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688126.SS$25.88-6.57%
Fair $25.88+0.0%

688126.SS

National Silicon Industry Group Co., Ltd.

Technology / Semiconductor Equipment & MaterialsShanghai

$25.88

-1.82 (-6.57%)

Fairly Valued+0.0%Fair Value $25.88Fund rank 26/100 · Data gapFallback financials|
SA 36/D
F-Score: 2/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-5.5B · quality 63.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

36/100

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years ROE is -8.9%, below the 5% threshold
Thesis & Journal · 688126.SSLocal privado en este navegador · National Silicon Industry Group 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

$85.5B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-8.9%

↓

Gross Margin

-17.1%

↓

Debt/Equity

0.52

↑
52-Week Range$26
$17$32

TradingView lightweight chart

688126.SS price, volumen y niveles de valoración

Último $25.88Periodo +137.2%
Fair value: $25.88

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

+1.1%

FCF CAGR

—

FCF margin

-147.1%

FCF / Net income

3.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.72B · net income $-1.51B · FCF $-5.47B

2022-FY → 2025-FY

Gross margin

-17.1%-39.8% pts

Operating margin

-31.7%-43.2% pts

Net margin

-40.6%-49.6% pts

FCF margin

-147.1%-86.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.72B$3.72B$3.39B$3.19B$3.60B
Net Income$-1.51B$-1.51B$-970.5M$186.5M$325.0M
EBITDA$-333.0M$-333.0M$-33.2M$980.8M$1.09B
EPS-0.54-0.54-0.350.070.12
Gross Margin-17.1%-17.1%-9.0%16.5%22.7%
Operating Margin-31.7%-31.7%-22.6%3.9%11.5%
Net Margin-40.6%-40.6%-28.6%5.8%9.0%
Balance Sheet
Debt/Equity0.520.520.520.340.19
Current Ratio1.401.40———
Cash Flow
Free Cash Flow$-5.47B$-5.47B$-5.86B$-4.40B$-2.20B
Returns
ROE-8.9%-8.9%-7.9%1.2%2.3%
Valuation
P/E———247.06151.01
EV/EBITDA———44.8240.55
P/B4.284.284.123.053.43
Growth & Yield
Revenue Growth9.7%9.7%6.2%-11.4%—
EPS Growth-52.7%-52.7%-619.1%-42.9%—

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 +43.8%

Total return

+43.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.35 → -0.54

Residual

+43.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+43.8%

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.