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China MeiDong Auto (1268 HK)
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119
Analysis
Consumer Discretionary
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China
China Meidong Auto Holdings Limited is an automobile dealership and maintenance group in China.
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bullish
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Tuhu Car
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07 Sep 2023 10:32
Tuhu Car Pre-IPO Peer Comp - While It Has Been Loss Making, GPM Expansion Has Been the Strongest
Tuhu Car (2007986D HK) is looking to raise up to US$300m in its upcoming Hong Kong IPO. We have looked at the firm’s past performance in earlier...
Clarence Chu
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457 Views
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bullish
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BeiGene
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16 Aug 2023 11:26
Quiddity HSCEI Sep 23 Flow Expectations Update: US$367mn One-Way, Beigene Vs Peers Interesting
I see BeiGene Ltd (6160 HK) as a high conviction ADD and Country Garden Services Holdings (6098 HK) as a high conviction DEL. Separately, I see...
Janaghan Jeyakumar, CFA
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892 Views
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bullish
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Thematic (Sector/Industry)
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07 Aug 2023 20:38
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Broker
China Auto Sector – Jul leading indicators: NEV new orders rose MoM
We summarize the Jul 2023 leading indicators as below, including number of leads, customer flows, and new orders generated, for Tesla, NIO, Li...
CMB International
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225 Views
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bullish
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Thematic (Sector/Industry)
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07 Aug 2023 20:35
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Broker
China Auto Sector – Jul discount: Chinese narrowed, foreign widened
Discounts at dealers for most Chinese brands narrowed MoM in Jul 2023, consistent with our prior argument that discounts may peak around Jun-Jul 2023.
CMB International
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229 Views
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bullish
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Thematic (Sector/Industry)
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03 Aug 2023 08:10
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Broker
China Auto Sector – Jul NEV: All-time high sales for seven brands
Nine Chinese automakers including BYD, Great Wall Motor, NIO, Xpeng, Li Auto, Zeekr, Aion, Neta and Leap reported their Jul 2023 sales volumes on 1...
CMB International
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214 Views
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