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Latest ideas and analyses related to China
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Latest ideas and analyses related to China
+31 pts
China Internet moving into Stage 2 earlier than expected; revisiting short and long-term fundamental outlook
By realjoe on May 16, 2022, 12:33 p.m.
Tagged topics: China , deep dive
Views: 5, Votes: 1, Responses: 0, Attachments: 2
+32 pts
April 2022 online sales tracker: Worse than expected decline due to lockdown impact
By realjoe on May 16, 2022, 12:06 p.m.
Tagged topics: China , eCommerce , downside to estimates
Views: 79, Votes: 2, Responses: 0, Attachments: 1
+0 pts
Looking for $NIO Bank of America Upgrade out today
By felixapecfinance on May 16, 2022, 10:12 a.m.
Tagged topics: China , EVs
Views: 6, Votes: 1, Responses: 0, Attachments: 0
+31 pts
Foshan Haitian Flavouring Recovery expected in 2H22F
By jocheah5s1 on May 14, 2022, 11:57 a.m.
Tagged topics: China , omicron variant
Views: 5, Votes: 2, Responses: 0, Attachments: 1
+31 pts
Ind Goods & Services Apr 22 trade data slightly better than expected; further weakness expected going forward
By jocheah5s1 on May 14, 2022, 11:42 a.m.
Tagged topics: China
Views: 4, Votes: 1, Responses: 0, Attachments: 1
+30 pts
Jiangsu King's Luck Brewery Weak near-term baijiu consumption sentiment
By jocheah5s1 on May 14, 2022, 11:40 a.m.
Tagged topics: China
Views: 3, Votes: 1, Responses: 0, Attachments: 1
+30 pts
Shenzhen Goodix Tech-A Diversification to reduce fingerprint reliance
By jocheah5s1 on May 14, 2022, 11:38 a.m.
Tagged topics: China
Views: 2, Votes: 1, Responses: 0, Attachments: 1
+30 pts
Eve Energy Going through the trough
By jocheah5s1 on May 14, 2022, 11:36 a.m.
Tagged topics: China , Energy
Views: 2, Votes: 1, Responses: 0, Attachments: 1
+30 pts
Yonghui Superstores Continued improvement in the online contribution
By jocheah5s1 on May 14, 2022, 11:34 a.m.
Tagged topics: China , Online
Views: 2, Votes: 1, Responses: 0, Attachments: 1
+30 pts
Technology - Others Yoy turnover growth rate – weak figures in Apr 22
By jocheah5s1 on May 14, 2022, 11:32 a.m.
Tagged topics: China , technology
Views: 2, Votes: 1, Responses: 0, Attachments: 1
+30 pts
China Strategy Key takeaways of China Auto & Auto Parts corporate day
By jocheah5s1 on May 14, 2022, 11:30 a.m.
Tagged topics: China
Views: 3, Votes: 1, Responses: 0, Attachments: 1
+32 pts
May 10 CMB International Global Markets | Equity Research | Market Strategy
By jocheah5s1 on May 14, 2022, 2:25 a.m.
Tagged topics: China , HK listing
Views: 9, Votes: 2, Responses: 0, Attachments: 1
+31 pts
May 9 XPeng Inc (XPEV.N) Introducing 'bundling software & hardware' pricing strategy to boost Autonomous driving penetration
By jocheah5s1 on May 14, 2022, 2:13 a.m.
Tagged topics: China , XPENG automation
Views: 5, Votes: 1, Responses: 0, Attachments: 1
+31 pts
$NKE - Updating Greater China estimates
By ethonomics on May 12, 2022, 4:31 p.m.
Tagged topics: China , analyst lowers estimates
Views: 8, Votes: 2, Responses: 0, Attachments: 1
+35 pts
Weak April as expected due to COVID, expect May recovery
By cassie on May 2, 2022, 1 p.m.
Tagged topics: analyst checks , China
Views: 15, Votes: 2, Responses: 0, Attachments: 1
+35 pts
Impact Of China Lockdown On Selected Chinese Tech Names
By Btam on April 24, 2022, 11:22 p.m.
Tagged topics: China
Views: 21, Votes: 3, Responses: 0, Attachments: 1
+33 pts
JD.com - Cautiously Optimistic; Still Expecting Better-Than-Peers Growth
By toranjaa on April 18, 2022, 7:53 a.m.
Tagged topics: China , eCommerce , china ecommerce
Views: 9, Votes: 2, Responses: 0, Attachments: 1
+33 pts
$NIO $XPEV $LI - checks indicate April likely a lost month
By phenphen on April 11, 2022, 11:33 a.m.
Tagged topics: China , downside risk
Views: 82, Votes: 3, Responses: 0, Attachments: 1
+36 pts
$XPEV $LI $NIO - inflation should not impact BEV demand because ICE costs also rising
By cassie on April 4, 2022, 11:37 a.m.
Tagged topics: China , electric vehicles
Views: 118, Votes: 5, Responses: 0, Attachments: 1
+35 pts
US Strategy Note - Washington Policy | Weekly Wrap: Key Confirmations Next Week, Large Bank Scrutiny Rises on DC Agenda
By nit on April 2, 2022, 8:51 a.m.
Tagged topics: China , Raymond James , US Fiscal , US
Views: 21, Votes: 4, Responses: 0, Attachments: 1