Tony Sagami -

China and India dominate IBD 100

by Tony Sagami on December 21, 2009

1. China: Home Inns & Hotel Management (Nasdaq:HMIN)

3. China: Ctrip.com Intl. ADR (Nasdaq:CTRP)

5. China: Vanceinfo Tech ADS (NYSE:VIT)

10. China: China Automotive Systems (Nasdaq:CAAS)

12. China: Smartheat Inc. (Nasdaq:HEAT)

13. China: AsiaInfo Holdings (Nasdaq:ASIA)

17. China: Telestone Technologies (Nasdaq:TSTC)

18. China: Jinpan International Ltd. (Nasdaq:JST)

20. China: Baidu Inc. (Nasdaq:BIDU)

22. India (kinda): Cognizant Technologies (Nasdaq:CTSH) [note:this one is really based in NJ for its corporate headquarters, but it is an offshoring BPO company with a heavy presence in India]

25. China: CNInsure Inc. ADS (Nasdaq:CISG)

32. China: Wuxi Pharmatech (NYSE:WX)

35. China: China Agritech (Nasdaq:CAGC)

37. India: Wipro (NYSE:WIT)

38. China: Harbin Electric (Nasdaq:HRBN)

41. China: E-House Holdings (NYSE:EJ)

43. China: Longtop Financial Technologies ADS (NYSE:LFT)

48. India: WNS Holdings ADS (NYSE:WNS)

65. China: A-Power Generation (Nasdaq:APWR)

84. China: Duoyuan Global Water (NYSE:DGW)

93. India: Infosys Technologies ADR (Nasdaq:INFY)

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{ 3 comments… read them below or add one }

Brian 01.04.10 at 10:10 pm

Hi Tony,

I’ve been enjoying your videos. You may have mentioned a China railroad in the past (2-4months?) that had an estimated P/E of 4, more or less. Do you recall that railroad’s name? I’m been studying the market 3-4 hours a day since the last market bomb (Sept -2008). Getting back to even and taking care of my owns finances. Thanks for what you do.

stephen 12.21.09 at 4:20 pm

DGW took a “number two”. Bad business model i guess. One would think that the premise is a good one, yet it flounders. I would like to hear more about DGW in the very near future. Thanks for all you do, and have a great Chirstmas (not xmas).

Tony Sagami 01.12.10 at 12:09 am

China Railroad Construction (1186.HK)

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