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v0.1
2502.HK$0.58-3.33%
Fair $0.58+0.0%

2502.HK

Henan Jinyuan Hydrogenated Chemicals Co., Ltd.

Basic Materials / Specialty ChemicalsHKSE

$0.58

-0.02 (-3.33%)

Fairly Valued+0.0%Fair Value $0.58Fund rank 24/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9
Margin CompressionLow 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 18%

FCF escenarios

weak_data · normalized FCF $12.8M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

42/100

C

Piotroski

3/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years ROE is -3.6%, below the 5% threshold
Thesis & Journal · 2502.HKLocal privado en este navegador · Henan Jinyuan Hydrogenated Chemicals 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

$554M

P/E

N/A

•

EV/EBITDA

10.9x

↑

ROE

-3.6%

↓

Gross Margin

1.2%

↓

Debt/Equity

0.30

↑
52-Week Range$1
$0$1

TradingView lightweight chart

2502.HK price, volumen y niveles de valoración

Último $0.580Periodo -33.3%
Fair value: $0.580

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

+4.8%

FCF CAGR

-26.0%

FCF margin

3.1%

FCF / Net income

-2.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.60B · net income $-34.3M · FCF $81.2M

2022-FY → 2025-FY

Gross margin

1.2%-11.6% pts

Operating margin

-0.6%-11.4% pts

Net margin

-1.3%-7.5% pts

FCF margin

3.1%-5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.60B$2.60B$3.10B$2.33B$2.25B
Net Income$-34.3M$-34.3M$-16.0M$54.9M$138.2M
EBITDA$64.1M$64.1M$108.9M$163.5M$303.9M
EPS——-0.020.090.14
Gross Margin1.2%1.2%2.3%6.4%12.8%
Operating Margin-0.6%-0.6%0.7%4.3%10.8%
Net Margin-1.3%-1.3%-0.5%2.4%6.1%
Balance Sheet
Debt/Equity0.300.300.340.260.28
Current Ratio1.281.28———
Cash Flow
Free Cash Flow$81.2M$81.2M$12.8M$-43.9M$200.4M
Returns
ROE-3.6%-3.6%-1.6%5.4%23.8%
Valuation
P/E———11.56—
EV/EBITDA10.9510.956.023.66—
P/B0.580.580.460.62—
Growth & Yield
Revenue Growth-16.2%-16.2%33.1%3.4%—
EPS Growth——-122.2%-37.8%—

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 +56.8%

Total return

+56.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.02 → n/d

Residual

+56.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+56.8%

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.