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SAIC Motor (600104 CH)
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252
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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bearish
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SenseTime Group
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06 Dec 2021 20:46
SenseTime IPO: Valuation Insights
Our valuation analysis suggests that the IPO price is unattractive. We would give the IPO a pass. Pricing is expected on 10 December with a listing...
Arun George
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341 Views
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bullish
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Macroeconomics
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02 Jul 2021 20:52
CCP/ Chips/ US-China/ Russia/ Hydro
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
Diana Choyleva
384 Views
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bearish
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Tesla
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04 Jun 2021 02:59
TSLA China Losing to Chinese NEV OEMs
TSLA will begin to experience excess production of the Y in the next couple of months, as the China order backlog wanes from 43KQ1 to 17K Q2. Y...
JL Warren Capital
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239 Views
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bullish
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BYD
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24 May 2021 07:47
BYD (1211) Vs Tesla (TSLA): Fight over China
Given BYD's foray into battery technology has started to yield fruit and Tesla's market share in China may be in danger, it is probably a good time...
Henry Soediarko
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321 Views
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bullish
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Thematic (Sector/Industry)
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02 May 2021 18:52
China EV: Which Is the Next Best Seller?
We expect market competition in China's BEV segment rise in the next two years. The interesting thing is that most of new models announced/launched...
Victoria Li
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267 Views
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