Liuzhou Chemical Industry Co (600423) Fair Value & Analysis
Basic Materials · CN · Market cap 2.3B CNY
Fair value as of: Aug 8, 2026
From 12 valuation models · updated 2 days ago
Fair value updated Aug 8, 2026, revised from ¥0.6000 to ¥1.20 (+100.0%) since Jul 11, 2026. Share price +19.2% over the past month.
Below-average quality, and screening another 59% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥1.24). The favourable scenario is already priced in.
- Weak quality (41/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The models converge in a tight band (¥1.18 to ¥1.24), unusually little disagreement for a valuation.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 8, 2026.
How to read this chart
60‑month range ¥2.04 – ¥4.74 · fair‑value band ¥1.18 – ¥1.24 · the ¥2.92 price screens above the ¥1.20 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 8, 2026.
Analysis
Liuzhou Chemical Industry Co (600423) currently trades at ¥2.92, while our model-based Fair Value estimate is ¥1.20, implying the stock looks roughly 58.9% overvalued today. The Quality Score stands at 41/100 (below-average quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Liuzhou Chemical Industry Co generated revenue of 131M CNY at a net margin of -18.5%. Revenue declined 16.6% year over year. It earns a return on equity of -4.5%. The balance sheet holds a net cash position of 424M CNY. Fundamentals as of Aug 8, 2026
Our scenario range runs from ¥1.18 (bear case) to ¥1.24 (bull case); at ¥2.92, the current price sits above 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 22% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -13% fair-value upside, at -59%, 600423 screens richer 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 12 models by family
Widest divergence: DCF Models (¥0.6000) versus Dividend Discount (¥0.1000). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 8, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 42 · Market factors (momentum, volatility) 33
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
Liuzhou Chemical Industry Co., Ltd. produces and sells hydrogen peroxide in China. The company also exports its products. Its products are used for applications in caprolactam, papermaking, printing and dyeing textiles, electronics industry, sewage treatment, etc. Liuzhou Chemical Industry Co., Ltd. was founded in 2001 and is based in Liuzhou, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Liuzhou Chemical Industry Co reported revenue of ¥137M in FY2025 versus ¥127M in FY2021, a compound +1.9%/yr. Reported net income was −¥25.7M in FY2025.
600423 screens 59% overvalued. Compare with Corteva, Inc →
Peer Group
Agricultural Inputs · 179 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 Agricultural Inputs 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.
VALUE 0: the price sits above our fair-value range.
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 Agricultural Inputs stocks, each showing price versus our Fair Value estimate (as of Aug 8, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Corteva, Inc CTVA | $86.07 | $27.81 | -68% |
| Nutrien Ltd NTR | C$94.23 | C$81.69 | -13% |
| Qinghai Salt Lake Industry Co 000792 | ¥24.93 | ¥21.26 | -15% |
| CF Industries Holdings CF | $119.19 | $161.00 | +35% |
| SABIC Agri-Nutrients Company 2020 | 122.90 SAR | 127.31 SAR | +4% |
| Yara International ASA YAR | kr 451.30 | kr 67.25 | -85% |
| Yunnan Yuntianhua Co 600096 | ¥30.17 | ¥42.12 | +40% |
| Asia-potash International Investment (Guangzhou)Co.,Ltd., 000893 | ¥42.59 | ¥38.01 | -11% |
| Coromandel International Limited COROMANDEL | ₹2,034 | ₹1,129 | -44% |
| UPL Limited UPL | ₹594.75 | ₹387.06 | -35% |
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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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