China's Diverging Path From Japan
I have almost 50% of my portfolio in Chinese companies. Several things incredible cheap:
- LU.NYSE - 0.10x p/b after dividends
- YRD.NYSE - 1.3x P/E, 25% ROE
- 6968.HK - RE Company, 0.05x P/B, 0.3x Net Debt/Equity, 1.7x Current Ratio, Still profitable
- 2198.HK - Chemical company at 1.5x normalized p/e
- JKS. NYSE - Biggest solar panel producer, 2x p/e at normalized margins, growing fast
- 1051.HK - Net Cash 6x bigger than marketcap
- 0489.HK - Big car manufactores, 0.14x P/B, net cash > mktcap
And much more others things like this.
I have almost 50% of my portfolio in Chinese companies. Several things incredible cheap:
- LU.NYSE - 0.10x p/b after dividends
- YRD.NYSE - 1.3x P/E, 25% ROE
- 6968.HK - RE Company, 0.05x P/B, 0.3x Net Debt/Equity, 1.7x Current Ratio, Still profitable
- 2198.HK - Chemical company at 1.5x normalized p/e
- JKS. NYSE - Biggest solar panel producer, 2x p/e at normalized margins, growing fast
- 1051.HK - Net Cash 6x bigger than marketcap
- 0489.HK - Big car manufactores, 0.14x P/B, net cash > mktcap
And much more others things like this.