Zhongsheng (881 HK): Middle Class Growth Driving Auto Demand
Improving asset turnover, improving operating profit, and good pricemomentum relative to its sector Strong sales of mid to high end cars in China...
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AGM Jardine Cycle & Carriage (JCNC SP): Betting on ASEAN; but Remains a Discount Play on Astra
On Friday 28th of April I attended the AGM of Jardine Cycle & Carriage Ltd (JCNC SP) in Singapore. It is the only AGM of all the Jardines Group...
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Zhongsheng: New Benz and Streamlining to Grow Margins
Low price-to-sales, and slow asset growth relative to its sector Mercedes-Benz launch of the new E class is expected to increase margins due to...
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Meidong: The Next China Auto Dealer to Be Acquired?
In this insight, I will profile China Meidong Auto Holdings (1268 HK ). In my previous insight on China Grand Automotive Services and Baoxin Auto...
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2016: More China Auto Dealer M&A?
2015 saw a reasonably large scale M&A when China Grand launched a deal for a 75% stake in Baoxin Auto. I believe we still have at least...
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