Jiangsu Lopal Tech. Group (2465) Fair Value & Analysis
Energy · HK · Market cap HK$9.6B
Fair value as of: Jul 7, 2026
From 8 valuation models · updated 34 days ago
Fair value updated Jul 7, 2026, revised from HK$3.53 to HK$16.34 (+362.8%) since Jul 2, 2026. Share price +2.8% over the past month.
Below-average quality, screening 56% undervalued on our models.
What matters now
- The large discount to fair value meets weak quality (33/100). That raises the risk this is a value trap rather than a bargain.
- The price is below even our cautious bear case (HK$10.94). The market is more pessimistic than our downside scenario.
- A fairly wide model range (HK$10.94 to HK$21.72) leaves room in how you read the outcome.
Price vs Fair Value (21 months)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 7, 2026.
How to read this chart
21‑month range HK$3.84 – HK$22.96 · fair‑value band HK$10.94 – HK$21.72 · the HK$10.46 price screens below the HK$16.34 fair value. Dashed = 300-day average. As of Jul 7, 2026.
Analysis
Jiangsu Lopal Tech. Group (2465) currently trades at HK$10.46, while our model-based Fair Value estimate is HK$16.34, implying the stock looks roughly 56.2% undervalued today. The Quality Score stands at 33/100 (below-average quality), in the Energy sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, Jiangsu Lopal Tech. Group generated revenue of HK$10.8B at a net margin of 0.6%. Revenue grew 119.6% year over year. It earns a return on equity of 4.4%. Net debt stands at HK$3.1B. Fundamentals as of Jul 7, 2026
Our scenario range runs from HK$10.94 (bear case) to HK$21.72 (bull case); at HK$10.46, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 55% below its 52-week high and 66% above its 52-week low, currently below its 200-day average. For context, the median of 10 Energy peers we cover trades at -48% fair-value upside, at 56%, 2465 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 8 models by family
Widest divergence: Dividend Discount (HK$3.49) versus Earnings-Based (HK$1.85). Highest evidence: ROIC Compounder (72).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 7, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 30 · Market factors (momentum, volatility) 48
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Jiangsu Lopal Tech. Group Co., Ltd. engages in the research and development, production, and sale of lithium iron phosphate cathode materials and environmental protection fine chemicals for vehicles in China and internationally.
Full company description
Jiangsu Lopal Tech. Group Co., Ltd. engages in the research and development, production, and sale of lithium iron phosphate cathode materials and environmental protection fine chemicals for vehicles in China and internationally. The company provides automotive lubricants, grease, coolants, brake fluids, chemicals, industrial lubricating grease, automotive maintenance products, lithium battery materials, hydrogen energy, and plastic new materials. It provides its products under the Longpan brand name. The company was formerly known as Jiangsu Lopal Tech. Co., Ltd. and changed its name to Jiangsu Lopal Tech. Group Co., Ltd. in August 2025. Jiangsu Lopal Tech. Group Co., Ltd. was founded in 2003 and is based in Nanjing, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Jiangsu Lopal Tech. Group reported revenue of HK$8.9B in FY2025 versus HK$4.1B in FY2021, a compound +21.9%/yr. Reported net income was −HK$171M in FY2025.
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Peer Group
Oil & Gas Refining & Marketing · 114 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Oil & Gas Refining & Marketing median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Oil & Gas Refining & Marketing stocks, each showing price versus our Fair Value estimate (as of Jul 7, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Reliance Industries Limited RELIANCE | ₹1,293 | ₹835.66 | -35% |
| Valero Energy Corporation VLO | $309.65 | $127.32 | -59% |
| Marathon Petroleum Corporation MPC | $283.74 | $135.80 | -52% |
| Phillips 66 PSX | $196.16 | $101.04 | -48% |
| Neste Oyj NESTE | €31.10 | €4.07 | -87% |
| Formosa Petrochemical Corporation 6505 | 81.30 TWD | 16.68 TWD | -79% |
| Indian Oil Corporation IOC | ₹138.96 | ₹417.35 | +200% |
| HF Sinclair Corporation DINO | $88.59 | $48.90 | -45% |
| Bharat Petroleum Corporation BPCL | ₹315.55 | ₹846.81 | +168% |
| SK Innovation Co 096770 | 121,400 KRW | 58,865 KRW | -52% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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