Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000893.SZ
HOLDREMOVEAsia-potash International Investment (Guangzhou)Co.,Ltd. · Basic Materials · China · $6.0B · Avg Vol: $88M/d
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)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 512M | 576M | 524M | 787M | 15.4% |
| EPS | 0.36 | 0.20 | 0.15 | 0.27 | -9.4% |
| Shares | 929M | 929M | 929M | 924M | -0.5% |
| Debt | 3M | 154M | 337M | 351M | 365.8% |
| Equity | 1.5B | 1.7B | 1.8B | 2.0B | 9.7% |
| Op CF | 267M | 275M | 187M | 337M | 8.0% |
| Inv CF | -397M | -503M | -309M | -278M | — |
| Fin CF | 250M | 88M | 153M | -9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 000893.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000893.SZ | Asia-potash International Investment (Guangzhou)Co.,Ltd.(you) | $6.0B | 38 | HOLD |
| 600486.SS | JIANGSU YANGNONG CHEMICAL CO LT | $3.4B | 47 | HOLD |
| 000422.SZ | Hubei Yihua Chemical Industry Co., Ltd. | $2.3B | 43 | HOLD |
| 002539.SZ | Chengdu Wintrue Holding Co., Ltd. | $2.3B | 49 | HOLD |
| 600389.SS | Nantong Jiangshan Agrochemical & Chemicals Co.,Ltd. | $1.6B | 43 | HOLD |
| 603599.SS | Anhui Guangxin Agrochemical Co., Ltd. | $1.5B | 50 | HOLD |
| 300505.SZ | Kunming Chuan Jin Nuo Chemical Co., Ltd. | $856M | 39 | HOLD |
| 002215.SZ | Shenzhen Noposion Crop Science Co., Ltd. | $1.3B | 50 | HOLD |
| 000902.SZ | YONFER Agricultural Technology Co., Ltd. | $2.4B | 62 | HOLD |
| 002274.SZ | Jiangsu Huachang Chemical Co., Ltd | $783M | 35 | SELL |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%