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002314.SZ$2.62+10.08%
Fair $2.62+0.0%

002314.SZ

Shenzhen New Nanshan Holding (Group) Co., Ltd.

Real Estate / Real Estate - DiversifiedShenzhen

$2.62

+0.24 (+10.08%)

Fairly Valued+0.0%Fair Value $2.62Fund rank 17/100 · Data gapFallback financials|
SA 18/F
F-Score: 4/9
High DebtLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 0.0/100

Data gap 17/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

18/100

F

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Debt-to-Equity ratio is 4.24, above the 2.0 threshold ROE is -28.6%, below the 5% threshold
Thesis & Journal · 002314.SZLocal privado en este navegador · Shenzhen New Nanshan Holding (Group) 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

$7.1B

P/E

N/A

•

EV/EBITDA

55.6x

↑

ROE

-28.6%

↓

Gross Margin

20.9%

↓

Debt/Equity

4.24

↑
52-Week Range$3
$2$4

TradingView lightweight chart

002314.SZ price, volumen y niveles de valoración

Último $2.380Periodo -85.1%
Fair value: $2.620

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

+2.4%

FCF CAGR

—

FCF margin

20.1%

FCF / Net income

-1.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.06B · net income $-1.97B · FCF $2.63B

2022-FY → 2025-FY

Gross margin

20.9%+1.6% pts

Operating margin

10.4%+3.0% pts

Net margin

-15.1%-20.7% pts

FCF margin

20.1%+70.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.06B$13.06B$8.40B$12.06B$12.15B
Net Income$-1.97B$-1.97B$-1.77B$147.0M$680.8M
EBITDA$514.4M$514.4M$782.9M$2.34B$2.66B
EPS-0.73-0.73-0.650.050.25
Gross Margin20.9%20.9%20.3%22.7%19.3%
Operating Margin10.4%10.4%4.6%9.2%7.4%
Net Margin-15.1%-15.1%-21.1%1.2%5.6%
Balance Sheet
Debt/Equity4.244.243.362.812.42
Cash Flow
Free Cash Flow$2.63B$2.63B$-2.17B$1.28B$-6.13B
Returns
ROE-28.6%-28.6%-20.0%1.4%6.7%
Valuation
P/E———57.0015.16
EV/EBITDA55.6455.6436.7612.3910.92
P/B1.031.030.700.821.01
Growth & Yield
Revenue Growth55.6%55.6%-30.3%-0.8%—
EPS Growth-12.3%-12.3%-1400.0%-80.0%—

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 +2.7%

Total return

+2.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.65 → -0.73

Residual

+2.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+2.7%

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.