Replies to post #35 on China Yuchai (CYD)

[jaarc-rm]

I'd like to be on the Board. They get paid pretty well.

Here's the "Bad News"...China is still "slow". Do not expect the heavy truck segment to recover much (if at all) until the economy really begins to accelerate. Fortunately, that is not a huge part of Yuchai's sales...around 10%, although they seem to be taking some market share during this slowdown.

Here's the "Good News"...Yuchai has positioned themselves to be the leader in virtually every area and segment of Diesel and NatGas engines. When the Chinese economy does recover, Yuchai's sales and earnings will take off.

The next "data dump" of various economic indicators and statistics by the Chinese authorities should give us a better sense of where we are in the recovery process.

Also, because of their "omni-presence" some now consider Yuchai a proxy for China overall.

Once this train leaves the station, you will be very glad that you are on board!