- 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¥148.8b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥201.20
7D
13.0%
1Y
179.0%
Ningbo Deye Technology Group
Market Cap: CN¥131.4b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥109.00
7D
8.0%
1Y
190.8%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥32.8b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥40.62
7D
-1.7%
1Y
-1.6%
Keda Industrial Group
Market Cap: CN¥28.5b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥15.39
7D
-3.1%
1Y
58.3%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥27.1b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥20.44
7D
-0.4%
1Y
-9.5%
Shenzhen Sinexcel ElectricLtd
Market Cap: CN¥15.1b
Engages in the research, development, production, and sales of power electronic equipment and solutions in China and internationally.
300693
CN¥49.14
7D
4.2%
1Y
74.3%