Post by DJF on Mar 4, 2005 4:51:47 GMT -5
Ripped from Bill cara's blog - like ASIA here
www.billcara.com/archives/2005/03/china_inc_thurs.html#more
Sector 10: Energy
CEO CNOOC: Holds all China offshore oil rights
PTR Petrochina: World’s 4th largest oil company and holder of northern China oil rights
SNP China Petroleum & Chemicals (Sinopec): Profitable holder of southern China oil rights
YZC Yanzhou Coal Mining: Billion dollar coal producer at 20 pct net earnings rate
Sector 15: Basic Materials
ACH Aluminum Corp of China: half the size of Alcan and more profitable
BYH Yanhua Petrochemicals: Very profitable manufacturer of resins, plastics
SHI Sinopec Shanghai Petrochemicals: Profitable maker of fibers, resins, plastics
Sector 25: Consumer Cyclicals
CBA Brilliance China Automotive: Profitable maker of BMW’s and mini-buses
CEA China Eastern Airlines: Shanghai-based profitable airline
GSH Guangshen Railroad: Very profitable railroad between Guangzhou- Hong Kong
ZNH China Southern Airlines: Guangzhou-based profitable airline
Sector 45: Technology
SMI Semiconductor Manufacturing Intl: Shanghai-based chip foundry (as yet unprofitable, but well positioned)
Sector 50: Telecom Service
ASIA Asiainfo: Profitable company that built China’s Internet
CHA China Telecom: Exclusive integrated telecom service for northern China
CHL China Mobile: Major mobile telecom service that is very profitable
CHU China Unicom: Major mobile telecom service that is very profitable
CN China Netcom: Exclusive integrated telecom service for southern China
Sector 55: Utilities
HNP Huaneng Power: Major thermal power utility for China that is very profitable
DD as always,
DJF
www.billcara.com/archives/2005/03/china_inc_thurs.html#more
Sector 10: Energy
CEO CNOOC: Holds all China offshore oil rights
PTR Petrochina: World’s 4th largest oil company and holder of northern China oil rights
SNP China Petroleum & Chemicals (Sinopec): Profitable holder of southern China oil rights
YZC Yanzhou Coal Mining: Billion dollar coal producer at 20 pct net earnings rate
Sector 15: Basic Materials
ACH Aluminum Corp of China: half the size of Alcan and more profitable
BYH Yanhua Petrochemicals: Very profitable manufacturer of resins, plastics
SHI Sinopec Shanghai Petrochemicals: Profitable maker of fibers, resins, plastics
Sector 25: Consumer Cyclicals
CBA Brilliance China Automotive: Profitable maker of BMW’s and mini-buses
CEA China Eastern Airlines: Shanghai-based profitable airline
GSH Guangshen Railroad: Very profitable railroad between Guangzhou- Hong Kong
ZNH China Southern Airlines: Guangzhou-based profitable airline
Sector 45: Technology
SMI Semiconductor Manufacturing Intl: Shanghai-based chip foundry (as yet unprofitable, but well positioned)
Sector 50: Telecom Service
ASIA Asiainfo: Profitable company that built China’s Internet
CHA China Telecom: Exclusive integrated telecom service for northern China
CHL China Mobile: Major mobile telecom service that is very profitable
CHU China Unicom: Major mobile telecom service that is very profitable
CN China Netcom: Exclusive integrated telecom service for southern China
Sector 55: Utilities
HNP Huaneng Power: Major thermal power utility for China that is very profitable
DD as always,
DJF