China Specialist, Auto and Industrial Specialist

Victoria Li

20 years experience as sell side analyst focusing on China's Industrial and Auto sectors

A New Partnership Between SK Holdings & Geely for Eco-Friendly Vehicles

Geely (175.HK): STAR Board IPO on the Road

Geely (175.HK): Weakness Post Results Overdone, in Light of Imminent STAR Board IPO

Geely (175.HK):Temporary Pause in Momentum, Buy on Weakness!

Equity Bottom-Up

There has been some market concern recently that some investors might switch from Geely's H share into to its coming A share (STAR Board) listing and that might hurt Geely's share performance. SMIC's STAR Board listing is the case referred to by investors as a precedent.In our view, in short term, only investors who prefer trading/investing in A share market but have to buy H shares due to them being extremely keen on some specific companies would move back to A share once corresponding company is available in A share. In this note, we analyzed what happened to SMIC's share performance if that might be repeated by Geely's share performance.  Our conclusion is Geely would likely to get a share price boost by the coming STAR Board listing. details below.

There has been some market concern recently that some investors might switch from Geely's H share into to its coming A share (STAR Board) listing and that might hurt Geely's share performance. SMIC's STAR Board listing is the case referred to by investors as a precedent.In our view, in short term, only investors who prefer trading/investing in A share market but have to buy H shares due to them being extremely keen on some specific companies would move back to A share once corresponding company is available in A share. In this note, we analyzed what happened to SMIC's share performance if that might be repeated by Geely's share performance.  Our conclusion is Geely would likely to get a share price boost by the coming STAR Board listing. details below.

Semiconductor Manufacturing International Corp (SMIC) (981 HK)

Semiconductor Manufacturing International Corp (SMIC)

Geely (175.HK): How Would STAR Board Listing Affect H Share Performance?

Geely Auto

Geely (175.HK): How Would STAR Board Listing Affect H Share Performance?