ad astra per alia porci


Chinese companies on the SGX worth looking at
July 20, 2007, 9:09 am
Filed under: investments/finance/economics

I have filtered the list of Chinese companies on the SGX using good old Shareinvestor and came up with a list of companies with net profit margins above 10% and return on equity of at least 15% thereabouts. It’s a good way of categorising and keeping track of possible companies to invest in. A note of caution: this is neither a recommendation to buy nor to sell. Valuations and prices have not been taken into account. Here’s the list, grouped according to industry with a brief description of each business:

Water/ Waste

  • Asia Environment – water and wastewater treatment solutions
  • Asia Water – water purification and wastewater treatment systems projects
  • Zhonghui – turnkey services for entire domestic solid waste management systems

Pharmaceutical

  • Asia Pharm – produce and sells a wide range of drugs, distribution of products, processing and sale of active ingredients and sale of patents
  • C&O Pharmaceutical – marketing and selling 3rd party pharma products, manufacturing and sale of own drugs and development and selling of know-how
  • Sihuan – cardiocerebral vascular drugs and noncardiocerebral vascular drugs

Beauty/ Fashion

  • Beauty China – colour cosmetics and skincare products
  • Hongguo – ladies’ shoes
  • Suneast – beauty, skincare and hygiene products
  • China Hongxing – sports goods

Chemicals

  • Jiutian – production of methanol, dimethylformamide and methylamine and processing and sale of consumable carbon dioxide and oxygen
  • SP Chemicals – production of chlor-alkali products

Equipment

  • Bright World – stamping machines
  • China Farm – combine harvesters, plough machines and components and diesel engines
  • China Bearing – ball bearings
  • Hengxin – coaxial cables used in telecommunications
  • MIDAS – aluminium alloy extrusion products and PE pipes
  • Midsouth – fibreglass reniforced plastic products, used in vehicle parts, industial fittings, doors and windows.

Textiles

  • C&G Industrials – manufacture PET chips and yarn products
  • China Powerprint Group – printing books and specialised print products
  • China Print & Dye – providing dyeing and printing services and selling dye products
  • China Sky – chemical fibres manufacturer
  • Fibrechem – manufacture and sale of polyester fibre and polyester differential fibre products
  • Foreland – manufacture and sale of fabrics and provision of fabric processing services
  • Hongwei – manufacture and sale of polyester differential fibres

Tapes

  • CHT – makes and sales adhesive products, PVC film and pressure sensitive adhesives, as well as machinery to make adhesive products

Food

  • Celestial Nutrifoods – soybean protein-based food products
  • China Fish – catches and sells fish; also has fishmeal processing operations
  • China Lifestyle – making jelly, marshmellows and candy
  • China Milk – produces bull semen, cow embroyoes and raw milk
  • China Kangda – processed, ready-to-eat food products
  • China Sun – processing corn and selling starch-based products
  • China Essence – processing potato and selling potato-starch-based products
  • Synear – quick-freeze foods

Property

  • Sunshine – Henan-based cluster estate developer of mid level residential and commercial properties, also engages in property investments by leasing out commercial properties
  • Yanlord – high-end real estate and commercial properties developer and provider of property management services

 Shipping

  • COSCO – shipping company with diverse activities
  • Courage Marine – dry bulk shipping company
Advertisements

Leave a Comment so far
Leave a comment



Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s



%d bloggers like this: