Opinion on  Aluminum Corp. of China Ltd. (ACH)     Sector: Basic Materials  >  Industry: Metal Mining
Aluminium prices are rising,valuations are attractive

http://www.socialpicks.com/ideas/show/82605/Chinese-aluminium...

The basic investment thesis remains the same.

Why now?

1.Compelling valuations

DIRECT COMPETITOR COMPARISON

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	ACH	AA	WMC	Pvt1	Industry
Market Cap:	3.96B	29.86B	N/A	N/A	2.85B
Employ­ees:	94,269	107,000	N/A	64,700 1	4.50K
Qtrly Rev Growth (yoy):	-16.60%	-6.70%	N/A	N/A	10.80%
Revenue (ttm):	10.64B	30.22B	N/A	23.64B 1	3.05B
Gross Margin (ttm):	22.59%	20.13%	N/A	N/A	19.15%
EBITDA (ttm):	2.49B	4.42B	N/A	N/A	362.93M
Oper Margins (ttm):	17.10%	10.39%	N/A	N/A	13.64%
Net Income (ttm):	1.19B	2.20B	N/A	1.79B 1	123.00M
EPS (ttm):	9.30	2.572	N/A	N/A	3.03
P/E (ttm):	3.15	14.25	N/A	N/A	14.66
PEG (5 yr expected):	0.67	0.6	N/A	N/A	1.28
P/S (ttm):	0.37	1.00	N/A	N/A	0.82

2.Aluminum prices are on the increase

3.Helicopter Ben has not raised rates.So hard assets are still the best bet in this time of negative interest rates and lack of fiscal discipline.