China Auto Sector – Jun leading indicators: NIO weaker than expected
We summarize the Jun 2023 leading indicators as below, including number of leads, customer flows, and new orders generated, for Tesla, NIO, Li...
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China Auto Sector – Weak ending of 2022 provides a glimpse of hope
China’s passenger-vehicle (PV) retail sales volume fell 3% YoY in 2022 with weaker-than-expected sales in Nov and Dec. Wholesale volume rose 10%...
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Trade Idea - Competition Heats up in the BEV Market Globally
Tesla’s share price has plunged by more than 75% from its Nov 2021 peak. Market worries that the global EV leader cannot sustain its competitive...
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Cross sector report – Post-Golden Week: More positive on BToC recovery potential; Cautious on BToB
Golden week data missed market’s already low expectation for all three major categories - property sales, domestic tourism spending and auto sales.
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Morning News Summary: BoE Hikes, ECB Continues QE — Stocks Like It
Morning News SummaryBoE Hikes, ECB Continues QE — Stocks Like It Equity markets traded mixed on Thursday after three major central banks pulled...
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