China Auto: Stay with Conservative Players
Although China's active coronavirus cases reduced significantly since Mid-February, market fear of coronavirus has not abated to the same degree...
325 Views
A Few Thoughts On the 80% YoY Drop in Passenger Vehicle Sales Reported in Media Reports
According to media reports quoting the China Passenger Car Association (CPCA), February passenger vehicle sales fell by 80% without full details...
329 Views
EV Batteries Monthly: COVID 19 Risks; Panasonic-Tesla Gigafactory Profits & CATL Partners with Tesla
Highlights since our last monthly- ‘EV Battery Monthly: No Further Cut in Subsidies for NEVs in China Suggests Better Market Conditions’ are as...
401 Views
HK - Shorts Pile Into Tencent, CCB, Ping An, Sunny Optical, AIA; Cover Mobile, China Tower, BYD
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 7 February 2020.Total...
392 Views
HK - Big Shorts in Financials and Consumer Discretionary Names; A Look at Airline Stocks
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 17 January 2020.Total...
390 Views