Mineral Resources (ASX:MIN) Valuation Check As China VAT Changes And AustralianSuper Interest Draw Focus

Simply Wall St.01-18

Mineral Resources (ASX:MIN) is back in focus after China outlined lower VAT export rebates for battery products. This shift is influencing lithium sentiment, while AustralianSuper’s higher stake and ...

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This shift is influencing lithium sentiment, while AustralianSuper’s higher stake and ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/materials/asx-min/mineral-resources-shares/news/mineral-resources-asxmin-valuation-check-as-china-vat-change\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Mineral Resources (ASX:MIN) Valuation Check As China VAT Changes And AustralianSuper Interest Draw Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMineral Resources (ASX:MIN) Valuation Check As China VAT Changes And AustralianSuper Interest Draw Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-18 07:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/materials/asx-min/mineral-resources-shares/news/mineral-resources-asxmin-valuation-check-as-china-vat-change><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mineral Resources (ASX:MIN) is back in focus after China outlined lower VAT export rebates for battery products. This shift is influencing lithium sentiment, while AustralianSuper’s higher stake and ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/materials/asx-min/mineral-resources-shares/news/mineral-resources-asxmin-valuation-check-as-china-vat-change\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7507","symbol_name":"资源股","start_time":0,"source_url":"https://simplywall.st/stocks/au/materials/asx-min/mineral-resources-shares/news/mineral-resources-asxmin-valuation-check-as-china-vat-change","article_id":"2604921476","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/2052000-choice2-main-header/1585186553865"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/materials/asx-min/mineral-resources-shares/news/mineral-resources-asxmin-valuation-check-as-china-vat-change","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2604921476","pubTimestamp":1768691964,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Mineral Resources (ASX:MIN) is back in focus after China outlined lower VAT export rebates for battery products. This shift is influencing lithium sentiment, while AustralianSuper’s higher stake and the pending Q2 FY2026 update add further attention.\nSee our latest analysis for Mineral Resources.\nThe recent focus on China’s VAT changes and AustralianSuper’s higher holding comes after a strong 90 day share price return of 43.12% and a 1 year total shareholder return of 61.35%, although the 3...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7507":"资源股","BK7095":"多种金属与采矿","BK7504":"锂钴概念","MIN":"MFS Intermediate Income Trust","MIN.AU":"MINERAL RESOURCES LTD"},"translate_title":"随着中国增值税变化和澳大利亚超级利息引起关注，矿产资源(ASX：MIN)估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MIN.AU":1.5,"MIN":1.5},"content_text":"Mineral Resources (ASX:MIN) is back in focus after China outlined lower VAT export rebates for battery products. This shift is influencing lithium sentiment, while AustralianSuper’s higher stake and the pending Q2 FY2026 update add further attention. See our latest analysis for Mineral Resources. The recent focus on China’s VAT changes and AustralianSuper’s higher holding comes after a strong 90 day share price return of 43.12% and a 1 year total shareholder return of 61.35%, although the 3 year total shareholder return is negative at 31.52%. This suggests that momentum has picked up more recently than over the medium term. If you are looking beyond resources and want to see what else is moving, now could be a good time to check out auto manufacturers as a different angle on global demand trends. Mineral Resources trades at A$59.78 with an estimated intrinsic value at a 53% discount and a market price above the average analyst target. Is this a mispriced opportunity, or is the market already banking on future growth? AdvertisementMost Popular Narrative: 28.3% Overvalued At A$59.78, the most followed narrative sees Mineral Resources trading above an estimated fair value of A$46.58, raising questions about how much optimism is already in the price. The fair value estimate has risen slightly to A$46.58 per share from A$45.43 per share, implying a modest uplift in the intrinsic valuation. Read the complete narrative. Want to see what is sitting under that higher fair value line? One key driver is a step change in profitability assumptions, paired with a different future earnings multiple than you might expect for a miner. Curious which mix of revenue growth, margin forecasts and discount rate inputs is doing the heavy lifting here? Read on to see how this narrative joins those pieces together. Result: Fair Value of A$46.58 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there is still the risk that heavy recent capex, high net debt, and exposure to volatile lithium and iron ore prices could quickly challenge this optimistic setup. Find out about the key risks to this Mineral Resources narrative. Another Angle On Value Here is where things get interesting. One assessment suggests that Mineral Resources is 28.3% overvalued relative to a fair value estimate of A$46.58. In contrast, our DCF model indicates a fair value of A$128.30, which would make the current A$59.78 price appear heavily undervalued. Which perspective do you find more convincing? Look into how the SWS DCF model arrives at its fair value. MIN Discounted Cash Flow as at Jan 2026 Build Your Own Mineral Resources Narrative If you see the numbers differently or want to stress test your own assumptions, you can build a custom view of Mineral Resources in just a few minutes: Do it your way A great starting point for your Mineral Resources research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If you only stick with one company, you could miss some compelling setups. Take a few minutes to broaden your watchlist and put fresh ideas on your radar.  Spot potential turnaround stories early by checking out these 3530 penny stocks with strong financials where smaller companies can offer meaningful upside if the numbers stack up for you. Ride the momentum in next generation tech by scanning these 24 AI penny stocks for businesses tied to AI themes that match your risk tolerance. Hunt for price gaps versus fundamentals using these 865 undervalued stocks based on cash flows to see which companies the market might be pricing conservatively based on cash flows.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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