Distracted by the Distractions: Focus on Fiat Chrysler's attractive stock valuation
No-moat, 4-star-rated Fiat Chrysler's stock has 55% upside to our EUR 20 fair value estimate from its current trading level.Since the markets began...
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A herd of fine horses are starting to head back to their home market
Two years ago I recalled during May/June period, put premiums were at double digits for the biggest china financial stocks. It was dirt cheap at...
466 Views
Geely: How M&As make up its long term technology road map and why that matters in 2015/2016
We have a conference call with Geely's Executive Director Mr. Lawrence Ang to better understand Geely's technology road map With M&As...
328 Views
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...
317 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...
296 Views