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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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MSCI ACWI Index
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28 Apr 2019 04:43
Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
Vermilion Research
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508 Views
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bearish
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Thematic (Sector/Industry)
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30 Mar 2019 05:14
China NEV: Subsidy Cut Deeper than Expected, Avoid BYD
2019 NEV subsidy policy announced on March 26th, which cut subsidies deeper than expected. However, as the new policy will take effect only on June...
Victoria Li
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546 Views
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bullish
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Thematic (Sector/Industry)
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28 Mar 2019 15:52
Screening the Silk Road: (Small-)Mid Cap Free Cash Flow
In April 2018, we published a FCF screen with the sole aim of identifying potential names which could prove to be strong candidates in a Small-Mid...
David Lepper
625 Views
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bearish
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BYD
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30 Jan 2019 07:15
BYD: Endless Darkness
Although its monthly sales is trending up, BYD's worst time isn't behind us yet. Completely switching to NMC battery for its EV passenger vehicles...
Victoria Li
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728 Views
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bullish
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Thematic (Sector/Industry)
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13 Dec 2018 12:10
Quiddity Weekly H/A: Spread & Southbound Monitor - Going Into Year End
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
Travis Lundy
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557 Views
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