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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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Thematic (Sector/Industry)
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07 Dec 2018 07:06
China Auto Outlook 2019 - Keep Warm, Winter Is Here!
2019 might be the worst year in decades for China's auto(ICE) volume growth. NDRC has claimed that no Auto Purchase Tax (APT) will be cut in the...
Victoria Li
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497 Views
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bullish
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Thematic (Sector/Industry)
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21 Sep 2018 15:14
China NEV Outlook Part 1- How the Market Will Look like in 10 Years
Today, overall NEV (New Energy Vehicles) market size is expanding quickly in China. Government subsidies keep users' purchasing cost attractive....
Victoria Li
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422 Views
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bullish
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Thematic (Sector/Industry)
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12 Sep 2018 19:35
China Auto: Looking for New Engines in Weak Market
China's PV (passenger vehicle) demand is getting sluggish since 2017. It's getting weaker recently. CCMA reported a 4.6% yoy decline on August PV...
Victoria Li
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473 Views
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bullish
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Cross Asset Strategy
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22 May 2018 06:32
China A-Shares: EM Active Funds Overweight Ahead of Index Rebalance
In this report, we analyse China A-Share allocations among global emerging market funds. EM funds are already overweight, on average, versus the...
Steven Holden
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157 Views
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bullish
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BYD
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16 Feb 2018 16:55
New Subsidy Policy of New Energy Vehicles in 2018, Which Companies Will Benefit or Lose?
On February 13th, the Chinese ministry of finance issued "on the adjustment to the subsidy policy of new energy automobile application”, which...
Blue Lotus Research Institute
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283 Views
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