BMW Brilliance Dealership Survey: 20% Discount for 5 Series, Escalating Inventory
Per our dealership survey, we hear increasingly aggressive price discounts on the BMW 5 Series from 10-15% in Q1 to 15-20% in May - June. Current...
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Buy Brilliance Auto for a Fast Ride
With HK back in the drivers seat, we find ourselves looking for stock plays outside of the top teir financials and Brilliance Auto stands out as a...
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Chinese Outbound Tourists Up 15%, Strong Macau GGR Growth, Robust High End Discretionary Consumption
In November, the number of mainland Chinese passengers flying overseas reached 1.8 mm, which reflects a growth of 15% year-over-year (yoy). Macau...
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The Unlikely Great Wall - BMW Mini Outsourcing Deal
Recently there have been busy ungrounded media headlines on a rumored joint-venture between Bayerische Motoren Werke AG (BMW GR)’s Mini and Great...
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Sitting on the Volatility Volcano, as Asian SUV Boom Continues…
Global asset correlations are reminiscent of the synchronised markets of 2007/8 and there is a growing debate as to whether this is a technical...
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