Meidong H1 2016 : Â 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...
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BMW Q1 Implications : Chinese Dealers Getting Rebates ?
This is not a negative BMW or Brilliance insight. Â 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 AGÂ 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
Yongda Q1 2016 Encouraging for Dealers - BMW Retail Sales a Conundrum Though
Just want to quickly highlight that Shanghai Yongda Investment Holdings Group reported its Q1 2016 earningsBriefly summarized here since the...
598 Views
Yongda Spin Off - Now They'll Become Acquirers Too !!!
This is a fork from a previous piece of mine where i flagged Yongda as an acquisition candidate but now in an exciting new development in the...
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