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...
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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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BYD: Endless Darkness
Although its monthly sales is trending up, BYD's worst time isn't behind us yet. Completely switching to NMC battery for its EV passenger vehicles...
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