Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300077.SZ
STRONG SELLREMOVENsing Technologies Inc. · Technology · China · $2.3B · Avg Vol: $217M/d
Nsing Technologies is a Chinese software and IT services provider. It lacks a global moat, faces severe domestic competition, and has weak pricing power, failing our Terry Smith and Warren Buffett lenses.
COMPANY DESCRIPTION
National Technologies Inc. (Nsing Technologies) designs and develops cybersecurity chips, microcontroller units (MCUs), and wireless communication semiconductors. The company's products are critical components in smart cards, IoT devices, mobile payments, and automotive electronics. It holds a strong competitive position in China's hardware-level security market, leveraging proprietary cryptographic algorithms and a robust patent portfolio.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 177M | 153M | 173M | 201M | 4.4% |
| EPS | -0.01 | -0.15 | -0.06 | -0.03 | — |
| Shares | 596M | 595M | 583M | 583M | -2.1% |
| Debt | 169M | 245M | 254M | 275M | 17.5% |
| Equity | 244M | 173M | 146M | 136M | -17.7% |
| Op CF | -85M | -18M | -18M | 99,705 | — |
| Inv CF | -21M | -25M | -27M | -30M | — |
| Fin CF | 119M | 74M | -14M | 5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 300077.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300077.SZ | Nsing Technologies Inc.(you) | $2.3B | 10 | STRONG SELL |
| 600877.SS | CETC Chips Technology Inc. | $2.5B | 9 | STRONG SELL |
| 688153.SS | Vanchip (Tianjin) Technology Co., Ltd. | $1.9B | 13 | STRONG SELL |
| 688691.SS | Brite Semiconductor (Shanghai) Co., Ltd. | $1.9B | 15 | STRONG SELL |
| 6451.TW | ShunSin Technology Holdings Limited | $1.9B | 18 | STRONG SELL |
| 2676.HK | Suzhou Novosense Microelectronics Co., Ltd. | $4.3B | 10 | STRONG SELL |
| 3310.HK | VIEWTRIX TECH | $1.8B | 1 | STRONG SELL |
| 301095.SZ | Semitronix Corporation | $2.8B | 20 | SELL |
| 300493.SZ | Shanghai Fortune Techgroup Co., Ltd. | $1.2B | 11 | STRONG SELL |
| 2533.HK | Black Sesame International Holding Limited | $1.3B | 6 | STRONG SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%