Dongfeng (489 HK): On VOYAH's Updated Financials
There's been a lot of enthusiasm washing over HK spin-offs lately: Zijin Mining (2899 HK), MINISO (9896 HK), and now Dongfeng. I think Dongfeng is...
604 Views
Dongfeng (489 HK): Questioning The EV Listing Valuation
Tricky trade. I might've been overly bullish in my initial note. The gross spread (to my implied price) is perhaps ~11%. If not in, I'd be inclined...
706 Views
CX Daily: Chinese EV-Makers Lured by Thai Perks Face Reality Check
TOP STORY EVs / In Depth: Chinese EV-makers lured by Thai perks face reality check It’s hard to miss the aggressiveness of Chinese automakers in...
259 Views
CX Daily: Chinese Carmakers Expand Into Growing Central Asian Markets
TOP STORY Autos / Chinese carmakers expand into growing Central Asian markets Chinese automakers are pushing deeper into Central Asian markets...
347 Views
Chinese Carmakers Expand Into Growing Central Asian Markets
Chinese automakers are pushing deeper into Central Asian markets through exports and manufacturing localization after Russia’s crackdown on a...
206 Views