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001299.SZ$13.34+5.29%
Fair $13.34+0.0%

001299.SZ

Shaanxi Meineng Clean Energy Corp.,Ltd.

Utilities / Utilities - Regulated GasShenzhen

$13.34

+0.67 (+5.29%)

Fairly Valued+0.0%Fair Value $13.34Fund rank 30/100 · Data gapFallback financials|
SA 63/B
F-Score: 6/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $25.9M · quality 53.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

63/100

B

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 001299.SZLocal privado en este navegador · Shaanxi Meineng Clean Energy Corp.,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

$4.2B

P/E

37.1x

↑

EV/EBITDA

26.6x

↑

ROE

8.4%

↑

Gross Margin

21.0%

↓

Debt/Equity

0.01

↓
52-Week Range$13
$8$15

TradingView lightweight chart

001299.SZ price, volumen y niveles de valoración

Último $13.34Periodo +46.5%
Fair value: $13.34

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

+9.7%

FCF CAGR

—

FCF margin

-1.4%

FCF / Net income

-0.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $725.5M · net income $102.5M · FCF $-10.2M

2022-FY → 2025-FY

Gross margin

21.0%-1.7% pts

Operating margin

13.1%-1.9% pts

Net margin

14.1%-3.0% pts

FCF margin

-1.4%-21.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$725.5M$725.5M$665.2M$575.8M$549.9M
Net Income$102.5M$102.5M$87.3M$81.8M$94.2M
EBITDA$149.8M$149.8M$129.3M$121.7M$137.1M
EPS0.330.330.280.260.37
Gross Margin21.0%21.0%18.8%19.1%22.7%
Operating Margin13.1%13.1%10.8%11.0%15.0%
Net Margin14.1%14.1%13.1%14.2%17.1%
Balance Sheet
Debt/Equity0.010.010.000.000.00
Current Ratio1.881.88———
Cash Flow
Free Cash Flow$-10.2M$-10.2M$25.9M$57.3M$110.7M
Returns
ROE8.4%8.4%6.7%6.2%7.7%
Valuation
P/E37.0637.0625.7935.3632.62
EV/EBITDA26.5626.5614.7816.1316.99
P/B3.413.411.732.212.51
Growth & Yield
Revenue Growth9.1%9.1%15.5%4.7%—
EPS Growth19.4%19.4%6.4%-30.2%—
Dividend Yield4.6%4.6%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

53.0%

muy exigente

EPS terminal req.

$1.18

Spread vs growth

-33.5%

5Y implied EPS CAGR

34.1%

muy exigente

EPS terminal req.

$1.43

Spread vs growth

-14.6%

10Y implied EPS CAGR

21.4%

exigente

EPS terminal req.

$2.31

Spread vs growth

-2.0%

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 +62.6%

Total return

+62.6%

Start / end P/E

30.5x → 40.3x

EPS bridge

0.28 → 0.33

Residual

+6.3%

EPS growth+19.4%
Multiple rerating+32.2%
Dividend+4.6%
Residual / FX / buybacks / cross-term+6.3%

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.