Matthews China Fund Comments on Naura Technology Group

Guru stock highlight

Apr 23, 2020

A contributor among individual stocks was NAURA Technology Group (SZSE:002371, Financial), a leading domestic manufacturer of semiconductor equipment, with a diverse range of clients including foundries and LED manufacturers. The company benefits from the trend towards its clients looking for more local supply chain providers. With a relatively small market share, the company has an opportunity to ramp up quickly and an ability to scale up.

From Matthews China Fund (Trades, Portfolio)'s first-quarter 2020 shareholder commentary.

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