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SAIC Motor (600104 CH)
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282
Analysis
Consumer Discretionary
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China
SAIC Motor Corporation Ltd., through joint ventures, manufactures and markets automobiles and related parts and accessories.
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bearish
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Thematic (Sector/Industry)
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30 Mar 2019 05:14
China NEV: Subsidy Cut Deeper than Expected, Avoid BYD
2019 NEV subsidy policy announced on March 26th, which cut subsidies deeper than expected. However, as the new policy will take effect only on June...
Victoria Li
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712 Views
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bearish
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Thematic (Sector/Industry)
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02 Mar 2019 20:23
China Auto: Rate of Decline Moderating but Too Early to Call a Recovery
The uptrend in China's PV retail sales yoy rates has spilled over into the Chinese auto stocks. However we think it's too early to conclude that...
Victoria Li
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609 Views
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bearish
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Thematic (Sector/Industry)
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07 Dec 2018 07:06
China Auto Outlook 2019 - Keep Warm, Winter Is Here!
2019 might be the worst year in decades for China's auto(ICE) volume growth. NDRC has claimed that no Auto Purchase Tax (APT) will be cut in the...
Victoria Li
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613 Views
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bullish
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Thematic (Sector/Industry)
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21 Sep 2018 15:14
China NEV Outlook Part 1- How the Market Will Look like in 10 Years
Today, overall NEV (New Energy Vehicles) market size is expanding quickly in China. Government subsidies keep users' purchasing cost attractive....
Victoria Li
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579 Views
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bullish
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Thematic (Sector/Industry)
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12 Sep 2018 19:35
China Auto: Looking for New Engines in Weak Market
China's PV (passenger vehicle) demand is getting sluggish since 2017. It's getting weaker recently. CCMA reported a 4.6% yoy decline on August PV...
Victoria Li
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608 Views
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