JL Warren Capital

JL Warren Capital LLC is a leading independent equity research firm focused on Chinese companies and listed multinationals in China. We employ a bottom-up research approach that takes great care to avoid the acquisition of material non-public information. Through investigative due diligence including channel surveys and interviews, our research helps clients to pinpoint the dislocations in the market.

Investment Advisors

China Auto Market -Retail Sales, Wholesale & Production Growth Rates All Decelerated in September

China's Auto Sales Decelerated Further in May; New Energy Policy Adds Extra Costs to All Auto OEMs

Does Geely's Investment in Volvo Signal a Shift in China's Auto Strategy?

BYD Update => Three Local Governments Withdrew from BYD Auto's Monorail Projects

Investment Advisors, JL Warren Capital

Junheng Li

Equity Bottom-Up

<p>For years, the Chinese government has encouraged domestic automakers to break out of their domestic market only approach and to shine on the global stage.  When <a href="https://www.smartkarma.com/entities/127" target="_blank" data-smartkarma-citation="entities:127:1">Geely Automobile Holdings Ltd (175 HK)</a> considered buying a “distressed” western car company during the global financial crisis of 2008-2010, the Chinese government offered funding support to acquire <a href="https://www.smartkarma.com/entities/22521" target="_blank" data-smartkarma-citation="entities:22521:1">Volvo AB (VOLVB SS)</a> (after a few other candidates were screened).  The deal ultimately became the turning point for both Geely and Volvo…</p>

For years, the Chinese government has encouraged domestic automakers to break out of their domestic market only approach and to shine on the global stage.  When Geely Automobile Holdings Ltd (175 HK) considered buying a “distressed” western car company during the global financial crisis of 2008-2010, the Chinese government offered funding support to acquire Volvo AB (VOLVB SS) (after a few other candidates were screened).  The deal ultimately became the turning point for both Geely and Volvo…

吉利汽車：想像力に委ねられた部分が多い