Replies to post #83 on SORL Auto Parts Inc. (SORL)

[pickinstocks]

I didn't read much to give me hope that they would increase the after market or international sales, and I'm not sure how much more OEM growth is practical.

They are expanding into India, are they not? I'm curious the size of the market there, and how much of it they are right now. If they have a lot of room for expansion that may help numbers.

[pickinstocks]

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.