China NEV: Subsidy Cut Deeper than Expected, Avoid BYD
2019 NEV subsidy policy announced on March 26th, which cut subsidies deeper than expected. However, as the new policy will take effect only on June...
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Hanon Systems (018880): Overvalued Stocks in The Low Margin Sector
The recent negative sales in the Chinese auto industry and Nissan's case of Carlos Ghosn removal could put additional pressure on the already thin...
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China Auto: Looking for New Engines in Weak Market
China's PV (passenger vehicle) demand is getting sluggish since 2017. It's getting weaker recently. CCMA reported a 4.6% yoy decline on August PV...
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Minth: Still Your Car's Diet Solution
In FY 2017, production and car sales in China were up a meager amount of 1.6% and 1.4% respectively. Consumers' are a lot more selective,...
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When Your Car Needs to Go on Diet - Call Minth
With the coming of ADAS and autonomous driving as well as the Chinese government rule to reduce carbon footprint, Minth Group Ltd (425 HK) has made...
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