Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300577.SZ
HOLDREMOVEGet insider-trade alertsAnhui Korrun Co., Ltd. · Consumer Cyclical · China · $522M · Avg Vol: $6M/d
Anhui Korrun is a luggage manufacturer. While it has decent metrics, it is a low-moat consumer cyclical with no exposure to our high-conviction macro themes.
COMPANY DESCRIPTION
Anhui Korrun Co., Ltd. designs, manufactures, and sells luggage, backpacks, and travel accessories under its proprietary '90 Minutes' brand and as an OEM/ODM partner. The company's competitive advantage stems from its integrated supply chain, strong design capabilities, and strategic partnership with Xiaomi's ecosystem. It operates as a leading consumer lifestyle brand and global supplier, capitalizing on the premiumization of travel goods.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 403.7M | 457.3M | 624.5M | 720.5M | 21.3% |
| EPS | 0.03 | 0.07 | 0.23 | 0.20 | 90.4% |
| Shares | 239.8M | 239.8M | 239.8M | 239.8M | +0.0% |
| Debt | 149.0M | 121.6M | 186.3M | 274.8M | 22.6% |
| Equity | 252.4M | 272.9M | 315.4M | 316.3M | 7.8% |
| Op CF | 15.7M | 64.8M | 34.2M | 84.8M | 75.4% |
| Inv CF | -33.3M | -32.1M | -36.4M | -9.8M | — |
| Fin CF | -4.6M | -37.3M | -7.5M | 20.5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 300577.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300577.SZ | Anhui Korrun Co., Ltd.(you) | $522M | 46 | HOLD |
| 603665.SS | ZheJiang KangLongDa Special Protection Technology Co., Ltd | $620M | 5 | STRONG SELL |
| 300979.SZ | Huali Industrial Group Company Limited | $5.2B | 52 | HOLD |
| 1440.HK | Star Shine Holdings Group Limited | $2.4B | 24 | SELL |
| 1361.HK | 361 Degrees International Limited | $1.1B | 93 | STRONG BUY |
| 600415.SS | Zhejiang China Commodities City Group Co., Ltd. | $7.9B | 58 | HOLD |
| 1121.HK | Golden Solar New Energy Technology Holdings Limited | $135M | 6 | STRONG SELL |
| 0210.HK | Daphne International Holdings Limited | $90M | 99 | STRONG BUY |
| 2451.HK | Luyuan Group Holding (Cayman) Limited | $598M | 46 | HOLD |
| 301077.SZ | Zhejiang Chinastars New Materials Group Co., Ltd. | $567M | 43 | HOLD |
Peer medians: ROE 6.6% · P/E 23.6x · Gross margin 21.8%