- 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¥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¥188.50
7D
-0.9%
1Y
155.6%
Ningbo Deye Technology Group
Market Cap: CN¥126.4b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥99.32
7D
-3.8%
1Y
170.7%
Ningbo Orient Wires & CablesLtd
Market Cap: CN¥32.2b
Engages in the research, development, manufacturing, and sale of various submarine and terrestrial cable products in China and internationally.
603606
CN¥39.22
7D
-1.8%
1Y
-5.7%
Keda Industrial Group
Market Cap: CN¥27.5b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥14.43
7D
-3.5%
1Y
48.3%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥25.3b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥19.16
7D
-6.4%
1Y
-17.0%
Shenzhen Sinexcel ElectricLtd
Market Cap: CN¥14.5b
Engages in the research, development, production, and sales of power electronic equipment and solutions in China and internationally.
300693
CN¥46.32
7D
-4.3%
1Y
57.1%