- 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¥136.5b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥186.93
7D
6.8%
1Y
150.5%
Ningbo Deye Technology Group
Market Cap: CN¥130.4b
Researches, designs, develops, produces, sells and services solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China.
605117
CN¥103.08
7D
-0.6%
1Y
177.3%
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¥40.87
7D
8.7%
1Y
-1.3%
Keda Industrial Group
Market Cap: CN¥30.2b
Manufactures and sells ceramic machinery and building material in China.
600499
CN¥15.62
7D
4.5%
1Y
57.9%
ShenZhen Woer Heat-Shrinkable MaterialLtd
Market Cap: CN¥27.7b
Provides electrical and mechanical insulations solutions in China and internationally.
002130
CN¥20.63
7D
6.6%
1Y
-12.8%
Higold Group
Market Cap: CN¥17.7b
Engages in the research, production, and sale of home hardware products worldwide.
001221
CN¥44.42
7D
3.2%
1Y
n/a
Shenzhen Sinexcel ElectricLtd
Market Cap: CN¥15.2b
Engages in the research, development, production, and sales of power electronic equipment and solutions in China and internationally.
300693
CN¥48.20
7D
9.2%
1Y
66.4%