Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600787.SS
HOLDREMOVECMST Development Co.,Ltd. · Industrials · China · $1.4B · Avg Vol: $13M/d
CMST Development is a traditional warehousing and logistics provider with low pricing power and high capital intensity, offering no asymmetric upside.
COMPANY DESCRIPTION
CMST Development Co., Ltd. provides comprehensive logistics services, including warehousing, freight forwarding, and supply chain finance. The company operates one of China's largest networks of bulk commodity warehouses and logistics hubs. It is a state-owned logistics giant serving as a critical node in China's national commodity distribution network.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 11.3B | 9.9B | 9.4B | 10.0B | -4.1% |
| EPS | 0.04 | 0.05 | 0.03 | 0.04 | -4.8% |
| Shares | 2.2B | 2.2B | 2.2B | 2.2B | -0.8% |
| Debt | 394.1M | 393.1M | 339.8M | 280.0M | -10.8% |
| Equity | 1.9B | 2.0B | 2.1B | 2.1B | 2.2% |
| Op CF | 252.3M | 173.2M | 130.7M | 179.4M | -10.7% |
| Inv CF | -70.3M | -31.9M | 69.3M | -28.8M | — |
| Fin CF | 24.0M | -221.0M | -117.3M | -97.5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 600787.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600787.SS | CMST Development Co.,Ltd.(you) | $1.4B | 41 | HOLD |
| 603128.SS | CTS International Logistics Corporation Limited | $994M | 43 | HOLD |
| 603713.SS | Milkyway Intelligent Supply Chain Service GroupCo., Ltd. | $1.4B | 57 | HOLD |
| 600278.SS | Orient International Enterprise, Ltd. | $827M | 29 | SELL |
| 600057.SS | Xiamen Xiangyu Co., Ltd. | $2.5B | 55 | HOLD |
| 9699.HK | Hangzhou SF Intra-city Industrial Co., Ltd. | $876M | 56 | HOLD |
| 600575.SS | Huaihe Energy (Group) Co.,Ltd | $3.8B | 48 | HOLD |
| 300873.SZ | Hichain Logistics Co.,Ltd. | $892M | 62 | HOLD |
| 2490.HK | LC Logistics, Inc. | $383M | 31 | SELL |
| 002468.SZ | STO Express Co.,Ltd | $3.0B | 68 | BUY |
Peer medians: ROE 6.0% · P/E 34.2x · Gross margin 22.9%