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Baic Motor Corp Ltd H (1958 HK)
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113
Analysis
Consumer Discretionary
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China
BAIC Motor Corporation Limited designs, researches, develops, manufactures and sells a variety of passenger vehicles in China.
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bullish
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Thematic (Sector/Industry)
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12 Oct 2017 16:29
Sitting on the Volatility Volcano, as Asian SUV Boom Continues…
Global asset correlations are reminiscent of the synchronised markets of 2007/8 and there is a growing debate as to whether this is a technical...
Sean Maher
186 Views
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bullish
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Thematic (Sector/Industry)
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11 Aug 2017 04:38
China's Auto Sales Rebounded in July 2017
Retail (+6%), Wholesale (+6%) and Production (+2%) Auto Sales Rebounded to 6% yoy1.7 mm passenger vehicles were sold (both wholesale and retail)...
JL Warren Capital
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161 Views
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bullish
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Thematic (Sector/Industry)
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12 Jul 2017 21:16
Electrification and Autonomous Trends Reshaping Auto Industry…
Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and...
Sean Maher
443 Views
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bearish
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Thematic (Sector/Industry)
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24 May 2017 17:41
China Auto - First Decline in Auto Production in 19 Months, Only a First Step Towards Normalisation
The hangover of the 2015-16 purchase tax rebate for vehicles <1.6L and the subsequent 16%y/y growth in sales in China autos is still...
Victoria Li
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190 Views
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bearish
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Thematic (Sector/Industry)
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02 Apr 2017 21:21
China Auto- Dealer Channel Check: End Demand in March Weaker than Expected, Destocking Needed
Retail sales of China's passenger vehicles would probably decline y-y again in March, after a 2% y-y decline in 2M2017. Our channel checks with...
Victoria Li
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203 Views
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