Sentiment Summary
Recent Events
A final dividend of HKD 0.014 per share for FY2025 was declared, double the previous year's final dividend. The ex-dividend date is June 23, 2026, scheduled.
The ex-dividend date for the proposed 2025 final dividend of RMB 0.60 per share is scheduled for June 11, 2026. The payment date is scheduled for July 17, 2026. Market impact estimated at <5% as dividend yield is modest scheduled.
Announced a final dividend of HKD 1.65 per share for the year 2025. The ex-dividend date is scheduled for May 22, 2026, scheduled.
Announced FY2025 results on 2026-03-30: revenue of CNY 23.082 billion (+22.08% YoY) and net profit of CNY 1.613 billion, a significant turnaround from a CNY 2.074 billion loss in FY2024. A dividend of CNY 1.5 per 10 shares was proposed. High importance is assigned due to the significant turnaround to profitability, likely causing >=10% price impact; expected.
Announced 2025 annual results on March 30, 2026, with revenue increasing 73% year-over-year to US$1,310.1 million and net profit increasing 623% to US$472.3 million. The company also declared an ordinary and special dividend. The substantial profit growth is expected to result in a high price impact.
Stock surged 12.8% on 2026-03-30 as aluminum prices climbed to near four-year highs following reports of Iranian missile strikes on aluminum smelters in the Middle East, sparking global supply concerns.
The Board of Directors proposed on 2026-03-30 to seek a general mandate to issue additional H-shares, not exceeding 20% of the total issued H-shares, subject to shareholder approval at the annual general meeting. Medium importance is assigned as potential dilution typically results in a >=5% market reaction; scheduled.
Reported Q4 2025 earnings results on March 30, 2026, with ($0.19) earnings per share and revenue of $1.64 million.
Wedbush analysts cut their price target on TMC to $8 from $11, while maintaining an "Outperform" rating, as reported on March 30, 2026. Low impact expected as the rating remains positive, estimated.
Daiwa Capital Markets upgraded its rating on Ganfeng Lithium from 'Underperform' to 'Outperform' and raised the price target to HK$85 on 2026-03-29, citing an expected global lithium supply shortage in 2026. Medium importance is assigned as major analyst upgrades often drive a >=5% price increase; estimated.
Released FY2025 annual results on March 27, 2026, reporting a 50.3% YoY increase in net profit to CNY 20.34 billion; high importance is estimated due to the significant profit growth likely exceeding 10% price impact.
JPMorgan upgraded its rating to 'Overweight' and raised the target price to HKD 4.5 on March 27, 2026. A price impact of 5% is estimated based on the rating upgrade, and JPMorgan analysts' earnings growth was forecasted.
The Board of Directors proposed a final dividend of RMB 2.86 per 10 shares for the fiscal year 2025 on March 27, 2026; medium importance is estimated due to the expected dividend yield impact.
Announced full-year 2025 financial results on 2026-03-27. Revenue was CNY 10.35 billion, a 20.8% decrease year-over-year, while net profit attributable to shareholders was CNY 463 million, a turnaround from a CNY 7.91 billion loss in 2024. Market reaction is estimated at 5-10% as the return to profitability is a major milestone, expected.
Announced Q4 and full-year 2025 financial results on March 27, 2026, reporting a Q4 net loss of $40.4 million and a full-year net loss of $319.8 million, wider than the previous year, and a year-end liquidity position of $162 million. Medium impact expected due to annual financial significance, scheduled.
Announced full-year 2025 results on March 26, 2026, with revenue of HK$6.87 billion (down 20.3% YoY) but net profit attributable to shareholders of HK$453 million (up 32.4% YoY). The profit growth was attributed to higher gross margins from the natural uranium trade.
Announced full-year 2025 results on March 26, 2026. Revenue increased by 5.42% to CNY 544.62 billion, and net profit attributable to shareholders rose by 2.41% to CNY 7.13 billion. A final dividend of RMB 0.60 per share was proposed. Market impact estimated at <5% due to modest growth expected.
On March 26, 2026, the company announced that its controlling shareholder, Jiangxi Copper Group, received approval to issue up to RMB 5 billion in exchangeable bonds using some of its A-shares in the company as collateral. Market impact estimated at <5% as this is a shareholder-level financing event expected.
Announced FY2025 results: Revenue of $3.42B (down 10.4% YoY), but profit attributable to owners rose 1.5% to $404M. A final dividend of 4.1446 US cents per share was proposed. The results were seen as positive, with the share price reportedly rising afterward.
Announced full year 2025 results on March 25, 2026. Revenue decreased by 4.1% and net profit fell by 9.9%. A price impact of approximately 5% is estimated due to the earnings decline.
On March 25, 2026, the company repurchased 8.758 million shares for a total of HKD 302 million.
HSBC Research upgraded its rating to 'Buy' and raised the target price to HKD 4.1 on March 24, 2026. A price impact of 5% is estimated based on the rating upgrade, and HSBC analysts' project return visibility was estimated.
Analysts significantly upgraded their consensus forecasts for 2026, with revenue estimates rising by ~20% to CN¥5.9b and earnings per share (EPS) estimates increasing by ~23% to CN¥0.64, forecasted.