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...
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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...
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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...
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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...
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Mercedes, Audi and BMW â 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...
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