China's Auto Sales Monthly Data - June 2017
Production (5%), Wholesale (3%), and Retail (5%)Auto Sales Temporarily Rebounded on Pricing DiscountsLast month/Jun 2017, Auto retail, wholesale,...
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Short Great Wall Auto: Gas Guzzler SUVs to Become Liability Under China's New Energy Regulation
Price Target: HK$5 (Downside: 50%)Great Wall Motor Company (H) (2333 HK) surged nearly 26% to 9.92 HKD from the recent trough price of 7.88 HKD (in...
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China's Auto Sales Decelerated Further in May; New Energy Policy Adds Extra Costs to All Auto OEMs
Last month/May 2017, Auto retail, wholesale, production in China grew 1%, -2%, and 2% year-over-year, respectively, reflecting a further decline...
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Potential Regulatory Changes in China Could Be Hugely Beneficial For Foreign Automakers
Foreign automakers are still restricted by a 50% ownership limit in auto production JVs in China, as well as by a limit of two joint ventures per...
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Renesas Electronics: Better Positioned for Autonomous/Assisted Driving than XEV
Shareholders of Renesas Electronics Corp (6723 JP) are selling c.US$3bn of shares. Our fellow insight provider Mio Kato, CFA has written a detailed...
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