- Investing Ideas
- Chinese Capital Goods Spotless Management
Chinese Capital Goods Spotless Management
Results
7
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
7 companies
Sieyuan Electric
Market Cap: CN¥129.8b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China, North America, Australia, Europe, Southeast Asia, and internationally.
002028
CN¥165.89
7D
3.1%
1Y
93.8%
Ningbo Deye Technology Group
Market Cap: CN¥119.8b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥94.09
7D
12.3%
1Y
136.9%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥32.1b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥39.02
7D
-1.9%
1Y
-8.3%
Keda Industrial Group
Market Cap: CN¥27.5b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥14.42
7D
-0.7%
1Y
23.7%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥23.1b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥17.41
7D
-0.6%
1Y
-28.8%
Shenzhen KSTAR Science and Technology
Market Cap: CN¥20.3b
Engages in the research, development, production, and sale of uninterruptible power supply products in the China and internationally.
002518
CN¥34.92
7D
3.8%
1Y
28.8%
Shenzhen Sinexcel ElectricLtd
Market Cap: CN¥14.6b
Engages in the research, development, production, and sales of power electronic equipment and solutions in China and internationally.
300693
CN¥46.77
7D
26.6%
1Y
31.8%