Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603766.SS
STRONG BUYREMOVELoncin Motor Co., Ltd. · Consumer Cyclical · China · $4.0B · Avg Vol: $35M/d
Loncin Motor manufactures motorcycles and generators. While it has decent quantitative scores, it does not align with our high-conviction macro themes and operates in a highly cyclical, low-moat industry.
COMPANY DESCRIPTION
Loncin Motor is a major Chinese manufacturer of motorcycles, engines, generators, and all-terrain vehicles (ATVs). The company holds a leading position in China's motorcycle export market and maintains a strong competitive moat through its long-term strategic manufacturing partnership with BMW Motorrad. It is characterized by its large-scale production efficiency and its strategic pivot toward high-end, large-displacement motorcycles and electric two-wheelers.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.8B | 1.9B | 2.5B | 2.8B | 15.5% |
| EPS | 0.04 | 0.04 | 0.08 | 0.12 | 45.4% |
| Shares | 2.1B | 2.1B | 2.1B | 2.1B | 0.0% |
| Debt | 99M | 51M | 51M | 50M | -20.5% |
| Equity | 1.2B | 1.2B | 1.4B | 1.4B | 7.0% |
| Op CF | 177M | 355M | 314M | 425M | 34.0% |
| Inv CF | -59M | -28M | -113M | -46M | — |
| Fin CF | 13M | -60M | -49M | -181M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 603766.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603766.SS | Loncin Motor Co., Ltd.(you) | $4.0B | 85 | STRONG BUY |
| 1585.HK | Yadea Group Holdings Ltd. | $4.4B | 97 | STRONG BUY |
| 2333.HK | Great Wall Motor Company Limited | $11.4B | 84 | STRONG BUY |
| 600166.SS | Beiqi Foton Motor Co.,Ltd. | $3.4B | 62 | HOLD |
| 301345.SZ | Zhejiang Taotao Vehicles Co., Ltd. | $3.3B | 60 | HOLD |
| 000550.SZ | Jiangling Motors Corporation, Ltd. | $2.1B | 69 | BUY |
| 9927.HK | Seres Group Co.,Ltd | $15.1B | 70 | BUY |
| 9973.HK | Chery Automobile Co., Ltd. | $20.3B | 72 | BUY |
| 601965.SS | China Automotive Engineering Research Institute Co., Ltd. | $2.3B | 49 | HOLD |
| 000338.SZ | Weichai Power Co., Ltd. | $45.2B | 84 | STRONG BUY |
Peer medians: ROE 7.0% · P/E 24.0x · Gross margin 22.0%