BAIC (1958.HK): Business Restructuring Opportunities
Local media reports that Beijing Automotive Group (BAG), parent company of the listed company, announced at beginning of September that it will...
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China Auto: Tailwind Is Coming? Not Yet!
According to CPCA, China's PV retail sales are getting worse. It dropped by 21% yoy in the first three weeks of August. Last week, State Council...
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Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
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China Auto: What if Trade War Drags On ? Relative Winners and Losers
If the trade war between US and China prolongs, the negative impact on China's auto sector fundamentals would be deeper. JV brands would be hurt...
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Hanon Systems (018880): Thesis Is Still Valid - Short.
Hanon Systems (018880 KS) share price has outperformed its peers in the past 12 months and still command a valuation premium to its peers. In this...
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