Screening the Silk Road: Q4 2020 High Risk Names to Avoid
Our Q3 screen delivered 600bps of under performance. With volatility is set to increase as we head into H1 2020, which stocks are most at risk in...
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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...
340 Views
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...
323 Views
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...
325 Views
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...
454 Views