Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688386.SS
HOLDREMOVEPan Asian Microvent Tech (Jiangsu) Corporation · Basic Materials · China · $1.2B · Avg Vol: $37M/d
Pan Asian Microvent Tech produces ePTFE membranes. While technically specialized, it is a niche player lacking the global scale and structural tailwinds necessary to move the needle in our portfolio.
COMPANY DESCRIPTION
Pan Asian Microvent Tech (Jiangsu) Corporation manufactures expanded polytetrafluoroethylene (ePTFE) microvent materials and components used in automotive, consumer electronics, and medical applications. The company has established a strong competitive moat as one of the few domestic players capable of producing high-performance ePTFE membranes, challenging global giants like W.L. Gore. It is a highly specialized advanced materials leader benefiting from the rapid growth of the electric vehicle and smart device sectors.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 54M | 61M | 76M | 107M | 25.6% |
| EPS | 0.05 | 0.14 | 0.16 | 0.18 | 50.9% |
| Shares | 91M | 91M | 91M | 91M | 0.0% |
| Debt | 21M | 17M | 25M | 97M | 67.3% |
| Equity | 91M | 101M | 107M | 123M | 10.6% |
| Op CF | 12M | 12M | 19M | 17M | 13.9% |
| Inv CF | -20M | -13M | -25M | -25M | — |
| Fin CF | -1M | -8M | 2M | 27M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 688386.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688386.SS | Pan Asian Microvent Tech (Jiangsu) Corporation(you) | $1.2B | 52 | HOLD |
| 002886.SZ | Shenzhen WOTE Advanced Materials Co.,Ltd | $1.1B | 54 | HOLD |
| 300109.SZ | Boai NKY Medical Holdings Ltd. | $1.3B | 53 | HOLD |
| 300019.SZ | Chengdu Guibao Science & Technology Co.,Ltd. | $1.0B | 56 | HOLD |
| 300727.SZ | Ningbo Runhe High-Tech Materials Co., Ltd. | $955M | 46 | HOLD |
| 688093.SS | Suzhou Shihua New Material Technology Co., Ltd. | $1.3B | 59 | HOLD |
| 301538.SZ | Shenzhen Jdd Tech New Material Co., Ltd | $1.1B | 60 | HOLD |
| 002632.SZ | Daoming Optics&Chemical Co.,Ltd | $939M | 45 | HOLD |
| 0546.HK | Fufeng Group Limited | $1.9B | 51 | HOLD |
| 688267.SS | China Catalyst Holding Co., Ltd. | $865M | 58 | HOLD |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%