601900.SS
Strong BuyFull HouseAI neutralSouthern Publishing and Media Co.,Ltd. · Communication Services · China · $1.7B cap · $47.9M/day traded
CNY 15.97 +3.6% · close 5 Nov · scored 6 Nov
StockRank up 10.3 since 5 Nov: Momentum up 17 after a 4% price rise.
Full House: Strong business, sensible price, and the market agrees.
As of 6 Nov 2026, MoatMap's StockRank for Southern Publishing and Media Co.,Ltd. (601900.SS) is 90/100, ranked against 24,000+ stocks in 35 markets (Quality 63, Value 58, Momentum 71, each scored against its sector).
Does StockRank work? Each month we publish how each tenth of the ranking did, whichever way it went. See the record →
Southern Publishing and Media is a state-controlled Guangdong publisher with a strong position in educational textbooks and distribution. Its income is steady and its balance sheet is sound, but growth is slow, pricing is shaped by regulation and state ownership, and there is no clear catalyst.
ABOUT SOUTHERN PUBLISHING AND MEDIA CO.,LTD.
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Southern Publishing and Media Co., Ltd. is a leading cultural and media enterprise in southern China, focusing on book publishing, distribution, and digital media. The company holds exclusive textbook distribution rights in Guangdong province, providing a highly stable and defensive revenue stream. It is a dominant regional player leveraging its strong brand heritage to expand into digital education and smart publishing.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 9.1B | 9.4B | 9.2B | 8.6B | -1.6% | 8.7B | 8.6B | 9.0B | 2.1% |
| EPS (CNY) | 1.08 | 1.46 | 0.92 | 1.18 | 3.0% | 1.44 | 1.26 | 1.39 | 8.4% |
| Shares | 895.9M | 895.9M | 895.9M | 882.0M | -1.6% | 882.0M | — | — | — |
| Debt | 943.4M | 1.3B | 1.7B | 1.3B | 10.5% | 857.0M | — | — | — |
| Equity | 7.3B | 7.9B | 8.3B | 8.8B | 6.5% | — | — | — | — |
| Op CF | 2.5B | 1.6B | 1.3B | 1.7B | -11.6% | 1.9B | — | — | — |
| Inv CF | -309.9M | -1.5B | -468.0M | -2.7B | — | — | — | — | — |
| Fin CF | -1.0B | -264.9M | -395.8M | -1.1B | — | — | — | — | — |
Above its 200-day average and 1% below its 52-week high.
Calmer than 64% of stocks we rank over the past year (volatility 34% a year).
How this is worked out
StockRank weighs the business, its price and its trend. The price check reads only the chart: the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn (the Turning up rule above) cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: how much the price moved day to day over the past year, scaled to a yearly figure (annualised volatility) and ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of 601900.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601900.SS | Southern Publishing and Media Co.,Ltd.(you) | $1.7B | 90 | Strong Buy |
| 000719.SZ | Central China Land Media CO.,LTD | $1.9B | 92 | Strong Buy |
| 600757.SS | Changjiang Publishing & Media Co.,Ltd | $1.4B | 81 | Strong Buy |
| 0811.HK | XINHUA WINSHARE | $1.3B | 82 | Strong Buy |
| 601019.SS | Shandong Publishing&Media Co.,Ltd | $2.1B | 78 | Buy |
| 601098.SS | China South Publishing & Media Group Co., Ltd | $2.9B | 83 | Strong Buy |
| 601921.SS | Zhejiang Publishing & Media Co., Ltd. | $2.5B | 72 | Buy |
| 600551.SS | Time Publishing and Media Co., Ltd. | $773M | 79 | Buy |
| 605577.SS | Heilongjiang Publishing & Media Co., Ltd. | $936M | 70 | Buy |
| 601928.SS | Jiangsu Phoenix Publishing & Media Corporation Limited | $3.3B | 68 | Buy |
Peer medians: ROE 3.4% · P/E 17.9x · Gross margin 34.9%
Company Deep Dive
A 10,000-word report: the business and its segments, what management promised on earnings calls and whether it delivered, the competition, and how things could turn out.