China Auto: Buy Thesis Remains Intact, Sales Will Accelerate over the Summer
Share price performance of China auto stocks in the past 2 weeks has been weak. This can be attributed to slower-than-expected increase in auto...
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China Auto: Ready? Go!
We believe it's the perfect time to buy China auto now. According to CPCA, auto demand is warming up quickly. It's very likely that China's auto...
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China Auto: Signs of Pent up Demand that Could Be Unleashed in 2H2020
A recent online survey result from J.D. Power indicates that China's end demand on passenger vehicles would remain weak until June 2020, although...
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China Auto: Premium Car Party Would Keep Going On in 2020
In contrast with the weak sales in overall PV market, the premium car market sales remains strong in China.According to CPCA, premium cars' market...
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HK Shorts - Covering in Consumer Discretionary Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 25 October. Total short...
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