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600265.SS$25.67+4.99%
Fair $25.67+0.0%

600265.SS

Yunnan Jinggu Forestry Co.,Ltd

Basic Materials / Lumber & Wood ProductionShanghai

$25.67

+1.22 (+4.99%)

Fairly Valued+0.0%Fair Value $25.67Fund rank 30/100 · Data gapFallback financials|
SA 45/C
F-Score: 2/9
Declining RevenueLow 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 20%

FCF escenarios

weak_data · normalized FCF $-9.1M · quality 55.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

45/100

C

Piotroski

2/9

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. Revenue has declined for 2 consecutive years ROE is -1.2%, below the 5% threshold
Thesis & Journal · 600265.SSLocal privado en este navegador · Yunnan Jinggu Forestry 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

$3.3B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-115.5%

↓

Gross Margin

0.1%

↓

Debt/Equity

0.02

↓
52-Week Range$26
$15$28

TradingView lightweight chart

600265.SS price, volumen y niveles de valoración

Último $25.67Periodo +80.2%
Fair value: $25.67

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

+19.8%

FCF CAGR

—

FCF margin

-106.9%

FCF / Net income

0.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $194.7M · net income $-245.6M · FCF $-208.1M

2022-FY → 2025-FY

Gross margin

0.1%+0.5% pts

Operating margin

-34.8%-12.5% pts

Net margin

-126.1%-106.5% pts

FCF margin

-106.9%-62.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$194.7M$194.7M$447.0M$589.7M$113.2M
Net Income$-245.6M$-245.6M$-72.9M$6.3M$-22.3M
EBITDA$-328.7M$-328.7M$-39.3M$78.5M$-11.5M
EPS-1.89-1.89-0.560.05-0.17
Gross Margin0.1%0.1%2.3%10.3%-0.4%
Operating Margin-34.8%-34.8%-7.2%6.4%-22.3%
Net Margin-126.1%-126.1%-16.3%1.1%-19.7%
Balance Sheet
Debt/Equity0.020.022.401.240.03
Current Ratio3.173.17———
Cash Flow
Free Cash Flow$-208.1M$-208.1M$-9.1M$56.4M$-50.2M
Returns
ROE-115.5%-115.5%-76.6%3.8%-14.5%
Valuation
P/E———361.60—
EV/EBITDA———30.96—
P/B15.6915.6922.3813.8912.72
Growth & Yield
Revenue Growth-56.4%-56.4%-24.2%421.0%—
EPS Growth-237.5%-237.5%-1220.0%129.4%—

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 +58.9%

Total return

+58.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.56 → -1.89

Residual

+58.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+58.9%

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.