Tesla Can Deal with Supply Chain Shortage, Unlike Most Chinese Peers
BYD is positioned well, too. The global automotive industry is facing a deepening supply chain crisis
154 Views
HSCEI Index Rebalance: No Surprises Here as Evergrande Is Deleted
Innovent Bio will join the HSCEI after the close on 3 Dec while Evergrande will be deleted, no surprises. One-way turnover is 4.5% due to capping &...
543 Views
China Auto Sector Outlook 2022E
Auto supply chain issue, including chip shortage, might be worse in 2022E. Local brands might keep gaining market share due to their higher...
174 Views
HKEx (388.HK): China A50 Index Future Launch with Strong Interest
MSCI China A50 Connect Index future had a strong debut on HKEX (388 HK) in October and will be a game changer for HKEX. We forecast HKEX Securities...
231 Views
China Auto: Outstanding Xpeng in Dark Moment
As expected, auto chip shortage issue wasn't eased in October. And NEV players started getting affected. Both Li Auto (Li.US; 2015.HK) and Xpeng...
97 Views