Insights

2021-04-08

Meet the Nordic Asia Team - Ara Mustafa

Meet the Nordic Asia Market Analyst Ara Mustafa for a personal interview on his background, and his visions for Nordic Asia

2021-04-07

Nordic Asia Portfolio Insights: China Merchants Bank

China Merchants Bank is a technology-driven leading Retail Bank. During 2020, its share price went up 22.3%, mainly driven by its interest income business and digital platform.

2021-04-02

Nordic Asia Portfolio Updates: Geely

Geely – the parent company of Swedish Volvo Passenger Cars. The share price is up 73.9% in 2020 driven by its global expansion, product matrix, brand matrix and new user acquisitions.

2021-03-31

VD har ordet

VD ord från Nordic Asias vd Yining Wang

2021-03-31

Nordic Asia Portfolio Updates: ANTA Sports

Anta Sports – A Leading Chinese Sportswear Company with a Multi-brand and Omnichannel strategy. The share price is up 76.2% in2020 driven by strong sales for FILA and other high-end brands

2021-03-26

Nordic Asia Portfolio Insights: NIU Technology

NIU is the Tesla of E-scooter. Its share price up 228% during 2020, mainly driven by its market expansion and user acquisition.

2021-03-25

Nordic Asia Portfolio Update: SF Holding

SF Holding is the UPS of China. Its share price up 137.2% during 2020, mainly driven by its e-commerce penetration and logistic.

2021-03-19

Nordic Asia Portfolio Insights: AIA

AIA is a Global Leadership in Insurancein Asia. Its share price up 16.2% during 2020, mainly driven by its wealth creation ability and new customer acquisition.

2021-03-17

Nordic Asia Industry Insights: Food Condiments Industry

Fragmented market with one giant on the top

2021-03-03

Nordic Asia Industry Insights: Sportswear Industry

The China sportswear maintained double digit CAGR during 2014 to 2019 by 16.6%. The market size of sportswear will continue to outgrow the industry along with the rising healthcare consciousness and consumption upgrade.

2021-02-26

Meet the Nordic Asia Team - Celia Li

Meet the Nordic Asia Investment Analyst - Technology sector Celia Li for a personal interview on her background, and her visions for Nordic Asia

2021-02-24

Nordic Asia Portfolio Insights: Jiangsu Hengrui Medicine

Jiangsu Hengrui Medicine is the Pfizer of China. Its share price went up 27.4% in 2020 driven by abundant R&D pipelines and has formed a strong drug portfolio with new drug clinical trial applications every year.

2021-02-19

Meet the Nordic Asia team: Sunny Huang

Meet the Nordic Asia Investment Analyst - Consumer sector Sunny Huang for a personal interview on his background, and his visions for Nordic Asia

2021-02-17

Nordic Asia Portfolio Insights: Wuxi AppTec

Wuxi AppTec is a world-leading Supporter of Innovative Medicine. Its share price went up 46.2% in 2020 driven by strong new drug R&D capabilities.

2021-02-12

Nordic Asia Portfolio Insights: Alibaba Q3 2020 Result

Alibaba announced its Q3 2020 results on 2nd Feb 2021. See key takeaways and Nordic Asia's outlook for Alibaba.

2021-02-10

Nordic Asia Market Insights: Northbound Liquidity

What does Northbound Liquidity mean and How does it influence the Chinese stock market

2021-02-05

Nordic Asia Portfolio Insights: Kuaishou Technology

Kuaishou, one of the largest short video & live streaming in China, went public on 5th Feb. See Nordic Asia's view on how Kuaishou app produce its content and how the special “Buddy Culture”(老铁文化) that creates special connections between live streamers and their followers.

2021-02-03

Nordic Asia Year End Summary with Yining and Jason

Meet Yining and Jason - Nordic Asia portfolio managers and see what's their outlook for investment in China and expectation to NA in 2021.

2021-01-27

Nordic Asia's IPO Pipeline - 2021 Key Watchlist

This article will give you an introduction to Nordic Asia's 2021 IPO Watchlist.

2021-01-22

An Overview of EU-China Comprehensive Agreement on Investment (CAI)

The EU and China have concluded negotiations and agree to the essential principles that both parties want reflected in the CAI. Such alignment sets the foundation for a strong development of international cooperation and for the increase of bilateral investments and may also boost EU economic growth, especially in the post-COVID-19 recovery period.

2021-01-20

Nordic Asia Portfolio Insights: Shenzhou International

This article will give you an introduction to Shenzhou International - Largest OEM and ODM Apparel Manufacturer in China. In 2020, its share price was up 33% and Its revenue was up 4%, with EBIT% of 23%. Find out why Nordic Asia is Investing in Shenzhou International.

2021-01-14

Nordic Asia Portfolio Insights: Shenzhen Sunway

This article will give you an introduction to Sunway - Leader of 5G Antenna & Wireless Charging Coils Supplier. Find out why Nordic Asia is Investing in Sunway.

2020-12-22

Nordic Asia Portfolio Insights: Yealink

This article will give you an introduction to Yealink – A leading unified communication solution provider, focusing on SIP phones and VCS solutions. The stockprice is up more than 40% this year. Find out why Nordic Asia is Investing in Yealink

2020-12-21

China Macro Statistics - End of Year Update

The Macro environment in China continued to improve in November with China manufacturing PMI increasing to 52.1% which is the highest November value for the past 13 years. Retail Sales and Passenger Car Sales in China also continued to increase and is now 5.0% and 11.7% above November 2019 levels signaling a strong recovery and growth post COVID-19

2020-12-17

Meet the Nordic Asia team: Henrik Hedencrona

Meet the Nordic Asia CFO Henrik Hedencrona for a personal interview on his background, and his visions for Nordic Asia

2020-12-16

Interview with Gustav Åström – Founder and CEO of Aventura Group: on e-commerce and Singles’s Day 2020

Meet Gustav Åström, the Founder and CEO of Aventura Group, a company that provides international brand owners with turnkey solutions to launch, grow and operate businesses in China, on e-commerce and Singles’s Day 2020

2020-12-15

Nordic Asia Portfolio Insights: Haitian

This article will give you an introduction to Haitian Flavoring and Food – The Chinese leader of the Condiment Industry with Powerful Channel Advantages. The stockprice is up more than 100% this year. Find out why Nordic Asia is Investing in Haitian

2020-12-11

Nordic Asia Xiaomi Webinar - Full Video and Summary

On 10 December 2020, Nordic Asia held a Webinar on Xiaomi, one of the worlds top smartphone brands. Here is a short summary of what was presented as well as a link to the full Webinar Video

2020-12-10

It is time to look East! Increase portfolio returns and yet reduce portfolio risk correlations by investing in Chinese stocks

Data shows that the earnings yield is higher and the valuation is lower for Chinese stocks compared to Swedish and US stocks. CSI 300 is currently trading at 12.7x (12 month forward P/E ratio) compared to 20.1x for OMXSPI and 31.0x for Nasdaq. In addition, Chinese stocks can reduce the overall portfolio risk for Nordic Investors by offering a Beta to OMXSPI of only 0.3-0.5 compared to a Beta to OMXSPI of over 0.8 for US stocks

2020-12-09

Chinese White Liquor part 2 – Company financials and analysis of five listed market leaders

In the second part of the Chinese White Liquor series, we will go through the financials and give our second opinion views on the 5 listed Chinese White Liquor market leaders in China

2020-12-08

Nordic Asia Portfolio Insights: Tencent

This article you will get an introduction to Tencent, the social network leader in China and the company behind the WeChat SuperApp with more than 1.2 billion active users. The stockprice is up more than 50% this year. Find out why Nordic Asia is Investing in Tencent

2020-12-04

Nordic Asia explains the Internal Circulation concept and why it is prioritized by China

This article will give you an introduction to the Internal Circulation concept where the leadership of China is shifting its emphasis to the domestic economy

2020-12-03

Nordic Asia Portfolio Insights: Xiaomi

This article will give you an introduction to Xiaomi - The Next “IKEA” for Smartphones and Smarthome IoT. The share price of Xiaomi is up more than 120% YTD. Find out what makes Xiaomi differ from Apple, Samsunag and Huawei and why Nordic Asia is investing in Xiaomi.

2020-12-02

Highlights from McKinsey China Consumer Report 2021

Nordic Asia selects and comments on the three most insightful charts from McKinsey China Consumer Report 2021

2020-12-01

Interview with Mikael Ahlström – Anchor Investor in Nordic Asia

Meet Mikael Ahlström, the Anchor Investor in Nordic Asia on what convinced him to become an early Investor in Nordic Asia and which problems he thinks Nordic Asia can solve for Nordic investors

2020-11-30

Nordic Asia Subscription Notice

New share Issue 50 MSEK offering in Nordic Asia Investment Group 1987 AB org 559226-8352 Subscription Period: November 30th to December 11th

2020-11-27

Nordic Asia Portfolio Insights: Anta Sports

Anta Sports – A Leading Chinese Sportswear Company with a Multi-brand and Omnichannel strategy. The share price is up 60% YTD driven by strong sales for FILA and other high-end brands

2020-11-25

Nordic Asia highlighted on Nordnet

Nordic Asia’s Founder and Investment Director Yining Wang joins Swedish investment podcast Nordnet to talk about investment oppotunity and organic growth in Asia as well as tips on how to handle the current political situation.

2020-11-25

Chinese White Liquor part 1 - Industry overview and introduction to five listed market leaders

In the first part of the Chinese White Liquor series, we will give an overview of the white liquor industry and make an introduction to the top 5 Chinese White Liquor manufacturers and how these companies place in the competitive landscape

2020-11-25

Xiaomi (HKEX: 1810) announces Q3 2020 results

Xiaomi reported net revenues for Q3 2020 of CNY 72.2 billion (USD 11.0 billion), an increase of 34.5% from Q3 2019

2020-11-24

An overview of the Regional Comprehensive Economic Partnership (RCEP) trade agreement

World’s largest free trade agreement signed that makes up 30% of the world’s population and GDP is estimated to eliminate about 90% of tariffs over a period of 20 years

2020-11-23

Nordic Asia cordially invites Nordic Professional Investors to attend Xiaomi Deep Dive Webinar

Please join Nordic Asia on Thursday 10th December at 11.00 CET for a Deep Dive into the world of Xiaomi and to learn what made Xiaomi one of the most successful smartphone brands in the world

2020-11-20

Sunny Huang from Nordic Asia talks about Singles' Days 2020

Sunny Huang from Nordic Asia gives his key takeaways from Singles’ Day 2020. Find out why this year’s Singles Day is extra important for Investors to keep track of and which platforms and brands that performed above expectations

2020-11-19

China’s COVID-19 recovery – Short news stories and data points on the recovery of the travel and hospitality industry in China

Data shows that China’s domestic travel industry has fully recovered with the number of domestic flights 13% higher year on year and hotel occupancy rates nearly 3% higher year on year during the National Day Holidays in October

2020-11-18

Nordic Asia highlighted on Swedish EFN Marknad

Nordic Asia’s Founder and Investment Director Yining Wang joints Swedish investment podcast EFN Marknad to talk about China E-commerce, Alibaba’s Singles’ Day as well as his insights on a selection of Chinese companies

2020-11-18

JD.com (NASDAQ: JD and HKEX: 9618) announces Q3 2020 results

JD.com reported net revenues for Q3 2020 of CNY 174.2 billion (USD 25.7 billion), an increase of 29.2% from Q3 2019

2020-11-17

Nordic Asia Portfolio Insights: Geely

This article will give you an introduction to Geely, the parent company of Swedish Volvo Passenger Cars. The share price of Geely is up almost 40% YTD. Find out what makes Geely the number one Chinese automotive company and why Nordic Asia is investing in Geely.

2020-11-13

Tencent (00700.HK) announces Q3 2020 results

Tencent reported very strong Q3 financial results that beat estimates. Total revenues was CNY 125,447 million (USD 18,421 million) an increase of 29% over the third quarter of 2019 (“YoY”)

2020-11-12

Singles Day' (11/11) Miniseries – Part 2 of 3: Singles' Day 2020 in Numbers

Singles's Day 2020 beat the previous sales record from 2019 with sales of USD 74.1 billion. Learn more about what categories performed well and other exciting data fron the worlds's largest shopping festival

2020-11-11

Why China is beating US and Europe in the COVID-19 recovery race

This article will explain why China is beating US and Europe in the COVID-19 recovery race and show some datapoints from the recovery in China

2020-11-09

Singles Day' (11/11) Miniseries – Part 1 of 3: Introduction to Singles' Day

The first part of the Singles' Day Miniseries will give you an introduction to Singles' Day - The world's largest online shopping festival. We will also present some key data from Singles' Day 2019 as well what to expect for Singles' Day 2020

2020-11-06

Nordic Asia on the postponement of Ant Group’s IPO

Nordic Asia’s views on the new capital requirements for micro loan companies in China, how it impacts Ant Group, and why it led to a postponement of Ant Group’s IPO

2020-11-04

Interview with Johan Roslund – Asset Manager at GP Bullhound and Senior Advisor at Nordic Asia

Meet Johan Roslund for a personal interview on his background and his views on Tehnology investments in Asia

2020-11-03

Nordic Asia Portfolio Insights: Contemporary Amperex Technology (CATL)

CATL – Leading Chinese New Energy Vehicle battery manufacturer with global market reach

2020-11-02

Ant Group's pending IPO is expected to become the biggest IPO of all time

Ant Group's pending IPO is expected to raise USD 34.5 billion to become the biggest IPO of all time

2020-10-29

China's shift to a Consumption Driven Economy: The formation of a large urban Middle Class

This post investigates the drivers for the formation of a large urban Middle Class in China and how it will increase consumption as a % of GDP from 39% today to 50% in 2030

2020-10-28

Nordic Asia Portfolio Insights: JD.com

This article will give you an introduction to JD.com. The share price has doubled YTD and EBIT has increased with 34% for Q1 2020 and 117% for Q2 2020. Find out how JD.com's business model differs from Alibaba's and how this enables JD.com to deliver products to end customers the day after an order is placed

2020-10-27

44% of Global E-commerce is owned by 4 Chinese Companies

Did you know that just four Chinese companies account for almost half of global digital sales?

2020-10-22

Ant Group Insights part 2 – Nordic Asia Investment Analysis

Meet Nordic Asia Partner – Investment Director Yining Wang for his Investment Analysis of Ant Group and his views on the upcoming IPO

2020-10-20

Ant Group Insights part 1 – Company introduction

This article will give you an introduction to Ant Group – A Chinese digital payment champion valued at USD 250 billion to become the world’s largest IPO with an estimated IPO of USD 35 billion

2020-10-19

Meet China's 113 cities with more than one million people

Did you know that China has 113 cities with more than one million people? Find out which ones are the largest and how these cities compare against global cities

2020-10-15

Nordic Asia Portfolio Insights: SF Express

This article will give you an introduction to SF Express - the UPS of China and why it is investing in the construction of a brand new airport in central China

2020-10-14

Meet the Nordic Asia team: Thomas Nordén

Meet the Nordic Asia Head of Business Development Thomas Nordén for a personal interview on his background, and his visions for Nordic Asia

2020-10-13

China's shift to a Consumption Driven Economy: Urbanization

This post covers the differences between Urban China vs. Rural China and how Urbanization drives growth

2020-10-09

Meet the Nordic Asia team: Svante Jerling

Meet the Nordic Asia Public Relations and Senior Advisor Svante Jerling for a personal interview on his background, and his visions for Nordic Asia

2020-10-02

Nordic Asia Portfolio Insights: Alibaba

The first post of the Nordic Asia Portfolio Insights series will give you an introduction to Alibaba - the world's largest E-commerce Retail Platform

2020-09-18

Investing in China 101 Part 3: Guide to Chinese Share Classes

The third post of the Investing in China 101 series will provide you with a Guide to the different Chinese Share Classes

2020-09-15

Meet the Nordic Asia team: Chu Zhu

Meet the Nordic Asia Partner - Technology Director Chu Zhu for a personal interview on his background, and his visions for Nordic Asia

2020-09-02

Investing in China 101 Part 2: Overview of Chinese Stock Exchanges

The second post of the Investing in China 101 series will give you a brief overview of the Chinese Stock Exchanges

2020-08-26

Meet the Nordic Asia team: Yu Zhang

Meet the Nordic Asia Partner - Investment Research Yu Zhang for a personal interview on his background, and his visions for Nordic Asia

2020-08-25

China and USA battles for the top spot in Hurun’s Global Unicorn Index for 2020

China and USA now accounts for 460 of the worlds 586 Unicorns corresponding to a dominating 79% of the world’s Unicorns

2020-08-24

Investing in China 101 Part 1: The history of the Chinese Stock Market

Nordic Asia is pleased to introduce the Investing in China 101 series by sharing a post on the history of the Chinese Stock Market

2020-08-19

Meet the Nordic Asia team: Yining Wang

Meet the Nordic Asia Partner and Investment Director Yining Wang for a personal interview on his background, and his visions for Nordic Asia


Stockholm OfficeNordic Asia Group 1987 AB Brännkyrkagatan 14A 118 20 Stockholm www.nordicasiagroup.com
Shanghai OfficeNordic Asia Group 1987 AB Huaxia Bank Building 1207 256 Pudong S Rd, Lu Jia Zui, Pudong, Shanghai