Insights

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

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

2020-11-19

China’s COVID-19 recovery – Short news stories and data points on the recovery of the travel and hospitality industry in China

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

2020-11-18

JD.com (NASDAQ: JD and HKEX: 9618) announces Q3 2020 results

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

2020-11-17

Nordic Asia Portfolio Insights: Geely

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.

2020-11-13

Tencent (00700.HK) announces Q3 2020 results

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”)

2020-11-12

Singles Day' (11/11) Miniseries – Part 2 of 3: Singles' Day 2020 in Numbers

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

2020-11-11

Why China is beating US and Europe in the COVID-19 recovery race

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

2020-11-09

Singles Day' (11/11) Miniseries – Part 1 of 3: Introduction to Singles' Day

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

2020-11-06

Nordic Asia on the postponement of Ant Group’s IPO

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

2020-11-03

Nordic Asia Portfolio Insights: Contemporary Amperex Technology (CATL)

CATL – Leading Chinese New Energy Vehicle battery manufacturer with global market reach

2020-11-02

Ant Group's pending IPO is expected to become the biggest IPO of all time

Ant Group's pending IPO is expected to raise USD 34.5 billion to become the biggest IPO of all time

2020-10-29

China's shift to a Consumption Driven Economy: The formation of a large urban Middle Class

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

2020-10-28

Nordic Asia Portfolio Insights: JD.com

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

2020-10-27

44% of Global E-commerce is owned by 4 Chinese Companies

Did you know that just four Chinese companies account for almost half of global digital sales?

2020-10-20

Ant Group Insights part 1 – Company introduction

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

2020-10-19

Meet China's 113 cities with more than one million people

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

2020-10-15

Nordic Asia Portfolio Insights: SF Express

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

2020-10-13

China's shift to a Consumption Driven Economy: Urbanization

This post covers the differences between Urban China vs. Rural China and how Urbanization drives growth

2020-10-02

Nordic Asia Portfolio Insights: Alibaba

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

2020-09-18

Investing in China 101 Part 3: Guide to Chinese Share Classes

The third post of the Investing in China 101 series will provide you with a Guide to the different Chinese Share Classes

2020-08-24

Investing in China 101 Part 1: The history of the Chinese Stock Market

Nordic Asia is pleased to introduce the Investing in China 101 series by sharing a post on the history of the Chinese Stock Market


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