Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601958.SS
STRONG BUYREMOVEJinduicheng Molybdenum Co., Ltd. · Basic Materials · China · $11.5B · Avg Vol: $325M/d
Jinduicheng Molybdenum is a molybdenum mining company. It is a pure commodity cyclical play, which we strictly avoid under the Terry Smith lens.
COMPANY DESCRIPTION
Jinduicheng Molybdenum Co., Ltd. is a world-class molybdenum producer, involved in the mining, smelting, and deep processing of molybdenum products. The company controls the Jinduicheng molybdenum mine, one of the largest and highest-grade open-pit molybdenum mines in the world. Its vertically integrated operations and dominant domestic market share give it significant pricing power in global metallurgical and chemical markets.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.4B | 1.7B | 2.0B | 2.0B | 13.2% |
| EPS | 0.06 | 0.14 | 0.14 | 0.14 | 33.7% |
| Shares | 3.2B | 3.2B | 3.2B | 3.2B | 0.0% |
| Debt | 19M | 14M | 9M | 19M | 0.6% |
| Equity | 1.9B | 2.3B | 2.5B | 2.8B | 12.8% |
| Op CF | 367M | 513M | 549M | 241M | -13.1% |
| Inv CF | -106M | -245M | -112M | 90M | — |
| Fin CF | -76M | -159M | -153M | -205M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 601958.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601958.SS | Jinduicheng Molybdenum Co., Ltd.(you) | $11.5B | 95 | STRONG BUY |
| 600549.SS | Xiamen Tungsten Co.,Ltd. | $12.8B | 74 | BUY |
| 600301.SS | Guangxi Huaxi Nonferrous Metal Co.,Ltd | $5.1B | 88 | STRONG BUY |
| 601168.SS | Western Mining Co.,Ltd. | $10.8B | 73 | BUY |
| 600961.SS | Zhuzhou Smelter Group Co.,Ltd. | $4.0B | 97 | STRONG BUY |
| 603979.SS | JCHX Mining Management Co.,Ltd. | $6.8B | 80 | STRONG BUY |
| 000960.SZ | Yunnan Tin Company Limited | $9.1B | 73 | BUY |
| 9696.HK | Tianqi Lithium Corporation | $10.7B | 65 | BUY |
| 3993.HK | CMOC Group Limited | $49.8B | 97 | STRONG BUY |
| 600497.SS | YUNNAN CHIHONG ZINC&GERMANIUM C | $7.1B | 73 | BUY |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%