Primer: SAIC Motor (600104 CH) - Sep 2025
Market Leader Under Pressure: SAIC Motor is China's largest state-owned automaker, historically dominating through its powerful joint ventures...
271 Views
SSE50 Index Rebalance Preview: Three Changes; Some Misses
There could be 3 changes in June. Estimated one-way turnover is 4.7% leading to a round-trip trade of CNY 16.4bn. The adds have outperformed the...
854 Views
CHINA: Fasten Your Seat Belts! BAIDU Accelerates in the Fast Growing Robotaxi Industry.
Baidu shares begin to re-rate as its new AI modil outperformed Google Gemini and Open AI's GPT-5. The new version of Ernie AI reasoning model also...
552 Views
SSE50 Index Rebalance Preview: BIG Outperformance Over the Last Month
There could be 5 changes for the SSE50 in June. Estimate one-way turnover is 5.07% and the one-way trade is CNY 3.97bn. The potential adds have...
592 Views
SSE50 Index Rebalance: 4 Changes a Side & US$2.2bn Trade
There are 4 changes for the SSE50 Index in Dec. Dawning is the surprise addition and could move closer to the merger ratio implied price. Estimated...
326 Views