Brilliance China Auto – Victim of Open Market Access
Brilliance China Auto (1211 HK) is an early victim of China’s open market access, which unfortunately, is largely due to the OEM's incompetence. ...
660 Views
May China Auto Demand: Weak SAAR Leaves Lingering Headwinds for 2H
Based on CAAM's data release, May SAAR in China came in at 27.5m units (-5.3% MoM, +0.6% YoY), with YTD average SAAR coming in at 28.4m units. ...
165 Views
Geely (175 HK): SUVs and Crossovers to Drive Growth
Solid long-term earnings growth, good price momentum, and good cost management relative to its sector SUVs and Crossovers should continue to drive...
132 Views
April China Auto Demand: Implied NEV SAAR Reaches Above 1.0m Units for the Second Time
China's passenger vehicle demand of 1.9m units was down 11.7% sequentially but up by 11.2% YoY in April according to CAAM's latest monthly data...
111 Views
CHINA AUTOS - GAC, Geely and Chinese Carmakers Successful in the U.S. ?? - UNLIKELY Part 1
Chinese car companies are not ready to export A carmaker needs to dominate in their home market before they can export. Japan became an exporter...
158 Views