Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
2616.TW
STRONG SELLREMOVEShan-Loong Transportation Co.,Ltd · Consumer Cyclical · Taiwan · $59M · Avg Vol: $149K/d
Shan-Loong Transportation is a regional logistics and gas station operator in Taiwan. It operates in a low-margin, capital-intensive industry with no pricing power, and is highly vulnerable to rising fuel costs, making it a poor fit for our quality-focused portfolio.
COMPANY DESCRIPTION
Shan-Loong Transportation Co., Ltd. is a unique logistics and retail enterprise in Taiwan, operating a large-scale commercial transportation fleet alongside a network of gas stations. The company provides integrated freight transport, container hauling, and warehousing services, while its retail division serves commercial and consumer vehicle markets. Shan-Loong's competitive moat is built on its dual-engine model, where its captive fleet logistics business provides steady demand and operational synergies for its fuel retail network.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 585.1M | 518.9M | 342.6M | 258.5M | -23.8% |
| EPS | 0.10 | 0.07 | 0.02 | -0.11 | — | -60.4% |
| Shares | — | 137.3M | 137.3M | 137.3M | 137.3M | 0.0% |
| Debt | — | 128.2M | 162.8M | 137.7M | 157.0M | 7.0% |
| Equity | — | 152.1M | 154.4M | 116.2M | 83.0M | -18.3% |
| Op CF | — | 19.5M | 34.7M | -28.8M | -5.8M | 77.7% |
| Inv CF | — | -23.2M | -11.5M | -11.1M | 12.8M | — |
| Fin CF | — | -12.3M | 2.8M | 16.5M | 10.9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 2616.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2616.TW | Shan-Loong Transportation Co.,Ltd(you) | $59M | 14 | STRONG SELL |
| 2430.TW | Tsann Kuen Enterprise Co.,Ltd | $68M | 29 | SELL |
| 2906.TW | Collins Co., Ltd. | $86M | 43 | HOLD |
| 8433.TWO | Bon Fame Co., Ltd. | $91M | 45 | HOLD |
| 6281.TW | E-Life Corporation | $161M | 59 | HOLD |
| 9937.TW | National Petroleum Co., Ltd. | $540M | 41 | HOLD |
| 9950.TWO | Eminent Luggage Corporation | $56M | 11 | STRONG SELL |
| 1449.TW | Chia Her Industrial Co., Ltd. | $58M | 20 | SELL |
| 1587.TW | Cryomax Cooling System Corp. | $71M | 11 | STRONG SELL |
| 1325.TW | Universal Incorporation | $69M | 9 | STRONG SELL |
Peer medians: ROE 7.6% · P/E 16.8x · Gross margin 23.0%