bearish
Sinotruk: Inventory Overhang at Dealers and Weak End Demand Will Take Time to Clear
181 Views27 Jan 2022 19:12
Sector outlook is weak with a -20% yoy decline on sales volume expected. End demand was largely brought forward in 1H2021. Lots of inventory at dealers are waiting to be sold.
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 1-minute read)
Discussions
(Paid Plans Only)
Victoria Li
China Specialist, Auto and Industrial Specialist
- Sinotruk: Inventory Overhang at Dealers and Weak End Demand Will Take Time to Clear27 Jan 2022
- Sinotruk (3808.HK): Sluggish Sector Demand Ahead13 Sep 2021
- Sinotruk: HDT End Demand Weakness Warning12 May 2021
x