HK Connect Flows Weekly (Jul 17th): Knowledge Atlas, Alibaba, Ntes, Iluvatar Corex, Gigadevice
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Knowledge Atlas (2513 HK), Alibaba (9988 HK), Ntes (9999...
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China Auto: Another Weak Month
China's overall auto retail sales remained week in November due to limit car storage in dealers (less supply), less promotions and interruptions...
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Tesla Can Deal with Supply Chain Shortage, Unlike Most Chinese Peers
BYD is positioned well, too. The global automotive industry is facing a deepening supply chain crisis
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China Auto Sector Outlook 2022E
Auto supply chain issue, including chip shortage, might be worse in 2022E. Local brands might keep gaining market share due to their higher...
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China Auto: Outstanding Xpeng in Dark Moment
As expected, auto chip shortage issue wasn't eased in October. And NEV players started getting affected. Both Li Auto (Li.US; 2015.HK) and Xpeng...
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