Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000683.SZ
BUYREMOVEInner Mongolia Berun Chemical Company Limited · Basic Materials · China · $4.0B · Avg Vol: $43M/d
Inner Mongolia Berun Chemical is a commodity chemical producer. It is highly energy-intensive and exposed to rising input costs, placing it in the casualty category for our energy risk premium theme.
COMPANY DESCRIPTION
Inner Mongolia Berun Chemical is a major chemical manufacturer specializing in the production of soda ash, baking soda, and coal-based chemical products. The company leverages its access to abundant, low-cost natural soda ash resources in Inner Mongolia, giving it a significant cost advantage over synthetic producers. It operates as a highly competitive commodity chemical player serving the global glass, detergent, and food processing industries.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.8B | 1.6B | 1.8B | 2.0B | 3.0% |
| EPS | 0.20 | 0.11 | 0.06 | 0.07 | -28.8% |
| Shares | 3.7B | 3.6B | 3.7B | 3.7B | +1.8% |
| Debt | 797M | 772M | 1.2B | 1.2B | 14.1% |
| Equity | 1.7B | 1.9B | 2.0B | 2.1B | 7.5% |
| Op CF | 515M | 480M | 464M | 666M | 9.0% |
| Inv CF | 334M | -494M | -534M | -195M | — |
| Fin CF | -403M | -333M | 279M | -428M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 000683.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000683.SZ | Inner Mongolia Berun Chemical Company Limited(you) | $4.0B | 65 | BUY |
| 002192.SZ | YOUNGY Co., Ltd. | $3.1B | 67 | BUY |
| 002895.SZ | Guizhou Chanhen Chemical Corporation | $3.1B | 62 | HOLD |
| 605589.SS | Jinan Shengquan Group Share Holding Co., Ltd. | $5.8B | 69 | BUY |
| 002290.SZ | Suzhou Hesheng Special Material Co., Ltd. | $3.3B | 57 | HOLD |
| 688150.SS | Shaanxi Lighte Optoelectronics Material Co.,Ltd | $3.2B | 73 | BUY |
| 603067.SS | Hubei Zhenhua Chemical Co.,Ltd. | $3.9B | 52 | HOLD |
| 600378.SS | Haohua Chemical Science & Technology Corp., Ltd. | $7.4B | 67 | BUY |
| 002643.SZ | Valiant Co.,Ltd | $2.0B | 67 | BUY |
| 000155.SZ | Sichuan New Energy Power Company Limited | $3.9B | 49 | HOLD |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%