Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300261.SZ
STRONG SELLREMOVEABA Chemicals Corporation · Basic Materials · China · $725M · Avg Vol: $7M/d
ABA Chemicals is a Chinese chemical and CDMO player. While it operates in the CDMO space, geopolitical tensions and the push for supply chain localization (e.g., US Biosecure Act) create severe headwinds for Chinese CDMOs, making it a casualty rather than a beneficiary.
COMPANY DESCRIPTION
ABA Chemicals Corporation provides custom development and manufacturing (CDMO) services for advanced intermediates and active ingredients used in crop protection and pharmaceuticals. The company is a trusted partner for global multinational chemical giants, leveraging its advanced biocatalysis and chiral synthesis technologies. Its strict intellectual property protection and high-standard environmental compliance systems establish a robust competitive moat in the specialty chemicals sector.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 296M | 189M | 178M | 193M | -13.2% |
| EPS | 0.03 | -0.01 | -0.04 | -0.02 | — |
| Shares | 963M | 963M | 963M | 963M | 0.0% |
| Debt | 129M | 160M | 182M | 182M | 12.2% |
| Equity | 353M | 336M | 297M | 278M | -7.7% |
| Op CF | 12M | -4M | 30M | 134,305 | -77.6% |
| Inv CF | -34M | -35M | -21M | -19M | — |
| Fin CF | -5M | 19M | 4M | 64,961 | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300261.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300261.SZ | ABA Chemicals Corporation(you) | $725M | 8 | STRONG SELL |
| 002453.SZ | Great Chinasoft Technology Co.,Ltd. | $696M | 10 | STRONG SELL |
| 002165.SZ | Hongbaoli Group Corporation, Ltd. | $741M | 4 | STRONG SELL |
| 000936.SZ | Jiangsu Huaxicun Co.,Ltd. | $834M | 11 | STRONG SELL |
| 000819.SZ | Yueyang Xingchang Petro-Chemical Co., Ltd. | $810M | 4 | STRONG SELL |
| 002986.SZ | Guangdong Yussen Energy Technology Co., Ltd. | $664M | 13 | STRONG SELL |
| 000822.SZ | Shandong Haihua Co.,Ltd | $636M | 13 | STRONG SELL |
| 601015.SS | Shaanxi Heimao Coking Co., Ltd. | $1.1B | 9 | STRONG SELL |
| 600691.SS | Yangmei Chemical Co.,Ltd | $948M | 3 | STRONG SELL |
| 600610.SS | Guizhou Zhongyida Co., Ltd | $1.2B | 8 | STRONG SELL |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%