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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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China MeiDong Auto
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24 May 2019 14:45
China Meidong Auto (1268): Low Inventory to Carry On?
Luxurious auto car distribution in China sounds like a great business to have, supported by the rising number of wealthy individuals springing up...
Henry Soediarko
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635 Views
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bullish
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Thematic (Sector/Industry)
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10 Apr 2019 03:23
China Auto: New Incentives Bring New Demand
A speech from Ministry of Commerce last week represented that China would introduce a few incentives to boost auto consumption soon. Among these...
Victoria Li
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599 Views
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bearish
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Thematic (Sector/Industry)
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30 Mar 2019 05:14
China NEV: Subsidy Cut Deeper than Expected, Avoid BYD
2019 NEV subsidy policy announced on March 26th, which cut subsidies deeper than expected. However, as the new policy will take effect only on June...
Victoria Li
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552 Views
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bearish
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Thematic (Sector/Industry)
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02 Mar 2019 20:23
China Auto: Rate of Decline Moderating but Too Early to Call a Recovery
The uptrend in China's PV retail sales yoy rates has spilled over into the Chinese auto stocks. However we think it's too early to conclude that...
Victoria Li
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414 Views
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bearish
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BYD
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30 Jan 2019 07:15
BYD: Endless Darkness
Although its monthly sales is trending up, BYD's worst time isn't behind us yet. Completely switching to NMC battery for its EV passenger vehicles...
Victoria Li
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731 Views
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