CHINA BLUECHEMICAL Stock Forum

ASEAN +10.5% y/y to 3.92 trillion yuan
🇪🇺EU +0.4% y/y to 3.22 trillion yuan
🇺🇸US +4.1% y/y to 2.72 trillion yuan
🇰🇷S.Korea +8.0% y/y to 1.32 trillion yuan
🇯🇵Japan -2.9% y/y to 1.23 trillion yuan
China July exports (y/y):
Oil products -6% to 4.98 million tons
Fertilizer +10.5% to 3.07 mln tons
Rareearth -9% to 4,937 tons
Mobilephones -13% to 55.3 mln units
Vehicles +25.7% to 553k units
IntegratedCircut #IC +13.4% to 27.34 billion units
China July imports (y/y):
Ironore...

China BlueChemical's consistent ROCE and capital increase indicate a lack of high return investments. This, despite capital reinvestment, likely contributes to modest stock gains over five years. Consider other options for a multi-bagger.

Market expects China BlueChemical's earnings to decline, causing a low P/E ratio. Without profitability improvement, the P/E ratio may fall further. Current market conditions and earnings forecast hinder share price rise.

Despite trading at fair value, the negative growth forecast risks investor potential. The stock's fairness and looming uncertainty might make this a suboptimal buying time. Thus, current shareholders may want to mitigate risk by examining the company's fundamentals.