Brilliance Q3 2016: Don't Get Too Excited About the Implied JV Earnings of BMW
BMW reported a 27% YoY growth in its Associate Income. The market is excited and is calling this the beginning of a structural uptrend in earnings...
319 Views
China Autos Correlation with Property: The Case to Be Bearish Now
With a 27% YoY print out from CAAM for Chinese Autos in September 2016 and stellar numbers by all auto OEMs I might sound a bit crazy while...
392 Views
BMW Q1 Implications : Chinese Dealers Getting Rebates ?
This is not a negative BMW or Brilliance insight. This is a positive dealership insight. Having said that with a 10%-15% volume growth expectation...
398 Views
BMW Reports Q1 - Implied Brilliance JV Numbers Not Great
BMW AG 2016 Q1 results are out and there are China numbers.There is not a lot of new information to help understand the Baoxin situation better but...
390 Views
Over Capacity in Chinese Auto Market
European car makers like BMW are pulling out of China, benefiting local players but causing stock decline for companies like Brilliance China....
553 Views