Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
605368.SS
HoldFallen FavouriteHenan Lantian Gas Co.,Ltd. · Utilities · China · $725M · Avg Vol: $5M/d
COMPANY DESCRIPTION
Henan Lantian Gas Co., Ltd. operates natural gas transmission pipelines and urban gas distribution networks in Henan Province, China. The company enjoys a natural regional monopoly, owning critical pipeline infrastructure that connects national trunk lines to local industrial and residential end-users. Its stable, regulated cash flows and growing regional energy demand provide a highly defensive investment profile.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.8B | 4.9B | 4.8B | 4.1B | -5.2% | 3.9B | 4.2B | 4.3B | 2.5% |
| EPS (CNY) | 0.88 | 0.88 | 0.72 | 0.39 | -23.8% | 0.32 | 0.41 | 0.43 | 5.0% |
| Shares | 692.8M | 692.8M | 714.6M | 714.6M | +3.2% | 714.6M | — | — | — |
| Debt | 766.9M | 1.4B | 1.3B | 1.4B | 20.8% | 1.4B | — | — | — |
| Equity | 3.7B | 3.8B | 3.6B | 3.3B | -3.6% | — | — | — | — |
| Op CF | 830.0M | 680.4M | 597.1M | 434.0M | -19.4% | 510.8M | — | — | — |
| Inv CF | -449.8M | -301.5M | -191.6M | -562.5M | — | — | — | — | — |
| Fin CF | -351.9M | 130.4M | -864.5M | -578.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Utilities, ranked by industry match, size, and score similarity. Cross-listings of 605368.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 605368.SS | Henan Lantian Gas Co.,Ltd.(you) | $725M | 51 | Hold |
| 600681.SS | Bestsun Energy Co., Ltd. | $702M | 59 | Hold |
| 1600.HK | Tian Lun Gas Holdings Limited | $325M | 46 | Hold |
| 300332.SZ | Top Resource Energy Co., Ltd. | $632M | 30 | Sell |
| 0956.HK | China Suntien Green Energy Corporation Limited | $1.9B | 46 | Hold |
| 1635.HK | Shanghai Dazhong Public Utilities(Group) Co.,Ltd. | $887M | 29 | Sell |
| 600917.SS | Chongqing Gas Group Corporation Ltd. | $1.1B | 32 | Sell |
| 000593.SZ | Delong Composite Energy Group Co., Ltd. | $1.2B | 33 | Sell |
| 603393.SS | Xinjiang Xintai Natural Gas Co., Ltd. | $1.7B | 62 | Hold |
| 002911.SZ | Foran Energy Group Co., Ltd. | $2.1B | 57 | Hold |
Peer medians: ROE 6.7% · P/E 19.2x · Gross margin 26.4%