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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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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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bullish
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Thematic (Sector/Industry)
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24 Mar 2016 10:14
The Global E-Commerce Handbook: Themes Investors Need to Know as Consumer Shopping Tendencies Evolve
The idea of e-commerce as a disruptive force is not new, with consumers becoming increasingly comfortable making everyday purchases online or...
Morningstar, Inc.
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244 Views
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bullish
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Macroeconomics
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08 Mar 2016 21:25
Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
Callum Henderson
274 Views
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bullish
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Grand Baoxin Auto
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04 Mar 2016 16:25
Baoxin: CGAS Offer Update, Fair Value, And Arb Grids
Of recent there have been a few tidbits of news, but still no document. A short recap follows.In recent days we have had... an update on...
Travis Lundy
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420 Views
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bullish
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Thematic (Sector/Industry)
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01 Mar 2016 23:15
"Korea Grand Sale" Driving Up Department Store Sales
We pointed it out in our previous notes Are Korean Tourism Stocks (Inbound) Bottoming? and 2016 - “Year of Visit to Korea” that the major inbound...
Douglas Kim
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220 Views
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