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Analysis of China Stocks
22 May 2022 (710 views)  

I analyzed the China stocks that I have invested in currently, or in the past. 

I present these stocks in the order of the forecast PER. This is based on the projected EPS of analysts covering the stocks. Where there is no forecast EPS, I used the PER for the trailing twelve months (TTM).

My special interest will be for the 14 stocks listed at the top of the list. They have a forecast PER less than 10 times. This suggest that the stocks are undervalued.

These 14 stocks have an average dividend yield of 7.44%. The range is  4.04% (China Railway) to 18.44% (China Petroleum)

These stocks traded in Hong Kong at a discount to the price in Shanghai. The range is 16.0% (Agriculture Bank) to 67.6% (SMIC). The average is 35.9%.

The debt to equity ratio range from 4.9% (China Mobile) to 186.5% (China Galaxy). The average is 77.0%. I avoid stocks with a debt to equity ratio above 80%. I have to avoid Cosco Development, Country Garden, China Railway and China Galaxy.

I buy the China stocks from the Hong Kong exchange, as they offer an attractive discount to the price in Shanghai.

Tan Kin Lian


 


Analysis of China Stocks
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I analyzed the China stocks that I have invested in currently, or in the past. 

I present these stocks in the order of the forecast PER. This is based on the projected EPS of analysts covering the stocks. Where there is no forecast EPS, I used the PER for the trailing twelve months (TTM).

My special interest will be for the 14 stocks listed at the top of the list. They have a forecast PER less than 10 times. This suggest that the stocks are undervalued.

These 14 stocks have an average dividend yield of 7.44%. The range is  4.04% (China Railway) to 18.44% (China Petroleum)

These stocks traded in Hong Kong at a discount to the price in Shanghai. The range is 16.0% (Agriculture Bank) to 67.6% (SMIC). The average is 35.9%.

The debt to equity ratio range from 4.9% (China Mobile) to 186.5% (China Galaxy). The average is 77.0%. I avoid stocks with a debt to equity ratio above 80%. I have to avoid Cosco Development, Country Garden, China Railway and China Galaxy.

I buy the China stocks from the Hong Kong exchange, as they offer an attractive discount to the price in Shanghai.

Tan Kin Lian