- 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¥138.3b
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¥176.69
7D
6.1%
1Y
109.7%
Ningbo Deye Technology Group
Market Cap: CN¥122.5b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥96.20
7D
6.5%
1Y
130.2%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥28.0b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥34.11
7D
-10.2%
1Y
-21.9%
Dajin Heavy IndustryLtd
Market Cap: CN¥27.9b
Manufactures and sells wind and photovoltaic power generation equipment in China and internationally.
002487
CN¥39.18
7D
-6.4%
1Y
22.0%
Keda Industrial Group
Market Cap: CN¥27.1b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥14.22
7D
1.2%
1Y
18.5%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥21.6b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥16.29
7D
-3.9%
1Y
-34.4%
Shenzhen KSTAR Science and Technology
Market Cap: CN¥19.4b
Engages in the research, development, production, and sale of uninterruptible power supply products in the China and internationally.
002518
CN¥33.38
7D
-5.7%
1Y
-5.9%