Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BGIN
STRONG SELLREMOVEBgin Blockchain Limited · Technology · Singapore · $327M · Avg Vol: $43K/d
Fails to meet the fund's strict quality and macro alignment criteria. The combination of a strong quant sell signal, lack of clear competitive moat, and absence of high-conviction macro tailwinds makes this an easy pass.
COMPANY DESCRIPTION
Bgin Blockchain Limited is a Singapore-based technology company focused on computer hardware and digital asset infrastructure. The company specializes in sourcing and operating high-performance computing equipment tailored for blockchain validation and cryptographic processing. It operates as a niche infrastructure player in the rapidly evolving digital asset sector.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 15.1M | 257.3M | 302.3M | 67.4M | 64.8% |
| EPS | 0.07 | -0.00 | 1.22 | 0.58 | — | 104.5% |
| Shares | — | 81.5M | 81.5M | 81.5M | 113.1M | +38.9% |
| Debt | — | 0 | 0.3M | 0.4M | 0.2M | -20.5% |
| Equity | — | 9.0M | 148.8M | 209.7M | 54.5M | 82.1% |
| Op CF | — | -12.7M | -31.3M | -199.3M | -166.9M | — |
| Inv CF | — | 9.7M | 77.7M | 268.0M | 55.5M | — |
| Fin CF | — | 0.4M | -0.4M | -0.5M | 22.8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of BGIN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BGIN | Bgin Blockchain Limited(you) | $327M | 3 | STRONG SELL |
| CAN | Canaan Inc. | $257M | 5 | STRONG SELL |
| SUPX | SuperX AI Technology Limited | $351M | 1 | STRONG SELL |
| 2562.HK | Synagistics Limited | $98M | 7 | STRONG SELL |
| 2342.HK | Comba Telecom Systems Holdings Limited | $436M | 26 | SELL |
| AMBR | Amber International Holding Limited | $139M | 17 | STRONG SELL |
| HQ | Horizon Quantum Holdings Ltd. | $1.8B | 6 | STRONG SELL |
| Y3D.SI | mDR Limited | $77M | 25 | SELL |
| S69.SI | Serial System Ltd | $55M | 31 | SELL |
| BTDR | Bitdeer Technologies Group | $4.5B | 19 | STRONG SELL |
Peer medians: ROE 7.2% · P/E 53.9x · Gross margin 33.0%