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
Nyhetsbrev
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
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
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
2020-12-16
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.
2020-11-23
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
2020-11-04
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
2020-10-09
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