Hong Kong Connect Flows (Mar 1st): Tencent, Great Wall Motor, CCB, HKEx
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Tencent, Great Wall Motor, CCB, Hong Kong Exchanges And...
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Sinotruk: Inventory Overhang at Dealers and Weak End Demand Will Take Time to Clear
Sector outlook is weak with a -20% yoy decline on sales volume expected. End demand was largely brought forward in 1H2021. Lots of inventory at...
183 Views
Sinotruk (3808.HK): Sluggish Sector Demand Ahead
China's HDT (heavy duty truck) sales accelerated declining in the past two months. The reasons behind include largely brought forward demand in...
219 Views
Sinotruk: HDT End Demand Weakness Warning
4M2021 sales of China's heavy duty truck (HDT) increased by 57% yoy. However, negative signs indicates the yoy growth rate might turn negative very...
210 Views
Sinotruk(3808.HK): Market Share Gainer
Heavy-duty truck demand from infrastructure might slow down in 2021E, but demand increase from logistics, which contributed 74% of annual HDT...
234 Views