China Auto: Ready? Go!
We believe it's the perfect time to buy China auto now. According to CPCA, auto demand is warming up quickly. It's very likely that China's auto...
314 Views
China Auto: End Demand Remains Weak, Local Brands Start Outperforming
We revise our China's PV shipment estimate from a 8% yoy decline to a 9% yoy decline, taking into account slightly weaker than estimated PV demand...
302 Views
China NEV: Channel Check Feedback Suggests NEV PV Sales Growth Might Turn Negative
Our channel check shows that major NEV suppliers would have their NEV profitability significantly eroded due to the loss of subsidies for at least...
464 Views
China Auto: What if Trade War Drags On ? Relative Winners and Losers
If the trade war between US and China prolongs, the negative impact on China's auto sector fundamentals would be deeper. JV brands would be hurt...
548 Views
Changan Auto: A Battle for Survival
With its key earnings contributor, Changan Ford, starting launching new models and introducing domestic produced Lincoln cars, Changan Auto's...
508 Views