China Meidong (1268 HK): MIT Graduate Leading Car Distributor to Success in China's Tier 3/4 Cities
China Meidong is a car distributor in China's Tier 3/4 cities with 34 stores at end of 2016 What started with distribution of Toyota/Lexus has...
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Meidong H1 2016 : Not Exciting, But The Catalysts and Value Is Still There
Meidong H1 2016 results were slightly below my expectations as I had previously thought they would deliver at least 68-70 mn RMB and a full year...
374 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
Baoxin Pre-Conditions Remaining: SAFE, Sales? And Signatures
On March 24th after the close of trading, Baoxin Auto Group Ltd ("Baoxin")and China Grand Automotive Services Co Ltd ("CGAS") released a Joint...
475 Views