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Guangzhou Automobile Group (2238 HK)
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Analysis
Consumer Discretionary
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China
Guangzhou Automobile Group Company, Ltd. manufactures, sells, and services automobiles. The Company is also involved in automobile parts and components, and auto finance and related services for both overseas and domestic markets.
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bullish
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Thematic (Sector/Industry)
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03 Oct 2022 10:58
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Broker
China Auto Sector – Set for NEV new-high sales in Sep and 4Q22
NIO’s Sep sales volume was about 1,000 units lower than our prior estimates due to sequentially declining sales volume for the ET7.
CMB International
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bullish
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Thematic (Sector/Industry)
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19 Sep 2022 10:07
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Broker
China Auto Sector – What we worried earlier is partially priced in now
Similar to Jul 2022, that figure made the best Aug wholesale volume in history and 13% higher than the second-best Aug sales occurred in 2017.
CMB International
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