Primer: Dongfeng Motor (489 HK) - Aug 2026
Transition to NEVs is Critical but Financially Draining: Dongfeng is aggressively shifting towards New Energy Vehicles (NEVs) with its...
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EMERGING THEMES: China's Next 5 Year Plan
China will roll out its 2026 - 2030 five-year plan this month, outlining the economic and social roadmap until the end of the decade.Historically...
795 Views
Dongfeng Motor (489 HK): DFM’s Attractive Privatisation Offer
The transaction helps unlock the HoldCo discount. The offer is attractive as it values the remaining business at a premium multiple, and the...
1.3k Views
Dongfeng Motor(489HK)-Abandoned Restructuring,Cash > MCap : Can It Be A Dark Horse In Coming Future?
July 2025 Production & Sales: Dongfeng Motor sold 978,462 units in Jan–Jul 2025 (-8.9% YoY). NEV sales rose 35.5% to 249,571 units, driven by Voyah...
796 Views
EQD | Volatile Roads: Unveiling Risk in the Asian Auto Industry Through the Options Market
Global auto industry faces tariff risk. The option market assigns the highest risk to Chinese car makers. The Indian auto sector appears least...
459 Views