Focus Hotmelt Company (301283) Fair Value & Analysis
Basic Materials · CN · Market cap 3.2B CNY
Fair value as of: Jul 9, 2026
From 24 valuation models · updated 33 days ago
Fair value updated Jul 9, 2026, revised from ¥32.02 to ¥27.97 (−12.6%) since Jun 24, 2026. Share price +10.4% over the past month.
A solid business, currently priced close to our fair value.
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- Our model range runs from ¥20.97 (bear) to ¥34.96 (bull), base ¥27.97. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 72/100 (solid quality) with high evidence: the data supports the verdict.
Price vs Fair Value (4 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 9, 2026.
How to read this chart
47‑month range ¥13.31 – ¥41.20 · fair‑value band ¥20.97 – ¥34.96 · the ¥26.42 price screens below the ¥27.97 fair value. Dashed = 300-day average. As of Jul 9, 2026.
Analysis
Focus Hotmelt Company (301283) currently trades at ¥26.42, while our model-based Fair Value estimate is ¥27.97, implying the stock looks roughly 5.9% fairly valued today. The Quality Score stands at 72/100 (solid quality), in the Basic Materials 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: high), always confirm before acting.
Over the trailing twelve months, Focus Hotmelt Company generated revenue of 2.2B CNY at a net margin of 8.7%. Revenue grew 16.9% year over year. It earns a return on equity of 11.9%. The stock trades on a trailing P/E of 16.2. Fundamentals as of Jul 9, 2026
Our scenario range runs from ¥20.97 (bear case) to ¥34.96 (bull case); at ¥26.42, the current price sits within 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 37% below its 52-week high and 31% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at 6%, 301283 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 24 models by family
Widest divergence: DCF Models (¥72.52) versus Asset-Based (¥9.76). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 9, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 74 · Market factors (momentum, volatility) 44
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
Focus Hotmelt Company Ltd., together with its subsidiaries, engages in the research, development, production, and sale of hot melt adhesives for sanitary products in China and internationally. The company offers sanitary and consumer packaging hot melt adhesive products. It also provides bonding agents and technical services.
Full company description
Focus Hotmelt Company Ltd., together with its subsidiaries, engages in the research, development, production, and sale of hot melt adhesives for sanitary products in China and internationally. The company offers sanitary and consumer packaging hot melt adhesive products. It also provides bonding agents and technical services. The company's products are used in baby diapers, feminine hygiene products and period panties, adult incontinence products, pet pads and diapers, and medical and hygiene products. It exports its products to Russia, Germany, the United Kingdom, the Czech Republic, Japan, Vietnam, Thailand, Turkey, Bahrain, South Africa, Nigeria, the United States, Mexico, and Brazil. Focus Hotmelt Company Ltd. was incorporated in 2012 and is headquartered in Guangzhou, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Focus Hotmelt Company reported revenue of ¥2.2B in FY2025 versus ¥1.1B in FY2021, a compound +19.5%/yr. Reported net income was ¥191M in FY2025, compounding +36.7%/yr from FY2021.
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Peer Group
Specialty Chemicals · 673 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 Specialty Chemicals 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 Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 9, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Linde plc LIN | $489.98 | $222.03 | -55% |
| Nan Ya Plastics Corporation 1303 | 181.50 TWD | 255.83 TWD | +41% |
| Wanhua Chemical Group 600309 | ¥70.04 | ¥68.03 | -3% |
| Novozymes A/S NSISB | kr 428.20 | kr 179.66 | -58% |
| Asian Paints Limited ASIANPAINT | ₹2,689 | ₹668.81 | -75% |
| Solar Industries India Limited SOLARINDS | ₹18,236 | ₹2,793 | -85% |
| Pidilite Industries Limited PIDILITIND | ₹1,560 | ₹351.84 | -77% |
| PT Chandra Asri Pacific Tbk TPIA | 1,805 IDR | 2,888 IDR | +60% |
| Linde India Limited LINDEINDIA | ₹7,115 | ₹757.93 | -89% |
| Berger Paints India Limited BERGEPAINT | ₹493.70 | ₹164.29 | -67% |
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Frequently asked questions
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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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