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300839.SZ$16.90+1.26%
Fair $16.90+0.0%

300839.SZ

Ningbo Bohui Chemical Technology Co.,Ltd

Energy / Oil & Gas Refining & MarketingShenzhen

$16.90

+0.21 (+1.26%)

Fairly Valued+0.0%Fair Value $16.90Fund rank 25/100 · Data gapFallback financials|
SA 33/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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-353.7M · quality 39.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

33/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is -7.7%, below the 5% threshold
Thesis & Journal · 300839.SZLocal privado en este navegador · Ningbo Bohui Chemical Technology 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

$5.0B

P/E

130.0x

↑

EV/EBITDA

42.9x

↑

ROE

-7.7%

↓

Gross Margin

2.3%

↓

Debt/Equity

1.15

↑
52-Week Range$17
$9$21

TradingView lightweight chart

300839.SZ price, volumen y niveles de valoración

Último $16.90Periodo +70.8%
Fair value: $16.90

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

-1.7%

FCF CAGR

—

FCF margin

-16.5%

FCF / Net income

7.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.82B · net income $-58.6M · FCF $-463.8M

2022-FY → 2025-FY

Gross margin

2.3%-9.3% pts

Operating margin

-1.5%-8.0% pts

Net margin

-2.1%-7.2% pts

FCF margin

-16.5%-15.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.82B$2.82B$2.28B$2.78B$2.97B
Net Income$-58.6M$-58.6M$-306.8M$-202.9M$151.8M
EBITDA$118.4M$118.4M$-104.6M$-34.5M$295.6M
EPS-0.23-0.23-1.28-0.830.62
Gross Margin2.3%2.3%15.9%8.8%11.5%
Operating Margin-1.5%-1.5%-6.6%-0.5%6.5%
Net Margin-2.1%-2.1%-13.5%-7.3%5.1%
Balance Sheet
Debt/Equity1.151.153.491.411.07
Current Ratio1.051.05———
Cash Flow
Free Cash Flow$-463.8M$-463.8M$-353.7M$310.6M$-22.2M
Returns
ROE-7.7%-7.7%-76.3%-27.8%15.1%
Valuation
P/E130.00130.00——21.41
EV/EBITDA42.9442.94——13.84
P/B5.675.673.903.453.24
Growth & Yield
Revenue Growth23.5%23.5%-17.9%-6.3%—
EPS Growth82.0%82.0%-54.2%-233.9%—

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 +82.1%

Total return

+82.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.28 → -0.23

Residual

+82.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+82.1%

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.