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スレ主 :
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.
$CSI 300 Index(000300.SH)$$iShares MSCI China A ETF(CNYA.US)$ UOB KH report. MSCI China now trades at an undemanding 12-month forward PE of 10.2x, or a 37.0% discount to Emerging Asia. This steep discount is unwarranted and they expect valuation to normalise in 2H23, backed by additional policy support. However, a significant rerating is only possible if credit growth accelerates; hence, their index target is at 74 points for now, implying 12.0x target PE. They prefer exposure to automobiles, co...
Why study the Southeast Asian market? - Possibly sluggish domestic industry growth in the future + big market in Southeast Asia (space for 4-5kw vehicles) + good profitability (ASP is much higher than that in China, and there is a high probability that the promotion sequence will be from top to bottom) I. The growth rate of domestic two-wheelers exceeded expectations again this year...
雅迪控股に関するコメント
UOBKH: Automobile – China (Underweight)
alphaedgeinvest...
$BYD(01211.HK)$$吉利汽车(00175.HK)$$長城汽車(02333.HK)$$広州汽車集団(02238.HK)$$LI AUTO-W(02015.HK)$$リー・オート(LI.US)$$シャオペン(XPEV.US)$$ニオ(NIO.US)$$NIO Inc. USD OV(NIO.SG)$$XPENG-W(09868.HK)$$ウェイ柴動力(02338.HK)$$福耀玻璃(03606.HK)$$Huizhou Desay SV Automotive(002920.SZ)$$耐世特汽車(01316.HK)$$敏実集団(00425.HK)$$Ningbo Tuopu Group(601689.SH)$$Ningbo Xusheng Group(603305.SH)$$Contemporary Amperex Technology(300750.SZ)$$Eve Energy Co.,Ltd.(300014.SZ)$$江西ガン鋒リ業(01772.HK)$$GEM Co.,Ltd.(002340.SZ)$$Guangzhou Tinci Materials Technology(002709.SZ)$$中升集団(00881.HK)$$雅迪控股(01585.HK)$
UOBKH: Automobile – China (Underweight)
UOBKH: Automobile – China (Underweight) - Alpha Edge Investing
$BYD(01211.HK)$$Contemporary Amperex Technology(300750.SZ)$$LI AUTO-W(02015.HK)$$吉利汽车(00175.HK)$$長城汽車(02333.HK)$$広州汽車集団(02238.HK)$$XPENG-W(09868.HK)$$ウェイ柴動力(02338.HK)$$福耀玻璃(03606.HK)$$Huizhou Desay SV Automotive(002920.SZ)$$耐世特汽車(01316.HK)$$敏実集団(00425.HK)$$Ningbo Xusheng Group(603305.SH)$$Eve Energy Co.,Ltd.(300014.SZ)$$江西ガン鋒リ業(01772.HK)$$GEM Co.,Ltd.(002340.SZ)$$Guangzhou Tinci Materials Technology(002709.SZ)$$中升集団(00881.HK)$$雅迪控股(01585.HK)$
UOBKH: China Automobile – BYD, Li Auto, CATL
UOBKH: China Automobile – BYD, Li Auto, CATL - Alpha Edge Investing
$BYD(01211.HK)$$LI AUTO-W(02015.HK)$$リー・オート(LI.US)$$Contemporary Amperex Technology(300750.SZ)$$長城汽車(02333.HK)$$広州汽車集団(02238.HK)$$XPENG-W(09868.HK)$$ウェイ柴動力(02338.HK)$$福耀玻璃(03606.HK)$$耐世特汽車(01316.HK)$$敏実集団(00425.HK)$$Ningbo Xusheng Group(603305.SH)$$Eve Energy Co.,Ltd.(300014.SZ)$$江西ガン鋒リ業(01772.HK)$$GEM Co.,Ltd.(002340.SZ)$$Guangzhou Tinci Materials Technology(002709.SZ)$$中升集団(00881.HK)$$雅迪控股(01585.HK)$
コラム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...
コラム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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