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600889.SS$16.20+0.06%
Fair $16.20+0.0%

600889.SS

Nanjing Chemical Fiber Co., Ltd.

Basic Materials / ChemicalsShanghai

$16.20

+0.01 (+0.06%)

Fairly Valued+0.0%Fair Value $16.20Fund rank 29/100 · Data gapFallback financials|
SA 12/F
F-Score: 3/9
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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-239.2M · quality 66.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

12/100

F

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: 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 -30.8%, below the 5% threshold
Thesis & Journal · 600889.SSLocal privado en este navegador · Nanjing Chemical Fiber 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

$9.0B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-30.8%

↓

Gross Margin

-5.8%

↓

Debt/Equity

1.20

↑
52-Week Range$16
$13$19

TradingView lightweight chart

600889.SS price, volumen y niveles de valoración

Último $16.20Periodo +302.4%
Fair value: $16.20

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

-16.7%

FCF CAGR

—

FCF margin

-38.7%

FCF / Net income

1.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $300.5M · net income $-99.9M · FCF $-116.2M

2022-FY → 2025-FY

Gross margin

-5.8%-2.8% pts

Operating margin

-38.0%-7.8% pts

Net margin

-33.3%+0.8% pts

FCF margin

-38.7%+1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$300.5M$300.5M$662.5M$474.0M$519.9M
Net Income$-99.9M$-99.9M$-448.7M$-184.9M$-177.0M
EBITDA$-19.8M$-19.8M$-408.3M$-170.8M$-99.3M
EPS-0.27-0.27-1.22-0.50-0.48
Gross Margin-5.8%-5.8%-9.9%-10.8%-3.0%
Operating Margin-38.0%-38.0%-32.3%-37.9%-30.2%
Net Margin-33.3%-33.3%-67.7%-39.0%-34.0%
Balance Sheet
Debt/Equity1.201.201.080.340.20
Current Ratio1.671.67———
Cash Flow
Free Cash Flow$-116.2M$-116.2M$-250.9M$-239.2M$-210.3M
Returns
ROE-30.8%-30.8%-105.9%-21.2%-16.8%
Valuation
P/B18.5018.5015.022.451.77
Growth & Yield
Revenue Growth-54.6%-54.6%39.8%-8.8%—
EPS Growth77.9%77.9%-144.0%-4.2%—

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 -3.7%

Total return

-3.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.22 → -0.27

Residual

-3.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-3.7%

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.