30 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Northam Platinum Holdings Limited는 22명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Gerhard Engelbrecht | Absa Bank Limited |
| Richard Hart | Arqaam Capital Research Offshore S.A.L. |
| Sebastian Bell | Avior Capital Markets |