Professional
Added to YB: 2025-12-26
Pitch date: 2025-12-22
2198.HK [bullish]
China Sanjiang Fine Chemicals Company Limited
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
China Sanjiang Fine Chemicals Company Limited, an investment holding company, manufactures and supplies ethylene oxide and glycol, propylene, polypropylene, methyl tert-butyl ether (MTBE), surfactants, and ethanolamine in Mainland China, Japan, and Singapore, and internationally.
Market Cap
HKD 3.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.73
P/E
4.79
EV/Sales
0.74
Sector
Chemicals
Category
turnaround
Idea Brunch with Diego B. Milano of Quercus Fund - China Sanjiang Fine Chemicals Company Limited
2198.HK: China chemical co that doubled capacity in 2024 with new ethane/naphtha plant. Currently trades 3x P/E at cycle low while profitable. Ethane ships deliver 2027; once operational, est FCFE >70% of current mkt cap annually. Upgraded from worst feedstock (methanol) to best cost structure.
Read full article (1 min)