China Growth Stocks

[steeledge]

Glen, here are a few that don't get much attention:

CO/CNDWF.OB - China Cord blood; not cheap in a PE and mkt cap sense, but sometimes you have to pay up for protected niches with high barriers to entry. The growth story here is an easy one to get one's arms around: One-child policy. CO is a recent uplist from otcbb to NYSE. Here's a nice writeup (but I know you can do better): http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44628449

CALI - Transitioning from low-margin seller of autos in China to high-margin "Autotrader"-like internet service/advertising player. Web-driven growth is growing like wildfire. I get giddy when I think of the inherent value of an early-mover Autotrader-of-China stock.

CHOP - Chinese specialty steel player isn't just another CPSL or GSI, due to end-uses of their steel. Looks cheap going-forward.

CIHD.OB - Rapidly growing Chinese fertilizer and specialty chemical firm. Impending uplist...until their share price dropped below $3...oops! Despite that, one has to like the fertilizer macro story in China, but the wildcard is the new deal with Sanofi-Aventis for one of their spec chemicals.

CBTE - Crossing t's and dotting i's on finalization of merger with highly profitable Chinese peptide firm; priced as if the merger is going to fail, but CBTE mgmt says otherwise (of course). This feels like a $3+ stock if/when the merger is consumated, trading at .40 today.

CFQCF.OB/CFQWF.OB - This Chinese SPAC has finalized share purchase agreement with highly profitable Chinese machinery company. Deal will need to be agreed by shareholders, but the diamond in the rough here are the warrants, which should have almost $3 intrinsic value to them but are trading at around 1/3 that.

Last but not least, a pinkie...BBCZ.PK
Yet another Chinese fertilizer company which has been hamstrung by legal difficulties preventing investment in their own growth. Well, their legal issues are finally behind them, and with a new cash hoarde (>$3M) plus a substantial investment in China Pediatrics (~ another $3M), the stock is trading below cash/investments and should be set to emerge from the brink. At .21 there's some good risk/reward there, although I've been unsuccessful in getting responses from mgmt.