BMW-Distributor Dah Chong To Be Privatised?
After mysteriously gaining 16% in the past month on higher than average daily volume (US$1mn/day against US$0.5mn/day for the preceding 12 months),...
587 Views
China Meidong (1268 HK): +59% YTD After Strong FY18 Results and Positive Outlook; Now Fairly Valued
China Meidong Auto (1268 HK) has been a great success story for its investors in the last two years. I first wrote about the company in May 2017...
690 Views
China Meidong (1268 HK): Standout Story in Gloomy Auto Dealership Sector; Luxury Brands Outperform
China Meidong Auto (1268 HK) has been on a rollercoaster ride in 2018. The stock price of Meidong started 2018 around 2.7 HKD and recently has been...
722 Views
Meidong (1268 HK): 1H18 Results On Track; Buying 6 New Dealerships at a Bargain Fuels 2019 Growth
China Meidong Auto (1268 HK) reported good 1H18 results and provided a decent outlook. Mr. Market had gotten so negative before the results the...
471 Views
China's Consumer Credit Crunch, Slowing Consumption, & Stock Implications
In this note, we analyze the latest domestic consumption data including the top 50 retailers, auto sales, and P2P transactions. Domestic...
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