Added to YB: 2025-02-20
Pitch date: 2025-02-05
CYD [bullish]
China Yuchai International Limited
+201%
current return
Author Info
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Company Info
China Yuchai International Limited manufactures, assembles, and sells diesel and natural gas engines for trucks, buses, pickups, construction and agricultural equipment, and marine and power generation applications.
Market Cap
$11.8B
Pitch Price
$10.37
Price Target
N/A
Dividend
1.22%
EV/EBITDA
4.98
P/E
21.94
EV/Sales
0.38
Sector
Machinery
Category
growth
China Yuchai: Deep Value Meets Growth (NYSE:CYD)
CYD: Leading Chinese diesel engine maker. 20% p.a. earnings growth potential, trades at 2x EBITDA, 0.3x book, 30% FCF yield. Net cash 90% of market cap. Data center backup power demand driving growth. JV with Rolls-Royce MTU expanding. Shareholder activism, buybacks ongoing. Risks: economic slowdown, fuel mix shift, emissions regulations.
Read full article (6 min)