Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600383.SS
SELLREMOVEGemdale Corporation · Real Estate · China · $1.8B · Avg Vol: $25M/d
Gemdale is a Chinese real estate developer. The sector is undergoing a structural deleveraging crisis, and we strictly avoid turnarounds or broken business models hoping for a macro rescue.
COMPANY DESCRIPTION
Gemdale Corporation is a leading national real estate developer engaged in residential property development, property management, and real estate finance. The company has built a strong brand reputation and a diversified portfolio across China's tier-1 and tier-2 cities. It is recognized in the industry for its prudent financial management and balanced approach to growth.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 17.8B | 14.5B | 11.1B | 5.3B | -33.2% |
| EPS | 0.20 | 0.03 | -0.20 | -0.43 | -85.2% |
| Shares | 4.5B | 4.5B | 4.5B | 4.5B | 0.0% |
| Debt | 17.4B | 13.8B | 11.0B | 10.0B | -16.7% |
| Equity | 9.6B | 9.6B | 8.7B | 6.7B | -11.2% |
| Op CF | 2.9B | 324M | 2.0B | 2M | -90.7% |
| Inv CF | -356M | 490M | 364M | -73M | — |
| Fin CF | -4.1B | -4.6B | -3.5B | -1.4B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of 600383.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600383.SS | Gemdale Corporation(you) | $1.8B | 26 | SELL |
| 1918.HK | Sunac China Holdings Limited | $2.0B | 27 | SELL |
| 000031.SZ | Grandjoy Holdings Group Co., Ltd. | $1.7B | 23 | SELL |
| 2923.TW | Sino Horizon Holdings Limited | $1.4B | 29 | SELL |
| 1396.HK | Greater Bay Area AI Computing Tech Co., Ltd. | $2.2B | 32 | SELL |
| 600748.SS | Shanghai Industrial Development Co.,Ltd | $1.3B | 28 | SELL |
| 600649.SS | Shanghai Chengtou Holding Co., Ltd. | $1.5B | 22 | SELL |
| 600736.SS | Suzhou New District Hi-Tech Industrial Co.,Ltd | $1.2B | 24 | SELL |
| 1030.HK | Seazen Group Limited | $1.7B | 35 | HOLD |
| 000402.SZ | Financial Street Holdings Co., Ltd. | $1.4B | 32 | SELL |
Peer medians: ROE 0.5% · P/E 23.6x · Gross margin 17.4%