Guangzhou Automobile Group's share price and EPS decline over the past five years suggests potential unresolved issues. Last year's performance, worse than the annualised 9% loss over the last half decade, could be a red flag for long term investors. Contrarian investors might see a potential turnaround.
WTCH Group's deal with GAC AION aligns with its EESG objectives for long-term sustainable growth. The partnership also provides WTCH Group with the benefits of economies of scale from the GAC AION project.
Despite forecasted growth, Guangzhou Automobile Group's P/E aligns with the market, indicating shareholders' skepticism. While a price drop seems less likely, sudden changes in future earnings could concern investors.
1. Two of China’s established automobile brands record hefty growth in October sales. Two of China's top automakers posted robust gains in sales last month - Guangzhou-based GAC Group recorded a 5.6% y-o-y increase in car sales and NEV sales rose 39%, while Great Wall Motors saw a jump of 31% in auto sales. Both show that established brands are gaining ground in exports to emerging economies. And growth is not isolated to China’s m...
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$ファーウェイ香港(BK0795.SH)$ $小米集団(01810.HK)$
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$BYD(01211.HK)$ $吉利汽车(00175.HK)$ $長城汽車(02333.HK)$ $広州汽車集団(02238.HK)$ $LI AUTO-W(02015.HK)$ $リー・オート(LI.US)$ $シャオペン(XPEV.US)$ $ニオ(NIO.US)$ $NIO Inc. USD OV(NIO.SG)$ $XPENG-W(09868.HK)$ $ウェイ柴動力(02338.HK)$ $福耀玻璃(03606.HK)$ $Huizhou Desay SV Automotive(002920.SZ)$ $耐世特汽車(01316.HK)$ $敏実集団(00425.HK)$ $Ningbo Tuopu Group(601689.SH)$ $Ningbo Xusheng Group(603305.SH)$ $Contemporary Amperex Technology(300750.SZ)$ $Eve Energy Co.,Ltd.(300014.SZ)$ $江西ガン鋒リ業(01772.HK)$ $GEM Co.,Ltd.(002340.SZ)$ $Guangzhou Tinci Materials Technology(002709.SZ)$ $中升集団(00881.HK)$ $雅迪控股(01585.HK)$
DBS: Guangzhou Automobile Group – H: Buy Target Price HK$4.10; A: Hold Target Price RMB8.90 - Alpha Edge Investing
$広州汽車集団(02238.HK)$ $Guangzhou Automobile Group(601238.SH)$
DBS: Regional Auto Sector - Alpha Edge Investing
$BYD Company Limited(002594.SZ)$ $吉利汽车(00175.HK)$ $敏実集団(00425.HK)$ $東風汽車集団(00489.HK)$ $中升集団(00881.HK)$ $BYD(01211.HK)$ $耐世特汽車(01316.HK)$ $北京汽車(01958.HK)$ $LI AUTO-W(02015.HK)$ $広州汽車集団(02238.HK)$ $長城汽車(02333.HK)$ $中国永達汽車(03669.HK)$ $Guangzhou Automobile Group(601238.SH)$ $Great Wall Motor(601633.SH)$ $NIO Inc(09866.HK)$ $XPENG-W(09868.HK)$ $ニオ(NIO.US)$ $リー・オート(LI.US)$ $シャオペン(XPEV.US)$
Two of China's top automakers posted robust gains in sales last month - Guangzhou-based GAC Group recorded a 5.6% y-o-y increase in car sales and NEV sales rose 39%, while Great Wall Motors saw a jump of 31% in auto sales. Both show that established brands are gaining ground in exports to emerging economies. And growth is not isolated to China’s m...
DBS: China Autos - Alpha Edge Investing
$BYD Company Limited(002594.SZ)$ $吉利汽车(00175.HK)$ $敏実集団(00425.HK)$ $東風汽車集団(00489.HK)$ $中升集団(00881.HK)$ $BYD(01211.HK)$ $耐世特汽車(01316.HK)$ $北京汽車(01958.HK)$ $LI AUTO-W(02015.HK)$ $広州汽車集団(02238.HK)$ $長城汽車(02333.HK)$ $中国永達汽車(03669.HK)$ $Guangzhou Automobile Group(601238.SH)$ $Great Wall Motor(601633.SH)$ $NIO Inc(09866.HK)$ $リー・オート(LI.US)$ $シャオペン(XPEV.US)$ $ニオ(NIO.US)$ $NIO Inc. USD OV(NIO.SG)$
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