YZC Click here to go to the original topic          Value Investing Forum Forum Index -> Value Stock Picks pass Wed Aug 16, 2006 2:10 am     YZC  Blast, what's your opinion on YZC? China has a strong demand on coal and YZC also has a coal mine in Australia, which is also has growing demand for coal. It has nice yield and low PE. Huge reserve in China and also owns some railroads, etc. I am very interested in Chinese stocks as the currency re-valuation, say at 5% a year means earning grows 5% a year without any improvement on business. blast_investor Wed Aug 16, 2006 11:32 pm       Hi pass, I have not studied YZC and I don't know that much about coal business in China. Overall, I am bullish on coal business globally. YZC is more of commodity play rather than Chinese currency play. Coal business is local so that understanding coal and power plants business in China is key. I don't have much to say right now on this stock.          Value Investing Forum Forum Index -> Value Stock Picks Page 1 of 1 Search Engine Indexer BlastInvest @2005 p h p B B © 2001, 2002 p h p B B Group