China Auto Sector – 2H22E likely beat; FY23E consensus overstated
China’s passenger-vehicle (PV) retail sales volume, based on insurance data, rose 9% YoY to 1.86mn units in Sep 2022, 3% lower than our prior...
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China Auto Sector – Set for NEV new-high sales in Sep and 4Q22
NIO’s Sep sales volume was about 1,000 units lower than our prior estimates due to sequentially declining sales volume for the ET7.
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China Auto Sector – What we worried earlier is partially priced in now
Similar to Jul 2022, that figure made the best Aug wholesale volume in history and 13% higher than the second-best Aug sales occurred in 2017.
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Pakistan Market Outlook 2017
Pakistan market is expected to continue its uptrend in 2017 given tangible gains from China Pakistan Economic Corridor (CPEC) projects and rising...
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Energy Transition: Brazil - Leapfrog to Electric
Leapfrog to Electric delivers a simple conclusion: Brazil’s ICE‑dependent transport system is an economic liability—and the upside from a rapid...
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