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6616.HK$7.61+1.33%
Fair $7.61+0.0%

6616.HK

Global New Material International Holdings Limited

Basic Materials / Specialty ChemicalsHKSE

$7.61

+0.10 (+1.33%)

Fairly Valued+0.0%Fair Value $7.61Fund rank 20/100 · Data gapFallback financials|
SA 28/D
F-Score: 1/9
High DebtLow 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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $-717.3M · quality 23.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

28/100

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 2.67, above the 2.0 threshold ROE is -12.1%, below the 5% threshold
Thesis & Journal · 6616.HKLocal privado en este navegador · Global New Material International Holdings Limited
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

$9.5B

P/E

N/A

•

EV/EBITDA

38.8x

↑

ROE

-12.1%

↓

Gross Margin

39.1%

↑

Debt/Equity

2.67

↑
52-Week Range$8
$4$11

TradingView lightweight chart

6616.HK price, volumen y niveles de valoración

Último $7.610Periodo +105.7%
Fair value: $7.610

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

+47.1%

FCF CAGR

—

FCF margin

-60.3%

FCF / Net income

4.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.92B · net income $-381.3M · FCF $-1.76B

2022-FY → 2025-FY

Gross margin

39.1%-10.6% pts

Operating margin

5.8%-24.4% pts

Net margin

-13.1%-37.5% pts

FCF margin

-60.3%-55.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.92B$2.92B$1.65B$1.06B$916.8M
Net Income$-381.3M$-381.3M$242.2M$181.6M$223.8M
EBITDA$362.9M$362.9M$612.9M$369.6M$324.4M
EPS-0.31-0.310.190.150.22
Gross Margin39.1%39.1%53.0%49.7%49.7%
Operating Margin5.8%5.8%31.6%26.8%30.2%
Net Margin-13.1%-13.1%14.7%17.1%24.4%
Balance Sheet
Debt/Equity2.672.670.720.290.21
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$-1.76B$-1.76B$-717.3M$121.3M$-44.1M
Returns
ROE-12.1%-12.1%7.2%5.8%9.5%
Valuation
P/E——18.5825.2718.00
EV/EBITDA38.8338.835.526.198.17
P/B2.992.991.301.451.71
Growth & Yield
Revenue Growth76.9%76.9%55.0%16.1%—
EPS Growth-263.2%-263.2%26.7%-31.8%—

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 +92.2%

Total return

+92.2%

Start / end P/E

n/dx → n/dx

EPS bridge

0.19 → -0.31

Residual

+92.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+92.2%

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.