- 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
Contemporary Amperex Technology
Market Cap: CN¥1.9t
Engages in the research, development, production, and sale of electric vehicle and energy storage system batteries in China and internationally.
300750
CN¥405.20
7D
2.1%
1Y
52.9%
Sieyuan Electric
Market Cap: CN¥121.7b
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¥160.95
7D
-2.8%
1Y
108.2%
Ningbo Deye Technology Group
Market Cap: CN¥105.0b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥83.76
7D
-1.6%
1Y
124.1%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥33.8b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥39.79
7D
-2.9%
1Y
-1.1%
Keda Industrial Group
Market Cap: CN¥29.9b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥14.52
7D
-12.8%
1Y
29.5%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥23.3b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥17.52
7D
6.3%
1Y
-24.2%
Shenzhen KSTAR Science and Technology
Market Cap: CN¥18.7b
Engages in the research, development, production, and sale of uninterruptible power supply products in the China and internationally.
002518
CN¥33.65
7D
7.3%
1Y
41.4%