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600748.SS$4.47-1.97%
Fair $4.47+0.0%

600748.SS

Shanghai Industrial Development Co.,Ltd

Real Estate / Real Estate - DevelopmentShanghai

$4.47

-0.09 (-1.97%)

Fairly Valued+0.0%Fair Value $4.47Fund rank 26/100 · Data gapFallback financials|
SA 20/D
F-Score: 4/9
Low 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 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

20/100

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 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. ROE is -5.9%, below the 5% threshold
Thesis & Journal · 600748.SSLocal privado en este navegador · Shanghai Industrial Development 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

$8.2B

P/E

N/A

•

EV/EBITDA

619.7x

↑

ROE

-5.9%

↓

Gross Margin

29.6%

↓

Debt/Equity

1.34

↑
52-Week Range$4
$3$8

TradingView lightweight chart

600748.SS price, volumen y niveles de valoración

Último $4.470Periodo +118.2%
Fair value: $4.470

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

-13.6%

FCF CAGR

-19.0%

FCF margin

32.9%

FCF / Net income

-1.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.39B · net income $-618.0M · FCF $1.11B

2022-FY → 2025-FY

Gross margin

29.6%+8.2% pts

Operating margin

12.1%+3.3% pts

Net margin

-18.2%-20.6% pts

FCF margin

32.9%-7.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.39B$3.39B$2.49B$9.86B$5.25B
Net Income$-618.0M$-618.0M$-291.3M$129.0M$122.7M
EBITDA$28.1M$28.1M$508.4M$1.83B$631.4M
EPS-0.34-0.34-0.160.070.07
Gross Margin29.6%29.6%26.7%39.4%21.4%
Operating Margin12.1%12.1%9.8%23.4%8.8%
Net Margin-18.2%-18.2%-11.7%1.3%2.3%
Balance Sheet
Debt/Equity1.341.341.291.321.40
Current Ratio1.511.51———
Cash Flow
Free Cash Flow$1.11B$1.11B$-1.28B$-2.82B$2.10B
Returns
ROE-5.9%-5.9%-2.6%1.3%1.2%
Valuation
P/E———50.8648.29
EV/EBITDA619.68619.6830.928.6818.70
P/B0.780.780.510.650.59
Growth & Yield
Revenue Growth35.9%35.9%-74.7%87.8%—
EPS Growth-112.5%-112.5%-328.6%0.0%—

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 +39.3%

Total return

+39.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.16 → -0.34

Residual

+39.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+39.3%

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.