Southern Publishing and MediaLtd Valuation
Is 601900 undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score
4/6Valuation Score 4/6
Below Fair Value
Significantly Below Fair Value
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Analyst Forecast
Share Price vs Fair Value
What is the Fair Price of 601900 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: 601900 (CN¥14.91) is trading above our estimate of fair value (CN¥0.05)
Significantly Below Fair Value: 601900 is trading above our estimate of fair value.
Key Valuation Metric
Which metric is best to use when looking at relative valuation for 601900?
Key metric: As 601900 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.
| What is 601900's PE Ratio? | |
|---|---|
| PE Ratio | 11.6x |
| Earnings | CN¥1.13b |
| Market Cap | CN¥13.15b |
| Key Statistics | |
|---|---|
| Enterprise Value/Revenue | 1.4x |
| Enterprise Value/EBITDA | 9.6x |
| PEG Ratio | 12.6x |
Price to Earnings Ratio vs Peers
How does 601900's PE Ratio compare to its peers?
| Company | Forward PE | Estimated Growth | Market Cap |
|---|---|---|---|
| Peer Average | 21.2x | ||
603888 Xinhuanet | 44x | n/a | CN¥12.4b |
000719 Central China Land MediaLTD | 9.4x | -4.8% | CN¥11.4b |
601949 China Publishing & Media Holdings | 19.5x | n/a | CN¥16.9b |
600757 Changjiang Publishing & MediaLtd | 12.1x | 2.5% | CN¥10.5b |
601900 Southern Publishing and MediaLtd | 11.6x | 0.9% | CN¥13.2b |
Price-To-Earnings vs Peers: 601900 is good value based on its Price-To-Earnings Ratio (11.6x) compared to the peer average (21.2x).
Price to Earnings Ratio vs Industry
How does 601900's PE Ratio compare vs other companies in the CN Media Industry?
| 0 Companies | Price / Earnings | Estimated Growth | Market Cap |
|---|
| 0 Companies | Estimated Growth | Market Cap |
|---|
Price-To-Earnings vs Industry: 601900 is good value based on its Price-To-Earnings Ratio (11.6x) compared to the CN Media industry average (49.7x).
Price to Earnings Ratio vs Fair Ratio
What is 601900's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
| Fair Ratio | |
|---|---|
| Current PE Ratio | 11.6x |
| Fair PE Ratio | 20.9x |
Price-To-Earnings vs Fair Ratio: 601900 is good value based on its Price-To-Earnings Ratio (11.6x) compared to the estimated Fair Price-To-Earnings Ratio (20.9x).
Analyst Price Targets
What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?
| Date | Share Price | Average 1Y Price Target | Dispersion | High | Low | 1Y Actual price | Analysts |
|---|---|---|---|---|---|---|---|
| Current | CN¥14.91 | CN¥18.37 +23.2% | 4.8% | CN¥19.62 | CN¥17.60 | n/a | 3 |
| Nov ’25 | CN¥13.68 | CN¥18.37 +34.3% | 4.8% | CN¥19.62 | CN¥17.60 | n/a | 3 |
| Oct ’25 | CN¥14.68 | CN¥17.61 +20.0% | 11.4% | CN¥19.62 | CN¥15.60 | n/a | 2 |
| Sep ’25 | CN¥11.86 | CN¥17.61 +48.5% | 11.4% | CN¥19.62 | CN¥15.60 | n/a | 2 |
| Aug ’25 | CN¥11.55 | CN¥17.61 +52.5% | 11.4% | CN¥19.62 | CN¥15.60 | n/a | 2 |
Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.
Discover undervalued companies
Focus Media Information Technology
CN¥101.1b
Focus Media Information Technology Co., Ltd.
2027
CN¥7.00
7D
-3.4%
1Y
4.5%
China South Publishing & Media Group
CN¥21.6b
Engages in publishing, printing, distribution, media, and financing businesses in China.
601098
CN¥12.02
7D
-3.9%
1Y
3.0%
Focus Media Information Technology
CN¥101.1b
Focus Media Information Technology Co., Ltd.
2027
CN¥7.00
7D
-3.4%
1Y
4.5%