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China BEST plays


Zorrofan
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We have a thread on potential blow-ups in China, so since this is a value investing board, why not a thread on China bargains?

 

i'll kick it off with BABA...it may be the best way to play the Chinese consumer and is down nicely from it's highs earlier this year.....

 

cheers

Zorro

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I would add two names to this....

 

Nam Tai properties is a potential multibagger.  Their balance sheet is like Ft. Knox.  Ticker is NTP

 

Another is Emperor Entertainment.  They are casino operator in Macau.  HK ticker is 0296, US OTC is EPETF.  They have an excellent balance sheet, pay a healthy dividend, have hidden assets, AND have a 3.8 P/E.

 

I am sure others can easily add to this...

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