- 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¥146.3b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥190.20
7D
10.6%
1Y
159.4%
Ningbo Deye Technology Group
Market Cap: CN¥131.2b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥103.20
7D
2.0%
1Y
188.6%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥33.6b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥39.93
7D
-1.2%
1Y
-3.8%
Keda Industrial Group
Market Cap: CN¥29.8b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥14.96
7D
0.4%
1Y
51.9%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥27.4b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥20.47
7D
9.7%
1Y
-14.0%
Higold Group
Market Cap: CN¥17.8b
Engages in the research, production, and sale of home hardware products worldwide.
001221
CN¥44.11
7D
4.5%
1Y
n/a
Shenzhen Sinexcel ElectricLtd
Market Cap: CN¥15.0b
Engages in the research, development, production, and sales of power electronic equipment and solutions in China and internationally.
300693
CN¥48.38
7D
13.5%
1Y
66.7%