Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

Equity, Bottom-up Analyst

Kelusa Asia Focus Funds

Equity Bottom-Up

Geely's share price has seen a lot of strength on the back of strong sales numbers and now we had a good H1 2016 result.  The key for Geely now is  to execute way better than the street is expecting. My personal view is this is as good as it gets for Geely and I may be wrong but I feel there's money to be taken off the table here if you are long the name. <div class="content-highlight">EARNINGS ESTIMATES FOR GEELY HAVE INCREASED 25-30%</div>Now these earnings upgrades are reasonable. The company launched new products and if you…

Geely's share price has seen a lot of strength on the back of strong sales numbers and now we had a good H1 2016 result.  The key for Geely now is  to execute way better than the street is expecting. My personal view is this is as good as it gets for Geely and I may be wrong but I feel there's money to be taken off the table here if you are long the name. EARNINGS ESTIMATES FOR GEELY HAVE INCREASED 25-30%Now these earnings upgrades are reasonable. The company launched new products and if you…

Geely just reported stellar July 2016 sales numbers led by a phenomenal ramp-up in new SUV sales.  Key highlights for this result are :1.  64% YoY increase in sales,  Up 4% MoM , this number is better than the seasonal average of July which is normally down -16%.  Domestic sales which have higher margins were up 80% YoY.2. Ramp up of the Boyue NL3 SUV is exceeding management expectations with 10,128 vehicles sold. The company is well on track to achieving its guidance of 20k vehicles a month for…

Geely just reported stellar July 2016 sales numbers led by a phenomenal ramp-up in new SUV sales.  Key highlights for this result are :1.  64% YoY increase in sales,  Up 4% MoM , this number is better than the seasonal average of July which is normally down -16%.  Domestic sales which have higher margins were up 80% YoY.2. Ramp up of the Boyue NL3 SUV is exceeding management expectations with 10,128 vehicles sold. The company is well on track to achieving its guidance of 20k vehicles a month for…

Geely - July 2016 Sales, Just Killing It !!!

China Macroeconomics & Academia

Christopher Balding

Thematic (Sector/Industry)

The sluggish growth of Chinese economy in the past couple of months ignited concerns regarding the future of the economy. The slow growth in exports posed various threats to the highly leveraged economy which depends upon state owned enterprises and the debts owed by them. However, some sectors such as real estate have started to show signs of improvement which surely will help the economy.While the slow economic growth left Beijing concerned, the recent official data released by presents a…

The sluggish growth of Chinese economy in the past couple of months ignited concerns regarding the future of the economy. The slow growth in exports posed various threats to the highly leveraged economy which depends upon state owned enterprises and the debts owed by them. However, some sectors such as real estate have started to show signs of improvement which surely will help the economy.While the slow economic growth left Beijing concerned, the recent official data released by presents a…

Geely's numbers for June seasonally adjusted were very good.  In my previous pieces <a href="https://www.smartkarma.com/insights/geely-25-of-the-mkt-cap-in-cash-18-vol-growth-exciting-new-launch" target="_blank" data-smartkarma-citation="insights:3148">Geely - 25% of the Mkt Cap in Cash + 18% Vol Growth + Exciting New Launch</a>  , <a href="https://www.smartkarma.com/insights/geely-may-2016-sales-suv-momentum-continues-buy-the-transformation" target="_blank" data-smartkarma-citation="insights:4101">Geely - May 2016 Sales , SUV Momentum Continues BUY the Transformation</a>  I have outlined my thesis for Geely , so this note is just a confirmation that the company is continuing to execute well. Some the highlights for June were :1. Sales growth of 41% YoY for June , 2% MoM ( June MoM average -6% ) , so anyway you want to slice and dice…

Geely's numbers for June seasonally adjusted were very good.  In my previous pieces Geely - 25% of the Mkt Cap in Cash + 18% Vol Growth + Exciting New Launch  , Geely - May 2016 Sales , SUV Momentum Continues BUY the Transformation  I have outlined my thesis for Geely , so this note is just a confirmation that the company is continuing to execute well. Some the highlights for June were :1. Sales growth of 41% YoY for June , 2% MoM ( June MoM average -6% ) , so anyway you want to slice and dice…

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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In June the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.9, just below the threshold level of 116 indicating consumers are in a state of panic. We continue to highlight our view that China’s economy is much stronger than depressed levels of Consumer Sentiment would suggest. We believe the Chinese government is aware of its recent confidence destabilizing policy moves and is focused on avoiding such moves in the near future, allowing consumers to pull out of a prolonged period of panic. Data collection for the MNI China Consumer Sentiment Survey ended by the June 23rd Brexit referendum. While it is not yet clear what impact the Brexit will have on the CSI it has the potential to adversely change the global economic outlook and the outlook for China. Over the next few weeks we will be monitoring the spillover effects of the Brexit carefully.

In June the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.9, just below the threshold level of 116 indicating consumers are in a state of panic.  We continue to highlight our view that China’s economy is much stronger than depressed levels of Consumer Sentiment would suggest. We believe the Chinese government is aware of its recent confidence destabilizing policy moves and is focused on avoiding such moves in the near future, allowing consumers to pull out of a prolonged period of panic.  Data collection for the MNI China Consumer Sentiment Survey ended by the June 23rd Brexit referendum. While it is not yet clear what impact the Brexit will have on the CSI it has the potential to adversely change the global economic outlook and the outlook for China.  Over the next few weeks we will be monitoring the spillover effects of the Brexit carefully.

China Consumer Sentiment Rises in June as Panic Surrounding Slowing Economy Continues to Dissipate

Hong Kong

Geely Automobile Holdings Limited operates as a passenger vehicles manufacturing company. The Company provides passenger vehicles development, manufacturing, sales, and other services. Geely Automobile Holdings also exports passenger vehicles.

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Geely Auto (175 HK)

Geely H1 2016 : No Room For Error Now

Geely's share price has seen a lot of strength on the back of strong sales numbers and now we had a good H1 2016 result. The key for Geely now is...

Sameer Taneja

Geely - July 2016 Sales, Just Killing It !!!

Geely just reported stellar July 2016 sales numbers led by a phenomenal ramp-up in new SUV sales. Key highlights for this result are :1. 64% YoY...

Sameer Taneja

Inside the Chinese Retail Sector

The sluggish growth of Chinese economy in the past couple of months ignited concerns regarding the future of the economy. The slow growth in...

Christopher Balding

Geely - Great June 2016 Numbers

Geely's numbers for June seasonally adjusted were very good. In my previous pieces Geely - 25% of the Mkt Cap in Cash + 18% Vol Growth + Exciting...

Sameer Taneja

China Consumer Sentiment Rises in June as Panic Surrounding Slowing Economy Continues to Dissipate

In June the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.9, just below the threshold level of 116 indicating consumers...

David Riedel

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