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Posted by
Two Blokes Jul 24 -
Filed in
Stock
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5 views
China Automotive Systems remains a deep value play, trading at just 3.3x earnings and a 68% discount to book value. Tariff fears are overblown; with 68% of revenue from China and costs passed down the supply chain, the impact is minimal. The company is well-positioned for EV growth, investing heavily in R&D and supplying electric steering systems to major automakers.
