China Auto - First Decline in Auto Production in 19 Months, Only a First Step Towards Normalisation
The hangover of the 2015-16 purchase tax rebate for vehicles <1.6L and the subsequent 16%y/y growth in sales in China autos is still...
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China Auto Sales Sank in April
China auto sales April data came out lower than industry’s expectation, despite frequent promotions by the OEMs. Without major policy support for...
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China Auto- Dealer Channel Check: End Demand in March Weaker than Expected, Destocking Needed
Retail sales of China's passenger vehicles would probably decline y-y again in March, after a 2% y-y decline in 2M2017. Our channel checks with...
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Most Popular / Unpopular Sectors and Countries in Asia - Ex Japan
As you know we track the Analyst Upgrades / Downgrades over the previous 2 week to identify potential trends in popularity. Which Sectors /...
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GWM's 2017 Outlook Remains Robust on Redesigned Haval H6 and WEY; FVE Raised to HKD 12
We walked away from no-moat-rated Great Wall Motors, or GWM’s, investor conference reassured about the company’s growth outlook in 2017 and beyond....
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