Nordic Asia Portfolio 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.

2021-03-26

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.

2021-02-24

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.

2021-02-17

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.

2021-02-05

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.

2021-01-20

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

2020-12-15

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

2020-12-08

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

2020-12-03

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.

2020-11-27

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

2020-11-17

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.

2020-11-03

Nordic Asia Portfolio Insights: Contemporary Amperex Technology (CATL)

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

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

2020-10-22

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

2020-10-20

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

2020-10-15

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

2020-10-02

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


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