China Auto Sector – What we worried earlier is partially priced in now
Similar to Jul 2022, that figure made the best Aug wholesale volume in history and 13% higher than the second-best Aug sales occurred in 2017.
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HSI Index Rebalance: Four Weddings & A Funeral
There are 4 adds & 1 delete to take the number of HSI members to 69. There is reasonable impact on the stocks and huge short interest on some of...
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China Meidong: Back the Porsche at 20 HKD
China Meidong Auto (1268 HK) trades at a 12x/9x FY22/23E with a 6.5% dividend yield at a 20 HKD/share price ( assuming an 80% payout ratio ). We...
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Zhongsheng Group: Strong Visibility for Luxury Autos
We had a conversation with the management of Zhongsheng Group (881 HK) which is a leading luxury auo
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Meidong: Time to Take Some Money off the Table?
China Meidong Auto (1268 HK) stock price performance and execution have been stellar over the last two years. It has left its peers behind by a...
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