This article is a high altitude overview. I don't think you can assume specific companies will get X amount of this huge package.
Short term, it probably means that there is some double counting as existing projects are counted because they want immediate impact and many infrastructure projects take time to design, bid and construct.
Of my stocks, I think Apwr will do fine because wind and energy cogeneration will do fine as part of the energy picture in China.
Rail is mentioned and that means HOLI will get more rail control system projects, especially the high speed rail that are higher margin.
CRJI.ob is super low liquidity but it's in the cement business in a high growth region. They just doubled capacity after years of working equipment at more than capacity because of demand. As they ramp up usage of the new line, their gross revs should grow nicely along with infrastructure projects of all kinds.
We'll see how this plays out but these are three stocks that should do ok as China slows pretty dramatically. How this money impacts individual stocks into actual revs and profits is uncertain. That's one of the reasons I went with a basket of Chinese stocks because you want to get in front of the growth but it's hard to predict the actual results for individual companies. Bobwins
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