Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch. |
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Derek Higa 310.448.6910 | August 19, 2015 |
Retail/Consumer CyclicalForeign automakers feel force of Tianjin explosions (chinadaily) Clean EnergyChina’s Carbon Dioxide Emissions May Have Been Overstated by More Than 10% (nytimes) TechnologyThe Chinese government is the latest member of the anti-Uber investor alliance (qz) Uber avoids crackdown in Philippines, applies for government license (techinasia) Uber revs up on investment from Indian conglomerate’s fund (techinasia) She created Japan’s Xiaomi, launching 21 gadgets in 2 months (techinasia) India-made smartphones’ share jumps to 24.8% in Q2: Study (indiatimes) Top 10 Android app stores in China (chinadaily) HealthcareSouth Korea’s Giving Tourists Tax Breaks on Nose Jobs (bloomberg) MacroeconomicChinese yuan gaining momentum in S Africa-China trade (chinadaily) China MarketIt wasn’t ‘dumb money’ – The rich gambled away the most cash in the China share collapse (bi) |
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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. | |
Tag: Asia Watch
Asia Watch
Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch. |
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Derek Higa 310.448.6910 | August 13, 2015 |
Retail/Consumer CyclicalChinese real estate firm Oceanwide to buy two New York sites for $390 million (chinadaily) How Two Designers Are Revolutionizing “Asian Fit” Sunglasses (fastco) Clean EnergyChina ‘exporting’ ozone pollution to US: study (japantimes) China to become world’s largest market for new energy vehicles (chinadaily) TechnologyA YouTube-like portal in China has unveiled a “smart bike”—and the move is only slightly crazy (qz) This thing just became the first Chinese startup ever to break $1M on Kickstarter (techinasia) MediaTek falls in world semiconductor sale rank (chinapost) Lenovo is top-selling Chinese smartphone in India (chinadaily) Internet boom reshaping jobs market (chinadaily) If China Telecom is throttling access to international websites, it’s bad news for startups (techinasia) One of Samsung’s biggest threats is trying to upstage its big day (bi) Social Media/Digital WalletA “like” button with cash attached: China’s WeChat offers the option to tip writers for posts (qz) Samsung Pay works almost anywhere your credit card does (theverge) Consumer StaplesHershey sales melt in China after posting net loss for second quarter (chinadaily) China MarketHere’s What China’s Rescue Fund Is Buying to End the Stocks Rout (bloomberg) China Devalues Its Currency as Worries Rise About Economic Slowdown (nytimes) STOP FREAKING OUT: China’s currency devaluation is ‘trivial’ (bi) Everyone’s watching the wrong central bank in the wake of China’s shock devaluation (bi) |
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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. |
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Derek Higa 310.448.6910 | August 5, 2015 |
Retail/Consumer CyclicalChinese textile manufacturers found a cheap new place for outsourcing: the US (qz) China’s Bricks And Mortar Fall Victim To eCommerce (pymts) Tesla teams with property developer to expand charging poles (chinadaily) Our prayers are answered. Finally, an Amazon for used construction equipment (techinasia) Should Luxury Brands Give Up or Double on Mainland China? (jingdaily) Alibaba now has 2 weapons in India for a proxy war with Amazon (techinasia) Currency-Savvy Chinese Shoppers Boost Luxury Brands in 2015 (jingdaily) BMW redefines China strategy with new innovative thrust (chinadaily) An ex-Goldman Sachs executive will lead Alibaba’s efforts to sell more foreign products to Chinese shoppers (qz) With help from Tencent and Baidu, China’s shopping mall king just ventured into ecommerce (techinasia) Digital WalletChina tightens its grip on online payment (chinadaily) Payments startups innovate where banks and telcos never will (techinasia) TransportationA Chinese company is building a railway through Nairobi’s national wildlife sanctuary (qz) TechnologyShanghai moves forward with new car-hailing service (chinadaily) Foxconn’s Gou to Modi: Need Infrastructure for Investment (bloomberg) MISCChina To Install Police Officers At Alibaba, Tencent To Enforce Web Censorship (fastcompany) |
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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. |
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Derek Higa 310.448.6910 | July 31, 2015 |
Retail/Consumer CyclicalChinese tourists fueling boom in sightseeing buses (japantimes) Automation/RoboticsSoftBank’s emotionally intelligent ‘Pepper’ robot launches for enterprises on October 1. (venturebeat) TechnologyI tried HTC’s insane virtual reality headset, and I’m convinced the world is about to change forever (bi) Xiaomi just hit a serious roadblock in its quest to become the next Apple (bi) Samsung Electronics posts 8% fall in Q2 net profit (bi) Nintendo Surges After Returning to Profit on Yen, Splatoon (bloomberg) FinancialTaiwan ‘on way to becoming Asia-Pacific asset management hub’ (chinapost) China’s once high-flying internet money market funds are now barely better than traditional banks (qz) TransportationChinese charter flights launched to Copenhagen (chinadaily) China MarketChina yanks the string on the stock exchange yo-yo by going after “illegal” sales (qz) China’s Great Short Seller Suddenly Turns Bullish (bloomberg) China’s stock market is a high-stakes game of ‘chicken’ and most investors are stuck in the middle (bi) MISCIn China, Michael Jordan does not hold the rights to his own name (qz) Japanese cellphone users take four times as many photos as Chinese users, and Americans are in the middle (bi) |
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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. |
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Derek Higa 310.448.6910 | July 24, 2015 |
Retail/Consumer CyclicalTextile industry to face mandatory energy caps (chinapost) This is why I’m scared of the smart car era (techinasia) Toyota delays move to build Lexus in China (chinadaily) Taylor Swift Aims to Shake Off China Knockoffs (wsj) Automation/RoboticsRobot ‘Kejia’ performs during 19th Robocup in China (chinadaily) TechnologyNXP aims to support ‘Made in China 2025’ strategy (chinadaily) 89% of Chinese Internet users use smartphone to go online (chinadaily) Apple’s Big Growth Driver: China (wsj) MacroeconomicEmerging Market Currencies Tumble to Record Low in ‘Violent’ Selloff (bloomberg) MISCChina’s Market Plunge: Where Only 3% of Firms Could Trade (wsj) 56 million investors trading stocks online (chinadaily) More Chinese firms in Fortune 500 (chinadaily) Japanese companies have swallowed up at least one foreign company a day, on average, for the last decade (qz) |
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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. |
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Derek Higa 310.448.6910 | July 17, 2015 |
Retail/Consumer CyclicalShanghai Disney Plans Unveiled: Big on ‘Pirates,’ but No Space Mountain (nytimes) Japanese e-commerce company Rakuten acquired a London startup that lets you virtually try on clothes before you buy them online (bi) No country for ecommerce unicorns. Why the word ‘bubble’ may not apply to Indonesia (techinasia) Clean EnergyChina’s terrible air pollution may be causing deadly floods, too (qz) Digital WalletNew Version of Alipay App Sparks Privacy Concerns (chinadaily) TechnologyInspired by Kim Kardashian, Filipino celebrities launch games (techinasia) Smartphone makers in China in fierce price war — Chinese smartphone makers announced a new round of price cuts in late June, at a time when the local market is expected to see slower growth, the Shanghai-based IT Times reported. (wantchinatimes) The latest security law illustrates the Chinese government’s love-hate relationship with the internet (qz) Xiaomi unveils smart running shoes, starting at just $30 (techinasia) MacroeconomicSharp decline in India’s exports to China (indiatimes) China passes fresh policy support for trade growth (chinadaily) MISCEight industries the shared economy will transform (chinadaily) Japan’s Lower House Passes Bills to Give Military Freer Hand to Fight (nytimes) |
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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. |
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Derek Higa 310.448.6910 | July 10, 2015 |
Retail/Consumer CyclicalMobile Dominates Future of China’s Beauty E-Commerce Market (jingdaily) Alibaba says executive detained over issues at Tencent (chinadaily) HealthcareIndia is one step closer to getting an all-in-one health app (techinasia) TechnologyFoxconn building Xiaomi and Asus handsets in Brazil, rumors say (phonearena) Chinese video streaming website operator YY Inc and online retailer E-Commerce China DangDang Inc, on Thursday, became the latest in a string of Chinese companies to get offers to be taken private. (chinadaily) Capital EquipmentFOR months Japan’s Diet (parliament) has been debating one of the country’s most important legislative changes since the second world war. Shinzo Abe, the prime minister, wants to make it easier for Japan’s armed forces to join military activities abroad and defend allies under attack—principally America. (economist) China MarketSurprising Reasons Why China’s Stock Market Is Not In A Bubble (forbes) 5 Reasons Beijing’s Market Stabilization Has Failed (wsj) Credibility of China’s Leaders Takes a Hit Along With Markets (nytimes) China’s Richest People Just Lost About $100 Billion in a Month (bloomberg) MacroeconomicTrans-Pacific Partnership’s Potential Impact Weighed in Asia and U.S. (nytimes) |
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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. |
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Derek Higa 310.448.6910 | July 1, 2015 |
Digital WalletSingapore’s DBS bank brings its Paylah mobile payments app to Apple Watch (techinasia) Baidu Sinks $3.2B Into Online-To-Offline (pymnts) Robotics/AutomationHumans may face a singular concern when it comes to robot employment (japantimes) TechnologyChina’s most formidable startup is expanding outside of Asia for the first time (bi) Why Xiaomi Can’t Succeed Without India (hbr) China to rank No 1 for LTE users by 2020 (chinadaily) Startup rolls out smart air quality device in China to combat pollution (chinadaily) Two brothers are paving the way for Cambodia’s 3D printing revolution (techinasia) Mobile is Key to Reaching China’s WiFi-‘Addicted’ Tourists En Route (jingdaily) Uber is getting dwarfed by its Chinese rival, which gives 3 million rides a day (bi) MacroeconomicGerman firms bullish on China (chinadaily) China is trying to “open up” its stock markets and control them at the same time (qz) China Cuts Interest Rates to a Record Low After Stocks Slump (bloomberg) MISCHomes on the wheels (chinadaily) |
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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. |
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Derek Higa 310.448.6910 | June 25, 2015 |
Retail/Consumer CyclicalLexus says it built a real hover board (bi) Robotics/AutomationBrave new production world of the robots — Upgrading factory assembly lines is helping manufacturing companies stay competitive (chinadaily) TechnologyHuawei procurement in Ghana hits $305m (chinadaily) Alibaba set to buy $700m stake in Indian phone maker Micromax (chinadaily) TransportationKorean Air to suspend Seoul-Komatsu flights in July as passenger numbers fall due to MERS scare (japantimes) MacroeconomicUS plan to raise interest rates ‘will not affect China’s exchange rate policy’ (scmp) When Vietnam and China Bicker, Traders on the Border Feel the Bluster (nytimes) MISC17 startups in Asia that caught our eye (techinasia) China’s new entrepreneurs head for home (chinadaily) |
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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. |
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Derek Higa 310.448.6910 | June 17, 2015 |
Retail/Consumer CyclicalWatch Uniqlo sneak up on Gap as the world’s go-to source for everyday basics (qz) Luxury handbags becoming hot investments (chinadaily) China to become largest cross-border e-commerce market by 2020: report (chinadaily) China is now Coursera’s second biggest market (techinasia) London Men’s Fashion Week: China’s Menswear Market Shifts Into High Gear (jingdaily) China’s eCommerce Striking Down Brick And Mortar (pymnts) TechnologyA huge security flaw has left 600 million Samsung smartphones at risk of hacking (bi) Indian startup raises funding to build a Yelp for childcare services (techinasia) Alibaba set for streaming launch (chinadaily) Uber’s top Chinese rival is raising $1.5 billion (bi) FinancialsChinese stocks are coming to your mutual funds; read this before you dive in (marketwatch) Transportation/Capital EquipmentChina seeks rail link between Kunming and Kolkata (indiatimes) Gogoro electric ‘smart scooter’ gets launch date, priced at hefty $4k+ (techinasia) The Asia-Pacific region is on a plane-buying spree (qz) Consumer StaplesTsingtao finds its fizz in global beverage markets (chinadaily) MacroeconomicChina, Australia sign free trade agreement (chinadaily) MISCChina’s space program could completely crush its competition (bi) What is Jack Ma’s net worth? (techinasia) Millionaires bloom in mainland amid stock market boom (chinadaily) Asia is about to topple North America as world’s richest region (marketwatch) Failure of Obama’s Trans-Pacific Trade Deal Could Hurt U.S. Influence in Asia (nytimes) ‘China Rich Girlfriend’ Author Kevin Kwan Sheds Light on Lives of China’s Ultra-Wealthy (jingdaily) Chinese brands are rising globally (chinadaily) |
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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. | |