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David Riedel

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Independent equity research on GEM Markets

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Thematic (Sector/Industry)

<ul>
<li> In August the MNI China Consumer Sentiment Indicator (CSI) dropped to a very depressed level of 111.5, well under the threshold of 116 indicating consumers are in a state of panic.</li>
<li>A large part of the weakness stems from severe flooding (the worst since 1998) in northern and central China. It is estimated that floods have resulted in $33 billion in losses.</li>
<li>We believe that weakness seen in the CSI during August is the result of panic among consumers in reaction to the flood and not a reflection of…</li>
</ul>


 In August the MNI China Consumer Sentiment Indicator (CSI) dropped to a very depressed level of 111.5, well under the threshold of 116 indicating consumers are in a state of panic.
A large part of the weakness stems from severe flooding (the worst since 1998) in northern and central China. It is estimated that floods have resulted in $33 billion in losses.
We believe that weakness seen in the CSI during August is the result of panic among consumers in reaction to the flood and not a reflection of…


China Consumer Sentiment Drops in August As Flood Causes Panic - Actual Impact Insignificant

Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

Equity, Bottom-up Analyst

Kelusa Asia Focus Funds

Equity Bottom-Up

August was yet another stellar month for Geely. With 3 SUV's now in full throttle its safe to assume that the rest of the year will feature stronger sales numbers and so now the focus should be on overall profitability. Key highlights were as follows :1. 69% YoY + 11% MoM, very strong numbers both seasonally and for the year. <div class="content-highlight">MONTH SALES DATA</div><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/012/772/original/Geely1.png?1473075031" class="editor-image img-responsive" data-smartkarma-image-id="12772"></figure>source : Company <div class="content-highlight">SEAG CHART</div><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/012/773/original/Geely2.png?1473075135" class="editor-image img-responsive" data-smartkarma-image-id="12773"></figure>source : CompanyAs you can see in the SEAG chart the 2016 sales number is just breaking out and this is due to the strong sales…

August was yet another stellar month for Geely. With 3 SUV's now in full throttle its safe to assume that the rest of the year will feature stronger sales numbers and so now the focus should be on overall profitability. Key highlights were as follows :1. 69% YoY + 11% MoM, very strong numbers both seasonally and for the year. MONTH SALES DATAsource : Company SEAG CHARTsource : CompanyAs you can see in the SEAG chart the 2016 sales number is just breaking out and this is due to the strong sales…

Geely : August , Another Great Month , Let's Focus on Profitability Now

China Macroeconomics & Academia

Christopher Balding

Macroeconomics

The recent spate Chinese data released, seems to be promising due to the slow growth and relative decline in the real economic growth. This phenomenon owes much of the credit to the government’s credit injection into the economy and its subsequent tightening. Nevertheless, official retail sales data for July seems to be projecting the shift of consumer spending depicting the change in consumer choice.The total retail sales of consumer goods in July remained steady at 2,682. Although this…

The recent spate Chinese data released, seems to be promising due to the slow growth and relative decline in the real economic growth. This phenomenon owes much of the credit to the government’s credit injection into the economy and its subsequent tightening. Nevertheless, official retail sales data for July seems to be projecting the shift of consumer spending depicting the change in consumer choice.The total retail sales of consumer goods in July remained steady at 2,682. Although this…

Retail Sales in China Outside Headline Numbers Remain Weak

Geely's share price has seen a lot of strength on the back of strong sales numbers and now we had a good H1 2016 result.  The key for Geely now is  to execute way better than the street is expecting. My personal view is this is as good as it gets for Geely and I may be wrong but I feel there's money to be taken off the table here if you are long the name. <div class="content-highlight">EARNINGS ESTIMATES FOR GEELY HAVE INCREASED 25-30%</div>Now these earnings upgrades are reasonable. The company launched new products and if you…

Geely's share price has seen a lot of strength on the back of strong sales numbers and now we had a good H1 2016 result.  The key for Geely now is  to execute way better than the street is expecting. My personal view is this is as good as it gets for Geely and I may be wrong but I feel there's money to be taken off the table here if you are long the name. EARNINGS ESTIMATES FOR GEELY HAVE INCREASED 25-30%Now these earnings upgrades are reasonable. The company launched new products and if you…

Geely just reported stellar July 2016 sales numbers led by a phenomenal ramp-up in new SUV sales.  Key highlights for this result are :1.  64% YoY increase in sales,  Up 4% MoM , this number is better than the seasonal average of July which is normally down -16%.  Domestic sales which have higher margins were up 80% YoY.2. Ramp up of the Boyue NL3 SUV is exceeding management expectations with 10,128 vehicles sold. The company is well on track to achieving its guidance of 20k vehicles a month for…

Geely just reported stellar July 2016 sales numbers led by a phenomenal ramp-up in new SUV sales.  Key highlights for this result are :1.  64% YoY increase in sales,  Up 4% MoM , this number is better than the seasonal average of July which is normally down -16%.  Domestic sales which have higher margins were up 80% YoY.2. Ramp up of the Boyue NL3 SUV is exceeding management expectations with 10,128 vehicles sold. The company is well on track to achieving its guidance of 20k vehicles a month for…

Geely - July 2016 Sales, Just Killing It !!!

Hong Kong

Geely Automobile Holdings Limited operates as a passenger vehicles manufacturing company. The Company provides passenger vehicles development, manufacturing, sales, and other services. Geely Automobile Holdings also exports passenger vehicles.

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Geely Auto (175 HK)

China Consumer Sentiment Drops in August As Flood Causes Panic - Actual Impact Insignificant

In August the MNI China Consumer Sentiment Indicator (CSI) dropped to a very depressed level of 111.5, well under the threshold of 116 indicating...

David Riedel

Geely : August , Another Great Month , Let's Focus on Profitability Now

August was yet another stellar month for Geely. With 3 SUV's now in full throttle its safe to assume that the rest of the year will feature...

Sameer Taneja

Retail Sales in China Outside Headline Numbers Remain Weak

The recent spate Chinese data released, seems to be promising due to the slow growth and relative decline in the real economic growth. This...

Christopher Balding

Geely H1 2016 : No Room For Error Now

Geely's share price has seen a lot of strength on the back of strong sales numbers and now we had a good H1 2016 result. The key for Geely now is...

Sameer Taneja

Geely - July 2016 Sales, Just Killing It !!!

Geely just reported stellar July 2016 sales numbers led by a phenomenal ramp-up in new SUV sales. Key highlights for this result are :1. 64% YoY...

Sameer Taneja

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