China Autos: A Few Thoughts on 2018 Industry Demand and Initial Expectations for 2019
China's 2018 auto demand came to 27.8m units according to CAAM's published statistics, bringing the YoY decline to 3.9%. The results were...
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2018 HK-Connect SouthBound In a Nutshell
Since autumn of 2014, the HK-Shanghai Connect, and later the HK-Shenzhen Connect mechanisms have provided means for mainland investors to buy Hong...
700 Views
Geely: Worst Case Priced In, Waiting for Sector Headwinds to Abate
Geely announced its Dec 2018 car sales volume at 93,333 units (down 39% yoy) and its FY2018 sales volume at 1.5mn units, 6% lower than our estimate...
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Tencent Music IPO - A Little Less Conversation - A Little More Information on Ultimate Music
As per media reports, Tencent Music Entertainment (TME US) IPO is progressing reasonably well, books were covered on the first day and were...
430 Views
China Auto Outlook 2019 - Keep Warm, Winter Is Here!
2019 might be the worst year in decades for China's auto(ICE) volume growth. NDRC has claimed that no Auto Purchase Tax (APT) will be cut in the...
496 Views