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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A Few Thoughts on Weak February China Auto Sales - Lunar Holidays Don't Explain It in SAAR Terms
February 2019 had 2 more selling days than February 2018, and 5 less selling days than in January 2019. While CAAM and other media reports were...
291 Views
Tesla Shanghai Factory Update, Jan Import/Registration Data, Saga at China's Custom
CLICK HERE to see the latest video of Tesla Motors (TSLA US) Gigafactory 3 in Shanghai that we took the morning of March 6th (BJ time)....
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China Auto: Rate of Decline Moderating but Too Early to Call a Recovery
The uptrend in China's PV retail sales yoy rates has spilled over into the Chinese auto stocks. However we think it's too early to conclude that...
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HK Connect Discovery Weekly: China Tower, Geely, COFCO Meat (2019-02-15)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
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