Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002077.SZ
SELLREMOVEJiangsu Dagang Co., Ltd. · Real Estate · China · $1.5B · Avg Vol: $104M/d
Jiangsu Dagang is a real estate and industrial park development company. It is highly capital-intensive, burdened by the structural downturn in Chinese real estate, and lacks any alignment with our high-conviction macro themes.
COMPANY DESCRIPTION
Jiangsu Dagang Co., Ltd. is primarily engaged in real estate development, industrial park construction, and semiconductor packaging and testing services. The company leverages its state-backed background in the Zhenjiang region to secure prime land development projects and industrial park concessions. Its dual-engine business model provides stable cash flows from real estate alongside high-growth potential in its advanced packaging semiconductor division.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 76M | 62M | 50M | 52M | -11.4% |
| EPS | 0.01 | 0.02 | 0.01 | 0.01 | 0.0% |
| Shares | 580M | 580M | 580M | 580M | 0.0% |
| Debt | 83M | 90M | 76M | 65M | -7.9% |
| Equity | 470M | 483M | 487M | 494M | 1.7% |
| Op CF | 16M | 26M | 26M | 19M | 5.5% |
| Inv CF | -8M | -137M | -9M | -3M | — |
| Fin CF | -19M | 96M | -19M | -14M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of 002077.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002077.SZ | Jiangsu Dagang Co., Ltd.(you) | $1.5B | 34 | SELL |
| 000402.SZ | Financial Street Holdings Co., Ltd. | $1.4B | 32 | SELL |
| 1030.HK | Seazen Group Limited | $1.7B | 35 | HOLD |
| 600094.SS | Greattown Holdings Ltd. | $1.5B | 38 | HOLD |
| 2923.TW | Sino Horizon Holdings Limited | $1.4B | 29 | SELL |
| 600639.SS | Shanghai Jinqiao Export Processing Zone Development Co.,Ltd | $1.6B | 39 | HOLD |
| 2007.HK | Country Garden Holdings Company Limited | $1.4B | 42 | HOLD |
| 600748.SS | Shanghai Industrial Development Co.,Ltd | $1.3B | 28 | SELL |
| 1396.HK | Greater Bay Area AI Computing Tech Co., Ltd. | $2.2B | 32 | SELL |
| 600223.SS | Lushang Freda Pharmaceutical Co.,Ltd. | $909M | 33 | SELL |
Peer medians: ROE 0.4% · P/E 23.3x · Gross margin 17.4%