Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600869.SS
SELLFLAGFar East Smarter Energy Co., Ltd. · Industrials · China · $7.9B · Avg Vol: $652M/d
Far East Smarter Energy operates in smart grids and cable manufacturing, which could see volume growth from power grid upgrades. However, the business is highly sensitive to copper input costs and suffers from weak historical capital allocation.
COMPANY DESCRIPTION
Far East Smarter Energy designs, manufactures, and sells smart cable systems, lithium-ion batteries, and airport blackout power systems. The company holds a leading position in China's high-voltage and extra-high-voltage cable market, serving major national infrastructure and clean energy projects. It is characterized by its integrated "cable-to-system" solutions and strong R&D capabilities in smart grid technologies.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.2B | 3.6B | 3.9B | 4.2B | 9.0% |
| EPS | 0.04 | 0.02 | -0.02 | 0.00 | -52.5% |
| Shares | 2.2B | 2.2B | 2.2B | 2.2B | 0.0% |
| Debt | 943M | 968M | 1.0B | 1.1B | 4.1% |
| Equity | 636M | 690M | 632M | 613M | -1.2% |
| Op CF | 48M | 73M | 54M | 142M | 43.9% |
| Inv CF | 37M | -136M | -124M | -53M | — |
| Fin CF | -41M | 44M | 28M | -80M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 600869.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600869.SS | Far East Smarter Energy Co., Ltd.(you) | $7.9B | 29 | SELL |
| 301696.SZ | NANCHANG SANRUI INTELLIGENCE TE | $7.6B | 25 | SELL |
| 300763.SZ | Ginlong Technologies Co., Ltd. | $6.7B | 32 | SELL |
| 300438.SZ | Guangzhou Great Power Energy and Technology Co., Ltd | $5.7B | 29 | SELL |
| 301018.SZ | Guangdong Shenling Environmental Systems Co., Ltd. | $5.7B | 29 | SELL |
| 688777.SS | Supcon Technology Co.,Ltd | $10.0B | 33 | SELL |
| 3931.HK | CALB Group Co., Ltd. | $6.6B | 37 | HOLD |
| 300870.SZ | Shenzhen Honor Electronic Co., Ltd. | $6.2B | 36 | HOLD |
| 301626.SZ | Suzhou Tianmai Thermal Technology Co., Ltd. | $5.7B | 35 | SELL |
| 603618.SS | Hangzhou Cable Co., Ltd. | $4.4B | 29 | SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%