Hu An Cable Holdings Ltd (“Hu An”) is one of the top ten integrated cable and wire manufacturers[1] in China. Based on the accumulated results from 2Q2010 – 1Q2011, Hu An’s is ranked top four by revenue among seven listed firms in China. In addition, according to my personal compilation of 14 listed peers in Taiwan and China, Hu An has the lowest FY10 PE and highest ROE. Against the backdrop of the positive mid – long term industry prospects, I have arranged to meet Hu An’s CFO Sharon Xue for a 1-1 discussion. Below is an abridged version of […]