Brilliance China Auto – Victim of Open Market Access
Brilliance China Auto (1211 HK) is an early victim of China’s open market access, which unfortunately, is largely due to the OEM's incompetence. ...
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BMW Brilliance Dealership Survey: 20% Discount for 5 Series, Escalating Inventory
Per our dealership survey, we hear increasingly aggressive price discounts on the BMW 5 Series from 10-15% in Q1 to 15-20% in May - June. Current...
368 Views
Buy Brilliance Auto for a Fast Ride
With HK back in the drivers seat, we find ourselves looking for stock plays outside of the top teir financials and Brilliance Auto stands out as a...
152 Views
Chinese Outbound Tourists Up 15%, Strong Macau GGR Growth, Robust High End Discretionary Consumption
In November, the number of mainland Chinese passengers flying overseas reached 1.8 mm, which reflects a growth of 15% year-over-year (yoy). Macau...
115 Views
The Unlikely Great Wall - BMW Mini Outsourcing Deal
Recently there have been busy ungrounded media headlines on a rumored joint-venture between Bayerische Motoren Werke AG (BMW GR)’s Mini and Great...
145 Views