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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Short Great Wall Auto: Gas Guzzler SUVs to Become Liability Under China's New Energy Regulation
Price Target: HK$5 (Downside: 50%)Great Wall Motor Company (H) (2333 HK) surged nearly 26% to 9.92 HKD from the recent trough price of 7.88 HKD (in...
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China's New Silk Road Projects: Six 'One Belt, One Road' Investment Ideas
This note is intended to be a companion piece to Howard J Klein's new piece, A Time Traveler’s Guide to Xi’s Epic Silk Road Project: Who Really...
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