Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
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GWM's 1H 2017 Profit Down 49% on Substantial Inventory Destocking Cost, but Worst Is Likely Over
Driven by higher-than-expected inventory destocking and new-model rollout expenses, no-moat Great Wall Motor, or GWM, reported weak first-half...
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The Week that Was in Greater China@Smartkarma: We Have Cars, Houses, Sports and Great Stock Calls
This is the 9th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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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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