bearish

Sinotruk: Inventory Overhang at Dealers and Weak End Demand Will Take Time to Clear

200 Views27 Jan 2022 19:12
Sector outlook is weak with a -20% yoy decline on sales volume expected. End demand was largely brought forward in 1H2021. Lots of inventory at dealers are waiting to be sold.
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Victoria Li
China Specialist, Auto and Industrial Specialist
ChinaConsumer Discretionary & IndustrialsEquity Bottom-UpThematic (Sector/Industry)
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