JL Warren Capital

JL Warren Capital LLC is a leading independent equity research firm focused on Chinese companies and listed multinationals in China. We employ a bottom-up research approach that takes great care to avoid the acquisition of material non-public information. Through investigative due diligence including channel surveys and interviews, our research helps clients to pinpoint the dislocations in the market.

Investment Advisors

Great Wall Motor: Aggressive Discounting Now After Price Cuts in Q3 2016 with Red Packet Promotion

The Unlikely Great Wall - BMW Mini Outsourcing Deal

China Auto Sales in July: Sales up YoY, Inventory Down for 3rd Straight Month

Investment Advisors, JL Warren Capital

Junheng Li

Thematic (Sector/Industry)

China Automobiles / Thematic (Sector/Industry)

September Domestic and JV Sales Overview: In September, the wholesale volume of local-made passenger vehicles hit 2.3 m units. Retail, wholesale, and production volumes grew 1%, 4%, and 5% year-over-year, respectively.  Growth rates missed industry expectations. SUVs accounted for 41.8% of the total domestic and JV passenger vehicle sales in September, which was similar to 42.0% in Aug.Overall JV brands outperformed domestic brands.  Even <a href="https://www.smartkarma.com/entities/127" target="_blank" data-smartkarma-citation="entities:127:1">Geely Automobile Holdings Ltd (175 HK)</a> , the top…

September Domestic and JV Sales Overview: In September, the wholesale volume of local-made passenger vehicles hit 2.3 m units. Retail, wholesale, and production volumes grew 1%, 4%, and 5% year-over-year, respectively.  Growth rates missed industry expectations. SUVs accounted for 41.8% of the total domestic and JV passenger vehicle sales in September, which was similar to 42.0% in Aug.Overall JV brands outperformed domestic brands.  Even Geely Automobile Holdings Ltd (175 HK) , the top…

China Auto Market -Retail Sales, Wholesale & Production Growth Rates All Decelerated in September