Insights

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.

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

2020-12-15

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

2020-11-18

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

2020-11-04

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

2020-10-22

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

2020-10-14

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

2020-10-09

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

2020-09-15

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

2020-08-26

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

2020-08-19

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


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