TSLA China Update: April Import and Registration Data
In April, only 94 Tesla Motors (TSLA US) cars were imported and 2,658 were registered in China. The average selling price for the April imported...
792 Views
China Evergrande: The Case of Rising Leverage and Lower Margins
Having paid dividends of RMB 27.7bn in 2018, noteholders must have been relieved when Evergrande Real Estate Group (3333 HK) (“Evergrande” or the...
774 Views
Luckin Coffee (瑞幸咖啡) IPO Trading Strategies
Luckin Coffee (LK US)'s IPO was priced at US$17 per ADS, the top of its price range and was further upsized to 33m ADS compared to 30m previously....
922 Views
TSLA China Update: Q1 Import and Registration Data
In Q1, 12,747 Tesla Motors (TSLA US) cars were imported and 10,742 registered in China. Average selling price for imported batched landed at the...
624 Views
A Few Thoughts on China's March Auto Demand: SAAR Was Not as Bad as What News Headlines Suggested
March 2019 had one less selling day than March 2018, and 5 more selling days than February 2019. Hence, while auto unit sales fell by 5.1% YoY in...
866 Views