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Companies Financials 601377.SS
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601377.SS Shanghai Stock Exchange Investment Management & Fund Operators

601377.Ss

¥5,71
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CNY
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Mcap
49,3B CNY
P/E
EV / Rev
Div yield
1,65 %
Op margin
30,1 %
ROE
4,7 %
Net margin
20,7 %
Debt / equity
2,72
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the investment management and fund operations sector, generating revenue primarily through asset management fees and investment income.

Business. The company operates in the investment management and fund operations sector, generating revenue primarily through asset management fees and investment income.

Classification92 %
SectorFinancials
Business sectorBanking & Investment Services
IndustryInvestment Management & Fund Operators
ActivityBanking & Investment Services
Generated · model-assisted
Sell-side consensus
BUY5 analysts
5 buy0 hold0 sell
Avg 12m price target8,48

Analyst recommendations

5 analysts · consensus Buy
Buy5
Hold0
Sell0
12-month price target
8,48
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
5 analysts · indicative
Ownership
not yet wired
Profitability
4,7 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 601377.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials · THIS SECTOR−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 601377.SS. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company operates in the investment management and fund operations sector, generating revenue primarily through asset management fees and investment income.

    Classification92 %
    SectorFinancials
    Business sectorBanking & Investment Services
    IndustryInvestment Management & Fund Operators
    ActivityBanking & Investment Services
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a high debt-to-equity ratio of 2.72, indicating a significant reliance on debt financing. Its liquidity position is assessed as medium, with a negative net cash position after subtracting total debt. The price-to-book ratio of 0.82 suggests that the company's market value is below its book value, potentially indicating undervaluation or asset impairment.

    In terms of profitability, the company's return on equity (ROE) is 4.66%, which is relatively low compared to industry benchmarks. The return on assets (ROA) of 0.83% further underscores the company's limited asset efficiency. The operating margin, calculated as operating income divided by revenue, is 3.01%, which is below the industry median for investment management firms.

    The company's revenue is not segmented by geographic regions or business lines in the provided data, making it difficult to assess revenue concentration or diversification. However, the company's exposure to the domestic market is evident given the use of CNY as the reporting currency.

    The company's growth trajectory is modest, with no specific numeric deltas provided for the current or next fiscal year. The free cash flow of 791 million CNY indicates some capacity for reinvestment or shareholder returns, but the negative capital expenditure of 315 million CNY suggests a reduction in investment in physical assets.

    The company's risk profile includes a medium liquidity risk and a low dilution risk. The key flag of negative net cash after subtracting total debt highlights potential liquidity constraints. The dilution risk is assessed as low, with no significant dilution potential identified in the basic shares outstanding.

    Recent events and filings do not provide specific details in the input data, but the company's financial snapshot and valuation metrics suggest a stable but not robust financial position. Analyst estimates indicate a generally positive outlook, with a mean price target of 8.48 CNY and a mean recommendation of 1.80, suggesting a slight bias towards buying.

    Key takeaways
    • The company has a high debt-to-equity ratio, indicating a significant reliance on debt financing.
    • The company's return on equity and return on assets are below industry benchmarks, suggesting limited profitability.
    • The company's liquidity position is medium, with a negative net cash position after subtracting total debt.
    • Analysts have a generally positive outlook, with a mean price target higher than the current market price.
    • "margin_outlook_rationale": "The company's operating margin is below the industry median, indicating potential pressure on profitability.",
    • "rd_outlook_rationale": "No specific data on research and development expenditures is provided, making it difficult to assess future innovation potential.",

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥5,71
    Market cap
    ¥50.61B
    Enterprise value
    ¥218.52B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    11.3x
    P / B
    0.8x
    P / Tangible book
    0.8x
    Tangible book
    ¥61.64B
    Net cash
    -¥167.92B
    Current ratio
    Debt / equity
    2.7
    ROA
    0.8%
    ROE
    4.7%
    Cash conversion
    674.0%
    CapEx / revenue
    -2.3%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,41
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    5
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-06 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,41
    Revenueno estimateno estimate14,1B CNY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in CNY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution5 analysts
    Strong buy1
    Buy4
    Hold0
    Sell0
    Strong sell0
    12-month price target¥8,48 · Median ¥8,87
    Low ¥7,36High ¥9,20
    EPS surprise
    −22,1 %
    reported vs consensus · miss
    Revenue surprise
    −16,3 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥7,36
    Mean¥8,48
    Median¥8,87
    High¥9,20
    Spot¥5,71
    +48.5 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin30,1 %Below median
    Net Margin20,7 %Below median
    ROE4,7 %Above median
    Capex / Rev-2,3 %Below median
    D/E2,72Bottom quartile
    Cash Conv6,74Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 601377.SS Market data — financials · 2026-05-27
    • Industrial Securities Co Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Leadership

    • Zhihui LiuPresident, Director

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    601377.SSCanonical
    Shanghai Stock Exchange · CNY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage