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600883.SS$8.45-4.20%
Fair $8.45+0.0%

600883.SS

Yunnan Bowin Technology Industry Co.,Ltd

Basic Materials / Building MaterialsShanghai

$8.45

-0.37 (-4.20%)

Fairly Valued+0.0%Fair Value $8.45Fund rank 27/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9

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 21%

FCF escenarios

weak_data · normalized FCF $-37.9M · quality 59.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

40/100

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: 0unknown: 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.
Thesis & Journal · 600883.SSLocal privado en este navegador · Yunnan Bowin Technology Industry 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

$2.0B

P/E

70.4x

↑

EV/EBITDA

26.1x

↑

ROE

7.4%

↑

Gross Margin

0.9%

↓

Debt/Equity

0.00

↓
52-Week Range$8
$7$10

TradingView lightweight chart

600883.SS price, volumen y niveles de valoración

Último $8.450Periodo +28.2%
Fair value: $8.450

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+4.9%

FCF CAGR

—

FCF margin

-109.2%

FCF / Net income

-0.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $42.7M · net income $72.2M · FCF $-46.6M

2021-FY → 2024-FY

Gross margin

0.9%-14.8% pts

Operating margin

-56.3%-29.3% pts

Net margin

169.0%+21.5% pts

FCF margin

-109.2%-86.7% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$42.7M$42.7M$21.2M$11.7M$36.9M
Net Income$72.2M$72.2M$96.2M$80.6M$54.5M
EBITDA$75.4M$75.4M$98.7M$82.5M$57.2M
EPS0.310.310.410.34—
Gross Margin0.9%0.9%-1.0%-12.9%15.7%
Operating Margin-56.3%-56.3%-103.5%-175.2%-26.9%
Net Margin169.0%169.0%453.5%685.7%147.5%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio6.316.31———
Cash Flow
Free Cash Flow$-46.6M$-46.6M$-37.9M$-28.7M$-8.3M
Returns
ROE7.4%7.4%10.6%9.8%7.4%
Valuation
P/E70.4270.4220.9421.66—
EV/EBITDA26.0626.0619.3520.5833.46
P/B2.052.052.232.132.72
Growth & Yield
Revenue Growth101.4%101.4%80.5%-68.2%—
EPS Growth-25.0%-25.0%19.4%——
Dividend Yield0.7%0.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

34.9%

muy exigente

EPS terminal req.

$0.75

Spread vs growth

-59.8%

5Y implied EPS CAGR

24.3%

exigente

EPS terminal req.

$0.91

Spread vs growth

-49.3%

10Y implied EPS CAGR

16.9%

exigente

EPS terminal req.

$1.46

Spread vs growth

-41.9%

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 +7.9%

Total return

+7.9%

Start / end P/E

19.3x → 27.7x

EPS bridge

0.41 → 0.31

Residual

-10.7%

EPS growth-25.0%
Multiple rerating+42.9%
Dividend+0.7%
Residual / FX / buybacks / cross-term-10.7%

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.