$CHINA EDU GROUP(00839)$ with substantial financing denominated in USD, fed interest rate lowering would be a major driver to it's bottom line. business like universities & vocational schools has traditionally wins favor from the central gov. A combination of long term revenue visibility & lowering financing cost will allow company to repair it's balance sheet significantly & return value to investor via high dividends. 

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  • That sounds like a solid investment thesis
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  • Max87
    ·09-26
    do you want to know my #1 pick this year? *spoiler alert : not Baba or Tencent.
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    • Max87Replying toMax87
      It returns roughly 18% this year even without taking capital appreciation into consideration. Dividend alone stands at abt 8% this year. Adding cherry on top is the fact that company has zero debt.
      09-27
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    • Max87
      This company owns the rights & trademark to multiple legendary consumer healthcare brand that has been through thick & thin with the chinese people
      09-27
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  • Max87
    ·09-27
    can anybody guess?
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