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BYD (002594 CH)
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599
Analysis
Consumer Discretionary
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China
BYD Company Limited manufactures automotive products. The Company produces ordinary passenger cars, commercial vehicles, and other products. BYD also operates battery making, rail transportation construction, and other businesses.
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bearish
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Thematic (Sector/Industry)
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14 Aug 2019 03:50
China Auto: July NEV PV Sales Declined, Earlier than Expected
NEV PV sales growth turned negative due to buyers bringing forward the intended purchase in June before the subsidy is cut. While July NEV sales...
Victoria Li
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562 Views
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bearish
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Cross Asset Strategy
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09 Aug 2019 17:44
EV, Hybrid Incentives / Jkt's Air / Seats Promised for Parties / Islamists Slammed / Haze Redux
Tax changes mark a fundamental overhaul of auto-sector regulation, designed to move from taxing based on model and engine size to rates based on...
Kevin O’Rourke
558 Views
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bullish
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Thematic (Sector/Industry)
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06 Aug 2019 11:18
EV Batteries Monthly: Concentration on Europe Increases, Toyota’s Focus on Chinese Players Grows
Highlights for July are as follows: Europe continues to attract attention, with Chinese player SVOLT Energy Technology planning to build a battery...
Aqila Ali
557 Views
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bearish
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Cross Asset Strategy
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28 Jul 2019 13:24
🇨🇳🇭🇰 That Was The Week That Was • China/Hong Kong 22nd-27th July 2019 @Smartkarma
TW3 CHINA/HONG KONG 22-27 JUNEThis TW3 covers China and Hong Kong and is a companion to the North Asian TW3 published earlier today. The weight of...
Campbell Gunn
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728 Views
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bearish
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Thematic (Sector/Industry)
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26 Jul 2019 04:08
China NEV: Channel Check Feedback Suggests NEV PV Sales Growth Might Turn Negative
Our channel check shows that major NEV suppliers would have their NEV profitability significantly eroded due to the loss of subsidies for at least...
Victoria Li
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607 Views
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