HK Shorts - Covering in Consumer Discretionary Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 25 October. Total short...
488 Views
Brilliance China: Cash Cow with Solid Earnings Performance
After Brilliance China's announcement declaring a special dividend of HK$0.74 per ordinary share, the company's share price has been under...
750 Views
Brilliance China: Defensive Player
Considering its core business's poor profitability after selling 25% stake of BMW Brilliance to BMW China in 2022, we don't view Brilliance China...
556 Views
Brilliance China - Life After BMW?
Brilliance China's (1114.HK) share price has dropped by 32% since it announced the disposal of 25% interest in its 50-50 JV, BMW Brilliance, and...
627 Views
Mercedes, Audi and BMW – China Autos Luxury Market - Germans Should Be OK
We have been going across China visiting Mercedes car dealers to get a feel on the ground, here is a look at the sector. We have some more...
443 Views