A herd of fine horses are starting to head back to their home market
Two years ago I recalled during May/June period, put premiums were at double digits for the biggest china financial stocks. It was dirt cheap at...
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Geely: How M&As make up its long term technology road map and why that matters in 2015/2016
We have a conference call with Geely's Executive Director Mr. Lawrence Ang to better understand Geely's technology road map With M&As...
307 Views
Great Wall Motors: overly conservative forecasts; structural uplift from SUVs ahead
Great Wall is poised for a material leap in earnings on the back of new product launches in the SUV segment. This is the only major revenue and...
300 Views
Managment's guidance too conversative, more upside
Great Wall announced its FY15 unit sales target of 850k units, implying only 16% YoY growth. In my view, this is too conservative and I expect...
284 Views
Geely: Unprecedented opportunity to accumulate the future Chinese auto technology leader
Geely is traded down by 30% from its recent high in November due to its exposure in Russia and restructuring of its dealership network. As a...
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