China Auto: Recovery Interruption from Extreme Weather and Second Covid-19 Wave
China's auto sales number might be weaker than market expected, due to short term interruptions from extreme weather and second wave of Covid-19....
376 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
634 Views
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...
323 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...
313 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...
477 Views