Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600125.SS
BUYREMOVEChina Railway Tielong Container Logistics Co., Ltd · Industrials · China · $1.1B · Avg Vol: $10M/d
China Railway Tielong operates in domestic railway logistics and container services. While it is a stable business, it lacks alignment with our high-conviction macro themes and does not exhibit the high-ROIC, asset-light characteristics required for our concentrated portfolio.
COMPANY DESCRIPTION
China Railway Tielong Container Logistics is the premier provider of specialized railway container logistics services in China, including cold-chain and chemical transport. Backed by the national railway network, the company enjoys exclusive operating rights for specific container classes, creating a formidable competitive moat. It is a critical player in China's intermodal transport and logistics modernization efforts.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.8B | 2.2B | 1.9B | 1.7B | -1.4% |
| EPS | 0.04 | 0.05 | 0.04 | 0.06 | 15.8% |
| Shares | 1.3B | 1.3B | 1.3B | 1.3B | 0.0% |
| Debt | 140.8M | 126.6M | 123.1M | 81.4M | -16.7% |
| Equity | 985.4M | 1.0B | 1.1B | 1.1B | 4.6% |
| Op CF | 123.6M | 20.2M | 91.1M | 102.0M | -6.2% |
| Inv CF | -15.9M | -24.3M | -20.4M | -29.5M | — |
| Fin CF | -61.3M | -39.8M | -25.7M | -70.5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 600125.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600125.SS | China Railway Tielong Container Logistics Co., Ltd(you) | $1.1B | 72 | BUY |
| 000920.SZ | Vontron Technology Co., Ltd. | $898M | 74 | BUY |
| 603680.SS | KTK Group Co., Ltd. | $1.4B | 86 | STRONG BUY |
| 300440.SZ | Chengdu Yunda Technology Co., Ltd. | $1.1B | 53 | HOLD |
| 603111.SS | Nanjing Kangni Mechanical & Electrical Co.,Ltd | $795M | 86 | STRONG BUY |
| 688569.SS | Beijing Tieke Shougang Rail Way-Tech Co., Ltd. | $597M | 54 | HOLD |
| 605298.SS | Jiangsu Bide Science and Technology Co.,Ltd. | $1.5B | 44 | HOLD |
| 601333.SS | Guangshen Railway Company Limited | $3.2B | 85 | STRONG BUY |
| 600368.SS | Guangxi Wuzhou Communications Co., Ltd. | $933M | 39 | HOLD |
| 3969.HK | China Railway Signal & Communication Corporation Limited | $4.5B | 84 | STRONG BUY |
Peer medians: ROE 6.0% · P/E 34.8x · Gross margin 22.9%