Mainland Connect NORTHBOUND Flows (To 10 May 2024): So-So Volumes, As Did Not Play Catchup
NORTHBOUND tried to rally flows to catch up to the HK move over the holiday and could not. After Monday, 3 of 4 days were outflows. Local investors...
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BYD (1211 HK): Low Growth in 1Q24, But March Sales and Homemade Batteries to Support a Strong Year
BYD’s revenue growth is low. However, The recovery of sales volume in March suggests a strong year. We believe BYD will win the price war due to...
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BYD (1211 HK) 1Q24 Preview: No Concern for Slow Quarter, To Achieve a Strong Year, 60% Upside
We believe the revenue growth will be slow in 1Q24, but it will be still rapid for 2024. Also, the operating will hit the historical high in 1Q24,...
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BYD (1211 HK): All NEV Stocks Plunged After Strong Industry Data – Opportunity Coming
NEV sales volume grew by 47% YoY in December 2023 and 36% in 2023. BYD’s sale volume grew higher than the industry average. All NEV stocks plunged,...
358 Views
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
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