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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China Consumption Weekly (2024 Jul 22): Xiaomi, Guangzhou Automobile, NIO, AAPL, Starbucks
Xiaomi’s global market share increased to 15% in 2Q24 from 13% in 2Q23. GAC Aion began to produce in Thailand. Cotti Coffee extended its sales to...
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HK Short Interest Weekly: Tencent, Nongfu Spring, China Shenhua, Petrochina, New Oriental
We analyzed the latest HK SFC report for aggregate short position as of Jul 12th and highlight short interest changes in Tencent, Nongfu Spring,...
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China Consumption Weekly (8 Apr 2024): BYD, Li Auto, Trip.com, Alibaba
In March 2024, BYD’s Sales volume increased by 46% YoY and Li Auto increased by 39% YoY. AliPay announced foreigners’ consumption amount in China...
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BYD (1211 HK) - Good FY23 Earnings Quality
We believe that investors are likely to prefer EV makers with solid earnings, as they are more likely to withstand the rising competition.
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