China Auto: Tailwind Is Coming? Not Yet!
According to CPCA, China's PV retail sales are getting worse. It dropped by 21% yoy in the first three weeks of August. Last week, State Council...
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China Auto: July NEV PV Sales Declined, Earlier than Expected
NEV PV sales growth turned negative due to buyers bringing forward the intended purchase in June before the subsidy is cut. While July NEV sales...
426 Views
Brilliance China: Cash Cow with Solid Earnings Performance
After Brilliance China's announcement declaring a special dividend of HK$0.74 per ordinary share, the company's share price has been under...
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Brilliance China: Defensive Player
Considering its core business's poor profitability after selling 25% stake of BMW Brilliance to BMW China in 2022, we don't view Brilliance China...
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China Auto: What if Trade War Drags On ? Relative Winners and Losers
If the trade war between US and China prolongs, the negative impact on China's auto sector fundamentals would be deeper. JV brands would be hurt...
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