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CGN MINING
011642.4303.85% ( +0.090 )
CGN MINING (01164)
CGN Mining Company Limited engages in the development and trading of natural uranium resources to nuclear power plants. It operates through Natural Uranium Trad...
- Open
- 2.500
- High
- 2.520
- Low
- 2.380
- Prev. Close
- 2.340
- Volume
- 33.31M
- Turnover
- 81.93M
- Avg Price
- 2.460
- Bid/Ask Ratio
- 82.35%
- Amplitude
- 5.98%
- 52wk High
- 5.646
- Volume Ratio
- 0.81
- Turnover Ratio
- 0.44%
CGN MINING Analyst Rating
View MoreForecast & Rating
Jul 23, 2026Price forecast
HK$4.1269.72%
Forecast & RatingStrong buy
7analysts
- Strong buy71.43%
- Buy28.57%
- Hold0.00%
- Sell0.00%
- Strong sell0.00%
Daily Events
- Jul, 31
CGN Mining opened at HKD 2.41 in the morning session and quickly fell to HKD 2.39, down approximately 2.09%, primarily due to its first-half profit warning — the company previously flagged that its Global Uranium unit would face a gross profit hit from an inventory cost mismatch. The stock has been under continued pressure, now trading at HKD 2.39, down 57.77% from its 52-week high of HKD 5.66 (Jan 28, 2026), below the 60-day MA of HKD 2.894 but slightly above the 20-day MA of HKD 2.391, indicating a short-term slowdown in the decline. Financially, the company reported Q4 2025 net profit of HKD 260 million, a net margin of 10.08%, and ROE of 22.81%, reflecting resilient fundamentals, though the stock's year-to-date loss of 26.23% suggests persistent market concerns over uranium cost and trade headwinds.
- Jul, 28
CGN Mining (1164.HK) experienced a morning session of sharp gains followed by a decline, closing at HKD 2.350, down 4.86% from the previous close of HKD 2.470, primarily as the company flagged a gross profit hit at its Global Uranium unit due to an inventory cost mismatch. The stock touched an intraday high of HKD 2.460 before sliding to a low of HKD 2.340, forming a ~5.1% range. Q4 2025 revenue stood at HKD 25.81 billion with net profit of HKD 260 million, net margin at 10.08% and ROE at 22.81%, showing solid fundamentals, yet the price is still 58.48% below the 52-week high of HKD 5.66 and down 27.47% YTD, trading below both MA20 (HKD 2.408) and MA60 (HKD 2.973), indicating a weak technical position. However, CLSA initiated coverage last week with an Outperform rating and a target price of HKD 4.750, offering a potential floor.
- Jul, 24
中广核矿业今日跌 3.56%，因旗下 Global Uranium 库存成本错配预警上半年毛利润承压，盘中探底 2.40 港元后下午盘回升至 2.45 港元收盘，波动区间 2.40-2.49 港元。此前 CLSA 曾给予跑赢大市评级及目标价 4.75 港元，但短期成本压力盖过长期铀矿增产预期；Q1 铀产量超计划及 Ningde 核电项目开工等消息未形成支撑，股价仍远低于 52 周高点和 20 日均线，当前 PE 约 41 倍、PB 约 4 倍，估值偏高。
- Jul, 22
CGN Mining surged today in Hong Kong, closing at HKD 2.53, up 11.45% from the previous close of HKD 2.27, driven by positive uranium news and an institutional rating upgrade. The stock opened at HKD 2.33, quickly dipped to an intraday low of HKD 2.32, then rallied to a high of HKD 2.57 before settling at HKD 2.53 on turnover of HKD 216 million and a turnover rate of 1.15%. The rally followed CLSA's initiation with an Outperform rating and a target price of HKD 4.75, alongside a solid Q1 2026 uranium production update. However, the company flagged a potential first-half gross profit hit at its Global Uranium unit due to inventory cost mismatches, which the market largely shrugged off. At a PE of 42.47x and PB of 4.21x, the stock trades well below the institutional target, though cost headwinds remain a risk.
- Jul, 21
CGN Mining opened higher today and rallied further in the afternoon session, reaching an intraday high of HKD 2.300 before closing at HKD 2.240, up 3.23% from the previous close of HKD 2.170, with an intraday range of approximately 6.0%. CLSA initiated coverage on July 6 with an Outperform rating and a HKD 4.75 target price, providing a catalyst for today's gains; CMB International Securities also reiterated a Buy rating in December. Despite the intraday high of HKD 2.300, the stock closed about 8.5% below its 20-day MA of HKD 2.446, and its YTD performance stands at -30.86%, with a 60%+ drawdown from the 52-week high of HKD 5.66, indicating lingering medium-term pressure. While Q4 2025 net profit of HKD 260 million, a net margin of 10.08%, and an ROE of 22.81% show solid fundamentals, the stock's price remains approximately 27.9% below the 60-day MA of HKD 3.108, suggesting market divergence on the pace of valuation recovery.
News
- Global Report · 1 day ago, 04:18 AM
The Unbundling of Hong Kong Beta: Moving Up the Value Chain in 2026
- PUBT · Jul 21 at 06:19 AM
CGN Mining flags hit to 1H gross profit at Global Uranium unit on inventory cost mismatch
- Global Report · Jul 21 at 04:13 AM
Capital Rotation in Hong Kong: Operational Updates on 10 Utilities, Biotech, and Consumer Equities
- Global Report · Jul 17 at 04:12 AM
Hong Kong Equities Navigating Cross-Currents: Signals from Real Estate to AI CapEx
- Tip Ranks · Jul 6 at 07:25 PM
CGN Mining Co (CGNMF) Gets a Buy from CLSA
- AASTOCKS News · Jul 5 at 11:35 PM
CLSA Initiates CGN MINING at Outperform, TP at HKD4.75
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