Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601139.SS
BuyFull HouseFLAGShenzhen Gas Corporation Ltd. · Utilities · China · $2.7B · Avg Vol: $18M/d
Shenzhen Gas clears the floors at Q57 V62 M54 but neither quality nor momentum reaches the all-three-above-60 path and there is no corroborating filing, so stage one fails.
COMPANY DESCRIPTION
Shenzhen Gas Corporation Ltd. is a regulated utility engaged in the distribution of piped natural gas, liquefied petroleum gas (LPG) sales, and clean energy services. The company holds a natural monopoly over gas distribution in Shenzhen and has expanded its concession footprint to dozens of other Chinese cities. Its stable cash flows, regulated pricing framework, and growing LNG import terminal infrastructure form a highly defensive competitive moat.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 30.1B | 30.9B | 28.3B | 29.8B | -0.3% | 29.1B | 31.9B | 32.7B | 4.7% |
| EPS (CNY) | 0.42 | 0.50 | 0.51 | 0.49 | 5.3% | 0.48 | 0.70 | 0.72 | 20.8% |
| Shares | 2.9B | 2.9B | 2.9B | 2.9B | -0.0% | 2.9B | — | — | — |
| Debt | 6.9B | 7.9B | 11.4B | 13.0B | 23.3% | 17.6B | — | — | — |
| Equity | 13.1B | 14.5B | 15.6B | 16.5B | 7.8% | — | — | — | — |
| Op CF | 1.6B | 2.5B | 3.7B | 3.6B | 30.2% | 4.4B | — | — | — |
| Inv CF | -2.9B | -4.1B | -3.1B | -2.8B | — | — | — | — | — |
| Fin CF | 1.6B | 4.0B | -710.4M | 795.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Utilities, ranked by industry match, size, and score similarity. Cross-listings of 601139.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601139.SS | Shenzhen Gas Corporation Ltd.(you) | $2.7B | 76 | Buy |
| 603053.SS | Chengdu Gas Group Corporation Ltd. | $1.2B | 73 | Buy |
| 2688.HK | ENN Energy Holdings Limited | $6.9B | 77 | Buy |
| 002911.SZ | Foran Energy Group Co., Ltd. | $2.1B | 59 | Hold |
| 603393.SS | Xinjiang Xintai Natural Gas Co., Ltd. | $1.7B | 63 | Hold |
| 600803.SS | ENN Natural Gas Co., Ltd. | $8.3B | 83 | Strong Buy |
| 301286.SZ | Sichuan Qiaoyuan Gas Co., Ltd. | $2.7B | 45 | Hold |
| 0956.HK | China Suntien Green Energy Corporation Limited | $1.9B | 48 | Hold |
| 600681.SS | Bestsun Energy Co., Ltd. | $702M | 60 | Hold |
| 605368.SS | Henan Lantian Gas Co.,Ltd. | $725M | 51 | Hold |
Peer medians: ROE 6.6% · P/E 19.7x · Gross margin 26.4%