Insights

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

2020-11-18

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


Stockholm Office

Nordic Asia Investment Group 1987 AB

Sankt Eriksgatan 63 B, 5tr

112 34 Stockholm

www.nordicasiagroup.com

Shanghai Office

Nordic Asia Huaxia Bank Building

1207 256 Pudong S Rd,

Lu Jia Zui, Pudong, Shanghai