We're posting up notes from the Sohn London Investment Conference 2015. Next up is TPG-Axon Capital's Dinakar Singh. He pitched a long of Yutong Bus Company (SHA:600066).
Dinakar Singh's Sohn London 2015 Presentation
Long Yutong Bus Company (SHA: 600066)
Yutong Bus Company’s main products are school coaches, enterprise shuttle buses, caravans, motor homes. Margins are improving. Expect revenues to grow 10-15% in coming years.
Dinakar Singh said that he would much rather invest in Chinese capital goods companies than in their European counterparts that have very high valuations.
Be sure to check out the rest of the Sohn London Conference presentations.
Monday, December 7, 2015
Dinakar Singh: Long Yutong Bus Company at Sohn London Conference
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