CNOA CKGT CAEI CHGI

来源: 2009-08-14 07:03:14 [博客] [旧帖] [给我悄悄话] 本文已被阅读:
http://www.thestreet.com/_yahoo/story/10547602/1/four-ways-to-play-china.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA

Here are my four ideas for the "sophisticated" investor.
First, companies that are priced more cheaply than the profits that they are going to make in the next year are growing harder to find by the day. Here's a pick that is cheap, growing and sophisticated. It's China Organic Agriculture (CNOA Quote).
Second, how about a company that makes cactus-based cigarettes that are slotted for launch later this year after they were awarded the patent last year heading into the market crash? China Kangtai (CKGT Quote) has three years of steady growth, future growth under progress and is priced to shrink.
Third, let's look at a company with a market cap of less than $100 million, capable of working projects in 7-star hotels, having just announced a new agreement worth $500 million. Oh, don't forget that the backlog is $636 million. As an engineer, I can say the buildings CAE(CAEI Quote) works on are by far some of the most advanced I've come across in my lifetime.
Fourth, interested in going nuclear? With a market cap of $11 million and being the only publicly traded Chinese company with the ability to produce nuclear graphite, China Carbon (CHGI Quote) is your ticket to profits off of China's target of 40 nuclear reactors by 2015.
It just received a $5 million purchase order and has been advised