Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600879.SS
STRONG SELLREMOVEChina Aerospace Times Electronics CO., LTD. · Industrials · China · $9.5B · Avg Vol: $462M/d
Fails to meet the fund's strict quality and macro alignment criteria. The combination of a strong quant sell signal, lack of clear competitive moat, and absence of high-conviction macro tailwinds makes this an easy pass.
COMPANY DESCRIPTION
China Aerospace Times Electronics (CASC Times) specializes in the development and production of aerospace electronics, including telemetry, navigation, and satellite communication systems. As a core subsidiary of China Aerospace Science and Technology Corporation, the company holds a near-monopoly on critical electronic components for China's space program and military defense systems. It is a highly specialized, state-backed technology leader with high entry barriers.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.6B | 2.8B | 2.1B | 2.1B | -7.3% |
| EPS | 0.03 | 0.03 | 0.02 | 0.01 | -32.6% |
| Shares | 2.7B | 3.3B | 3.3B | 3.3B | +21.3% |
| Debt | 858M | 640M | 649M | 727M | -5.4% |
| Equity | 2.3B | 3.0B | 3.1B | 3.1B | 10.1% |
| Op CF | -204M | -151M | -60M | -153M | — |
| Inv CF | -131M | -249M | -373,468 | 21M | — |
| Fin CF | 755M | 347M | 135M | -47M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 600879.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600879.SS | China Aerospace Times Electronics CO., LTD.(you) | $9.5B | 18 | STRONG SELL |
| 600372.SS | AVIC Airborne Systems Co., Ltd. | $8.0B | 19 | STRONG SELL |
| 600685.SS | CSSC Offshore & Marine Engineering (Group) Company Limited | $5.9B | 16 | STRONG SELL |
| 002625.SZ | Kuang-Chi Technologies Co., Ltd. | $12.8B | 11 | STRONG SELL |
| 000768.SZ | AVIC Xi'an Aircraft Industry Group Company Ltd. | $8.9B | 6 | STRONG SELL |
| 601866.SS | COSCO SHIPPING Development Co., Ltd. | $4.9B | 22 | SELL |
| 600118.SS | China Spacesat Co.,Ltd. | $13.4B | 7 | STRONG SELL |
| 600760.SS | AVIC Shenyang Aircraft Company Limited | $18.0B | 12 | STRONG SELL |
| 688297.SS | AVIC (Chengdu)UAS Co., Ltd. | $4.4B | 13 | STRONG SELL |
| 600893.SS | AECC Aviation Power Co.,Ltd | $16.4B | 7 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%