Risk factor
Resilient to price shocks
Profitability factor
Greatly overvalued vs peers
About
Jiangyin Jianghua Microelectronics Materials Co., Ltd operates as a manufacturer and global supplier of specialized, ultra-pure liquid electronic chemicals, primarily catering to the microelectronics and optoelectronics sectors. The company's product portfolio encompasses exceptionally clean, high-purity reagents and photoresist solutions, which are critical for the production of semiconductors, crystalline silicon solar photovoltaic (PV) cells, and flat panel displays. Furthermore, it offers a diverse range of wet electronic chemicals essential for various manufacturing processes, including those for LEDs, silicon wafers, lithium batteries, and opto-magnetic products. Marketed under the Jianghua brand, these products are supplied to key clients such as semiconductor companies, crystalline silicon solar energy enterprises, and major liquid crystal display (LCD) manufacturers. Established in 2001, the company is headquartered in Jiangyin, China.
Company Valuation
Based on key historical and expected multiples, the stock is greatly overvalued relative to its peers. Specifically, the stock is 'expensive' on P/E, overvalued on EV/EBI
Target Price
The average target price of 603078.SS is 30.0 and suggests 4.06% upside potential. Usually, this means a HOLD recommendation among investment firms. This neutral recommen