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  • China’s $585 Billion Renovation  [View article]
    One of Author's recommendation: Guangshen Railway (NYSE: GSH) may not be such a good choice at all if you want to ride the China stimulus package. It may have been on of the better China play is the past, but I think it will face strong headwinds going forward.

    Guangshen Railway serves the eastern flank of the Pearl River Delta, a region jammed pack of China's export manufacturers, is probably the hardest hit manufacturing base in China.

    In addition, this stimulus package focus infrastructure development of rural and inland province which lags far behind the coastal provinces. Being the region benefits MOST in the last 30 years and already having some of the best infrastructures in China, the areas covered by Guangshen Railway is not likely to get a big share of stimulus money this time.

    In fact, new trnasport infrastructure developments in the Pearl River Delta region connecting the eastern and western banks of the river delta may provide new competition to GSH.
    Nov 14 13:51 pm |Rating: 0 -1
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