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605366.SS$10.68-3.17%
Fair $10.68+0.0%

605366.SS

Jiangxi Hungpai New Material Co., Ltd.

Basic Materials / ChemicalsShanghai

$10.68

-0.35 (-3.17%)

Fairly Valued+0.0%Fair Value $10.68Fund rank 23/100 · Data gapFallback financials|
SA 33/D
F-Score: 1/9
Margin CompressionLow 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 17%

FCF escenarios

weak_data · normalized FCF $-264.2M · quality 42.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 3/100Data 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

33/100

D

Piotroski

1/9

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. Operating margin has declined for 3 consecutive years ROE is -7.1%, below the 5% threshold
Thesis & Journal · 605366.SSLocal privado en este navegador · Jiangxi Hungpai New Material 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

$8.3B

P/E

N/A

•

EV/EBITDA

107.9x

↑

ROE

-7.1%

↓

Gross Margin

3.5%

↓

Debt/Equity

0.68

↑
52-Week Range$11
$6$15

TradingView lightweight chart

605366.SS price, volumen y niveles de valoración

Último $10.68Periodo +35.3%
Fair value: $10.68

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

-6.4%

FCF CAGR

—

FCF margin

-37.3%

FCF / Net income

3.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.39B · net income $-145.8M · FCF $-518.6M

2022-FY → 2025-FY

Gross margin

3.5%-30.4% pts

Operating margin

-8.4%-31.3% pts

Net margin

-10.5%-31.2% pts

FCF margin

-37.3%-12.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.39B$1.39B$1.48B$1.39B$1.70B
Net Income$-145.8M$-145.8M$-30.9M$65.0M$352.4M
EBITDA$67.1M$67.1M$172.9M$206.1M$493.2M
EPS-0.23-0.23-0.050.110.57
Gross Margin3.5%3.5%10.5%15.2%33.9%
Operating Margin-8.4%-8.4%0.2%4.7%22.9%
Net Margin-10.5%-10.5%-2.1%4.7%20.8%
Balance Sheet
Debt/Equity0.680.680.680.320.25
Current Ratio2.532.53———
Cash Flow
Free Cash Flow$-518.6M$-518.6M$173.6M$-264.2M$-428.5M
Returns
ROE-7.1%-7.1%-1.5%3.3%17.6%
Valuation
P/E———73.9119.81
EV/EBITDA107.88107.8849.5425.5114.43
P/B3.323.323.822.413.48
Growth & Yield
Revenue Growth-5.9%-5.9%6.7%-18.4%—
EPS Growth-360.0%-360.0%-145.5%-80.7%—

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 +74.5%

Total return

+74.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.05 → -0.23

Residual

+74.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+74.5%

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.