The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
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China Consumption Weekly (2024 Jul 22): Xiaomi, Guangzhou Automobile, NIO, AAPL, Starbucks
Xiaomi’s global market share increased to 15% in 2Q24 from 13% in 2Q23. GAC Aion began to produce in Thailand. Cotti Coffee extended its sales to...
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China Consumption Weekly (8 Apr 2024): BYD, Li Auto, Trip.com, Alibaba
In March 2024, BYD’s Sales volume increased by 46% YoY and Li Auto increased by 39% YoY. AliPay announced foreigners’ consumption amount in China...
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BYD (1211 HK) - Good FY23 Earnings Quality
We believe that investors are likely to prefer EV makers with solid earnings, as they are more likely to withstand the rising competition.
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BYD (1211 HK): Strong Revenue in 2023 and to Change Strategy in 2024
Total revenue increase by 42% and automobile revenue increased by 49% in 2023. We believe BYD will move its focus from low price to new vehicle...
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