Meidong H1 2016 : Not Exciting, But The Catalysts and Value Is Still There
Meidong H1 2016 results were slightly below my expectations as I had previously thought they would deliver at least 68-70 mn RMB and a full year...
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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...
265 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...
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Baoxin Pre-Conditions Remaining: SAFE, Sales? And Signatures
On March 24th after the close of trading, Baoxin Auto Group Ltd ("Baoxin")and China Grand Automotive Services Co Ltd ("CGAS") released a Joint...
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Meidong 2015 Results Key Observations
1. Flat YoY profit (taking into account the one-off for compensation to bond holders ) of 115 mn RMB . This is inline with my expectations as...
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