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...
557 Views
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...
413 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...
846 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...
473 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...
364 Views