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688707.SS$15.49-4.62%
Fair $15.49+0.0%

688707.SS

Guizhou Zhenhua E-chem Inc.

Basic Materials / ChemicalsShanghai

$15.49

-0.75 (-4.62%)

Fairly Valued+0.0%Fair Value $15.49Fund rank 30/100 · Data gapFallback financials|
SA 27/D
F-Score: 6/9
Declining RevenueMargin 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 19%

FCF escenarios

weak_data · normalized FCF $82.6M · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

27/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -10.8%, below the 5% threshold
Thesis & Journal · 688707.SSLocal privado en este navegador · Guizhou Zhenhua E-chem Inc.
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

$7.9B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-10.8%

↓

Gross Margin

-12.9%

↓

Debt/Equity

0.48

↑
52-Week Range$15
$11$19

TradingView lightweight chart

688707.SS price, volumen y niveles de valoración

Último $15.49Periodo -67.0%
Fair value: $15.49

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

-53.2%

FCF CAGR

-35.8%

FCF margin

5.8%

FCF / Net income

-0.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.43B · net income $-432.4M · FCF $82.6M

2022-FY → 2025-FY

Gross margin

-12.9%-26.6% pts

Operating margin

-25.7%-36.9% pts

Net margin

-30.3%-39.4% pts

FCF margin

5.8%+3.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.43B$1.43B$1.96B$6.88B$13.94B
Net Income$-432.4M$-432.4M$-527.7M$102.7M$1.27B
EBITDA$-137.3M$-137.3M$-337.4M$397.0M$1.69B
EPS-0.85-0.85-1.050.232.87
Gross Margin-12.9%-12.9%-13.4%6.8%13.7%
Operating Margin-25.7%-25.7%-22.2%3.9%11.2%
Net Margin-30.3%-30.3%-26.9%1.5%9.1%
Balance Sheet
Debt/Equity0.480.480.480.560.54
Current Ratio2.282.28———
Cash Flow
Free Cash Flow$82.6M$82.6M$-1.54B$1.36B$312.0M
Returns
ROE-10.8%-10.8%-11.9%2.6%31.1%
Valuation
P/E———83.0916.54
EV/EBITDA———19.8412.61
P/B1.981.981.152.205.15
Growth & Yield
Revenue Growth-27.2%-27.2%-71.5%-50.7%—
EPS Growth19.0%19.0%-556.5%-92.0%—

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 +28.9%

Total return

+28.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.05 → -0.85

Residual

+28.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+28.9%

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.