HK Connect Ideas - April Snapshot (WH Group, Ping An, Geely)
This is a monthly version of our HK Connect Ideas weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow on a...
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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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