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Companies Industrials 603929.SS
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603929.SS Shanghai Stock Exchange Construction & Engineering

603929.Ss

¥165,11
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CNY
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1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
0,80 %
Op margin
21,6 %
ROE
38,7 %
Net margin
18,2 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the construction and engineering industry, generating revenue primarily through industrial and commercial services.

Business. The company operates in the construction and engineering industry, generating revenue primarily through industrial and commercial services.

Classification92 %
SectorIndustrials
Business sectorIndustrial & Commercial Services
IndustryConstruction & Engineering
ActivityIndustrial & Commercial Services
Generated · model-assisted
Sell-side consensus
BUY2 analysts
2 buy0 hold0 sell
Avg 12m price target236,53

Analyst recommendations

2 analysts · consensus Buy
Buy2
Hold0
Sell0
12-month price target
236,53
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
2 analysts · indicative
Ownership
not yet wired
Profitability
38,7 %
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 603929.
  • 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 603929.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 construction and engineering industry, generating revenue primarily through industrial and commercial services.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial & Commercial Services
    IndustryConstruction & Engineering
    ActivityIndustrial & Commercial Services
    AI synthesis
    GENERATED

    The company maintains a strong capital structure with no long-term debt and a debt-to-equity ratio of 0.0, indicating a conservative leverage position. Its liquidity is reflected in a current ratio of 1.68, supported by operating cash flow of 1.67 billion CNY and free cash flow of 461.95 million CNY. However, the cash and equivalents balance is relatively low at 1.93 million CNY, suggesting limited short-term liquidity reserves.

    Profitability metrics show a return on equity of 38.72% and a return on assets of 16.55%, both exceeding typical industry benchmarks for construction and engineering firms. The operating margin is 21.58% (calculated from operating income of 1.06 billion CNY on revenue of 4.91 billion CNY), indicating strong operational efficiency. The gross margin of 24.57% (calculated from gross profit of 1.21 billion CNY) also suggests effective cost control.

    The company's revenue is not segmented by geographic region or business line in the available data, so it is not possible to assess geographic or segment concentration. However, the absence of disclosed revenue concentration suggests a diversified exposure, which is a positive signal for risk management.

    The company's growth trajectory is not explicitly outlined in the available data, but the strong operating and free cash flow generation suggests a stable and potentially growing business. Analysts have provided a mean price target of 236.53 CNY, with a mean recommendation of 1.50, indicating a generally positive outlook.

    Risk factors are minimal, with no immediate liquidity or dilution flags detected. The company has no long-term debt and no dilution risk from shares outstanding, with both basic and diluted shares at 213.36 million. The absence of dilution risk and strong liquidity position contribute to a low overall risk profile.

    Recent events include analyst estimates and price targets, with a median price target of 236.53 CNY and a mean recommendation of 1.50. No recent filings or transcripts are available in the provided data to indicate material changes in the company's operations or strategy.

    Key takeaways
    • The company has a strong capital structure with no long-term debt and a high return on equity of 38.72%.
    • Operating and free cash flow are robust, indicating strong operational efficiency and financial flexibility.
    • Analysts have a generally positive outlook, with a mean price target of 236.53 CNY and a mean recommendation of 1.50.
    • The company has no immediate liquidity or dilution risks, contributing to a low overall risk profile.
    • The absence of disclosed revenue concentration suggests a diversified business model.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥165,11
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥2.30B
    Net cash
    ¥1.9M
    Current ratio
    1.7
    Debt / equity
    0.0
    ROA
    16.6%
    ROE
    38.7%
    Cash conversion
    187.0%
    CapEx / revenue
    -0.1%
    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
    8,21
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    2
    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 estimate8,21
    Revenueno estimateno estimate8,6B CNY
    Operating incomeno estimateno estimate873,0M CNY
    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 distribution2 analysts
    Strong buy1
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price target¥236,53 · Median ¥236,53
    Low ¥235,62High ¥237,44
    Operating income · consensus873,0M CNY
    EPS surprise
    −49,1 %
    reported vs consensus · miss
    Revenue surprise
    −43,1 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥235,62
    Mean¥236,53
    Median¥236,53
    High¥237,44
    Spot¥165,11
    +43.3 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin21,6 %Best in class
    Net Margin18,2 %Best in class
    ROE38,7 %Best in class
    Capex / Rev-0,1 %Above P75
    D/E0,00Above P75
    Cash Conv1,87Above 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
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 603929.SS Market data — financials · 2026-05-27
    • L&K Engineering Suzhou Co Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    603929.SSCanonical
    Shanghai Stock Exchange · CNY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    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