Asia Watch

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

August 31, 2018 Derek Higa 310.448.6910

Retail/Consumer Cyclical

EMPLOYED BY CHINA (CNN)

The New Thing in Hong Kong’s Public Schools: White Students (NYtimes)

Ford kills plan to import Chinese-made car in wake of tariffs (Scmp)

Exclusive: LVMH-owned Hennessy Signs New Deal with Alibaba (Jingdaily)

Technology 

Too Many Chinese Children Need Glasses. Beijing Blames Video Games (NYtimes)

In brief: Line launches its own cryptocurrency (Linecorp)

Customers Died. Will That Be a Wake-Up Call for China’s Tech Scene? (Nytimes)

Consumer Staples

How Chinese tea-drink brand Heytea saves millions in marketing costs thanks to its millennial customers (Scmp)

‘Please leave at once’: Chinese city installs facial recognition cameras to stop children from drowning (Scmp)

Macroeconomic

China tax cut finalised but leaves many unimpressed (Scmp)

China cracks down on bureaucracy. ‘paralysed by fear’ (Scmp)

China sends further signal on end to family size limits with revised civil code (Scmp)

Chinese banking sector warned it faces day of reckoning as decade of easy money ends (Scmp)

WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Asia Watch

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

June 8, 2018 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Here’s how Iflix planned on conquering Southeast Asia’s digital video market (Techinasia)

Shanghai will host Tesla’s first car plant outside the US, official says (Scmp)

This is what Hong Kong retailers must do to maintain edge as China announces fifth round of import tariff cuts (Scmp)

The One Dress China’s Manufacturers Won’t Copycat and Why (Jingdaily)

Fake fingerprints and electronic erasers: how China’s innovative cheats tap hi-tech to beat the gaokao and other exams (Scmp)

How Chinese Consumers Engage With Luxury Livestreamers (Jingdaily)

Technology 

Hong Kong’s digital spending to surge to US$5.8b by 2022 as consumers turn to mobile media (Scmp)

Exclusive: Alibaba gets into farming – without getting its hands dirty (Techinasia)

Trump Strikes Deal to Save China’s ZTE as North Korea Meeting Looms (Nytimes)

Why Facebook’s tie-up with Chinese smartphone giant Huawei is the sum of all fears in US (Scmp)

Thai trivia game app got more than a million downloads. Total ad spend: $0 (Techinasia)

WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Asia Watch

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

May 11, 2018 Derek Higa 310.448.6910

Retail/Consumer Cyclical

India’s largest carmaker is more excited about natural gas than electric vehicles (qz)

Gucci, Chanel, and Dior Lead on Chinese Social Media: PARKLU Report (jingdaily)

Chinese superheroes Sword Master and Aero join the fight against evil in Marvel universe (scmp)

Technology 

Xiaomi can credit its global success to a decidedly anti-Apple strategy (qz)

For Xiaomi, the real money is not in gadgets (techinasia)

China’s web users care about privacy? (techinasia)

Opinion: Chinese tech is losing its individuality, and that’s disappointing (techinasia)

Alibaba grows empire yet again with South Asia acquisition (techinasia)

Clean Energy

China’s war on pollution targets illegal waste dumping (scmp)

Macroeconomic

China is firing on all cylinders as it ramps up its trade war with the US (bi)

South Korea wants to build a $35 billion high-speed railway to connect North Korea with the world (bi)

MISC

His Predecessors All Failed. Can Moon Jae-in Achieve Peace with North Korea? (nytimes)

H-1B approvals for Indian IT companies drop by 43% between 2015-17: Report (indiatimes)

Peppa Pig, Unlikely Rebel Icon, Faces Purge in China (nytimes)

Southeast Asian governments almost never lose elections. Malaysia’s just did (qz)

Korea’s hot new tourist trend: Copying Kim and Moon’s historic handshake (qz)

 

WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Asia Watch

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

April 20, 2018 Derek Higa 310.448.6910

Retail/Consumer Cyclical

China’s coddled EV makers will now face unleashed competition from the likes of Tesla (qz)

After turning exam prep into a booming business, India’s newest unicorn is going global (qz)

Technology 

Qualcomm is getting hit from both sides in the US-China spat (qz)

Financial 

With funding from a Tencent founder, he’s simplifying cross-border money transfer (techinasia)

Healthcare 

A Chinese farm is breeding 6 billion cockroaches a year for medicine (qz)

Macroeconomic

Scrambling to Print More Currency (bloomberg)

Why Hong Kong’s Central Bank Intervened and Should We Worry? (bloomberg)

Chinese local governments’ US$2.4 billion of concealed debts is uncovered by audit office  (scmp)

‘Big Brother’ in India Requires Fingerprint Scans for Food, Phones and Finances (nytimes)

MISC

China is obsessed with stopping jaywalkers — and is now spraying them with water (bi)

The Chinese navy challenged Australian warships in the South China Sea as it conducted its largest-ever naval parade (bi)

 

WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Asia Watch

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

April 06, 2018 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Philippine Shopping Mall Giant to Build Nation’s First Ikea Store (bloomberg)

deal to buy a Chinese bike-sharing giant will accelerate the rivalry for consumer movement data (qz)

Technology 

India’s ministry of defence website was hacked, part of a disturbing trend (qz)

A Chinese hospital is betting big on artificial intelligence to treat patients (qz)

H-1B: All the obstacles standing between Indian techies and their prized visa (qz)

Consumer Staples 

China soybean salvo is well-timed shot in trade skirmish (marketwatch)

Macroeconomic

How China’s ‘Made In China 2025 Is Playing Into The Tariff Exchange With The U.S. (npr)

Can someone ask India’s central banker some tough questions please? (qz)

Japanese wages are still going backwards after inflation (bi)

MISC

‘Boyfriend-sharing’ services hit  Chinese shopping malls (but don’t get the wrong idea, they just carry your bags) (scmp)

China Isn’t Happy About its Newest Internet Stars: Teenage Moms (nytimes)

Inside the most expensive part of the world’s most expensive city, the Hong Kong billionaire enclave where Alibaba founder Jack Ma may have bought a $191 million mansion (bi)

WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Asia Watch

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

March 29, 2018 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Uber’s defeat in Southeast Asia calls into question its “barge in” expansion strategy worldwide (qz)

Technology 

Chinese smartphone vendors take on WeChat’s mini programs (bi)

Consumer Staples 

China’s Craving for Fiery Liquor Boosts Outlook for Moutai (Bloomberg)

India can’t eliminate tuberculosis by 2025 without curbing smoking (qz)

Macroeconomic

China isn’t killing the US in trade by as much as we think (bi)

Australia Should Chill Out About Chinese Cash, Watchdog Says (bloomberg)

MISC

Kim Jong Un’s secret trip to China was full of gourmet food, wine, and music — take a look inside the lavish visit (bi)

Japanese prime minister Shinzo Abe is losing his grip on power at the worst possible time (bi)

Why a future fight between China and Taiwan might open with a devastating blow to a US city (bi)

 

WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Asia Watch

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

March 23, 2018 Derek Higa 310.448.6910

Retail/Consumer Cyclical

A little-known Chinese firm funds 50% of India’s sports sponsorship (qz)

China’s young consumers are snubbing foreign brands amid growing national pride, says Credit Suisse (scmp)

Technology

Why America is so scared of China’s biggest tech company (Bloomberg)

Chinese drone maker DJI is looking to raise $500 million (fastcompany)

After faces, China is moving quickly to identify people by their voices (qz)

Macroeconomic 

Hong Kong vows to hit back against any ‘discriminatory’ US trade actions (scmp)

Test Limit of Abe’s Charm Offensive (bloomberg)

Beg, Borrow or Steal: How Trump Says China Takes Technology (nytimes)

China’s New Central Banker Is Just as Important as the Fed’s (nytimes)

MISC

Over 300,000 rats were killed in an Indian government office. Now, a scam brews (qz)

 

WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Asia Watch

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

March 16, 2018 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Car costs make Singapore world’s most expensive city for expats for 5th year running: EIU survey (channelnewsasia)

Technology

China’s esports market is booming – and now it’s going mobile (techinasia)

Video: Virtual today, real VR arcades usher in the future of gaming (techinasia)

Video: China’s tech giants want to take your money whether you’re online or offline (techinasia)

Mobile Payments

Mobile Payments Seen as More Secure by Chinese Shoppers Abroad (jingdaily)

Pollution

Trump Condemns Chinese Factories. China Is Already Closing Some. (nytimes)

China Unveils Superagencies to Fight Pollution and Other Threats to Party Rule (nytimes)

Four Years After Declaring War on Pollution, China Is Winning (nytimes)

Consumer Staples

Women Are Never Too Young For Anti-Aging Creams in China (jingdaily)

Macroeconomic 

China just got one step closer to ending its family-planning policies (qz)

Don’t push us, China says to Trump’s demand for US$100 billion cut in the Sino-US trade gap (scmp)

MISC

Abe’s Bad Month Gets Worse as Allies Press Him Over Scandal (Bloomberg)

 

WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Asia Watch

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

March 2, 2018 Derek Higa 310.448.6910

Aerospace Defense

China’s military fires up world first in revolutionary rail gun technology (scmp)

Consumer Cyclical

Maruti Suzuki Alto sales cross 35 lakh units (indiatimes)

Netflix acquires rights to Singapore-born filmmaker Sandi Tan’s Shirkers (channelnewsasia)

Healthcare

In Seoul, A Plastic Surgery Capital, Residents Frown On Ads For Cosmetic Procedure (npr)

Technology

Chinese police are using facial-recognition glasses to scan travelers (bi)

Asia news roundup: Ant aims for hectocorn status, Didi sets sights on Japan (techinasia)

54% of Singaporean children exposed to at least 1 cyber risk: Study (channelnewsasia)

How Line works with independent developers to innovate (techinasia)

A Chinese smartphone company no one has ever heard of is making a huge impact in 2018, and it’s innovating more than Apple or Samsung (bi)

Young people in Japan spend an average of 160 minutes online every weekday, survey finds (japantimes)

Singapore semiconductor growth to ease in 2018: Industry group (channelnewsasia)

Why gaming could be a ‘killer app’ for the blockchain (techinasia)

Chinese Smartphone Maker Xiaomi Weighs Listing in Mainland and Hong Kong (wsj)

Macroeconomic

A study of Indian garment workers shows the productivity power of soft skills (qz)

WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.

Asia Watch

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

February 2, 2018 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Eternity or Identity? What Diamonds Mean to Chinese Millennials (jingdaily)

Instant cameras growing popular with Japanese photo-sharing fans hungry for ‘instagenic’ shots (japantimes)

Tencent, Sony establish new label for electronic dance music in Asia (scmp)

‘China’s Netflix’ scores massive hip-hop talent show blockbuster thanks to AI (scmp)

Chinese and Indian Consumers Want Different Things From Luxury (jingdaily)

Technology

Japan’s Line to launch cryptocurrency exchange as nation reels from Coincheck hack (japantimes)

Alibaba is reshaping city traffic with artificial intelligence (qz)

Consumer Staples

A soybean shipment to China became the first commodity deal to use blockchain tech (bi)

Macroeconomic

India Inc is skipping the stock market party. Nobody is sure why (qz)

India’s farmers aren’t all the same, but government policies rarely reflect that (qz)

India’s big disinvestment win this year may just be a one-off event (qz)

Only transparency can fix the crisis in India’s supreme court (qz)

Hong Kong is so expensive that architects are building 100-square-foot ‘tube homes’ made from concrete water pipes (bi)

Hong Kong Takes Title for Least Affordable Housing for 8th Year (bloomberg)

A Chinese conglomerate struggling with billions in debt is reportedly hounding its own employees for money (bi)

 

WILLIAM O’NEIL+CO | Institutional Sales | 12655 Beatrice Street | Los Angeles, CA 90066 | 800.545.8940
William O’Neil + Co. Incorporated is a Registered Investment Advisor with the State of California and certain other states. Employees of William O’Neil + Company and its affiliates may now or in the future have positions in securities mentioned in this communication. Our content should not be relied upon as the sole factor in determining whether to buy, sell, or hold a stock. For important information about reports, our business, and legal notices please go to williamoneil.com/legal.