Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603737.SS
SELLREMOVESKSHU Paint Co.,Ltd. · Basic Materials · China · $4.0B · Avg Vol: $30M/d
SKSHU Paint is heavily exposed to the structural downturn in the Chinese real estate and construction sectors, impairing its near-term growth runway.
COMPANY DESCRIPTION
SKSHU Paint (3Trees) is China's leading domestic manufacturer of architectural coatings, waterproofing materials, and thermal insulation systems. The company has established a powerful competitive moat through its highly recognized green brand image, extensive retail distribution network, and strong partnerships with major real estate developers. It is a key driver of domestic brand substitution in a market historically dominated by multinational paint brands.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.7B | 1.8B | 1.8B | 1.9B | 3.4% |
| EPS | 0.07 | 0.03 | 0.07 | 0.16 | 32.6% |
| Shares | 738M | 738M | 738M | 738M | +0.0% |
| Debt | 551M | 528M | 610M | 492M | -3.7% |
| Equity | 336M | 361M | 397M | 428M | 8.4% |
| Op CF | 141M | 208M | 149M | 276M | 25.0% |
| Inv CF | -162M | -89M | -160M | -77M | — |
| Fin CF | 29M | -73M | 13M | -241M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603737.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603737.SS | SKSHU Paint Co.,Ltd.(you) | $4.0B | 28 | SELL |
| 002683.SZ | Guangdong Hongda Holdings Group Co., Ltd. | $3.6B | 30 | SELL |
| 688708.SS | Chengdu Jiachi Electronic Technology Co., Ltd. | $3.0B | 27 | SELL |
| 300699.SZ | Weihai Guangwei Composites Co., Ltd. | $3.7B | 34 | SELL |
| 002601.SZ | LB Group Co., Ltd. | $5.0B | 25 | SELL |
| 002240.SZ | Chengxin Lithium Group Co., Ltd. | $6.1B | 29 | SELL |
| 000830.SZ | Luxi Chemical Group Co., Ltd. | $3.7B | 37 | HOLD |
| 688295.SS | Zhongfu Shenying Carbon Fiber Co.,Ltd. | $6.4B | 29 | SELL |
| 688363.SS | Bloomage BioTechnology Corporation Limited | $2.6B | 24 | SELL |
| 2768.HK | Qingdao Gon Technology Co., Ltd. | $2.2B | 31 | SELL |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%