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MMG Limited Stock Price

SEHK:1208 Community·HK$85.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 4 Fair Values set on narratives written by author

1208 Share Price Performance

HK$7.02
3.15 (81.40%)
HK$11.56
Fair Value
HK$7.02
3.15 (81.40%)
39.3% undervalued intrinsic discount
HK$11.56
Fair Value
Price HK$7.02
AnalystConsensusTarget HK$11.56
AnalystLowTarget HK$9.99
AnalystHighTarget HK$13.99

1208 Community Narratives

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Fair Value HK$11.56 39.3% undervalued intrinsic discount

1208: Rising Discount Rate Will Weigh On Copper Producer Outlook

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·
Fair Value HK$9.99 29.8% undervalued intrinsic discount

Peru Unrest And Las Bambas Risks Will Weaken Production

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Fair Value HK$13.99 49.8% undervalued intrinsic discount

Rising Renewable Energy And Asian Urbanization Will Sustain Copper Demand

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HK$13.99
49.8% undervalued intrinsic discount
Revenue
17.91% p.a.
Profit Margin
22.58%
Future PE
12.02x
Price in 2029
HK$17.88
HK$9.99
29.8% undervalued intrinsic discount
Revenue
9.06% p.a.
Profit Margin
17.35%
Future PE
14.1x
Price in 2029
HK$12.77
HK$11.56
39.3% undervalued intrinsic discount
Revenue
10.42% p.a.
Profit Margin
19.63%
Future PE
13.86x
Price in 2029
HK$14.74

Trending Discussion

Updated Narratives

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1208: New Khoemacau Contracts And Equity Raise Will Support Stronger Outlook

Fair Value: HK$13.99 49.8% undervalued intrinsic discount
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1208: Copper-Focused Production Upside And Expansion Progress Will Likely Support Shares

Fair Value: HK$9.99 29.8% undervalued intrinsic discount
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1208: Production Performance And AGM Changes Will Drive Future Share Upside

Fair Value: HK$11.56 39.3% undervalued intrinsic discount
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Snowflake Analysis

High growth potential with solid track record.

1 Risk
4 Rewards

MMG Limited Key Details

US$6.2b

Revenue

US$2.7b

Cost of Revenue

US$3.5b

Gross Profit

US$3.0b

Other Expenses

US$509.4m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
0.042
56.14%
8.19%
53.3%
View Full Analysis

About 1208

Founded
1988
Employees
5516
CEO
Jing Zhao
WebsiteView website
www.mmg.com

MMG Limited, an investment holding company, engages in the exploration, development, and mining of mineral properties. It operates through Las Bambas, Kinsevere, Khoemacau, Dugald River, and Rosebery segments. The company explore for copper, zinc, gold, silver, molybdenum, cobalt, and lead deposits. It holds a portfolio of projects in Peru, Australia, Botswana, and the Democratic Republic of Congo. MMG Limited was formerly known as Minmetals Resources Limited and changed its name to MMG Limited in September 2012. The company was incorporated in 1988 and is headquartered in Southbank, Australia. MMG Limited operates as a subsidiary of China Minmetals H.K. (Holdings) Limited.

Recent 1208 News & Updates

Narrative Update Jun 30

1208: New Khoemacau Contracts And Equity Raise Will Support Stronger Outlook

Analysts have nudged their fair value estimate for MMG higher from about HK$13.52 to roughly HK$13.99, citing updated assumptions around revenue growth, profit margins and the stock's future P/E profile. What's in the News MMG announced that its subsidiary Khoemacau Copper entered into supply agreements with The 23rd Metallurgical Construction Group and China 15th Metallurgical Construction Group for construction materials for the Khoemacau mine processing plant and boxcut, with total consideration of US$107.1 million, according to company disclosures.

Recent updates

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