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Guangzhou Automobile Group (2238 HK)
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239
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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20 Oct 2022 08:27
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Broker
China Auto Sector – 2H22E likely beat; FY23E consensus overstated
China’s passenger-vehicle (PV) retail sales volume, based on insurance data, rose 9% YoY to 1.86mn units in Sep 2022, 3% lower than our prior...
CMB International
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109 Views
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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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151 Views
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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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151 Views
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bullish
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Cross Asset Strategy
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09 Sep 2022 10:16
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Syndicated
CX Daily: How China Is Trying To Get Debt Dodgers To Pay Up
In Depth: How China is trying to get debt dodgers to pay up. Record numbers apply for China’s teachers exam amid bleak job market
Caixin Global
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326 Views
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bullish
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Honda Motor
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08 Sep 2022 15:05
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Syndicated
Honda Sets Up New Venture to Procure Batteries From CATL
Honda Motor Co. Ltd.’s Chinese unit will set up a new joint venture with two Chinese partners to procure electric vehicle batteries from battery...
Caixin Global
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255 Views
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