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301090.SZ$7.28+1.25%
Fair $7.28+0.0%

301090.SZ

China Resources Chemical Innovative Materials Co., Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$7.28

+0.09 (+1.25%)

Fairly Valued+0.0%Fair Value $7.28Fund rank 25/100 · Data gapFallback financials|
SA 31/D
F-Score: 6/9
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 19%

FCF escenarios

weak_data · normalized FCF $212.5M · quality 43.7/100

Data gap 25/100
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

31/100

D

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: 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 -1.3%, below the 5% threshold
Thesis & Journal · 301090.SZLocal privado en este navegador · China Resources Chemical Innovative Materials 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

$10.7B

P/E

N/A

•

EV/EBITDA

162.4x

↑

ROE

-1.3%

↓

Gross Margin

1.4%

↓

Debt/Equity

0.00

↓
52-Week Range$7
$7$9

TradingView lightweight chart

301090.SZ price, volumen y niveles de valoración

Último $7.280Periodo -61.6%
Fair value: $7.280

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

-9.0%

FCF CAGR

-24.3%

FCF margin

2.2%

FCF / Net income

-3.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.07B · net income $-86.1M · FCF $283.5M

2022-FY → 2025-FY

Gross margin

1.4%-5.8% pts

Operating margin

-0.9%-6.4% pts

Net margin

-0.7%-5.4% pts

FCF margin

2.2%-1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.07B$13.07B$18.06B$17.22B$17.33B
Net Income$-86.1M$-86.1M$-569.6M$381.1M$823.7M
EBITDA$60.2M$60.2M$-425.0M$671.4M$1.24B
EPS-0.06-0.06-0.390.260.56
Gross Margin1.4%1.4%-0.8%4.7%7.1%
Operating Margin-0.9%-0.9%-2.4%2.8%5.5%
Net Margin-0.7%-0.7%-3.2%2.2%4.8%
Balance Sheet
Debt/Equity0.000.000.010.000.00
Current Ratio2.412.41———
Cash Flow
Free Cash Flow$283.5M$283.5M$212.5M$-318.4M$654.1M
Returns
ROE-1.3%-1.3%-8.8%5.3%11.9%
Valuation
P/E———41.9418.53
EV/EBITDA162.43162.43—21.2210.26
P/B1.681.681.512.232.20
Growth & Yield
Revenue Growth-27.6%-27.6%4.8%-0.6%—
EPS Growth84.9%84.9%-249.5%-53.8%—

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 -2.3%

Total return

-2.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.39 → -0.06

Residual

-2.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.3%

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.