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Guangzhou Automobile Group (2238 HK)
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230
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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bearish
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Thematic (Sector/Industry)
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13 May 2016 07:55
The State of Online Retailing in China
Despite the promise of online retailing and its rapid growth, there are worrying signs that point to either a coming slowdown, data discrepancies,...
Christopher Balding
208 Views
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bearish
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Thematic (Sector/Industry)
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04 May 2016 17:05
Retail and Consumer Activity in China
Given the available data, we believe it indicates that Chinese consumer growth remains positive but significantly weaker than headline official...
Christopher Balding
266 Views
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bullish
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Macroeconomics
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08 Mar 2016 21:25
Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
Callum Henderson
268 Views
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bullish
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Grand Baoxin Auto
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04 Mar 2016 16:25
Baoxin: CGAS Offer Update, Fair Value, And Arb Grids
Of recent there have been a few tidbits of news, but still no document. A short recap follows.In recent days we have had... an update on...
Travis Lundy
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415 Views
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bullish
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Thematic (Sector/Industry)
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01 Mar 2016 23:15
"Korea Grand Sale" Driving Up Department Store Sales
We pointed it out in our previous notes Are Korean Tourism Stocks (Inbound) Bottoming? and 2016 - “Year of Visit to Korea” that the major inbound...
Douglas Kim
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213 Views
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