Sunday, January 31, 2010

Great China Co

ChinaCast Education

ChinaCast Education Corp. /quotes/comstock/15*!cast/quotes/nls/cast (CAST 6.64, -0.21, -3.07%) is a leader in China's e-learning business. The company provides long-distance interactive learning to over 131,000 students at 15 colleges and 6,500 secondary schools. The company's e-learning business accounts for 75% of its total revenues, and this segment is growing rapidly as more Chinese enroll in college classes. The company is growing at the rate of over 20% a year, but despite this strong growth the stock still trades at very attractive valuations -- especially after the recent pullback.

China Green Agriculture

China Green Agriculture Inc. /quotes/comstock/13*!cga/quotes/nls/cga (CGA 14.33, -0.51, -3.44%) has one of the most recognizable brand names in Chinese fertilizers today. The company also has a big competitive advantage over its rivals due in part to its strong research and development facilities. China Green Agriculture recently announced a new sales strategy for fiscal years 2010 through 2012 that is expected to increase sales volume by around 40% per year. This plan includes opening numerous retail stores across the country, and while the plan is indeed ambitious, I think it will be fully achievable given the company's tremendous growth record.

China Life Insurance

If I asked people to name the most explosive sectors in Asia, I doubt many would put insurance on the list. Yet in China, the insurance industry is growing at a breakneck pace as the Chinese middle class expands and people take charge of their own destinies. In the coming years, I expect China to become the largest insurance market in the world. Taking advantage of this trend is China Life Insurance Ltd. /quotes/comstock/13*!lfc/quotes/nls/lfc (LFC 66.04, +0.91, +1.40%) As the life insurance industry leader with about a 50% market share, China Life is the dominant player in an extremely underdeveloped insurance market. This position means China Life is perfectly positioned to build on its massive market share.

Blogged with the Flock Browser

No comments: