Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch. |
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Derek Higa 310.448.6910 | June 11, 2015 |
MSCI delays including China A shares in benchmark index (chinadaily)
Retail/Consumer CyclicalAlibaba is not going to “invade” America and take on Amazon, Jack Ma said this week. (techinasia) Car Sales Slow in China’s West, Denting Hopes of Global Auto Industry (wsj) Digital WalletSamsung’s Smartwatch May Come With Mobile Payments (pymnts) Samsung invented a crazy mirror that can show you how clothing looks on you before you buy (bi) TechnologyFake drivers and passengers are boosting Uber’s growth in China (qz) WAY has devised a portable gadget that can monitor a user’s skin condition and surroundings to give them an instant snapshot of their largest organ’s health and tips for how to improve it. (techinasia) Xiaomi eyes expansion in online video content (chinadaily) Huawei’s Culture Is the Key to Its Success (hbr) Consumer StaplesOld brands hungry for success — Traditional food and drinks brands are being transformed as they expand their export markets and fight off international rivals. (chinadaily) Apples from mainland set to tickle US palates soon (chinadaily) MISCWedding photo becomes symbol of South Korean MERS scare (japantimes) S Korea cuts interest rates to record low amid Mers concerns (bbc) Chinese Firms Are Leaving the U.S. to Relist Back Home (bloomberg) The ultimate sign of President Xi Jinping’s total power over China (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 | June 4, 2015 |
Retail/Consumer CyclicalIs China Really Cracking Down on ‘Luxury Smuggling’? (jingdaily) TechnologyThe much anticipated Apple Watch will finally be available in Singapore, South Korea, and Taiwan on June 26, the device maker announced (techinasia) GrabTaxi is the only homegrown app gaining traction across large swathes of Asia. Born out of Malaysia (where it’s known as MyTeksi), it’s experiencing a rapid and colorful growth story across Southeast Asia. (techinasia) TSMC shares decline on Intel-Altera deal, Q3 sales concerns (chinapost) What Silicon Valley Can Learn From Seoul (nytimes) Apple’s Siri has new role in new ‘smart’ home systems (chinadaily) The stylish air quality meter offers homes and small businesses an accurate way to monitor air pollution, and claims to be the best in its price range. (techinasia) A $15 fitness tracker made by Xiaomi is the world’s second most popular wearable (qz) HealthcarePact will attract cosmetic surgeons (chinadaily) FinanceToday Alibaba announced a 1.2 billion yuan ($193.6 million) investment in China Business Network, a subsidiary of the media conglomerate Shanghai Media Group, which owns TV, radio, print, and online properties. The deal is the first step toward Alibaba creating a serious challenge to Bloomberg in financial and economic data (qz) MacroeconomicGlut of Chinese Goods Pinches Global Economy (wsj) |
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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 | May 21, 2015 |
Retail/Consumer CyclicalAlibaba Builds Confidence In Cross-Border Buying (pymnts) Will ‘Kering vs. Alibaba’ Set a Luxury Lawsuit Trend for Fighting China’s Fakes? (jingdaily) Clean EnergyHanergy stock plunges as China solar industry’s woes deepen (marketwatch) China slashes taxes on green autos (chinadaily) Social MediaVietnam’s chat app Zalo challenges Facebook with 30 million registered users (techinasia) Digital WalletGoodbye Samsung Wallet, Hello Samsung Pay (pymnts) TechnologyThe most accurate Apple analyst in the world just slashed Apple Watch estimates due to weak Sony 1st in Japan to sell 4K TVs that use Android operating system (newsonjapan) How Apple’s Tim Cook stacks up on Chinese social media (qz) Xiaomi launches online store targeting US and Europe (chinadaily) Weibo has signed a potentially huge deal with one of Europe’s hottest tech startups (bi) Largan shares hit high on foreign institutional buying (chinapost) Apple Supplier Hon Hai’s Shares Rise After Profit Soars In 1st Qtr (forbes) MacroeconomicChinese cabinet unveils ‘Made in China 2025′ master plan (masterlink) The Philippines factory fire shows the grim reality behind a fast-growth economy (qz) Taiwan stock market a hidden gem while Hong Kong and Shanghai shines (scmp) MISCThe Chinese army just informed everyone that the internet means war (bi) The world economy doesn’t really need China right now (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 | May 14, 2015 |
MSCI sets date for decision on Chinese stocks (marketwatch)
Retail/Consumer CyclicalChina’s Middle Class: the Savior for Coach’s Flagging Sales (jingdaily) Convenience Store ProliferationJapan’s convenience stores catering more to elderly as demographics shift (japantimes) Digital WalletAlibaba’s Path To Mobile Commerce Domination (pymnts) Alibaba in payment partnership with Walmart (chinadaily) Tencent Mum On WeChat Mobile Payments Plan (pymnts) The face recognition startup that Jack Ma wants to use for selfie payments just got $25M in funding (techinasia) PChome subsidiary taps digital mobile wallet service (wantchinatimes) Chinese Smartphone Maker Xiaomi Launches Online Bank (pymnts) Cook says Apple in talks with Alibaba over Apple Pay in China (chinadaily) TechnologyWorld’s first ten core smartphones coming this year (indiatimes) Baidu sacks eight staff for alleged corruption (chinadaily) China cracks down on domestic taxi apps next after Uber raids (scmp) Chinese 4G mobile phone output grows over 400% in April (chinadaily) China is close to ‘peak smartphone’. What happens next could be a huge win for Apple (techinasia) Nintendo logs first operating profit in four years (japantimes) 3 reasons Zhou Hongyi’s Qiku is not going to beat Xiaomi (techinasia) Consumer StaplesChina is the third-largest milk producing country, even though most Asians are lactose-intolerant (qz) Can Peru Make Quinoa Hip in China? (jingdaily) MacroeconomicIndia and China: Friends, foes or frenemies? (cnn) China MarketThe Chinese Stock That Always Goes Up Just Had Its First Down Day Ever (bloomberg) |
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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 | May 7, 2015 |
Retail/Consumer CyclicalNew Balance loses its battle over trademark (chinadaily) Jack Ma: ‘We’re not smart or hard-working, but we’re millionaires’ (techinasia) Jack Ma says it’s time for Alibaba to be run by people born after 1970 (qz) Indonesian O2O startup Kudo lands funding for multi-payment ecommerce solution — “Kudo’s platform is unique and probably only works in emerging countries,” (techinasia) The Chinese version of Shake Shack is coming to America (bi) Clean EnergyChina to get tougher on eco-unfriendly officials (chinadaily) The country’s war against pollution (chinadaily) Digital Wallet82% of Taiwanese have used contactless payment: survey (chinapost) TechnologyFounder puts research at heart of his company (chinadaily) China’s Xiaomi Sells Stuff, and Phones Too (wsj) Consortium buys US chip producer OmniVision (chinadaily) Tech Start-Ups in India Attract Big Name Investors, and Money (nytimes) Driver numbers down, but Uber still running after Guangzhou police raid (techinasia) Consumer StaplesCosmetics Industry Applies Asian Trends to West (wsj) Macroeconomic MISCTaiwan is placed fifth in Q1 BlackRock risk index (chinapost) MISCStudent bets on stocks from her dormitory (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 | May 1, 2015 |
Retail/Consumer CyclicalRecord pollution fine for Beijing McDonald’s supplier (chinadaily) Clean EnergyBYD represents influence in clean green vehicles (chinadaily) TechnologyTencent launches OS for smartphones (chinadaily) Tencent pushes further in US gaming with Glu Mobile stake buy (chinadaily) Apple and Samsung Are Friendly Again, and the Competition Should Be Terrified (bloomberg) Catcher shares plunge on Q1 results (chinapost) MediaTek maintains target for 2015 smartphone (chinapost) ASE sales for Q2 forecast to show close to almost 10% growth (chinapost) TransportationChinese company becomes co-contractor of Russia’s high-speed rail project (chinadaily) Chinese MarketMore young Chinese buy stocks as risks increase (chinadaily) MacroeconomicChina overtakes US to become Australia’s top foreign investor (chinadaily) MISCNew rich set sights on tech, media and telecom sectors (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. | |