- Investing Ideas
- Chinese Capital Goods Spotless Management
Chinese Capital Goods Spotless Management
Results
6
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
6 companies
Sieyuan Electric
Market Cap: CN¥131.7b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥161.28
7D
3.5%
1Y
97.0%
Ningbo Deye Technology Group
Market Cap: CN¥112.3b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥83.20
7D
2.4%
1Y
120.0%
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¥39.20
7D
-1.1%
1Y
-1.9%
Keda Industrial Group
Market Cap: CN¥29.2b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥15.14
7D
1.9%
1Y
39.5%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥21.2b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥15.54
7D
-1.1%
1Y
-34.9%
Shenzhen KSTAR Science and Technology
Market Cap: CN¥19.3b
Engages in the research, development, production, and sale of uninterruptible power supply products in the China and internationally.
002518
CN¥31.68
7D
-6.2%
1Y
35.7%