Asia Watch

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

January 19, 2018 Derek Higa 310.448.6910

Technology

Most people do not know what to do with e-waste;  only a fraction recycle: NEA study (channelnewsasia)

Video: What’s unique about China’s deep learning startups (techinasia)

China Has Its Own Alexa, But It’s No Meer Knockoff (fastcompany)

Consumer Staples

Euro Surge to Curb Remy Cointreau Profit Despite Cognac Revival (bloomberg)

Pollution

China’s air quality improved in 2017,  environment ministry says (scmp)

Cryptocurrency

Report says North Korean  hackers have been targeting South Korean cryptocurrency exchanges (bi)

Macroeconomic

China’s two-child policy has already stopped working (qz)

Strong wage growth key to beating deflation, Japanese government says in report before corporate wage talks (japantimes)

Despite diplomatic rows, Japan and South Korea are  growing closer(economist)

Xi Expected to Be  Written Into Chinese Constitution (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 . 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.

January 12, 2018 Derek Higa 310.448.6910

Retail/Consumer Cyclical

CHINA’S MOVIEGOERS ARE CHOOSING A  SEXIST HOMEGROWN COMEDY OVER “THE LAST JEDI” (qz)

JD.com Partners with “China’s Pinterest”  on New WeChat Sales Venture (jingdaily)

Technology

A Chinese company you’ve never heard of beat Samsung to the punch by putting a fingerprint sensor underneath a smartphone’s screen (bi)

Huawei’s big US push is in tatters  after AT&T canceled a distribution deal for its latest phone (bi)

Cryptocurrency

Police are raiding bitcoin exchanges in South Korea (qz)

Automated Trading Firm Plans Crypto Hires  in Asia and Office in China (Bloomberg)

South Korea might ban cryptocurrency trading (fc)

Consumer Staples

India’s consumer goods firms hope monsoons and elections will rain money (qz)

Macroeconomic

This country will trigger ‘the great unwind’, according to SocGen’s permabear Albert Edwards (marketwatch)

Why China’s record trade surplus with US could be a headache for Beijing (scmp)

Chinese Workers Abandon Silicon Valley,  for Riches Back Home (Bloomberg)

The bright spot in India’s dismal job market: freelancing (qz)

MISC

Vending machines are everywhere in Japan  — here are the strangest places to find them (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 . 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.

December 22, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Infrastructure needs put a drag on  fuel cell vehicle popularity. (japantimes)

Toyota Plays Catch-Up With Plans for More Than 10 EV Models (wsj)

Is China Finally Coming Around to  Chinese Supermodels? (jingdaily)

Pixar’s Coco has made  more money in China than at home (qz)

Subaru orders skid 30% in Japan amid inspection scandal (japantimes)

Who is Kris Wu? Meet the Millennial Idol Bringing Chinese Hip Hop to a Global Stage (jingdaily)

Self-Driving Cars/Ride sharing

Baidu & NXP Semiconductors  Collaborate on Self Driving Cars (nasdaq)

Didi’s  next trick is to go global (techinasia)

Technology

2017: When India’s startups came of age,  herded by Softbank’s big bucks (qz)

Financial

BofA Is Jockeying to Handle More China Debt Sales, Moynihan Says (bloomberg)

Macro

China Shrugs Off Debt Worries as Xi Takes Firmer Economic Grip (nytimes)

 

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 . 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.

December 15, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Paying 15 cents more for your T-shirt : would help Indian workers earn a living wage (qz)

Car-sharing trend : is taking off (chinadaily)

Alibaba invests in electric car startup(techinasia)

A private car maker is frantically funding public transport in China(qz)

An Indian lifestyle brand is using Bollywood celebrities to curate your wardrobe(qz)

Technology

A Chinese billionaire has quietly become one of the biggest seed investors in Silicon Valley (qz)

Big Boss Nintendo Seeks New Sidekicks in Smartphone Battle(wsj)

Capital Equipment

Nvidia and construction giant Komatsu partner on AI for job site safety (techcrunch)

Pollution

China Doesn’t Want Our Trash Anymore, So We Need To Recycle Smarter (fastcompany)

Macroeconomic

China Audit Finds Provinces Faked Data and Borrowed Illegally.(bloomberg)

How South Korea names and shames tens of thousands of tax-dodgers every year,(bi)

MISC

North Korean soldier who defected has been granted Choco Pies for life — a snack Kim Jong Un hates (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 . 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.

December 8, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Decoding Chinese Millennials: Navigating Gender Roles (jingdaily)

No free lunch: Japan turns to convenience stores in bid to reduce unpaid public school meal fees (japntimes)

BYD Auto’s new energy sales targets reveal optimism for a bumper 2018 (chinadaily)

Asian demand for glitz puts sparkle in Tiffany profits (japantimes)

Guangzhou Automobile plans design studios in LA, Shanghai (chinadaily)

Technology

Spotify and Tencent just agreed to a huge deal (techinasia)

Nintendo opens games to rival console for first time with China-only Nvidia tie-up (japantimes)

Baidu, Xiaomi partner on AI, internet of things (chinadaily)

Eight ways English is creeping its way into Chinese, as explained by a Chinese YouTuber (qz)

INSIDE BAIDU’S BID TO LEAD THE AI REVOLUTION (wired)

Financial 

Hong Kong Unveils Investor ID Plan for China Trading Link (bloomberg)

Pollution

Environmentalists Ask: Is India’s Government Making Bad Air Worse (nytimes)

 

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.

November 17, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

How Much Does Shoplifting Cost Retailers in China Like Louis Vuitton? (jingdaily)

High School Teams Head to China, Mixing Basketball and Business (nytimes)

Amazon hasn’t cracked China’s cloud market. This blockchain startup thinks it can. (techinasia)

Online & Offline Strategies Key in China’s Evolving Duty-free Marketplace (jingdaily)

Electric Cars

Volkswagen Plans $12 Billion Electric-Car Blitz in China (wsj)

Maruti Suzuki-Toyota to produce electric cars for India (cartoq)

BYD signs green bus deal with Argentine province (chinadaily)

Healthcare 

Bird Flu Is Spreading in Asia, Experts (Quietly) Warn (nytimes)

Financial 

China’s own Dodd-Frank Act aims to tame wealth management sector as crackdown on risky financial activity gathers pace (scmp)

Macroeconomic 

China’s state-owned firms must take leading role in world markets, says chief regulator (scmp)

MISC

Billionaire Alibaba CEO Jack Ma is the star of an ultra-popular kung fu film (bi)

Japan’s infamous dedication they apologized for a train being 20 seconds early (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.

November 10, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Shenzhen set to have world’s first all-electric public bus fleet (scmp)

Explainer: Why do millions of people choose to shop online on November 11? (scmp)

China’s NetEase to facilitate intl e-commerce worth $11 billion (chinadaily)

Why the Chinese Market is Finally Right for InStyle China, According to Editor-in-Chief Jerri Ng (jingdaily)

What Commercial Real Estate Says About China’s Next Luxury Gold Mine (jingdaily)

Baidu, Alibaba and Tencent initiatives will help China ‘aggressively’ narrow AI gap with US (scmp)

How Alibaba, JD are expanding their empires offline by offering data to retailers (techinasia)

Technology

Nintendo Is About To Go Crazy With Switch Production, 25-30 Million Coming In 2018 (forbes)

Tencent’s new investment plan will boost content creators (chinadaily)

Brief: Razer to raise $528m from next week’s IPO (techinasia)

Financial 

Demonetisation to power 80% rise in digital payments, may hit Rs 1,800 crore in 2017-18 (indiatimes)

China’s Effort to Tame Its Financial System May Disappoint (nytimes)

China going back on pledge to open up market to foreign credit card firms, sources claim (scmp)

Pollution

In India, Air So Dirty Your Head Hurts (nytimes)

India is overtaking China as the biggest emitter of this deadly air pollutant (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.

November 3, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Chinese Travelers, E-commerce Boost Global Luxury Industry: Bain (jingdaily)

The 4 Young Chinese Women That Impact Their Lingerie Preferences (jingdaily)

Cashless China: shoppers to spend $15t on their phones this year (techinasia)

Why Luxury Brands Should Care About Chinese E-commerce Social Media Platform Redbook(jingdaily)

Technology

Qihoo 360 set to return to China’s A-share market (chinadaily)

SoftBank expects final bid for Sprint-T-Mobile merger this week as prospects for deal fade fast (japantimes)

Tencent’s 2,636 per cent rally in a decade explains why Asia’s stock boom is different this time around (scmp)

Eric Schmidt on AI: ‘Trust me, these Chinese people are good’ (bi)

Nintendo’s New World, From The Switch To Phone Games To Theme Parks (fastcompany)

6 reasons you should buy a Nintendo Switch instead of a PlayStation 4 or Xbox One this year (bi)

Razer just showed off its first phone (techinasia)

How Xiaomi is winning over India’s booming smartphone market (qz)

Transportation

SIA unveils ‘bedroom’ suitesnew economy class seats for A380s (channelnewsasia)

Healthcare

Will China be able to care for millions of dementia sufferers? (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.

October 27, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Chinese carmaker to build monorail in Egypt (chinadaily)

Tesla says in talks to build auto plant in Shanghai (chinadaily)

Handicrafts and Boutiques Off Shanghai’s Beaten Paths (nytimes)

Uniqlo won’t sell through Amazon, seeks tie-ups with other companies in U.S. (newsonjapan)

Maruti Suzuki says will have to move to electric cars (indiatimes)

What Does the Surge of Chinese Billionaires Mean for Luxury Economy in China(jingdaily)

Technology

leader is emerging in Silicon Valley (qz)

Canada, a leader in AI, now makes its foray into driverless car technology (japantimes)

Staples 

Higher milk, cream sales to China boost New Zealand exports: Statistics (chinadaily)

Financials 

China’s Alipay introduces offline e-payment system into Philippine market (chinadaily)

Macroeconomic 

Australia’s wild dual-citizenship scandal is on the verge of bringing down its government (qz)

Xi Jinping is officially China’s most powerful leader since Mao — here’s what that means for the economy (bi)

China’s US$150 billion tax cut: Beijing claims headway in cutting business burden (scmp)

China SOE reform set to accelerate (chinadaily)

An inconvenient truth? China omits key figures that may have highlighted its demographic time bomb from official statistics (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.

October 20, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Alibaba’s delivery arm opens smart warehouses for shopping bonanza (chinadaily)

The Luxury Goods Rental Market in China: What You Need to Know (jingdaily)

BYD’s brand new Midibus wins first European order (chinadaily)

Midea Group opens R&D center in Silicon Valley (chinadaily)

Why mainlanders have lost their appetite for Hong Kong’s fast food (scmp)

Materials 

Alipay And Chase Planning Easier Payments For Chinese Tourists In North America (pymnts)

Technology

China races ahead in public use of facial-recognition technology, for good or for ill (japantimes)

ZTE launches innovative dual-screen foldable smartphone in US (chinadaily)

Nintendo just added a bunch of crucial features to the Switch — here’s the rundown (bi)

China’s Baidu is the one to beat in the race to driverless cars (qz)

Macroeconomic 

China’s Reform Hopefuls Watch for Names. Only One May Matter (nytimes)

China’s Economy Grew Steadily, Thanks to Loans and Homes (nytimes)

What China’s “new era” looks like, in Xi Jinping’s own words (qz)

China’s “rogue aid” to Africa isn’t as much or as controversial as we thought (qz)

Xi Jinping’s War On Poverty Moves Millions Of Chinese Off The Farm (npr)

Slower property, construction sectors drag on China’s growth (scmp)

Japan’s Young Workers Get a Lift, and Its Leaders Profit (nytimes)

 

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.