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

China's Auto Sales Monthly Data - June 2017

The Week that Was in Greater China@Smartkarma: We Have Cars, Houses, Sports and Great Stock Calls

China Auto 2017 Review: Geely's Inflection Pt, Industry's LSD Growth, Rising Auto Financing

Geely: Unprecedented opportunity to accumulate the future Chinese auto technology leader

Investment Advisors, JL Warren Capital

Junheng Li

Thematic (Sector/Industry)

China Automobiles / Thematic (Sector/Industry)

<p>China auto sales April data came out lower than industry’s expectation, despite frequent promotions by the OEMs.  Without major policy support for the balance of 2017, we expect that the auto sales could decline by high-single-digit to low-double-digits in 2017/2016.</p>

China auto sales April data came out lower than industry’s expectation, despite frequent promotions by the OEMs.  Without major policy support for the balance of 2017, we expect that the auto sales could decline by high-single-digit to low-double-digits in 2017/2016.

China Auto Sales Sank in April