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  • Companies That May Benefit From China's Stimulus 2 comments
    Jul 21, 2009 01:17 PM | about stocks: RINO, SUTR, GSI, EVK, OLOU.OB, TTY, CPLY.OB, WATG, CAAS, CYD, SORL, CIIC, CAEI, EJ

    In the GeoTeam's article, "Capitalizing on China's Stimulus Plan - Part I", we highlighted five small and microcap companies (RINO International Corp (NASDAQ:RINO), Sutor Technology Group (NASDAQ:SUTR), China Runji Cement International (OTCBB:CRJI), China Shaungji Cement (OTCBB:CSGJ), General Steel Holdings Inc. (NYSE:GSI) and some associated investment decisions based on commentary and company facts. These companies are included in the list below, as well as others in the steel, cement, auto, retail, construction and real estate industries that may reap the benefits of the stimulus package.

    Steel Industry Stocks

    SYMBOL Last Price Company GAAP EPS EPS* Exchange P/E** Shares
    RINO 13.20 RINO International Corp 1.14 1.17 NASDAQ 11.28 25.1 M
    SUTR 3.76 Sutor Technology Group Ltd 0.73 0.49 NASDAQ 7.7 38 M
    CISXF 14.50 China Steel GDR ---   Pink Sheets --- 80.6 M
    GSI 4.31 General Steel Holdings Inc -0.19 loss NYSE --- 41.8 M

    *EPS is adjusted to reflect a fully taxed value and Non-Gaap adjustments were made if necessary.
    ** P/E based on fully adjusted EPS

    Cement Industry Companies

    SYMBOL Last Price Company GAAP EPS EPS* Exchange P/E** Shares
    CRJI 0.57 China Runji Cement Inc 0.07 0 OTC BB --- 78.9 M
    CSGJ 1.30 China Shuangji Cement Ltd 4.10 0.61 OTC BB 2.1 27 M

    *EPS is adjusted to reflect a fully taxed value and Non-Gaap adjustments were made if necessary.
    ** P/E based on fully adjusted EPS

    Retail Industry Companies

    SYMBOL Last Price Company GAAP EPS Exchange P/E Shares
    EVK 1.66 Ever Glory International Group Inc 0.30 AMEX 5.8 13.6 M
    OLOU 0.30 OmniaLuo Inc 0.08 OTC BB 3.7 22.9 M
    QKLS 4.15 QKL Stores Inc 0.29 OTC BB 14.3 20.9 M
    TTY 7.80 2020 ChinaCap Acquirco Inc -0.06 AMEX --- 10.5 M
    VLOV 1.01 VLOV Inc --- OTC BB --- 16 M


    Auto Industry Companies

    SYMBOL Last Price Company GAAP EPS Exchange P/E Shares
    KNDI 1.22 Kandi Technologies Corp 0.16 NASDAQ 8.8 20 M
    CPLY 0.25 China Premium Lifestyle Enterprise Inc -0.06 OTC BB --- 29.2 M
    TXIC 5.98 Tongxin International Ltd 1.50 NASDAQ 4.1 11.4 M
    BCAHY 13.21 Brilliance China Automotive Holdings ADR 0.32 Pink Sheets 41.0 49.9 M
    WATG 10.80 Wonder Auto Technology Inc 0.75 NASDAQ 14.0 27 M
    CAAS 5.75 China Automotive Systems Inc 0.37 NASDAQ 15.7 27 M
    CYD 8.36 China Yuchai International Ltd 0.44 NYSE 17.1 37.3 M
    SORL 3.72 SORL Auto Parts Inc 0.54 NASDAQ 6.7 18.3 M
    CALI* 3.96 China Auto Logistics 0.32 NASDAQ --- 18.1 M

    *Added 7/29/09


    Construction Industry Companies

    SYMBOL Last Price Company GAAP EPS Exchange P/E Shares
    CADC 3.50 China Advanced Construction Materials Group Inc 0.80 OTC BB 4.2 10.6 M
    CIIC 1.55 China Infrastructure Investment Corp 0.24 NASDAQ 6.3 80 M
    CVIC 0.14 Cavico Corp --- OTC BB --- 122 M
    GHII 0.13 Gold Horse International Inc 0.08 OTC BB --- 52.7 M
    CAEI 1.66 China Architectural Engineering Inc -0.21 NASDAQ --- 53.3 M
    ZHEXF 0.85 Zhejiang Expressway Co Ltd --- Pink Sheets --- 1.43 B


    Real Estate Industry Companies

    SYMBOL Last Price Company GAAP EPS Exchange P/E Shares
    CPDV 0.46 China Properties Developments Inc 0.47 OTC BB 1.0 19.1 M
    EJ 18.25 E House China Holdings Ltd 0.46 NYSE 37.7 79.5 M
    GCIH 0.35 Great China International Holdings Inc 0.17 OTC BB 1.7 11.8 M
    XIN 6.47 Xinyuan Real Estate Co Ltd -0.75 NYSE --- 75.6 M
    CHLN 5.71 China Housing & Land Development Inc 0.36 NASDAQ 14.9 30.9 M
    CGDI 0.14 China Growth Development Inc 0.02 OTC BB 5.7 35 M



    Notes:
    -All data acquired on 7/20/2009
    -The stocks above were obtained using an in-house proprietary filter.

    Themes: china stimulus, steel, cement, auto, retail, construction and real estate Stocks: RINO, SUTR, GSI, EVK, OLOU.OB, TTY, CPLY.OB, WATG, CAAS, CYD, SORL, CIIC, CAEI, EJ
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This post has 2 comments:

  •  
    RINO was a great call at 8.70 -- it's now 12.69. I certainly appreciate your alerts, but when you publish an update like this, current pricing would be useful.
    Jul 21 02:08 PM | Link | Reply
  •  
    Thanks for the comment Alan. You're suggestion will be implemented accordingly in all of our future alerts.
    Jul 21 02:12 PM | Link | Reply
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