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Companies Industrials 300838.SZ
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300838.SZ Shenzhen Stock Exchange Industrial Machinery & Equipment

300838.Sz

¥20,13
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Mcap
2,8B CNY
P/E
EV / Rev
Div yield
0,00 %
Op margin
ROE
Net margin
Debt / equity
0,37
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the industrial machinery and equipment sector, manufacturing and selling industrial goods, primarily serving domestic and international markets.

Business. The company operates in the industrial machinery and equipment sector, manufacturing and selling industrial goods, primarily serving domestic and international markets.

Classification92 %
SectorIndustrials
Business sectorIndustrial Goods
IndustryIndustrial Machinery & Equipment
ActivityIndustrial Goods
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
not yet wired
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 300838.
  • 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−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 300838.SZ. 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 industrial machinery and equipment sector, manufacturing and selling industrial goods, primarily serving domestic and international markets.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial Goods
    IndustryIndustrial Machinery & Equipment
    ActivityIndustrial Goods
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a debt-to-equity ratio of 0.37, indicating a relatively conservative leverage position compared to industry norms. However, the company's liquidity is assessed as medium, with negative free cash flow of -43.8 million CNY and operating cash flow of -82.3 million CNY, suggesting cash generation challenges. The price-to-book ratio of 2.83 implies that the market values the company at a premium to its book value, but the low cash and equivalents balance of 9,100 CNY raises concerns about short-term liquidity.

    Profitability metrics show mixed results. The company's revenue of 955.79 million CNY is in line with industry expectations, but the lack of positive operating and free cash flows indicates operational inefficiencies. The return on invested capital (ROIC) and other profitability ratios are not disclosed, but the negative cash flows suggest that the company may be underperforming in terms of capital efficiency and margin generation relative to industry benchmarks.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic fluctuations and regulatory changes. The absence of segment-specific revenue data limits the ability to assess the company's strategic positioning and growth potential.

    Looking ahead, the company's growth trajectory is uncertain. No specific revenue growth rates or outlooks are provided, and the negative cash flows suggest that the company may face challenges in sustaining or increasing its revenue in the near term. The capital expenditure of -15.02 million CNY indicates ongoing investment, but the negative free cash flow implies that these investments are not yet generating sufficient returns.

    Risk factors include liquidity constraints and the potential for dilution, although the latter is currently assessed as low. The company's net cash position is negative after subtracting total debt, which could limit its ability to fund operations or pursue growth opportunities without external financing. No recent dilutive events are reported, and the dilution potential remains low for now.

    No recent events, such as filings or transcripts, are disclosed in the available data. The absence of recent corporate activity or strategic announcements makes it difficult to assess the company's current direction or response to market conditions.

    Key takeaways
    • The company maintains a conservative debt-to-equity ratio of 0.37, but its liquidity is rated as medium due to negative free and operating cash flows.
    • The price-to-book ratio of 2.83 suggests a premium valuation, but the low cash and equivalents balance raises concerns about short-term liquidity.
    • The company's revenue is concentrated in a single segment, with no geographic diversification, increasing exposure to regional risks.
    • Growth prospects are uncertain, with no disclosed revenue growth rates and negative cash flows indicating operational inefficiencies.
    • The company's net cash position is negative after subtracting total debt, which could limit its ability to fund operations or pursue growth opportunities.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥20,13
    Market cap
    ¥2.69B
    Enterprise value
    ¥3.04B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    2.8x
    P / Tangible book
    2.8x
    Tangible book
    ¥950.0M
    Net cash
    -¥354.4M
    Current ratio
    Debt / equity
    0.4
    ROA
    ROE
    Cash conversion
    CapEx / revenue
    -1.6%
    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

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    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

    Capex / Rev-1,6 %Above P75
    D/E0,37Below median

    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
    • 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)
    • Market Cap
      market_price * shares_outstanding_diluted
    • Ev To Revenue
      enterprise_value / revenue
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    Source documents
    • 300838.SZ Market data — financials · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    300838.SZCanonical
    Shenzhen Stock Exchange · CNY

    Intel & risk

    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
    — missing data
    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