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SAIC Motor (600104 CH)
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224
Analysis
Consumer Discretionary
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China
SAIC Motor Corporation Ltd., through joint ventures, manufactures and markets automobiles and related parts and accessories.
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bullish
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Thematic (Sector/Industry)
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04 Mar 2020 17:21
China Auto: Autonomous Driving Is Officially on the Way
Smart Car Innovation and Development Strategy for China, posted by NDRC recently, targets to have mass production of Conditional Automation (CA)...
Victoria Li
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394 Views
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bearish
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Tesla
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27 Aug 2019 05:36
Tesla's Cash-Strapped Shanghai Plant Construction Is Hurtling Forward--What Could Go Wrong?
Tesla Motors (TSLA US) has finally received its "first comprehensive acceptance certificate" from inspectors of its hurriedly constructed assembly...
Vicki Bryan
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1.2k Views
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bearish
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Tesla
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24 Aug 2019 00:40
Takeaways From Exclusive Interview with Local Government Re TSLA Shanghai Factory
We met with the Head of the Investment Group at the Shanghai Lingang Government on Monday to better understand the development and funding status...
JL Warren Capital
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1.8k Views
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bearish
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Thematic (Sector/Industry)
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26 Jul 2019 04:08
China NEV: Channel Check Feedback Suggests NEV PV Sales Growth Might Turn Negative
Our channel check shows that major NEV suppliers would have their NEV profitability significantly eroded due to the loss of subsidies for at least...
Victoria Li
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463 Views
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bullish
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Thematic (Sector/Industry)
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16 Jul 2019 01:34
China Auto Market H1 Review- Decoupling of Auto Sales and Consumer Discretionary Consumption
A prolonged decline in new car sales obviously hurts China’s manufacturing sector and is a drag on GDP growth. But the data above does not imply a...
JL Warren Capital
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457 Views
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