Charles Lannon
Giant Manufacturing
9921-TW
TOP PICK
Feb 02, 2012
(Taiwan exchange.) Huge insider ownership. Largest bicycle manufacturer globally with a 12% market share. Attractive top line growth, largely as they expand into mainland China and sell a very large number of e- bikes (electric). Should be able to grow at a low double-digit growth for many years. Pristine balance sheet.
(Taiwan exchange.) One of the largest manufacturers of bicycles and E-Bikes (electric bikes) globally. Need a little bit of economic growth in order to fully realize the potential for this company. Well positioned with regards to the Chinese market. Biggest risk would be input costs.