China Auto: Looking for New Engines in Weak Market
China's PV (passenger vehicle) demand is getting sluggish since 2017. It's getting weaker recently. CCMA reported a 4.6% yoy decline on August PV...
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Nio IPO (Part 2- Valuation): The Issue Looks Reasonably Priced
In our earlier report, we covered NIO Inc (NIO US)’s background, its business model, the growth prospects and risks it faces in the market. We...
537 Views
Quiddity Weekly H/A: Spreads & Southbound Flows [Week to 20 Jul 2018]
This insight is an H/A Spread Monitor Project offering a brief look at recent changes in H-Share/A-Share spreads, Southbound flow and impact, and...
446 Views
Brilliance China Auto – Victim of Open Market Access
Brilliance China Auto (1211 HK) is an early victim of China’s open market access, which unfortunately, is largely due to the OEM's incompetence. ...
660 Views
April China Auto Demand: Implied NEV SAAR Reaches Above 1.0m Units for the Second Time
China's passenger vehicle demand of 1.9m units was down 11.7% sequentially but up by 11.2% YoY in April according to CAAM's latest monthly data...
111 Views