ENTITY
Guangzhou Automobile Group

Guangzhou Automobile Group (601238 CH)

111
Analysis
Consumer Discretionary • China
Guangzhou Automobile Group Company Limited manufactures and sells automobiles. The Company vehicles, motorcycles, and other products. Guangzhou Automobile Group also provides automobile parts manufacturing, automotive business services, automotive finance, and other services.
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•24 Jan 2017 06:38

Global Consumer Sentiment Strong in Dec but Troubling Patterns Risk Volatility in 2017

GCSI Rises In December but Increased Polarization Predicts Volatility in 2017In December the RRG Global Consumer Sentiment Index (GCSI) increased...

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•16 Jan 2017 10:19

Upgrading 2017 Macau Gaming Revenue Growth to 6%; Policy Risks Prevent Robust Recovery

We have revised our near-term Macau gross gaming revenue growth forecast, based on our industry checks that point to improvement in both VIP and...

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•15 Jan 2017 00:18

China Auto 2017 - Hangover Time

China's Passenger Vehicle sales is very likely to have an annual decline for the first time in 2017. The 15% y/y growth in 2016 (which saw Chinese...

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•15 Dec 2016 10:56

How Incomes & Demographics Will Drive Traditional Toys/Games Spending Shifts in Key Emerging Markets

Emerging markets, following a slowdown in traditional toy sales due to macroeconomic volatility, are expected to recover through 2020 and once...

•10 Dec 2016 14:47

Vocational Education in China Will Be the New Sexy

In the higher education space within China, we like educational operators that focus on vocational training programs. Both Minsheng Education (MSE)...

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