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002023.SZ$10.89-1.89%
Fair $10.89+0.0%

002023.SZ

Sichuan Haite High-tech Co.,Ltd

Industrials / Aerospace & DefenseShenzhen

$10.89

-0.21 (-1.89%)

Fairly Valued+0.0%Fair Value $10.89Fund rank 32/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $297.4M · quality 51.3/100

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

34/100

D

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -14.4%, below the 5% threshold
Thesis & Journal · 002023.SZLocal privado en este navegador · Sichuan Haite High-tech 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

$8.1B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-14.4%

↓

Gross Margin

31.6%

↑

Debt/Equity

0.36

↑
52-Week Range$11
$10$16

TradingView lightweight chart

002023.SZ price, volumen y niveles de valoración

Último $11.10Periodo +579.0%
Fair value: $10.89

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

+19.7%

FCF CAGR

+4.3%

FCF margin

29.4%

FCF / Net income

-0.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.56B · net income $-534.5M · FCF $457.6M

2022-FY → 2025-FY

Gross margin

31.6%-8.6% pts

Operating margin

13.8%-1.6% pts

Net margin

-34.3%-35.7% pts

FCF margin

29.4%-15.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.56B$1.56B$1.32B$1.05B$909.7M
Net Income$-534.5M$-534.5M$70.9M$46.8M$12.9M
EBITDA$-211.4M$-211.4M$415.4M$358.2M$304.9M
EPS-0.72-0.720.100.060.02
Gross Margin31.6%31.6%32.1%36.5%40.2%
Operating Margin13.8%13.8%13.8%17.3%15.4%
Net Margin-34.3%-34.3%5.4%4.4%1.4%
Balance Sheet
Debt/Equity0.360.360.460.570.48
Current Ratio1.341.34———
Cash Flow
Free Cash Flow$457.6M$457.6M$297.4M$-242.9M$403.9M
Returns
ROE-14.4%-14.4%1.7%1.1%0.3%
Valuation
P/E——99.06139.72483.33
EV/EBITDA——20.5623.8825.46
P/B2.172.171.641.541.49
Growth & Yield
Revenue Growth18.1%18.1%25.3%15.8%—
EPS Growth-854.8%-854.8%51.4%263.2%—

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 +11.7%

Total return

+11.7%

Start / end P/E

n/dx → n/dx

EPS bridge

0.10 → -0.72

Residual

+11.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+11.7%

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.