Guangshen Railway Co. Ltd (ADR) (GSH)

the only available Chinese railway play

Major rails in china has taken a beating by this market as big investors look to chase todays winners and forget about tomorrows ,and may continue the slide. I HOPE SO! Nothing like a BIG future winner on the cheap! Not only the fast rails here,but maybe the future heart of china in several different aspects. Guangshen Railway at the moment is mainly engaged in passenger and freight transportation business from Shenzhen to Gguangzhou,another rail connects the northern and southern railways of china.239 passenger rods. 120 inter city passenger trains.13 trains through Hong kong. 106 long distance passenger trains and already has some electric trains with a speed of 200 kilometers per hour between the key points of Guangzhou and Shenzhen including 34 standby trains .Has had it's ups and downs with the market and is under book value of $22 and way under future outlook and has payed a div. all the way up to present. Should rock the clock over the long term and may even pop a top on the short term when investors start look'en to invest instead of chase what's already finished and gone. I would suggest not to take or try to ship items on these trains if you are in china,as you will be in some long lines to wait your turn,No advance tickets unless you have the connect. You will thank me for that advice, especially if you are an american. This one should at least get a hard look.

In at the bottom of the consolidation spectrum, breakout is to be expected with China's growth.

China railroad play that is rated 5 stars.

Took the Guangshen about once a month for a year. Always full trains, with excellent punctuality and service. The Pearl River Delta is suffering terribly under the recession, but southern China is still where it's at if you're coming in from the countryside

Like any railroad company GSH will benefit from generally improving economic conditions -- which I expect from China's stimulus program. Like other Chinese ADRs it will also benefit from appreciation of the Remembi.

buy on dip

China baby.

Chiinese on a rail, cant fit em all in cars!

biggest train provider in China, there stimulus should benefit this firm hugely due to its mkt dominance and close position to the governments inner circle. The Chinese always give big contracts to there own and this will be the same but only in a monstrous proportions

China imports will grow even with slowdown in exports and the train system will benefit. Prifits are only question mark with a regulatory govt.

http://biz.yahoo.com/ap/081207/as_china_railways.html

get on board while you still can....China NEEDS its rail system to better integrate its country and is investing big bucks to do so!

Backing up my faith in railways, and that China is totally committed to rail in the long term- if you have ever ridden their hi speed mag-lev train in Shanghai you get the depth of their commitment - they know not everyone will have cars, it would not work there. As more cities get built out, trains will too- and at the end there are real assets in the train business and freight on rail has very long legs (or tracks).

Trading at less than book value and china will bounce back faster and w/ more growth opps than the US. Plus, long term the dollar is a dog so you can hedge away w/ this even though for the short term it probably won't matter.

Don't see any book value divs or very much info at all for this. Not good. Revenues, OK, but can't make a case for it based on available info... so short for now.

I like its good dividend yield, effective monopoly, and Chinese-ness. Not necessarily in that order.

Terrific company, will do great. growth, growth.

A real bargain now. Gather ye railroads while ye may.

O/U 40% - 90%