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SAIC Motor (600104 CH)
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230
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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18 Jul 2024 07:50
CHINA: Fasten Your Seat Belts! BAIDU Accelerates in the Fast Growing Robotaxi Industry.
Baidu is the leader in the Robotaxi industry in China. The company has recently seen a rapid adaptation of its Robotaxi service in Wuhan which is...
David Mudd
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163 Views
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bullish
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China Telecom
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20 Mar 2023 06:30
SSE50 Index Rebalance Preview: BIG Outperformance Over the Last Month
There could be 5 changes for the SSE50 in June. Estimate one-way turnover is 5.07% and the one-way trade is CNY 3.97bn. The potential adds have...
Brian Freitas
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425 Views
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bullish
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Dongzheng Automotive Finance
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24 May 2022 10:48
Shh! SAIC's Unconditional Offer For Dongzheng (2718 HK)
Dongzheng remains suspended so there is nothing to do yet. This should trade very tight to terms, possible through terms, given a larger credible...
David Blennerhassett
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395 Views
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bullish
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Cambricon Technologies Lt
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17 Jul 2024 06:30
SSE50 Index Rebalance Preview: Potential Inclusions Outperforming (And How!)
There could be 4-5 changes in Dec. Estimate one-way turnover is 6.5% leading to a one-way trade of CNY 8.8bn (US$1.2bn). The potential adds have...
Brian Freitas
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245 Views
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bullish
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Beijing-Shanghai High Speed Ra
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15 Jul 2024 19:12
Quiddity Leaderboard SSE50/180 Dec 24: US$1.6bn+ One-Way; Some Changes to Expectations.
There could be US$1.4bn and US$240mn one-way flows, respectively, for the SSE 50 and SSE 180 December 2024 rebalances. Around 70% of the reference...
Janaghan Jeyakumar, CFA
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222 Views
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