China Auto: What if Trade War Drags On ? Relative Winners and Losers
IfĀ the trade war between US and China prolongs, the negative impact on China's auto sector fundamentals would beĀ deeper.Ā JV brands would be hurt...
723 Views
Afari (åéē§ę) A+H Pre-IPO: Early Thought
Afari is seeking to raise at least USD 100m in an A+H listing. In this note, we look at the company's business, its industry context and provide...
129 Views
China Auto: New Incentives Bring New Demand
A speech from Ministry of Commerce last week represented that China would introduce a few incentives to boost auto consumption soon. Among these...
762 Views
China NEV: Subsidy Cut Deeper than Expected, Avoid BYD
2019 NEV subsidy policy announced on March 26th, which cut subsidies deeperĀ than expected. However, as the new policy will take effect only on June...
712 Views
Desay SV A+H Pre-IPO: Early Thought
Desay SV is seeking to raise at least USD 100m in an A+H listing. In this note, we look at the company's business, its industry context and provide...
170 Views