- Investing Ideas
- Chinese Capital Goods Spotless Management
Chinese Capital Goods Spotless Management
Results
8
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
8 companies
Sieyuan Electric
Market Cap: CN¥131.1b
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¥167.58
7D
4.4%
1Y
95.7%
Ningbo Deye Technology Group
Market Cap: CN¥115.5b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥90.71
7D
8.6%
1Y
126.6%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥31.8b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥38.64
7D
-0.6%
1Y
-9.8%
Dajin Heavy IndustryLtd
Market Cap: CN¥30.3b
Manufactures and sells wind and photovoltaic power generation equipment in China and internationally.
002487
CN¥42.55
7D
1.9%
1Y
28.9%
Keda Industrial Group
Market Cap: CN¥26.7b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥13.99
7D
-2.8%
1Y
22.0%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥22.6b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥17.04
7D
-1.1%
1Y
-29.1%
Shenzhen KSTAR Science and Technology
Market Cap: CN¥20.4b
Engages in the research, development, production, and sale of uninterruptible power supply products in the China and internationally.
002518
CN¥35.01
7D
4.4%
1Y
33.6%
Shenzhen Sinexcel ElectricLtd
Market Cap: CN¥14.3b
Engages in the research, development, production, and sales of power electronic equipment and solutions in China and internationally.
300693
CN¥45.95
7D
26.4%
1Y
18.9%