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000893.SZ

HOLDREMOVE

Asia-potash International Investment (Guangzhou)Co.,Ltd. · Basic Materials · China · $6.0B · Avg Vol: $88M/d

38
StockRank
Q
61
V
27
M
41
P/E (TTM)
24.3x
ROE
14.0%
D/E
0.3x
Dividend %
0.2%
AI CONVICTION THESIS

While potash is a critical agricultural input benefiting from geopolitical supply disruptions, this is a highly capital-intensive commodity cyclical with significant domestic Chinese regulatory and governance risks.

COMPANY DESCRIPTION

Asia-potash International Investment (Guangzhou) Co., Ltd. mines and processes potash fertilizer, primarily from its massive concessions in Laos. The company controls the largest proven potash reserve in Asia, positioning it as a critical supplier to China's import-dependent agricultural sector. It is a rapidly expanding, low-cost potash producer with strategic geographic advantages.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue512M576M524M787M15.4%
EPS0.360.200.150.27-9.4%
Shares929M929M929M924M-0.5%
Debt3M154M337M351M365.8%
Equity1.5B1.7B1.8B2.0B9.7%
Op CF267M275M187M337M8.0%
Inv CF-397M-503M-309M-278M
Fin CF250M88M153M-9M
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PRICE (1M)-23.1%
6.026.486.947.407.86May 8May 29Jun 18
SMA 50SMA 200
Close
$6.02
RSI (14)
42.0
52W High
$10.55
From 52W High
0.6%

SCORE BREAKDOWN

Quality
61
ROIC
11.8%79.9
ROE
14.0%81.5
GP/Assets
16.6%62.5
Op. Margin
42.2%92.3
FCF/Assets
-0.3%51.0
Piotroski
51.5
Int. Cover
25.3x79.1
D/E Ratio
0.31x47.0
Current Ratio
0.95x12.3
Value
27
P/E (TTM)
24.3x42.9
EV/EBITDA
14.9x25.1
P/FCF
N/A
P/B
3.2x31.5
P/S
8.0x17.6
Div Yield
0.2%12.2
Momentum
41
52W High %
57%21.6
RS 6M
-24%31.3
SMA 50/200
1.05x51.6
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
+106%65.3
Q Growth
39%56.1

FUNDAMENTALS

Market Cap
$6.0B
P/E (Forward)
11.8x
Gross Margin
59.2%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 000893.SZ are excluded.

TickerCompanyMkt CapStockRankSignal
000893.SZAsia-potash International Investment (Guangzhou)Co.,Ltd.(you)$6.0B38HOLD
600486.SSJIANGSU YANGNONG CHEMICAL CO LT$3.4B47HOLD
000422.SZHubei Yihua Chemical Industry Co., Ltd.$2.3B43HOLD
002539.SZChengdu Wintrue Holding Co., Ltd.$2.3B49HOLD
600389.SSNantong Jiangshan Agrochemical & Chemicals Co.,Ltd.$1.6B43HOLD
603599.SSAnhui Guangxin Agrochemical Co., Ltd.$1.5B50HOLD
300505.SZKunming Chuan Jin Nuo Chemical Co., Ltd.$856M39HOLD
002215.SZShenzhen Noposion Crop Science Co., Ltd.$1.3B50HOLD
000902.SZYONFER Agricultural Technology Co., Ltd.$2.4B62HOLD
002274.SZJiangsu Huachang Chemical Co., Ltd$783M35SELL

Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%

Asia-potash International Investment (Guangzhou)Co.,Ltd. (000893.SZ) — Stock Score Summary

Asia-potash International Investment (Guangzhou)Co.,Ltd. (000893.SZ) has a MoatMap StockRank of 38/100 based on Quality (61/100), Value (27/100), and Momentum (41/100) factor scores. The current signal is HOLD. While potash is a critical agricultural input benefiting from geopolitical supply disruptions, this is a highly capital-intensive commodity cyclical with significant domestic Chinese regulatory and governance risks.

Asia-potash International Investment (Guangzhou) Co., Ltd. mines and processes potash fertilizer, primarily from its massive concessions in Laos. The company controls the largest proven potash reserve in Asia, positioning it as a critical supplier to China's import-dependent agricultural sector. It is a rapidly expanding, low-cost potash producer with strategic geographic advantages.

Key Financial Metrics

Price$6.02
Market Cap$6.0B
P/E (TTM)24.34
P/E (Forward)11.84
Price/Book3.18
Return on Equity14.0%
Return on Invested Capital11.8%
Debt/Equity31.22
Gross Margin59.2%
Operating Margin42.2%
Revenue Growth22.7%
Dividend Yield0.2%
Free Cash Flow$-1M

Asia-potash International Investment (Guangzhou)Co.,Ltd. operates in the Agricultural Inputs industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is Asia-potash International Investment (Guangzhou)Co.,Ltd.’s (000893.SZ) StockRank?
MoatMap’s StockRank for Asia-potash International Investment (Guangzhou)Co.,Ltd. (000893.SZ) is 38/100, with a Hold signal. It is a composite of Quality (61), Value (27), and Momentum (41) factor ranks across MoatMap’s 20,000+ stock universe.
Does Asia-potash International Investment (Guangzhou)Co.,Ltd. have an economic moat?
Asia-potash International Investment (Guangzhou)Co.,Ltd. (000893.SZ) has a Quality factor score of 61/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Asia-potash International Investment (Guangzhou)Co.,Ltd. a buy, hold, or sell?
MoatMap’s current signal for Asia-potash International Investment (Guangzhou)Co.,Ltd. (000893.SZ) is Hold, based on a StockRank of 38/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Asia-potash International Investment (Guangzhou)Co.,Ltd. in?
Asia-potash International Investment (Guangzhou)Co.,Ltd. (000893.SZ) operates in the Basic Materials sector, specifically the Agricultural Inputs industry (China).