Why is Jiangsu Yangnong Chemical Co., Ltd. ?
1
Poor long term growth as Net Sales has grown by an annual rate of 3.78% and Operating profit at 0.13% over the last 5 years
2
Negative results in Sep 25
- OPERATING CASH FLOW(Y) Lowest at CNY 1,187.66 MM
- ROCE(HY) Lowest at 11.38%
- RAW MATERIAL COST(Y) Grown by 14.55% (YoY)
3
With ROE of 11.20%, it has a fair valuation with a 2.64 Price to Book Value
- Over the past year, while the stock has generated a return of 55.56%, its profits have risen by 4.2% ; the PEG ratio of the company is 5.6
- At the current price, the company has a high dividend yield of 0.9
How much should you sell?
- All quantity irrespective of whether you are making profits or losses
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Chemicals & Petrochemicals)
When to re-enter? - We will constantly monitor the company and review our call based on new data
Is Jiangsu Yangnong Chemical Co., Ltd. for you?
High Risk, High Return
Absolute
Risk Adjusted
Volatility
Jiangsu Yangnong Chemical Co., Ltd.
31.43%
0.96
36.76%
China Shanghai Composite
15.17%
1.58
14.20%
Quality key factors
Factor
Value
Sales Growth (5y)
3.78%
EBIT Growth (5y)
0.13%
EBIT to Interest (avg)
30.27
Debt to EBITDA (avg)
0.11
Net Debt to Equity (avg)
0.08
Sales to Capital Employed (avg)
0.86
Tax Ratio
14.84%
Dividend Payout Ratio
22.84%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
20.14%
ROE (avg)
16.04%
Valuation Key Factors 
Factor
Value
P/E Ratio
24
Industry P/E
Price to Book Value
2.64
EV to EBIT
22.15
EV to EBITDA
14.14
EV to Capital Employed
2.56
EV to Sales
2.74
PEG Ratio
5.59
Dividend Yield
0.94%
ROCE (Latest)
11.57%
ROE (Latest)
11.20%
Technical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
Mildly Bearish
Mildly Bullish
OBV
Mildly Bearish
Bullish
Technical Movement
5What is working for the Company
INVENTORY TURNOVER RATIO(HY)
Highest at 8.36 times
NET SALES(Q)
At CNY 2,922.78 MM has Grown at 26.15%
-11What is not working for the Company
OPERATING CASH FLOW(Y)
Lowest at CNY 1,187.66 MM
ROCE(HY)
Lowest at 11.38%
RAW MATERIAL COST(Y)
Grown by 14.55% (YoY
CASH AND EQV(HY)
Lowest at CNY 3,956 MM
DEBT-EQUITY RATIO
(HY)
Highest at 12.16 %
OPERATING PROFIT(Q)
Lowest at CNY 274.6 MM
OPERATING PROFIT MARGIN(Q)
Lowest at 9.4 %
Here's what is working for Jiangsu Yangnong Chemical Co., Ltd.
Inventory Turnover Ratio
Highest at 8.36 times and Grown
In each half year in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its inventory faster
Inventory Turnover Ratio
Net Sales
At CNY 2,922.78 MM has Grown at 26.15%
Year on Year (YoY)MOJO Watch
Near term sales trend is positive
Net Sales (CNY MM)
Here's what is not working for Jiangsu Yangnong Chemical Co., Ltd.
Operating Cash Flow
Lowest at CNY 1,187.66 MM and Fallen
In each year in the last three yearsMOJO Watch
The company's cash revenues from business operations are falling
Operating Cash Flows (CNY MM)
Operating Profit
Lowest at CNY 274.6 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is negative
Operating Profit (CNY MM)
Operating Profit Margin
Lowest at 9.4 %
in the last five periodsMOJO Watch
Company's profit margin has deteriorated
Operating Profit to Sales
Cash and Eqv
Lowest at CNY 3,956 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
Debt-Equity Ratio
Highest at 12.16 %
in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
Raw Material Cost
Grown by 14.55% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin
Raw Material Cost as a percentage of Sales






