Inspired by the Evergrande crisis. Today you’ll see 5 Ideas how you can get invested into this crisis from bonds to equities.
Ranking from least to the most preferred idea.
0:00 Intro
0:59 Country Garden HK:2007
The biggest developer in China. Country Garden is buying assets from Guangzhou R&F.
It has lost more than 30% in share price. It is trading at a distressed price.
China Vanke can also be considered HK:2202
3:03 ICBC or CHIX
ICBC is the biggest based on assets. It has exposure to china evergrande.
Share prices (HK: 1398) has lost 24%.
PE ratio 3.86x and Dividend yield of 7.64%
Global X MSCI China Financials ETF (CHIX)
Top holdings included China Construction bank, ICBC and Ping An
4:32 Asian High Yield Bond Fund
Property makes the biggest share of asian high yield bond.
Blackrock Asian High Yield Bond featured.
Some yields are above 10%.
6:38 Yanlord Land
Yanlord shares (SGX: C25) are 71% owned by CEO Zhong Shen Jian.
China residential development is the bulk of revenue.
7:58 Rio Tinto or BHP Group
China Evergrande share price has caused a collapse in Iron Ore prices.
Both these miners will benefit when iron ore prices stabilize.
They have an operation moat.
PE of BHP group (NYSE: BHP) (ASX: BHP) is about 12x with dividend yield 10.68%
Rio Tinto (NYSE: RIO) (ASX: RIO) PE ratio of 6.23x with dividend yield 9.13%
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We do not make any recommendations on whether a security is a buy/sell as every investor has different investment goals and risk profiles. The presentation of ideas from Josh Tan and TheAstuteParent are strictly for education purposes. You are advised to perform independent research yourself or seek a qualified financial adviser. We will not be liable for any losses directly or indirectly from the material. Some of the referral links in the video summary are products and services personally used by Josh Tan and they may pay an affiliate commission or referral bonus.
It is not an endorsement of the product unless explicitly stated and we will not be liable for any losses. The content in this video and any promotions mentioned is accurate as of the posting date.
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