Minth (425 HK): A Cyclical with Structural Growth
Minth Group Ltd (425 HK) is a Chinese Auto supplier with secular growth prospects as it continues to gain greater share in the global supply chain...
360 Views
HK Connect Ideas: One Step Closer to Xiaomi/Meituan Inclusion (2019-08-02)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
513 Views
HK Connect Ideas: Eleven Weeks of Inflows, Tencent/Nintendo Deal (2019-07-26)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
510 Views
Minth (425): Sombrero and Americano!
Minth's business in North America contributes to 20% of the group's revenue focusing on top end clients such as General Motors Co (GM US) , Ford...
608 Views
China Auto: What if Trade War Drags On ? Relative Winners and Losers
If the trade war between US and China prolongs, the negative impact on China's auto sector fundamentals would be deeper. JV brands would be hurt...
557 Views