Minth (425): Short Now if You Missed Out the Previous Time...
With the bleak outlook of auto sector in China, auto and auto parts makers will inevitably have a challenging period. Yet, Minth just had a short...
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Great Wall Motor: Still Searching for Reliable Diversification Beyond SUVs
Great Wall has a new strategy of establishing new brands (WEY (luxury SUV), ORA (BEV), and new product line (Haval F series)) but none of them...
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China Auto: New Incentives Bring New Demand
A speech from Ministry of Commerce last week represented that China would introduce a few incentives to boost auto consumption soon. Among these...
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HK Connect Discovery Weekly: Air China and Great Wall Motor (2019-04-04)
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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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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