$BYD COMPANY (01211.HK)$ $LI AUTO-W (02015.HK)$ $XPENG-W (09868.HK)$  $NIO-SW (09866.HK)$  $LEAPMOTOR (09863.HK)$ $MINTH GROUP (00425.HK)$ $NEXTEER (01316.HK)$
China’s EV Makers Taking Longer to Pay Bills Amid Rising Stress
~ Nio taking some 295 days to pay suppliers, up from 197 in 2021
~ Smaller suppliers to feel particularly harsh knock-on effects
The time it’s taking for some of China’s electric-car makers to pay suppliers is ballooning — a further sign of stress ...

$BUD APAC (01876.HK)$ $CHINA RES BEER (00291.HK)$ $TSINGTAO BREW (00168.HK)$ $ZJLD (06979.HK)$ $L'OCCITANE (00973.HK)$   $ESR (01821.HK)$ $SharkNinja (SN.US)$
Single largest shareholder (Anheuser-Busch InBev SA) controlling 87.61% share, possible will privatise this company by only spending less than $4 billion to re-list at US Stock Market to enjoy higher valuation since the share price decelerated until far below consensus target level (60% ~ 80% below current price)
...

$Hang Seng Index (800000.HK)$
You all need mark today HSI performance as your memory

$Hang Seng Index (800000.HK)$
Don't expect will rebound soon. For the year 2023 no more window dressing really.
Most probably HSI will further be decelerated until 15900 by year end, simultaneously 20% off from 2022 closing level.
Once again to remind, stay away from all China & HK Market, global big assets management already started to pare down shareholding since Q1'23

$Hang Seng Index (800000.HK)$
As JP Morgan highlighted early, stay away from all stocks related to China.
Sooner or later most probably global asset management will ex-china market
What will happen for the stock market if ex-china (inclusive of HK)!!

$NASDAQ Golden Dragon China (.HXC.US)$
As JP Morgan highlighted early, stay away from all stocks related to China
Sooner or later most probably global asset management will ex-china market

$XPeng (XPEV.US)$ $Li Auto (LI.US)$ $NIO Inc (NIO.US)$ $Lucid Group (LCID.US)$ $Rivian Automotive (RIVN.US)$
Market cap from low to high for small EV players as at 19/08/22:-
Xpeng - $ 18.28 bil
Lucid - $ 28.02 bil
Li Auto - $ 31.21 bil
Rivian - $ 31.56 bil
Nio - $ 32.24 bil

$XPeng (XPEV.US)$, $Li Auto (LI.US)$, $BYD COMPANY (01211.HK)$, $NIO-SW (09866.HK)$
Since May 2022, share price momentum for Li Auto much more strongest than Xpeng. Nowadays both share variant already more than $10

$JS GLOBAL LIFE (01691.HK)$ , $TECHTRONIC IND (00669.HK)$,  $HAIER SMARTHOME (06690.HK)$
~~https://www.cnbc.com/2022/07/25/walmart-cuts-second-quarter-guidance-as-it-sees-slower-growth-due-to-inflation.html