Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000547.SZ
STRONG SELLREMOVEAddsino Co., Ltd. · Technology · China · $4.8B · Avg Vol: $360M/d
A domestic military communications provider that lacks global scalability, pricing power, and alignment with our core investment themes.
COMPANY DESCRIPTION
Addsino is a high-tech defense enterprise specializing in military communication equipment, electronic countermeasures, and cybersecurity solutions. As a subsidiary of China Aerospace Science and Industry Corporation (CASIC), the company holds a highly secure and privileged position in China's national defense supply chain. Its competitive moat is defined by advanced proprietary technologies and strict military-grade security certifications.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 527M | 275M | 276M | 370M | -11.1% |
| EPS | 0.00 | -0.18 | -0.16 | -0.12 | — |
| Shares | 1.6B | 1.6B | 1.6B | 1.6B | -0.3% |
| Debt | 118M | 195M | 155M | 122M | 1.1% |
| Equity | 1.3B | 1.0B | 767M | 574M | -24.0% |
| Op CF | -76M | -45M | 17M | 55M | 219.2% |
| Inv CF | 37M | 8M | 58M | 20M | — |
| Fin CF | 111M | 26M | -49M | -19M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 000547.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000547.SZ | Addsino Co., Ltd.(you) | $4.8B | 17 | STRONG SELL |
| 301205.SZ | Linktel Technologies Co., Ltd. | $6.1B | 17 | STRONG SELL |
| 002465.SZ | Guangzhou Haige Communications Group Incorporated Company | $5.8B | 19 | STRONG SELL |
| 300454.SZ | Sangfor Technologies Inc. | $6.8B | 19 | STRONG SELL |
| 6166.HK | CIG Shanghai Co., Ltd. | $6.6B | 22 | SELL |
| 688195.SS | Optowide Technologies Co., Ltd. | $6.3B | 23 | SELL |
| 300638.SZ | Fibocom Wireless Inc. | $2.8B | 14 | STRONG SELL |
| 002792.SZ | Tongyu Communication Inc. | $3.2B | 9 | STRONG SELL |
| 300322.SZ | Huizhou Speed Wireless Technology Co.,Ltd. | $2.2B | 16 | STRONG SELL |
| 300762.SZ | Jushri Technologies, INC. | $3.1B | 9 | STRONG SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%