CAAS, WATG, and TXIC, my initial thought is that they are fairly priced based on their growth numbers.
Yes, if SORL's bottom line grew 100% YOY like CAAS we would be trading a lot higher than we are :). However, I think you are right about aftermarket and international sales. Product of the economy. I think they need to focus in China now because thye're booming, and those other sales elsewhere will come along.
Something I did like though, was quarter 4. Those big numbers they posted hopefully carried some momentum over into this year. We will see on next earnings, but in the meantime I may use this pullback to my advantage.
A bit more good news also, if you didn't see it(below). This will bring in some additional revenue. I wish they would give us numbers, but such is life.
SORL also said it signed a preliminary agreement with the Shandong Shifeng Group, a Chinese agricultural vehicle maker, to increase its sales of brake systems and related products. The two companies also plan to develop new products.
The company said it also secured a joint development and multi-year supply agreement with Shenzhen Wuzhoulong Motors Co Ltd, an alternative energy bus manufacturer in China, to supply clutch cylinders.
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