300613 (Shanghai Fullhan Microelectronics Co Ltd) vs Shanghai Composite Comparison

300613

Shanghai Composite

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300613

Shanghai Composite

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300613

Shanghai Composite

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Shanghai Composite

300613

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Shanghai Fullhan Microelectronics Co Ltd
Glance View

Market Cap

12B CNY

Industry

Semiconductors

In the bustling epicenter of China's technology boom lies Shanghai Fullhan Microelectronics Co Ltd., a pivotal player carving out a significant niche in the semiconductor industry. Founded in 2004, Fullhan has steadily evolved into a formidable force in the realm of video surveillance, a market driven by the burgeoning demand for security and intelligence. Their core expertise is in developing application-specific integrated circuits (ASICs), which form the beating heart of various high-performance, low-power video processing devices. These semiconductors are primarily utilized in cameras and other surveillance technologies, where precision, reliability, and efficiency are paramount. Fullhan's focus on ASICs allows them to customize chip solutions tailored to the unique needs of their clients, positioning them as a bespoke service provider in a competitive market landscape. Revenue streams for Fullhan primarily flow from the sale of these cutting-edge chips to manufacturers of video surveillance products. They cater to a global clientele, which includes electronics companies that require state-of-the-art processing units for their security devices. By maintaining a robust R&D function, Fullhan continues to innovate, ensuring that their chipsets are not just current but are on the bleeding edge of technology trends, such as AI and IoT, which are increasingly integral to modern surveillance systems. This constant push for innovation helps Fullhan maintain its competitive edge and profitability in a field characterized by rapid technological advancement and intense competition. By striking a balance between customization and innovation, Shanghai Fullhan Microelectronics Co Ltd. has established itself as a linchpin in the semiconductor ecosystem, driving both growth and security on a global scale.

View Shanghai Fullhan Microelectronics Co Ltd Analysis

Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

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UK	Arm Holdings PLC NASDAQ:ARM	Add
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US	Marvell Technology Group Ltd NASDAQ:MRVL	Add

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300613

vs

Shanghai Composite

Stocks Performance
300613 vs Shanghai Composite

Performance Gap
300613 vs Shanghai Composite

Performance By Year
300613 vs Shanghai Composite

Competitors Performance
Shanghai Fullhan Microelectronics Co Ltd vs Peers

Shanghai Fullhan Microelectronics Co Ltd
Glance View

Company

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300613 vs Shanghai Composite

Stocks Performance 300613 vs Shanghai Composite

Performance Gap 300613 vs Shanghai Composite

Performance By Year 300613 vs Shanghai Composite

Competitors Performance Shanghai Fullhan Microelectronics Co Ltd vs Peers

Shanghai Fullhan Microelectronics Co Ltd Glance View

Company

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Stocks

300613

vs

Shanghai Composite

Stocks Performance
300613 vs Shanghai Composite

Performance Gap
300613 vs Shanghai Composite

Performance By Year
300613 vs Shanghai Composite

Competitors Performance
Shanghai Fullhan Microelectronics Co Ltd vs Peers

Shanghai Fullhan Microelectronics Co Ltd
Glance View