CNH CNH INDUSTRIAL N.V. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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05:05
May 13
May 13
LONG RMB on measured appreciation policy
The PBOC is likely to engineer measured RMB appreciation ahead of the Trump-Xi summit, especially given a softer dollar. The currency could trade in a 6.72-6.82 range, with potential upside after the meeting. The policy direction supports a stronger renminbi.
MED
19:36
May 07
May 07
Renminbi is the easiest trade up
The Chinese renminbi is the easiest trade: both the US and China want a higher RMB, it is the most undervalued major currency, and it is already appreciating; a positive US-China summit outcome will likely accelerate this trend.
HIGH
18:33
May 07
May 07
Easy trade: renminbi moving up
The Chinese renminbi is the most undervalued currency in the world and has the strongest momentum. Both the US and China want a higher RMB, and it is already rising. This is the easiest trade because of alignment of incentives and massive valuation tailwinds, and it will likely continue to rise 5-8% per year for the next few years, especially if the Trump-Xi summits go well.
HIGH
15:34
Apr 30
Apr 30
Long equipment finance, rental, and dealer companies as healthy credit, low used inventory, and strong lease conversions support equipment demand.
HIGH
23:59
Apr 21
Apr 21
Long CNH (or Chinese assets) as state bank foreign reserve accumulation, a key supportive flow for the yuan, is expected to resume in the 2025-26 period after a pause.
MED
21:42
Feb 27
Feb 27
The author believes China's currency is unsustainably managed and too weak relative to its balance of payments, implying a future revaluation or policy failure.
MED
16:27
Feb 27
Feb 27
The author asserts that a surge in settlement data is clear evidence of the PBOC intervening to suppress the RMB's rate of appreciation, implying the currency's upside is actively managed and limited.
MED
11:28
Feb 27
Feb 27
The PBoC is removing a key tool used to support the yuan, making it cheaper to hedge or speculate on CNH weakness and signaling a tolerance for depreciation.
MED
00:37
Feb 27
Feb 27
The PBoC is making it cheaper for institutions to sell the Yuan, signaling an official tolerance for or desire to see further currency weakness, which is bullish for USD/CNH.
MED
03:44
Feb 26
Feb 26
A policy signal from China indicating tolerance for a stronger yuan suggests the currency's recent appreciation against the dollar is likely to continue.
MED
22:25
Feb 24
Feb 24
The author implies large-scale Chinese FX intervention is artificially suppressing the renminbi, which will likely provoke a G-7 policy response forcing the currency to appreciate.
HIGH
17:39
Feb 24
Feb 24
The author argues the Chinese Yuan is significantly undervalued against its trading partners and expects this imbalance to be addressed, implying future appreciation.
MED
01:17
Feb 24
Feb 24
The author has high conviction ("unusual level of confidence" in a follow-up tweet) that China is conducting massive, sustained FX intervention to suppress the Yuan's strength, creating a strong headwind for CNY appreciation (tailwind for USD/CNH).
HIGH
02:27
Feb 20
Feb 20
The author argues that after adjusting for Balance of Payments data discrepancies, China's currency is significantly undervalued by 27-35%, implying it should appreciate.
HIGH
03:52
Feb 17
Feb 17
The popular "China de-dollarization" narrative is flawed because China's forward adjusted settlements in USD remain enormous (~$1.2T/year), indicating continued structural reliance on the dollar.
HIGH
19:34
Jan 16
Jan 16
1. THE FACT: "When China bullies trading partners, it’s a benevolent partnership based on mutual respect and economic ascendancy. #ChinaAlwaysWins"
2. THE BRIDGE: The tweet suggests China's economic ascendancy and its ability to frame its actions as benevolent partnerships, implying a strengthening of its economic position relative to the US. This could lead to a stronger CNY/CNH.
3. THE VERDICT: Long CNY/CNH due to China's perceived economic ascendancy and strategic advantage in global trade relations.
About CNH Analyst Coverage
Buzzberg tracks CNH (CNH INDUSTRIAL N.V.) across 8 sources. 9 bullish vs 0 bearish calls from 8 analysts. Sentiment: predominantly bullish (56%). 16 total trade ideas tracked.