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
Meet the Nordic Asia Market Analyst Ara Mustafa for a personal interview on his background, and his visions for Nordic Asia
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.
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.
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
NIU is the Tesla of E-scooter. Its share price up 228% during 2020, mainly driven by its market expansion and user acquisition.
SF Holding is the UPS of China. Its share price up 137.2% during 2020, mainly driven by its e-commerce penetration and logistic.
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.
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.
Meet the Nordic Asia Investment Analyst - Technology sector Celia Li for a personal interview on her background, and her visions for Nordic Asia
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.
Meet the Nordic Asia Investment Analyst - Consumer sector Sunny Huang for a personal interview on his background, and his visions for Nordic Asia
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.
Alibaba announced its Q3 2020 results on 2nd Feb 2021. See key takeaways and Nordic Asia's outlook for Alibaba.
What does Northbound Liquidity mean and How does it influence the Chinese stock market
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.
Meet Yining and Jason - Nordic Asia portfolio managers and see what's their outlook for investment in China and expectation to NA in 2021.
This article will give you an introduction to Nordic Asia's 2021 IPO Watchlist.
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.
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.
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.
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
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
Meet the Nordic Asia CFO Henrik Hedencrona for a personal interview on his background, and his visions for Nordic Asia
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
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
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
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
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
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
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
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.
Nordic Asia selects and comments on the three most insightful charts from McKinsey China Consumer Report 2021
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
New share Issue 50 MSEK offering in Nordic Asia Investment Group 1987 AB org 559226-8352 Subscription Period: November 30th to December 11th
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
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.
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
Xiaomi reported net revenues for Q3 2020 of CNY 72.2 billion (USD 11.0 billion), an increase of 34.5% from Q3 2019
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
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
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
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
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
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
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.
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”)
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
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
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
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
Meet Johan Roslund for a personal interview on his background and his views on Tehnology investments in Asia
CATL – Leading Chinese New Energy Vehicle battery manufacturer with global market reach
Ant Group's pending IPO is expected to raise USD 34.5 billion to become the biggest IPO of all time
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
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
Did you know that just four Chinese companies account for almost half of global digital sales?
Meet Nordic Asia Partner – Investment Director Yining Wang for his Investment Analysis of Ant Group and his views on the upcoming IPO
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
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
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
Meet the Nordic Asia Head of Business Development Thomas Nordén for a personal interview on his background, and his visions for Nordic Asia
This post covers the differences between Urban China vs. Rural China and how Urbanization drives growth
Meet the Nordic Asia Public Relations and Senior Advisor Svante Jerling for a personal interview on his background, and his visions for Nordic Asia
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
The third post of the Investing in China 101 series will provide you with a Guide to the different Chinese Share Classes
Meet the Nordic Asia Partner - Technology Director Chu Zhu for a personal interview on his background, and his visions for Nordic Asia
The second post of the Investing in China 101 series will give you a brief overview of the Chinese Stock Exchanges
Meet the Nordic Asia Partner - Investment Research Yu Zhang for a personal interview on his background, and his visions for Nordic Asia
China and USA now accounts for 460 of the worlds 586 Unicorns corresponding to a dominating 79% of the world’s Unicorns
Nordic Asia is pleased to introduce the Investing in China 101 series by sharing a post on the history of the Chinese Stock Market