China Autos Correlation with Property: The Case to Be Bearish Now
With a 27% YoY print out from CAAM for Chinese Autos in September 2016 and stellar numbers by all auto OEMs I might sound a bit crazy while...
246 Views
Gaming Revenue Returned to Growth in September and August; More Optimism in the Junket VIP Business
The 7.4% year-over-year gross gaming revenue increase in September is stronger than consensus estimates. The improvement is driven by a low base...
190 Views
July Tourism & Macro Data Suggest Coach Q1 FY17 Will Disappoint
Coach Inc (COH US) fell another -2.3% today in the US after an analyst downgrade, and the stock is down -14.4% since reporting unexciting Q4 FY16...
193 Views
BMW Q1 Implications : Chinese Dealers Getting Rebates ?
This is not a negative BMW or Brilliance insight. This is a positive dealership insight. Having said that with a 10%-15% volume growth expectation...
262 Views
BMW Reports Q1 - Implied Brilliance JV Numbers Not Great
BMW AG 2016 Q1 results are out and there are China numbers.There is not a lot of new information to help understand the Baoxin situation better but...
248 Views