Yadea Group Holdings' positive trends in ROCE and capital employment are highly sought after. The company's stock has returned 322% to shareholders over the last five years, indicating a bright future if these trends continue.
Insider transactions at Yadea Group Holdings suggest insiders align with common shareholders, possibly believing the share price is too low. High insider ownership indicates well-aligned management incentives.
China has received a trifecta of stimulus to fast-track its economy, which will thrust Chinese consumer spending stocks, electric vehicle industry companies and building sector-related stocks into the spotlight. For investors this represents an opporunity, 'as where macro funds go, investment flows'. What I mean by that is, what happens in the macro economic climate, typically dictates where funds go, and that tends to drive invest...
Jessica Amir楼主 :
Thank you. When investors think about the flow on effect on how China's central bank cut its rates, people tend to forget... it effects a lot of things. Not just building and construction stocks in HK and China, but also the global commododity companies who supply resources, that are needed to make building materials. There is a jolly good reason that BHP (the world's biggest iron ore producer) has been one of the most traded stocks at moomoo in the year that just passed on June 30. Iron ore is of course needed for steel.
$沪深300(000300.SH)$$iShares MSCI China A ETF(CNYA.US)$ UOB KH report. MSCI China now trades at an undemanding 12-month forward PE of 10.2x, or a 37.0% discount to Emerging Asia. This steep discount is unwarranted and they expect valuation to normalise in 2H23, backed by additional policy support. However, a significant rerating is only possible if credit growth accelerates; hence, their index target is at 74 points for now, implying 12.0x target PE. They prefer exposure to automobiles, co...
Why study the Southeast Asian market? - Possibly sluggish domestic industry growth in the future + big market in Southeast Asia (space for 4-5kw vehicles) + good profitability (ASP is much higher than that in China, and there is a high probability that the promotion sequence will be from top to bottom) I. The growth rate of domestic two-wheelers exceeded expectations again this year...
雅迪控股股票讨论区
UOBKH: Automobile – China (Underweight)
alphaedgeinvest...
$比亚迪股份(01211.HK)$$吉利汽车(00175.HK)$$长城汽车(02333.HK)$$广汽集团(02238.HK)$$理想汽车-W(02015.HK)$$理想汽车(LI.US)$$小鹏汽车(XPEV.US)$$蔚来(NIO.US)$$蔚来(NIO.SG)$$小鹏汽车-W(09868.HK)$$潍柴动力(02338.HK)$$福耀玻璃(03606.HK)$$德赛西威(002920.SZ)$$耐世特(01316.HK)$$敏实集团(00425.HK)$$拓普集团(601689.SH)$$旭升集团(603305.SH)$$宁德时代(300750.SZ)$$亿纬锂能(300014.SZ)$$赣锋锂业(01772.HK)$$格林美(002340.SZ)$$天赐材料(002709.SZ)$$中升控股(00881.HK)$$雅迪控股(01585.HK)$
UOBKH: Automobile – China (Underweight)
UOBKH: Automobile – China (Underweight) - Alpha Edge Investing
$比亚迪股份(01211.HK)$$宁德时代(300750.SZ)$$理想汽车-W(02015.HK)$$吉利汽车(00175.HK)$$长城汽车(02333.HK)$$广汽集团(02238.HK)$$小鹏汽车-W(09868.HK)$$潍柴动力(02338.HK)$$福耀玻璃(03606.HK)$$德赛西威(002920.SZ)$$耐世特(01316.HK)$$敏实集团(00425.HK)$$旭升集团(603305.SH)$$亿纬锂能(300014.SZ)$$赣锋锂业(01772.HK)$$格林美(002340.SZ)$$天赐材料(002709.SZ)$$中升控股(00881.HK)$$雅迪控股(01585.HK)$
UOBKH: China Automobile – BYD, Li Auto, CATL
UOBKH: China Automobile – BYD, Li Auto, CATL - Alpha Edge Investing
$比亚迪股份(01211.HK)$$理想汽车-W(02015.HK)$$理想汽车(LI.US)$$宁德时代(300750.SZ)$$长城汽车(02333.HK)$$广汽集团(02238.HK)$$小鹏汽车-W(09868.HK)$$潍柴动力(02338.HK)$$福耀玻璃(03606.HK)$$耐世特(01316.HK)$$敏实集团(00425.HK)$$旭升集团(603305.SH)$$亿纬锂能(300014.SZ)$$赣锋锂业(01772.HK)$$格林美(002340.SZ)$$天赐材料(002709.SZ)$$中升控股(00881.HK)$$雅迪控股(01585.HK)$
专栏Three invetment themes to watch amid China's trifecta of stimulus
For investors this represents an opporunity, 'as where macro funds go, investment flows'. What I mean by that is, what happens in the macro economic climate, typically dictates where funds go, and that tends to drive invest...
UOB KH report.
MSCI China now trades at an undemanding 12-month forward PE of 10.2x, or a 37.0% discount to Emerging Asia. This steep discount is unwarranted and they expect valuation to normalise in 2H23, backed by additional policy support. However, a significant rerating is only possible if credit growth accelerates; hence, their index target is at 74 points for now, implying 12.0x target PE. They prefer exposure to automobiles, co...
专栏Two-wheeled vehicles in Southeast Asia: the resonance of supply and demand, enterprises accelerate the export pace
- Possibly sluggish domestic industry growth in the future + big market in Southeast Asia (space for 4-5kw vehicles) + good profitability (ASP is much higher than that in China, and there is a high probability that the promotion sequence will be from top to bottom)
I. The growth rate of domestic two-wheelers exceeded expectations again this year...
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