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
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
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
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
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?
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
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
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
