Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000517.SZ
SELLREMOVERongan Property Co.,Ltd. · Real Estate · China · $885M · Avg Vol: $11M/d
Rongan Property is a Chinese real estate developer. The sector is facing structural decline, high leverage, and severe regulatory headwinds, making it an uninvestable turnaround story that we must avoid.
COMPANY DESCRIPTION
Rongan Property is a regional real estate developer primarily focused on residential property development in China's affluent Yangtze River Delta, with a dominant presence in Ningbo. The company is known for its high-quality residential projects and prudent financial management, which has helped it navigate industry downturns. Its localized market expertise and strong brand reputation in Zhejiang province serve as its core competitive advantages.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.1B | 3.3B | 3.5B | 822M | -26.7% |
| EPS | 0.03 | 0.02 | -0.08 | -0.05 | -43.3% |
| Shares | 3.2B | 3.2B | 3.2B | 3.2B | 0.0% |
| Debt | 1.6B | 935M | 407M | 233M | -47.8% |
| Equity | 1.4B | 1.3B | 860M | 691M | -20.2% |
| Op CF | 1.5B | 359M | 295M | 201M | -49.3% |
| Inv CF | 490M | 25M | -7M | -59M | — |
| Fin CF | -2.3B | -981M | -571M | -197M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of 000517.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000517.SZ | Rongan Property Co.,Ltd.(you) | $885M | 31 | SELL |
| 600223.SS | Lushang Freda Pharmaceutical Co.,Ltd. | $909M | 33 | SELL |
| 3380.HK | Logan Group Company Limited | $930M | 24 | SELL |
| 000402.SZ | Financial Street Holdings Co., Ltd. | $1.4B | 32 | SELL |
| 600748.SS | Shanghai Industrial Development Co.,Ltd | $1.3B | 28 | SELL |
| 2923.TW | Sino Horizon Holdings Limited | $1.4B | 29 | SELL |
| 600708.SS | Bright Real Estate Group Co.,Limited | $1.1B | 24 | SELL |
| 002077.SZ | Jiangsu Dagang Co., Ltd. | $1.5B | 34 | SELL |
| 600736.SS | Suzhou New District Hi-Tech Industrial Co.,Ltd | $1.2B | 24 | SELL |
| 601588.SS | Beijing North Star Company Limited | $1.0B | 41 | HOLD |
Peer medians: ROE 0.5% · P/E 23.6x · Gross margin 17.4%