Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

Equity Bottom-Up

With the coming of ADAS and autonomous driving as well as the Chinese government rule to reduce carbon footprint, <a href="https://www.smartkarma.com/entities/minth-group-ltd" target="_blank" data-smartkarma-citation="entities:9232:1">Minth Group Ltd (425 HK)</a> has made the necessary investment teaming up with Fujitsu for automotive camera module as well as a constant investment on aluminum's R&amp;D for a lighter car body part, which proves to be quite an effective way to increase fuel efficiency that will reduce carbon emission.  With international customers such as Daimler, BMW, VW, Fiat, Toyota, Peugeot, Ford, Suzuki and in China GAIC, Great Wall, Minth holds a steady position in the car manufacturing value chain and known as the trusted exterior body parts provider as well as an aluminum product that help to reduce car's body weight. As the world is moving towards an autonomous driving and a more eco-friendly car, Minth is well positioned to be the key beneficiary of this trend.Despite their position as market leader on the producer of exterior body parts, Minth is only trading at 20x earnings. Once their investment in automotive camera module starts producing a return, the stock should trade at a higher valuation than it is now.

With the coming of ADAS and autonomous driving as well as the Chinese government rule to reduce carbon footprint, Minth Group Ltd (425 HK) has made the necessary investment teaming up with Fujitsu for automotive camera module as well as a constant investment on aluminum's R&amp;D for a lighter car body part, which proves to be quite an effective way to increase fuel efficiency that will reduce carbon emission.  With international customers such as Daimler, BMW, VW, Fiat, Toyota, Peugeot, Ford, Suzuki and in China GAIC, Great Wall, Minth holds a steady position in the car manufacturing value chain and known as the trusted exterior body parts provider as well as an aluminum product that help to reduce car's body weight. As the world is moving towards an autonomous driving and a more eco-friendly car, Minth is well positioned to be the key beneficiary of this trend.Despite their position as market leader on the producer of exterior body parts, Minth is only trading at 20x earnings. Once their investment in automotive camera module starts producing a return, the stock should trade at a higher valuation than it is now. 

When Your Car Needs to Go on Diet - Call Minth

China

FAW Jiefang Group Co., Ltd, through joint ventures, manufactures and markets cars and auto parts.  The Company produces automobiles, transmission systems, and engines.  FAW Car also provides auto repair and customizing services.

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FAW Jiefang Group Co., Ltd A (000800 CH)

When Your Car Needs to Go on Diet - Call Minth

With the coming of ADAS and autonomous driving as well as the Chinese government rule to reduce carbon footprint, Minth Group Ltd (425 HK) has made...

Henry Soediarko

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