ENTITY
CGN Mining

CGN Mining (1164 HK)

42
Analysis
IndustrialsHong Kong
CGN Mining Company Ltd., through subsidiaries, operates businesses related to nuclear energy. The Company supplies nuclear fuel, produces nuclear energy, and constructs plants for renewable energy such as wind power, hydroelectric and solar energy.
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bullishCGN Mining
15 Jun 2025 02:55

MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Double Inclusion for CGN Mining

CGN Mining is a double add, while Endesa and enCore Energy are deletes. Estimated net round-trip trade across both indices is US$560m.

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bullishCGN Mining
15 Jun 2025 01:24

[Quiddity Index] MV Global Uranium & Nuclear Energy Jun25 Rebalance Results: Flow Expectations

One ADD, one DELETE, but some big capping flows this time so one-way flow is 15+%. That's a lot. Some flows are decent ADV count.

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bullishCGN Mining
04 Jun 2025 12:36Broker

CGN Mining (1164 HK) - New Pricing Formula for Off-Take Agreement a Big Surprise

CGN Mining released a new pricing mechanism for the off-take agreement (2026-28) with its parent company. Under the new mechanism, the proportion...

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bullishCGN Mining
16 May 2025 11:48Broker

CGN Mining (1164 HK) - Uranium Price Gap Likely to Further Narrow, a Key Catalyst for CGN Mining

We expect to see positive share price momentum in the near term driven by the uranium spot price recovery, as CGN Mining’s earnings are sensitive...

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11 Jul 2025 01:26

Mid-Year Themes Review - Part II

Investor focus on hard assets ramps up. Overnight news that the Pentagon will take a US$400M stake in MP Materials is another boost for the rare...

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