Tuesday, 2 March 2010

Chinese Book Value Plays

I've made a screen for Chinese Small Caps trading below BV. Of course this doesn't necessarily mean they are cheap here but there are some interesting names on this list which may qualify for further DD.

Personally I like CHCG, CSGJ, SGAS, JADA, SGTI, CCGY, CNTF, AKRK, CYXN, RCON, CDII, CNOA and CSR as speculative ideas here.

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