Latest ideas and analyses related to China

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
BABA , PDD , NTES

+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
BABA , PDD , JD , VIPS , DDL , DADA

+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
NIO

+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
China

+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
Industrials

+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
Food & Drinks

+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
Tech

+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
China

+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
China

+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
China

+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
China Autos

+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
STRETEGY

+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
COMPANY

+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
NKE

+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
NIO , XPEV , LI

+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
JD , NTES , TCOM

+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
JD

+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
NIO , XPEV , LI

+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
XPEV , LI , NIO

+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
US Policy

+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