Tata Motors: A Tesla Capex
Executive summary We initiate our coverage on Tata Motors Ltd (TTMT IN) (“TM”) with a NEUTRAL recommendation on all TMIN complex on the...
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Brilliance China Auto – Victim of Open Market Access
Brilliance China Auto (1211 HK) is an early victim of China’s open market access, which unfortunately, is largely due to the OEM's incompetence. ...
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May China Auto Demand: Weak SAAR Leaves Lingering Headwinds for 2H
Based on CAAM's data release, May SAAR in China came in at 27.5m units (-5.3% MoM, +0.6% YoY), with YTD average SAAR coming in at 28.4m units. ...
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Geely (175 HK): SUVs and Crossovers to Drive Growth
Solid long-term earnings growth, good price momentum, and good cost management relative to its sector SUVs and Crossovers should continue to drive...
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April China Auto Demand: Implied NEV SAAR Reaches Above 1.0m Units for the Second Time
China's passenger vehicle demand of 1.9m units was down 11.7% sequentially but up by 11.2% YoY in April according to CAAM's latest monthly data...
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