Kingboard Chemical Holdings Limited (0148.HK) is the world’s number one laminate manufacturer and China’s largest printed circuit board producer. Furthermore, the company is a leading supplier of chemical products in China and has other business activities ranging from manufacturing of liquid crystal displays and magnetic products to property development and investment. Continue reading “Kingboard Chemical – A Well Diversified Investment”
Tag: Traded in Germany
China SCE Property – China’s Property Market is still Hot
China SCE Property Holdings Ltd (1966.HK) is an investment holding engaged in the development, investment and management of properties in China. The company has more than 50 projects on sales in 13 cities such as Beijing, Shanghai, Shenzhen, and Tianjin. Continue reading “China SCE Property – China’s Property Market is still Hot”
Chinney Alliance – Opportunities in the Pearl River Delta
Chinney Alliance Group Ltd (0385.HK) operates as an investment holding, which engages in the trading of plastic and chemical products, the provision of building related contracting activities, foundation piling, sub-structure works, and building construction works for both the public and the private sector. The company distributes aviation system and hi-tech products furthermore. Almost 90% of the revenues are derived from construction contracts in Hong Kong. Continue reading “Chinney Alliance – Opportunities in the Pearl River Delta”
Valuetronics Holdings – Still a Good Investment
Valuetronics Holdings Ltd (BN2.SI) is one of the top performers in our Asia Pacific Model Portfolio since December 2015 (see our posting ‘Valuetronics – Value for Money’). The provider of Electronic Manufacturing Service (“EMS”) has gained 63% since our first recommendation and is up 30% since the beginning of this year. Continue reading “Valuetronics Holdings – Still a Good Investment”
China Sunsine Chemical Holdings – A Value Investment with Specialty Chemicals
China Sunsine Chemical Holdings Ltd (CH8.SI) is a leading producer of specialty chemicals. The company is the world’s largest producer of rubber accelerator with a global market share of 17% and China’s largest producer of insoluble sulfur. China Sunsine Chemical has over 700 customers and serves 65% of the world top 75 tire manufacturers, such as Bridgestone, Michelin, Goodyear, Pirelli. The products are distributed under the brand name ‘Sunsine’. Continue reading “China Sunsine Chemical Holdings – A Value Investment with Specialty Chemicals”
Taiwan Semiconductor Manufacturing – Wafer Production Beyond Moore’s Law
Taiwan Semiconductor Manufacturing Company Ltd (2330.TW) is the world’s largest contract manufacturer of integrated circuits and semiconductors. The service includes wafer manufacturing, probing, assembly and testing, mask production, and design services. Continue reading “Taiwan Semiconductor Manufacturing – Wafer Production Beyond Moore’s Law”