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
Shanghai/Shenzhen Connect Ideas: Duty-Free Shops, Yanghe, Wuliangye, Meinian (2019-07-12)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
582 Views
Weichai Power(2338.HK)： Fuel Cell Not the Answer (Yet), More Boldness Needed on All-Electric
Weichai Power, China's largest independent Diesel engine producer, has been looking for a new core business to survive in long term downward trend...
553 Views
Weichai Power's Mutually Beneficial Deals with Foreign Fuel Cell Companies
Last week, Weichai Power Co Ltd H (2338 HK) closed its previously announced deal making it the largest shareholder in Ballard Power Systems (BLDP...
539 Views
China Heavy Machinery-Back to Doldrums in 2019
We estimate China's heavy machinery sector sales turn weaker in 2019E because Incremental demand on main machines, excavators, loaders, heavy duty...
457 Views