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Dongfeng Motor (489 HK)
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150
Analysis
Consumer Discretionary
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China
Dongfeng Motor Group Company Limited, through joint ventures, designs, manufactures, and markets diesel engines, light trucks, automobiles, castings, and related spare parts.
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bullish
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Nexteer Automotive
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25 Apr 2016 20:28
Nexteer - Reasonable Valuations, Decent Discount. Large Size Versus ADV the Only Worry
Dongfeng Asset Management plans to raise US$71m by selling its 2.8% stake in Nexteer Automobiles. Dongfeng has been a shareholder since its was a...
Sumeet Singh
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258 Views
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bullish
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Thematic (Sector/Industry)
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24 Mar 2016 10:14
The Global E-Commerce Handbook: Themes Investors Need to Know as Consumer Shopping Tendencies Evolve
The idea of e-commerce as a disruptive force is not new, with consumers becoming increasingly comfortable making everyday purchases online or...
Morningstar, Inc.
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235 Views
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bullish
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Macroeconomics
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08 Mar 2016 21:25
Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
Callum Henderson
269 Views
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bullish
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Grand Baoxin Auto
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04 Mar 2016 16:25
Baoxin: CGAS Offer Update, Fair Value, And Arb Grids
Of recent there have been a few tidbits of news, but still no document. A short recap follows.In recent days we have had... an update on...
Travis Lundy
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416 Views
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bullish
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Thematic (Sector/Industry)
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01 Mar 2016 23:15
"Korea Grand Sale" Driving Up Department Store Sales
We pointed it out in our previous notes Are Korean Tourism Stocks (Inbound) Bottoming? and 2016 - “Year of Visit to Korea” that the major inbound...
Douglas Kim
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214 Views
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