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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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bearish
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BYD
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31 Aug 2022 16:23
Berkshire BYD’s Selldown Likely to Follow Its PetroChina Playbook
Berkshire will likely follow its PetroChina playbook and materially sell down over the next few months. While the valuation is undemanding, the...
Arun George
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935 Views
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bearish
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BYD
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13 Jul 2022 01:24
BYD’s Shares Tumble Awaiting Berkshire's Next Move
H Share declined -12% on speculation of selldown by Berkshire. With a 33x gain on its BYD investment, taking money off the table would align with...
Arun George
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501 Views
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bullish
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Cross Asset Strategy
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23 Sep 2021 17:38
Screening the Silk Road: Q3 2021 All Cap Screening - Free Cashflow (FCF)
Is it the start of a 12-year bull market in value? That's the duration of the last period when APAC value outperformed growth. Q'1s FCF screen...
David Lepper
359 Views
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bullish
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Thematic (Sector/Industry)
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19 Jun 2021 19:16
Global Emerging Markets Weekly: 18 June 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
Wium Malan, CFA
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230 Views
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bearish
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Tesla
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04 Jun 2021 02:59
TSLA China Losing to Chinese NEV OEMs
TSLA will begin to experience excess production of the Y in the next couple of months, as the China order backlog wanes from 43KQ1 to 17K Q2. Y...
JL Warren Capital
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233 Views
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