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...
318 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...
297 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...
324 Views
Hong Kong Buybacks Weekly (Sep 22nd): Tencent, Aia, China Petroleum & Chemical
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
560 Views
Hong Kong Buybacks Weekly (Sep 8th): Tencent, Aia, Country Garden Services
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
504 Views