Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601816.SS
HOLDREMOVEBeijing-Shanghai High-Speed Railway Co., Ltd. · Industrials · China · $36.3B · Avg Vol: $139M/d
Beijing-Shanghai High-Speed Railway is a high-quality infrastructure asset, but it is a domestic utility with heavily regulated pricing and no exposure to global macro inflections.
COMPANY DESCRIPTION
Beijing-Shanghai High-Speed Railway Co., Ltd. operates the high-speed rail corridor connecting China's two most economically vital cities, Beijing and Shanghai. The company possesses an unparalleled competitive moat, owning the rights to the busiest and most profitable high-speed rail line in the world. It generates highly stable, cash-generative revenues from passenger ticket sales and track-use fees charged to other railway operators.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.9B | 6.0B | 6.2B | 6.4B | 30.6% |
| EPS | -0.00 | 0.03 | 0.04 | 0.04 | 7.0% |
| Shares | 49.1B | 49.1B | 49.1B | 48.9B | -0.4% |
| Debt | 11.2B | 9.9B | 7.8B | 7.5B | -12.7% |
| Equity | 27.2B | 28.8B | 29.9B | 30.6B | 4.0% |
| Op CF | 1.0B | 3.1B | 3.0B | 3.1B | 46.1% |
| Inv CF | -162.4M | -164.4M | -172.6M | -552.4M | — |
| Fin CF | -1.4B | -1.8B | -3.2B | -1.8B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 601816.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601816.SS | Beijing-Shanghai High-Speed Railway Co., Ltd.(you) | $36.3B | 64 | HOLD |
| 601766.SS | CRRC Corporation Limited | $24.5B | 68 | BUY |
| 688187.SS | Zhuzhou CRRC Times Electric Co., Ltd. | $12.2B | 74 | BUY |
| 601006.SS | Daqin Railway Co., Ltd. | $15.5B | 46 | HOLD |
| 688009.SS | China Railway Signal & Communication Corporation Limited | $7.5B | 54 | HOLD |
| 601333.SS | Guangshen Railway Company Limited | $3.2B | 85 | STRONG BUY |
| 600125.SS | China Railway Tielong Container Logistics Co., Ltd | $1.1B | 72 | BUY |
| 300440.SZ | Chengdu Yunda Technology Co., Ltd. | $1.1B | 53 | HOLD |
| 000920.SZ | Vontron Technology Co., Ltd. | $898M | 74 | BUY |
| 605298.SS | Jiangsu Bide Science and Technology Co.,Ltd. | $1.5B | 44 | HOLD |
Peer medians: ROE 6.0% · P/E 34.8x · Gross margin 22.9%