Mainland China
Hello Group (MOMO US)
Chinese social media company at a COVID-19 inflection point
Mainland China
Thematic reports
China's borders are reopening
Outbound tourism is set to resume on 8 January 2023. Reading time: 11 minutes
Mainland China
Variant view: China's zero-COVID policy is dead
Consumer companies benefit from China living with endemic COVID. Estimated reading time: 16 minutes
Mainland China
Niu Technologies (NIU US)
Fast-growing Chinese EV scooter company expanding in China and overseas
Deep-dives
CNOOC: 2022 update
Negative effect from US sanctions on CNOOC dissipating, crude oil prices at record levels while valuation multiples are half the global peer group's. Estimated reading time: 13 minutes.
Mainland China
Uni-President China (220 HK)
Ready-to-drink tea and instant noodles leader below 10x normalised EBIT
Mainland China
Baiyunshan Pharma (874 HK)
Owner of "the Coca-Cola of China" and "the Viagra of China" at 7.6x P/E
Mainland China
The Chinese property market is turning
A new credit cycle is brewing in China, benefitting property developers. But don't expect a return to the heydays of the early 2010s. Estimated reading time: 18 minutes
Mainland China
Chinese supermarket wars
Troubled sector with recovery potential. Estimated reading time: 18 mins
Mainland China
Will China become socialist again?
Estimated reading time: 15 minutes
Mainland China
Reader question: Ping An Insurance?
➡️ Best viewed in your browser ⬅️ Disclaimer: This article constitutes the author’s personal views only and is for entertainment purposes only. It is not to be construed as financial advice in any shape or form. Please do your own research and seek your own advice from a qualified financial advisor.
Mainland China
TravelSky (696 HK)
TravelSky Technology (696 HK) is a Chinese travel technology company owned by state holding company SASAC and the Chinese airlines. The company provides a booking and inventory management system for airlines - a so-called Global Distribution System (GDS). This system connects airlines with travel agents, enabling airlines to offer their