Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600717.SS
STRONG BUYFLAGTianjin Port Holdings Co., Ltd. · Industrials · China · $1.7B · Avg Vol: $17M/d
Tianjin Port is cheap at V77 but quality Q52 and momentum M59 both miss the all-three-above-60 path with no corroborating filing, so stage one fails.
COMPANY DESCRIPTION
Tianjin Port Holdings Co., Ltd. is the primary operator of the Port of Tianjin, the largest port in Northern China and the main maritime gateway to Beijing. The company enjoys a natural geographic monopoly and a massive competitive moat, handling vast volumes of containers, dry bulk, and automobiles. Its strategic position is reinforced by continuous investments in automated terminal technologies and deep integration with regional rail and road logistics networks.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 10.8B | 11.7B | 12.1B | 12.8B | 5.7% | 12.3B |
| EPS (CNY) | 0.26 | 0.34 | 0.34 | 0.34 | 9.4% | 0.36 |
| Shares | 2.9B | 2.9B | 2.9B | 2.9B | 0.0% | 2.9B |
| Debt | 5.8B | 5.7B | 4.9B | 4.3B | -9.6% | 4.2B |
| Equity | 17.9B | 18.6B | 19.4B | 20.1B | 3.9% | — |
| Op CF | 2.4B | 2.4B | 2.8B | 2.5B | 1.6% | 2.5B |
| Inv CF | -678.3M | -616.6M | -548.9M | -1.4B | — | — |
| Fin CF | -2.2B | -1.1B | -1.6B | -1.2B | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 600717.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600717.SS | Tianjin Port Holdings Co., Ltd.(you) | $1.7B | 87 | STRONG BUY |
| 3369.HK | Qinhuangdao Port Co., Ltd. | $1.7B | 87 | STRONG BUY |
| 2880.HK | Liaoning Port Co., Ltd. | $2.2B | 92 | STRONG BUY |
| 601083.SS | Shanghai Jinjiang Shipping (Group) Co., Ltd. | $1.9B | 97 | STRONG BUY |
| 603162.SS | Fujian Highton Development Co., Ltd. | $1.9B | 74 | BUY |
| 600428.SS | COSCO SHIPPING Specialized Carriers Co.,Ltd. | $3.3B | 91 | STRONG BUY |
| 601000.SS | TangShan Port Group Co.,Ltd | $3.6B | 93 | STRONG BUY |
| 6198.HK | Qingdao Port International Co., Ltd. | $5.4B | 95 | STRONG BUY |
| 601022.SS | Ningbo Ocean Shipping Co., Ltd. | $1.5B | 53 | HOLD |
| 001872.SZ | China Merchants Port Group Co., Ltd. | $7.3B | 72 | BUY |
Peer medians: ROE 5.8% · P/E 31.0x · Gross margin 22.9%