China Auto: Ready? Go!
We believe it's the perfect time to buy China auto now. According to CPCA, auto demand is warming up quickly. It's very likely that China's auto...
448 Views
China Auto: Stay with Conservative Players
Although China's active coronavirus cases reduced significantly since Mid-February, market fear of coronavirus has not abated to the same degree...
386 Views
Weichai Power (2338.HK): Engine Power Regained
We believe the market underestimates Weichai's earnings benefit its from cooperation with Sinotruk. Current Bloomberg consensus indicates a 2.5%...
366 Views
Sinotruk(3808.HK): New Engine, New Life
China's new toll road charge policy which took effect on 1st Jan 2020, allows no overload on trucks. Moreover new charges are calculated based on...
530 Views
Shanghai/Shenzhen Connect Ideas: Duty-Free Shops, Yanghe, Wuliangye, Meinian (2019-07-12)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
667 Views