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...
$滬深300(000300.SH)$$iShares MSCI China A ETF(CNYA.US)$ UOB KH report. MSCI China now trades at an undemanding 12-month forward PE of 10.2x, or a 37.0% discount to Emerging Asia. This steep discount is unwarranted and they expect valuation to normalise in 2H23, backed by additional policy support. However, a significant rerating is only possible if credit growth accelerates; hence, their index target is at 74 points for now, implying 12.0x target PE. They prefer exposure to automobiles, co...
Why study the Southeast Asian market? - Possibly sluggish domestic industry growth in the future + big market in Southeast Asia (space for 4-5kw vehicles) + good profitability (ASP is much higher than that in China, and there is a high probability that the promotion sequence will be from top to bottom) I. The growth rate of domestic two-wheelers exceeded expectations again this year...
雅迪控股股票討論區
UOBKH: Automobile – China (Underweight)
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$比亞迪股份(01211.HK)$$吉利汽車(00175.HK)$$長城汽車(02333.HK)$$廣汽集團(02238.HK)$$理想汽車-W(02015.HK)$$理想汽車(LI.US)$$小鵬汽車(XPEV.US)$$蔚來(NIO.US)$$蔚來(NIO.SG)$$小鵬汽車-W(09868.HK)$$濰柴動力(02338.HK)$$福耀玻璃(03606.HK)$$德賽西威(002920.SZ)$$耐世特(01316.HK)$$敏實集團(00425.HK)$$拓普集團(601689.SH)$$旭升集團(603305.SH)$$寧德時代(300750.SZ)$$億緯鋰能(300014.SZ)$$贛鋒鋰業(01772.HK)$$格林美(002340.SZ)$$天賜材料(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
$比亞迪股份(01211.HK)$$寧德時代(300750.SZ)$$理想汽車-W(02015.HK)$$吉利汽車(00175.HK)$$長城汽車(02333.HK)$$廣汽集團(02238.HK)$$小鵬汽車-W(09868.HK)$$濰柴動力(02338.HK)$$福耀玻璃(03606.HK)$$德賽西威(002920.SZ)$$耐世特(01316.HK)$$敏實集團(00425.HK)$$旭升集團(603305.SH)$$億緯鋰能(300014.SZ)$$贛鋒鋰業(01772.HK)$$格林美(002340.SZ)$$天賜材料(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
$比亞迪股份(01211.HK)$$理想汽車-W(02015.HK)$$理想汽車(LI.US)$$寧德時代(300750.SZ)$$長城汽車(02333.HK)$$廣汽集團(02238.HK)$$小鵬汽車-W(09868.HK)$$濰柴動力(02338.HK)$$福耀玻璃(03606.HK)$$耐世特(01316.HK)$$敏實集團(00425.HK)$$旭升集團(603305.SH)$$億緯鋰能(300014.SZ)$$贛鋒鋰業(01772.HK)$$格林美(002340.SZ)$$天賜材料(002709.SZ)$$中升控股(00881.HK)$$雅迪控股(01585.HK)$
專欄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...
專欄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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