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688602.SS$6.98+0.29%
Fair $6.98+0.0%

688602.SS

Shanghai Chemspec Corporation

Basic Materials / ChemicalsShanghai

$6.98

+0.02 (+0.29%)

Fairly Valued+0.0%Fair Value $6.98Fund rank 28/100 · Data gapFallback financials|
SA 25/D
F-Score: 5/9
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $12.3M · quality 48.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

25/100

D

Piotroski

5/9

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 -2.4%, below the 5% threshold
Thesis & Journal · 688602.SSLocal privado en este navegador · Shanghai Chemspec Corporation
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

$3.6B

P/E

N/A

•

EV/EBITDA

28.6x

↑

ROE

-2.4%

↓

Gross Margin

16.0%

↓

Debt/Equity

0.05

↓
52-Week Range$7
$7$13

TradingView lightweight chart

688602.SS price, volumen y niveles de valoración

Último $6.980Periodo -41.8%
Fair value: $6.980

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

-14.7%

FCF CAGR

-2.4%

FCF margin

1.6%

FCF / Net income

-0.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $769.6M · net income $-64.2M · FCF $12.3M

2022-FY → 2025-FY

Gross margin

16.0%-13.4% pts

Operating margin

-4.5%-19.4% pts

Net margin

-8.3%-22.9% pts

FCF margin

1.6%+0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$769.6M$769.6M$674.8M$979.6M$1.24B
Net Income$-64.2M$-64.2M$-49.5M$112.7M$180.6M
EBITDA$93.9M$93.9M$100.8M$270.7M$336.5M
EPS-0.12-0.12-0.100.250.43
Gross Margin16.0%16.0%12.7%28.2%29.4%
Operating Margin-4.5%-4.5%-14.0%10.4%14.9%
Net Margin-8.3%-8.3%-7.3%11.5%14.6%
Balance Sheet
Debt/Equity0.050.050.060.070.12
Current Ratio6.036.03———
Cash Flow
Free Cash Flow$12.3M$12.3M$-100.8M$81.4M$13.2M
Returns
ROE-2.4%-2.4%-1.8%4.1%9.8%
Valuation
P/E———42.68—
EV/EBITDA28.5628.5621.7113.70—
P/B1.371.371.151.74—
Growth & Yield
Revenue Growth14.0%14.0%-31.1%-20.9%—
EPS Growth-20.0%-20.0%-140.0%-41.9%—

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 -12.4%

Total return

-12.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.10 → -0.12

Residual

-12.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-12.4%

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.