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SAIC Motor (600104 CH)
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240
Analysis
Consumer Discretionary
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China
SAIC Motor Corporation Ltd., through joint ventures, manufactures and markets automobiles and related parts and accessories.
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bullish
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Thematic (Sector/Industry)
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11 Feb 2017 17:44
China NEV - Driving in the Post-Subsidy World
It is well recognised that the New Energy Vehicle (NEV) growth in China (and elsewhere for that matter) has been fueled by subsidies with the...
Victoria Li
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587 Views
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bearish
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Thematic (Sector/Industry)
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09 Feb 2017 12:41
Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?
Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...
Daniel Hellberg
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1.2k Views
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bullish
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Thematic (Sector/Industry)
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02 Feb 2017 09:32
The Stream Less Taken:We Prefer Media Stocks, Not Netflix, Along the Path to Worldwide SVOD Adoption
Over the past 10 years, subscription video on demand has transformed from an add-on repository of older rerun content to a primary or secondary...
Morningstar, Inc.
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628 Views
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bullish
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Thematic (Sector/Industry)
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24 Jan 2017 23:41
China's Giant Interactive's $4.4 Billion Buy of Caesars Social Gaming Site: A Jack Ma Signal?
Jack Ma's investment vehicle was part of the consortium that bought the Caesars social gaming business. The cross-marketing potential between...
Howard J Klein
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883 Views
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bullish
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Thematic (Sector/Industry)
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24 Jan 2017 06:38
Global Consumer Sentiment Strong in Dec but Troubling Patterns Risk Volatility in 2017
GCSI Rises In December but Increased Polarization Predicts Volatility in 2017In December the RRG Global Consumer Sentiment Index (GCSI) increased...
David Riedel
249 Views
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