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Companies Basic Materials 0301.HK
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0301.HK HKEX Commodity Chemicals

0301.Hk

HK$2,13
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1D5D1M3M6MYTD1Y5YMax
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Mcap
1,0B HKD
P/E
EV / Rev
Div yield
Op margin
-2,3 %
ROE
-16,3 %
Net margin
-2,9 %
Debt / equity
1,40
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
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About

The company is a chemical manufacturer operating in the commodity chemicals industry, primarily generating revenue through the production and sale of chemical products.

Business. The company is a chemical manufacturer operating in the commodity chemicals industry, primarily generating revenue through the production and sale of chemical products.

Classification92 %
SectorBasic Materials
Business sectorChemicals
IndustryCommodity Chemicals
ActivityChemicals
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
-16,3 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 0301.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 0301.HK. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company is a chemical manufacturer operating in the commodity chemicals industry, primarily generating revenue through the production and sale of chemical products.

    Classification92 %
    SectorBasic Materials
    Business sectorChemicals
    IndustryCommodity Chemicals
    ActivityChemicals
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a high debt-to-equity ratio of 1.4, indicating a significant reliance on debt financing. Its liquidity position is assessed as medium, with a current ratio of 0.44, suggesting limited short-term liquidity to cover immediate liabilities. The company's price-to-book ratio is 4.91, which is relatively high, indicating that the market is valuing the company's equity at a premium to its book value.

    Profitability metrics show a negative return on equity of -16.27% and a negative return on assets of -3.33%, indicating that the company is not generating returns for its shareholders or effectively utilizing its assets. These figures are below the industry norms for commodity chemicals, which typically require strong cost control and pricing power to maintain profitability.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification, which may expose it to regional economic fluctuations. There is no information provided on the geographic distribution of its revenue, which is a concern for assessing exposure to regional risks.

    The company's growth trajectory is uncertain, with no specific numeric deltas provided for the current or next fiscal year. Historical revenue data indicates a need for significant operational improvements to achieve positive growth. The company's operating income and net income are negative, which suggests a need for strategic adjustments to improve profitability.

    The company's risk assessment highlights a medium liquidity risk and a low dilution risk. The key flag of negative net cash after subtracting total debt indicates a potential liquidity constraint. The company's capital structure and financial performance suggest a need for careful monitoring of its debt obligations and liquidity position.

    Recent events and filings have not been disclosed in the provided data, which limits the ability to assess the company's recent performance and strategic direction. The absence of recent financial disclosures may affect the accuracy of the current financial analysis.

    Key takeaways
    • The company has a high debt-to-equity ratio, indicating a significant reliance on debt financing.
    • The company's profitability metrics are negative, suggesting poor returns for shareholders and inefficient asset utilization.
    • The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification.
    • The company's liquidity position is medium, with a current ratio of 0.44, indicating limited short-term liquidity.
    • The company's growth trajectory is uncertain, with no specific numeric deltas provided for the current or next fiscal year.
    • The company's risk assessment highlights a medium liquidity risk and a low dilution risk.
    • **margin_outlook_rationale**: The company's negative operating and net income suggest a need for significant improvements in cost control and pricing power to improve margins.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    HK$2,13
    Market cap
    HK$926.8M
    Enterprise value
    HK$1.17B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    29.7x
    P / B
    4.9x
    P / Tangible book
    4.9x
    Tangible book
    HK$188.6M
    Net cash
    -HK$242.3M
    Current ratio
    0.4
    Debt / equity
    1.4
    ROA
    -3.3%
    ROE
    -16.3%
    Cash conversion
    -128.0%
    CapEx / revenue
    -7.9%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin-2,3 %Bottom quartile
    Net Margin-2,9 %Bottom quartile
    ROE-16,3 %Bottom quartile
    Capex / Rev-7,9 %Below median
    D/E1,40Bottom quartile
    Cash Conv-1,28Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • 0301.HK Market data — financials · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    0301.HKCanonical
    HKEX · HKD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage