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Lee & Man Chemical Company Limited (746)

Disclaimer: Nothing on this site, including this page, constitutes investing advice. Please do your own due diligence. Description Lee & Man Chemical Company Limited: family owned chemicals company based in China, headquartered in Hong Kong, trading at ~3.19x earnings with a trailing 10.7% dividend yield. Why the opportunity? It’s in China, presumably untouchable for many, where many undervalued companies exist 540M USD market cap with an average ~240K USD in daily volume, presumably too small of a company with not enough liquidity for many It’s a chemicals company which is presumably highly sensitive to economic cycles Potentially scary macro picture There are multiple board members who are also Chinese People's Political Consultative Conference members (they advise the CCP), including the CEO, which is presumably a no go to many western investors Minimal analyst coverage How much is the potential upside? Multiple expansion Hard to do a direct comparison with historical multip

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