The 720_ China Autos, A vs. H shares, Miniso, Hengli downgrade, China Insurance, NetEase, Global growth vs. inflation_tariffs
2025-02-28 05:14
24 February 2025 | 7:18AM HKT The 720: China Autos, A vs. H shares, Miniso, Hengli downgrade, China Insurance, NetEase, Global growth vs. inflation/tariffs In Focus | China Autos China Autos - 4Q24E Preview: volume & margin improvement in 4Q24, with autopilot to be the focus in 2025. We preview 4Q24E results for our China auto OEMs coverage and roll forward our valuation by one year across the space. For this set of results, we expect investor focus to be on (1) Gross margin: the strong sales volume in 4Q s ...