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
OP
:
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...
An exchange-traded fund designed to track the price performance of Bitcoin or other major crypto, allowing investors to participate in the market without directly purchasing the assets.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in HK Crypto ETF, ranked from highest to lowest based on real-time market data. An exchange-traded fund designed to track the price performance of Bitcoin or other major crypto, allowing investors to participate in the market without directly purchasing the assets.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in HK Crypto ETF, ranked from highest to lowest based on real-time market data.
YADEA Stock Forum
alphaedgeinvest...
$BYD COMPANY (01211.HK)$ $GEELY AUTO (00175.HK)$ $GWMOTOR (02333.HK)$ $GAC GROUP (02238.HK)$ $LI AUTO-W (02015.HK)$ $Li Auto (LI.US)$ $XPeng (XPEV.US)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $XPENG-W (09868.HK)$ $WEICHAI POWER (02338.HK)$ $FUYAO GLASS (03606.HK)$ $Huizhou Desay SV Automotive (002920.SZ)$ $NEXTEER (01316.HK)$ $MINTH GROUP (00425.HK)$ $Ningbo Tuopu Group (601689.SH)$ $Ningbo Xusheng Group (603305.SH)$ $Contemporary Amperex Technology (300750.SZ)$ $Eve Energy Co.,Ltd. (300014.SZ)$ $GANFENGLITHIUM (01772.HK)$ $GEM Co.,Ltd. (002340.SZ)$ $Guangzhou Tinci Materials Technology (002709.SZ)$ $ZHONGSHENG HLDG (00881.HK)$ $YADEA (01585.HK)$
UOBKH: Automobile – China (Underweight) - Alpha Edge Investing
$BYD COMPANY (01211.HK)$ $Contemporary Amperex Technology (300750.SZ)$ $LI AUTO-W (02015.HK)$ $GEELY AUTO (00175.HK)$ $GWMOTOR (02333.HK)$ $GAC GROUP (02238.HK)$ $XPENG-W (09868.HK)$ $WEICHAI POWER (02338.HK)$ $FUYAO GLASS (03606.HK)$ $Huizhou Desay SV Automotive (002920.SZ)$ $NEXTEER (01316.HK)$ $MINTH GROUP (00425.HK)$ $Ningbo Xusheng Group (603305.SH)$ $Eve Energy Co.,Ltd. (300014.SZ)$ $GANFENGLITHIUM (01772.HK)$ $GEM Co.,Ltd. (002340.SZ)$ $Guangzhou Tinci Materials Technology (002709.SZ)$ $ZHONGSHENG HLDG (00881.HK)$ $YADEA (01585.HK)$
UOBKH: China Automobile – BYD, Li Auto, CATL - Alpha Edge Investing
$BYD COMPANY (01211.HK)$ $LI AUTO-W (02015.HK)$ $Li Auto (LI.US)$ $Contemporary Amperex Technology (300750.SZ)$ $GWMOTOR (02333.HK)$ $GAC GROUP (02238.HK)$ $XPENG-W (09868.HK)$ $WEICHAI POWER (02338.HK)$ $FUYAO GLASS (03606.HK)$ $NEXTEER (01316.HK)$ $MINTH GROUP (00425.HK)$ $Ningbo Xusheng Group (603305.SH)$ $Eve Energy Co.,Ltd. (300014.SZ)$ $GANFENGLITHIUM (01772.HK)$ $GEM Co.,Ltd. (002340.SZ)$ $Guangzhou Tinci Materials Technology (002709.SZ)$ $ZHONGSHENG HLDG (00881.HK)$ $YADEA (01585.HK)$
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...
- 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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