China Auto: Rate of Decline Moderating but Too Early to Call a Recovery
The uptrend in China's PV retail sales yoy rates has spilled over into the Chinese auto stocks. However we think it's too early to conclude that...
398 Views
China’s Rude Awakening - Review of Our Best and Worst Calls in 2018+Top Trade Ideas Q1 2019
Our calls had great successes this year starting off calling out a fraudulent US holding company boasting of “world class” AI development in...
838 Views
Brilliance China - Life After BMW?
Brilliance China's (1114.HK) share price has dropped by 32% since it announced the disposal of 25% interest in its 50-50 JV, BMW Brilliance, and...
469 Views
Mercedes, Audi and BMW – China Autos Luxury Market - Germans Should Be OK
We have been going across China visiting Mercedes car dealers to get a feel on the ground, here is a look at the sector. We have some more...
354 Views
Mercedes Dealership Visit in WUHAN
We talk with a salesman about demand, discounts and sales. We discuss the inventory levels at the dealership. We discuss demand and what they...
395 Views