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603378.SS$5.95+4.94%
Fair $5.95+0.0%

603378.SS

Asia Cuanon Technology (Shanghai) Co.,Ltd.

Basic Materials / Specialty ChemicalsShanghai

$5.95

+0.28 (+4.94%)

Fairly Valued+0.0%Fair Value $5.95Fund rank 29/100 · Data gapFallback financials|
SA 29/D
F-Score: 2/9
Declining Revenue

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 $-59.0M · quality 52.7/100

Data gap 29/100
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

29/100

D

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 603378.SSLocal privado en este navegador · Asia Cuanon Technology (Shanghai) 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

$2.6B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

2008.9%

↑

Gross Margin

-0.3%

↓

Debt/Equity

-33.90

↓
52-Week Range$6
$4$10

TradingView lightweight chart

603378.SS price, volumen y niveles de valoración

Último $5.950Periodo -32.9%
Fair value: $5.950

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

-47.0%

FCF CAGR

—

FCF margin

-12.8%

FCF / Net income

0.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $462.3M · net income $-1.38B · FCF $-59.0M

2022-FY → 2025-FY

Gross margin

-0.3%-32.7% pts

Operating margin

-55.6%-66.2% pts

Net margin

-298.7%-302.1% pts

FCF margin

-12.8%-8.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$462.3M$462.3M$2.05B$3.11B$3.11B
Net Income$-1.38B$-1.38B$-329.3M$60.2M$105.7M
EBITDA$-764.7M$-764.7M$-64.0M$297.0M$306.4M
EPS-3.22-3.22-0.770.140.24
Gross Margin-0.3%-0.3%19.2%30.5%32.4%
Operating Margin-55.6%-55.6%-6.5%11.5%10.5%
Net Margin-298.7%-298.7%-16.0%1.9%3.4%
Balance Sheet
Debt/Equity-33.90-33.901.941.181.21
Current Ratio0.490.49———
Cash Flow
Free Cash Flow$-59.0M$-59.0M$-586.0M$175.0M$-129.5M
Returns
ROE2008.9%2008.9%-25.1%3.5%6.1%
Valuation
P/E———59.9353.67
EV/EBITDA———17.5024.39
P/B——1.942.073.29
Growth & Yield
Revenue Growth-77.5%-77.5%-34.0%0.1%—
EPS Growth-318.2%-318.2%-650.0%-41.7%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -13.4%

Total return

-13.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.77 → -3.22

Residual

-13.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.4%

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.