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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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bearish
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Thematic (Sector/Industry)
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02 Jun 2016 05:39
China Consumer Sentiment Snapshot - Urgent Need for Deleveraging Becomes Apparent
CSI Deteriorates in May On Policy Uncertainty In May the MNI China Consumer Sentiment Indicator (CSI) dropped to a level of 114.2, below the key...
David Riedel
190 Views
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bearish
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Macroeconomics
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17 May 2016 11:44
China: Renewed Concerns About Extent of Slowdown
Progressively weaker data from China is likely to increase expectations of further depreciation of the RMB, while a continued decline in FX...
Rajan Govil
178 Views
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bearish
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Thematic (Sector/Industry)
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13 May 2016 07:55
The State of Online Retailing in China
Despite the promise of online retailing and its rapid growth, there are worrying signs that point to either a coming slowdown, data discrepancies,...
Christopher Balding
211 Views
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bearish
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Thematic (Sector/Industry)
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04 May 2016 17:05
Retail and Consumer Activity in China
Given the available data, we believe it indicates that Chinese consumer growth remains positive but significantly weaker than headline official...
Christopher Balding
271 Views
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bearish
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Macroeconomics
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25 Mar 2016 22:33
Large Caps Squeezing SMEs in Early Reading of FY2015 Chinese Working Capital
Ecstrat were amongst the first to highlight the explosive growth of working capital in non-financial companies in China. We monitor over 3,000...
Mark Artherton
201 Views
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