Asia Cuanon Technology (Shanghai) Co (603378) Fair Value & Analysis
Basic Materials · CN · Market cap 2.3B CNY
Fair value as of: Jul 12, 2026
From 2 valuation models · updated 29 days ago
Fair value updated Jul 12, 2026, revised from ¥1.65 to ¥3.30 (+100.0%) since Jun 24, 2026. Share price −5.0% over the past month.
Below-average quality, and screening another 41% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥3.68). The favourable scenario is already priced in.
- Weak quality (25/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.
How to read this chart
60‑month range ¥4.18 – ¥33.19 · fair‑value band ¥3.06 – ¥3.68 · the ¥5.55 price screens above the ¥3.30 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.
Analysis
Asia Cuanon Technology (Shanghai) Co (603378) currently trades at ¥5.55, while our model-based Fair Value estimate is ¥3.30, implying the stock looks roughly 40.5% overvalued today. The Quality Score stands at 25/100 (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: low).
Trailing-twelve-month revenue stands at 394M CNY. Revenue declined 65.6% year over year. Net debt stands at 2.0B CNY. Fundamentals as of Jul 12, 2026
Our scenario range runs from ¥3.06 (bear case) to ¥3.68 (bull case); at ¥5.55, 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 45% 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 -41%, 603378 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 2 models by family
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 23 · Market factors (momentum, volatility) 22
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
Asia Cuanon Technology (Shanghai) Co.,Ltd. manufactures and sells functional architectural coatings, decorated insulation panels, thermal insulation materials, and floor coatings.
Full company description
Asia Cuanon Technology (Shanghai) Co.,Ltd. manufactures and sells functional architectural coatings, decorated insulation panels, thermal insulation materials, and floor coatings. It offers natural stone coating, stucco coating, paint, interior wall latex paint, fillers, insulation layers, thermosetting polystyrene panels, shimo expanded polystyrene panels(SEPS), rockwool(panel/belt), polystyrene, rockwool composite panels, and asia cuanon flexible granite. The company was founded in 1998 and is headquartered in Shanghai, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Asia Cuanon Technology (Shanghai) Co reported revenue of ¥462M in FY2025 versus ¥4.7B in FY2021, a compound −44.0%/yr. Reported net income was −¥1.4B in FY2025.
603378 screens 41% overvalued. Compare with Linde plc →
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.
VALUE 0: the price sits above our fair-value range.
PAST 0: with negative equity (buybacks among others) return on equity is not meaningfully computable.
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 12, 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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