Sinotruk(3808.HK): Hauling Away Previous Records, More Upside in 2H'20
As we expected earlier in the year, demand for heavy duty trucks has strong in 2020E, even during Covid-19 lockdown. Robust demand from logistics...
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China Auto: Ready? Go!
We believe it's the perfect time to buy China auto now. According to CPCA, auto demand is warming up quickly. It's very likely that China's auto...
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China Auto: Stay with Conservative Players
Although China's active coronavirus cases reduced significantly since Mid-February, market fear of coronavirus has not abated to the same degree...
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Sinotruk(3808.HK): New Engine, New Life
China's new toll road charge policy which took effect on 1st Jan 2020, allows no overload on trucks. Moreover new charges are calculated based on...
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HK Connect Flows: Finally the Inclusion for Xiaomi/Meituan
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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