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603083.SS

SELLFLAG

CIG Shanghai Co., Ltd. · Technology · China · $10.8B · Avg Vol: $941M/d

34
StockRank
Q
40
V
15
M
71
P/E (TTM)
175.0x
ROE
5.7%
D/E
0.2x
Dividend %
0.2%
AI CONVICTION THESIS

CIG Shanghai is a key manufacturer of high-speed optical transceivers (800G/1.6T) critical for AI data center interconnects. While the thematic tailwind is powerful, the business is highly cyclical and exposed to intense competition and geopolitical supply chain risks.

COMPANY DESCRIPTION

CIG Shanghai Co., Ltd. designs and manufactures telecommunications equipment, including optical transceivers, broadband access terminals, and wireless enterprise solutions. The company's competitive advantage lies in its advanced ODM/EMS manufacturing capabilities and its leading-edge research in high-speed optical modules (up to 800G). It is a key global supplier to major telecom equipment vendors and cloud service providers.

FINANCIAL SUMMARY

Year2022202320242025CAGR
Revenue559M456M540M713M8.4%
EPS0.100.050.090.1411.9%
Shares256M268M268M353M+38.0%
Debt173M198M183M343M25.7%
Equity285M316M342M1.1B57.0%
Op CF8M21M83M-70M216.1%
Inv CF-29M-30M-43M-160M
Fin CF34M14M-30M871M
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PRICE (1M)+15.2%
24.9426.4227.9129.4030.89Apr 30May 26Jun 15
SMA 50SMA 200
Close
$29.75
RSI (14)
48.8
52W High
$32.44
From 52W High
0.9%

SCORE BREAKDOWN

Quality
40
ROIC
3.4%36.2
ROE
5.7%44.8
GP/Assets
10.4%22.4
Op. Margin
17.4%78.9
FCF/Assets
-17.1%7.2
Piotroski
18.9
Int. Cover
4.4x38.8
D/E Ratio
0.24x48.4
Current Ratio
2.62x66.0
Value
15
P/E (TTM)
175.0x9.9
EV/EBITDA
101.6x8.4
P/FCF
N/A
P/B
9.4x15.7
P/S
14.2x14.4
Div Yield
0.2%13.5
Momentum
71
52W High %
92%85.1
RS 6M
78%85.4
SMA 50/200
1.37x83.0
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
-56%3.2
Q Growth
276%90.5

FUNDAMENTALS

Market Cap
$10.8B
P/E (Forward)
394.7x
Gross Margin
23.5%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 603083.SS are excluded.

TickerCompanyMkt CapStockRankSignal
603083.SSCIG Shanghai Co., Ltd.(you)$10.8B34SELL
600498.SSFiberhome Telecommunication Technologies Co., Ltd.$10.4B36HOLD
600105.SSJiangsu Etern Company Limited$10.3B28SELL
688387.SSCICT Mobile Communication Technology Co., Ltd.$8.2B39HOLD
688322.SSOrbbec Inc.$6.6B36HOLD
300620.SZAdvanced Fiber Resources (Zhuhai), Ltd.$10.3B46HOLD
0763.HKZTE Corporation$16.3B41HOLD
688027.SSQuantumCTek Co., Ltd.$8.5B23SELL
600562.SSGlarun Technology Co.,Ltd$4.4B33SELL
688702.SSSuzhou Centec Communications Co., Ltd.$17.1B45HOLD

Peer medians: ROE 3.8% · P/E 77.2x · Gross margin 25.9%

CIG Shanghai Co., Ltd. (603083.SS) — Stock Score Summary

CIG Shanghai Co., Ltd. (603083.SS) has a MoatMap StockRank of 34/100 based on Quality (40/100), Value (15/100), and Momentum (71/100) factor scores. The current signal is SELL. CIG Shanghai is a key manufacturer of high-speed optical transceivers (800G/1.6T) critical for AI data center interconnects. While the thematic tailwind is powerful, the business is highly cyclical and exposed to intense competition and geopolitical supply chain risks.

CIG Shanghai Co., Ltd. designs and manufactures telecommunications equipment, including optical transceivers, broadband access terminals, and wireless enterprise solutions. The company's competitive advantage lies in its advanced ODM/EMS manufacturing capabilities and its leading-edge research in high-speed optical modules (up to 800G). It is a key global supplier to major telecom equipment vendors and cloud service providers.

Key Financial Metrics

Price$29.75
Market Cap$10.8B
P/E (TTM)175.03
P/E (Forward)394.69
Price/Book9.39
Return on Equity5.7%
Return on Invested Capital3.4%
Debt/Equity24.38
Gross Margin23.5%
Operating Margin17.4%
Revenue Growth44.0%
Dividend Yield0.2%
Free Cash Flow$-44M

CIG Shanghai Co., Ltd. operates in the Communication Equipment industry, part of the Technology sector (China).

Frequently Asked Questions

What is CIG Shanghai Co., Ltd.’s (603083.SS) StockRank?
MoatMap’s StockRank for CIG Shanghai Co., Ltd. (603083.SS) is 34/100, with a Sell signal. It is a composite of Quality (40), Value (15), and Momentum (71) factor ranks across MoatMap’s 19,000+ stock universe.
Does CIG Shanghai Co., Ltd. have an economic moat?
CIG Shanghai Co., Ltd. (603083.SS) has a Quality factor score of 40/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is CIG Shanghai Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for CIG Shanghai Co., Ltd. (603083.SS) is Sell, based on a StockRank of 34/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is CIG Shanghai Co., Ltd. in?
CIG Shanghai Co., Ltd. (603083.SS) operates in the Technology sector, specifically the Communication Equipment industry (China).