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000782.SZ$7.43+1.23%
Fair $7.43+0.0%

000782.SZ

Guangdong Highsun Meida New Materials Co., Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$7.43

+0.09 (+1.23%)

Fairly Valued+0.0%Fair Value $7.43Fund rank 32/100 · Data gapFallback financials|
SA 28/D
F-Score: 1/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 24%

FCF escenarios

weak_data · normalized FCF $-633.2M · quality 72.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

28/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is -9.5%, below the 5% threshold
Thesis & Journal · 000782.SZLocal privado en este navegador · Guangdong Highsun Meida New Materials Co., Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$5.1B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-9.5%

↓

Gross Margin

2.6%

↓

Debt/Equity

0.40

↑
52-Week Range$7
$5$9

TradingView lightweight chart

000782.SZ price, volumen y niveles de valoración

Último $7.340Periodo +24.2%
Fair value: $7.430

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-5.5%

FCF CAGR

—

FCF margin

-34.0%

FCF / Net income

5.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.46B · net income $-153.4M · FCF $-836.2M

2022-FY → 2025-FY

Gross margin

2.6%-1.9% pts

Operating margin

-2.6%-2.0% pts

Net margin

-6.2%-4.3% pts

FCF margin

-34.0%-19.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.46B$2.46B$3.25B$2.82B$2.91B
Net Income$-153.4M$-153.4M$-70.2M$-142.7M$-55.2M
EBITDA$-89.4M$-89.4M$10.0M$-58.7M$39.0M
EPS-0.22-0.22-0.10-0.27-0.10
Gross Margin2.6%2.6%3.6%2.8%4.6%
Operating Margin-2.6%-2.6%-0.6%-2.2%-0.7%
Net Margin-6.2%-6.2%-2.2%-5.1%-1.9%
Balance Sheet
Debt/Equity0.400.400.130.840.57
Current Ratio1.261.26———
Cash Flow
Free Cash Flow$-836.2M$-836.2M$-397.3M$-633.2M$-411.8M
Returns
ROE-9.5%-9.5%-4.0%-11.3%-3.9%
Valuation
EV/EBITDA——269.51—69.56
P/B3.193.191.722.321.68
Growth & Yield
Revenue Growth-24.5%-24.5%15.5%-3.3%—
EPS Growth-120.0%-120.0%63.0%-170.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +44.6%

Total return

+44.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.10 → -0.22

Residual

+44.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+44.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.