China South Publishing & Media Group Co Ltd (601098) Fair Value & Analysis
Communication Services · CN · Market cap 18.7B CNY (≈ $2.8B) · ISIN CNE100000W03
What is China South Publishing & Media Group Co Ltd really worth?
A solid business, trading 31% below our fair value of ¥14.66.
Strengths
Risks
For context
Fair value as of: Sep 5, 2026
From 17 valuation models · updated today
Share price −5.5% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- Solid quality (59/100) at a price below fair value, the discount is the argument here, not the business quality.
- The price sits in the lower half of our model range, the side with the larger margin of safety.
- The data supports the verdict: every model runs on fully documented inputs.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 5, 2026.
How to read this chart
60‑month range ¥7.21 – ¥15.14 · fair‑value band ¥9.50 – ¥15.57 · the ¥10.16 price screens below the ¥14.66 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 5, 2026.
Analysis
China South Publishing & Media Group Co Ltd (601098) currently trades at ¥10.16, while our model-based Fair Value estimate is ¥14.66, implying the stock looks roughly 30.7% undervalued today. The Quality Score stands at 59/100 (solid quality), in the Communication Services sector. Bull case: the DCF Models group reads highest at a median of ¥20.51 per share, and 12 of the 17 models we run sit above the ¥10.16 price. Bear case: the Earnings-Based group reads lowest at ¥5.40, and 5 of the 17 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, China South Publishing & Media Group Co Ltd generated revenue of 12.6B CNY at a net margin of 12.7%. Revenue grew 1.1% year over year. It earns a return on equity of 10.0%. The balance sheet holds a net cash position of 12.4B CNY. Fundamentals as of Sep 5, 2026
Our scenario range runs from ¥9.50 (bear case) to ¥15.57 (bull case); at ¥10.16, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 27% below its 52-week high, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 4% fair-value upside, at 44%, 601098 screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly ¥0.2378 per share, which is 1.6 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 17 models by family
Widest divergence: DCF Models (¥20.51) versus Earnings-Based (¥5.40). Highest evidence: Owner Earnings (77).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 56 · Market factors (momentum, volatility) 43
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
China South Publishing & Media Group Co., Ltd, together with its subsidiaries, engages in the publishing, printing, distribution, media, and financing businesses in China.
Full company description
China South Publishing & Media Group Co., Ltd, together with its subsidiaries, engages in the publishing, printing, distribution, media, and financing businesses in China. It offers publishing products, including general and textbooks; and prints publications, newspapers, packages, bills and receipts, anti-counterfeit, digital and imposition products, etc., as well as distributes publications and stationery commodities. The company is also involved in the publishing of magazines, and websites, as well as digital education activities; organization of automobile exhibitions; and provision of financial services, including deposit inducement, loan, financing lease, bill acceptance, discounting of bill, guarantees, entrusted loans and investment, insurance agents, financial and financing consultancy, etc. The company was founded in 2008 and is headquartered in Changsha, China. China South Publishing & Media Group Co., Ltd is a subsidiary of HUNAN PUBLISHING INVESTMENT HOLDING GROUP CO., LTD.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
China South Publishing & Media Group Co Ltd reported revenue of 12.6B CNY in FY2025 versus 11.3B CNY in FY2021, a compound +2.7%/yr. Reported net income was 1.6B CNY in FY2025, compounding +1.3%/yr from FY2021.
of which total revenue +4.2 % · buybacks/dilution +0.0 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
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Peer Group
Publishing · 108 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Publishing median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Publishing stocks, each showing price versus our Fair Value estimate (as of Sep 5, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| The New York Times Company NYT | $68.16 | $41.95 | −38% |
| Pearson plc PSO | $16.07 | $16.27 | +1% |
| Jiangsu Phoenix Publishing & Media Corporation 601928 | ¥9.20 | ¥10.07 | +9% |
| China Science Publishing & Media Ltd 601858 | ¥22.15 | ¥10.31 | −53% |
| People.cn CO., LTD 603000 | ¥16.85 | ¥4.23 | −75% |
| John Wiley & Sons, Inc WLY | $50.66 | $55.90 | +10% |
| Zhejiang Publishing & Media Co 601921 | ¥7.27 | ¥7.54 | +4% |
| Xinhua Winshare Publishing and Media Co 601811 | ¥12.04 | ¥21.02 | +75% |
| Shandong Publishing&Media Co 601019 | ¥6.97 | ¥11.60 | +66% |
| Guangdong Guangzhou Daily Media Co 002181 | ¥8.32 | ¥1.35 | −84% |
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