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SAIC Motor (600104 CH)
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247
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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Seres Group
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15 Oct 2024 09:28
Quiddity Leaderboard SSE50/180 Dec 24: Multiple Changes to Expectations; US$2.2bn One-Way
On average, the SSE 50 expected ADDs/DELs have ~3x ADV to trade. We expect US$1.9bn one-way flows for SSE 50 and US$288mn one-way flows for SSE 180...
Janaghan Jeyakumar, CFA
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369 Views
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bullish
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Volkswagen
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27 Sep 2024 14:47
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Syndicated
Volkswagen’s China JV Weighs Shuttering Car Plant as It Accelerates Shift to EVs
Volkswagen AG’s China joint venture (JV) with state-owned SAIC Motor Corp. Ltd. (600104.SH +2.57%) is considering shutting down a combustion...
Caixin Global
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234 Views
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bullish
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Seres Group
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19 Sep 2024 18:32
Quiddity Leaderboard SSE50/180 Dec 24: Some Changes to Expectations; US$1.5bn One-Way for SSE 50
We estimate one-way flows for SSE 50 and SSE 180 to be US$1.5bn and US$235mn respectively. Some of the names in our expected ADDs/DELs list have...
Janaghan Jeyakumar, CFA
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442 Views
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bullish
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LG Display
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10 Sep 2024 05:01
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Syndicated
Tech Supply Chain Tracker (10-Sep-2024): SLMs expand in GenAI markets - DIGITIMES.
DIGITIMES Research: SLMs expanding in GenAI, Joinsoon Electronics targeting 50:50 split in production by 2025. Challenges for European carmakers,...
Tech Supply Chain Tracker
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251 Views
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bearish
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Thematic (Sector/Industry)
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30 Aug 2024 14:00
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Syndicated
China Vows to Defend EV-Makers as EU Confirms Additional Import Duties
China has denounced the European Commission’s plan to definitely impose tariff hikes on all electric vehicles (EVs) shipped from the country as...
Caixin Global
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165 Views
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