Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch. |
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June 16, 2017 | Derek Higa 310.448.6910 |
Retail/Consumer Cyclical618 and the Rise of the Faux Shopping Holiday in China (jingdaily) Chinese Tourists’ Favorite Luxury Hotels in Thailand Revealed (jingdaily) Mattel sees potential in early education market (chinadaily) TechnologyChina applying for more patents than ever before as companies push to innovate, protect brands (scmp) iPhone’s biggest screen maker seeks to raise HK$10 billion in Hong Kong IPO (scmp) Line plans smart speaker to challenge Amazon, Google (japantimes) Western Digital seeks injunction to block Toshiba chip sale (japantimes) 5G to drive 6.3t yuan economic output in China: report (chinadaily) Samsung won’t launch its Bixby assistant for the Galaxy S8 this spring as promised (bi) Capital EquipmentTSA tests 3-D CT scanner in bid to boost bomb-detecting for carry-ons (japantimes) Consumer StaplesIn China, Premium Cosmetics Surpassed Mass Beauty Brands in 2016 (jingdaily) FinancialsChina A-Shares Likely to Win Key MSCI Index Inclusion, Asset Managers Say (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. | |
Tag: Asia Watch
Asia Watch
Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch. |
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June 9, 2017 | Derek Higa 310.448.6910 |
Retail/Consumer CyclicalChinese city introduces ‘one dog policy’ for households (scmp) China’s ‘Sex and the City’ Stirs Heated Debate Over Luxury Brands (jingdaily) iQiyi to introduce open platform for content suppliers (chinadaily) Honda aims to develop fully self-driving cars by around 2025 (japantimes) India Set to Approve Amazon’s Grocery Service (wsj) EnergyChina a global leader in sustainable energy: World Bank (chinadaily) TechnologyRobot scores in China’s national maths exam … but it’s still not good enough for a top university (scmp) Toshiba asserts right to sell chip unit, warns Western Digital to quit its ‘harassment’ (japantimes) Alphabet is selling its terrifying robots to SoftBank (qz)() Watching porn on China’s censored internet is an infinitely evolving cat-and-mouse game (qz) TransportationWith Chinese Travel Booming, Why are Premium Asian Airlines Preparing for Layoffs? (jingdaily) MacroeconomicChina has scored a major perceptual victory on its role in global trade (scmp)
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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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June 2, 2017 | Derek Higa 310.448.6910 |
Retail/Consumer Cyclical
CEO Corner: Rolls-Royce’s Leon Li on Becoming ‘Younger and Cooler’ for Chinese Millennials (jingdaily) Why Singapore casinos can’t collect from China’s high rollers (scmp) Michael Kors To Close Up To 125 Stores Despite Strong China Market (jingdaily) Like with smartphones, China wants to storm Indian electric car market (indiatimes) EnergyIndia, Once a Coal Goliath, Is Fast Turning Green (nytimes) TechnologyNintendo’s new online service offers subscription access to classic games for $20 a year (bi) China’s New Cybersecurity Law Leaves Foreign Firms Guessing (nytimes) MacroeconomicWages for China’s Newest College Grads Are Plunging (bloomberg) Chinese banks told to report overseas cash withdrawals plus transactions over US$147 (scmp) Japan, Short on Babies, Reaches a Worrisome Milestone (nytimes) China’s mysterious new yuan formula ‘no big quick fix for market volatility’ (scmp)
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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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May 26, 2017 | Derek Higa 310.448.6910 |
Retail/Consumer CyclicalMaruti Suzuki Dzire 2017: First drive review (indiatimes) China’s Geely Buys Iconic British Luxury Automaker Lotus (jingdaily) Chinese Demand for Supercars Races Ahead at Full-Speed (jingdaily) Alibaba reportedly plans to lead a huge $1 billion investment into a food delivery startup (bi) Targeted in crackdown, Moutai liquor is once again the toast of the town (scmp) TechnologyChildren used to smuggle 210 phones worth US$145,000 out of Hong Kong for fast food (scmp) There are rumors iPhone 8 testing is going badly and could mean a 3-month delay (chinapost) EnergyChina raises retail fuel prices for fourth time this year (chinadaily) TransportationChina’s Elite Buying Private Jets For Business, Not Pleasure (jingdaily) MacroeconomicWhy China’s Growing Debt Load Worries the World (nytimes) China Moves to Stabilize Currency, Retreating From Effort to Ease Control (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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May 19, 2017 | Derek Higa 310.448.6910 |
Retail/Consumer CyclicalChina’s Strength and Its Shopping Lift Alibaba’s Results (nytimes) With Chinese Tourism Down, Taiwan Looks to Lure Visitors From Southeast Asia (nytimes) TechnologyWeibo now has more users than Twitter (techinasia) WeChat just launched a search engine. Baidu should worry. (techinasia) Apple’s ‘Made in India’ iPhones to hit stores this month (indiatimes) Japan urges Toshiba and Western Digital to get along as chip spat flares (reuters) Nintendo Needs to Be More Upwardly Mobile (wsj) China Unicom Units Inflated Sales for Years, Document Shows (bloomberg) For the first time, Chinese smartphones dominate India (techinasia)
FinancialAnt Financial close to locking in $3.5b for overseas expansion (chinadaily) Shanghai blocks sales of commercial property converted for residential use (scmp) Consumer StaplesThe women behind the Philippines’ bubbling craft beer scene (cnn) MacroeconomicChina’s women choosing work over having babies, worsening demographic woes: survey (scmp)
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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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May 12, 2017 | Derek Higa 310.448.6910 |
Retail/Consumer CyclicalAlibaba reaches out to US businesses (chinadaily) Alibaba’s next online stop: the whole world (chinadaily) Japan’s no-brand retailer Muji predicts big expansion in India after China success (japantimes) Can Chinese Artists Lead Luxury Brands into New Territory? (jingdaily) Materials China Cement Giant Sees Big Opportunity in Paving New Silk Road(Bloomberg) TechnologySoftBank may seek merger talks between Sprint, T-Mobile US (japantimes) Consumer StaplesChina’s taste for Aussie beef a blessing for industry (chinadaily) India’s most male-dominated businesses are finally adding more women in the C-suite (qz) MacroeconomicHigh prices put new condos out of reach for average workers in Japan (japantimes) The yen went from 1st to last among major currencies (marketwatch) Jim O’Neill Says China Fears Are ‘Completely Overblown’ (Bloomberg) China’s financial regulators appear determined to tighten rules further,boost oversight (scmp) For FunChina is now fighting against the US’s advanced missile system with a rap battle (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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May 5, 2017 | Derek Higa 310.448.6910 |
Retail/Consumer CyclicalChina Bets $1.2 Billion on E-Cars in Volkswagen’s Germany (bloomberg) Hyundai to now let customers book new cars online (IndiaTimes) China’s High-Fashion Players Are Hungry for Sustainable Design (jingdaily) TransportationChina’s First Modern Jet Isn’t All Made in China (bloomberg) TechnologyChina’s Tencent is a sleeping giant in the global artificial intelligence race (qz) Russia blocks China’s social media app WeChat (scmp) Apple has won a battle in India but it has yet to win the war (qz) Foxconn’s Gou Meets With Trump, Mulls U.S. Investment Plans (bloomberg) Chinese women are creating a billion-dollar live streaming industry based on singing and slurping soup (bi) HealthcareWHY IS TRADITIONAL CHINESE MEDICINE SO POPULAR … IN BULGARIA? (smcp) China’s Hawaii Plans a $3 Billion Medical Tourism Hotspot (Bloomberg) MacroeconomicSay goodbye to easy money as China’s central bank puts squeeze on liquidity (scmp) Japan’s huge sex problem just hit a 67-year low (bi) India’s Government Will Soon Loosen Purse Strings: Deutsche Bank (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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April 13, 2017 | Derek Higa 310.448.6910 |
Retail/Consumer CyclicalHonda is betting big on hydrogen-powered cars (bi) New York auto show kicks off with Toyota and other makers unveiling new SUVs (japantimes) In photos: India’s colonial coffee houses in an era of Starbucks and hipster cafes (qz) Starbucks ups employee benefits amid ambitious China expansion plan (chinadaily) China has a tricky new method for boosting falling box-office revenue (marketwatch) TechnologySamsung is reportedly building a foldable smartphone prototype with 2 screens (bi) Baidu uses AI technology to help abducted child find family (chinadaily) Toshiba sale of chip unit hits snag amid objections from JV partner Western Digital (japantimes) FinancialsIndia Sets Rules to Push Struggling Banks to Combine With Rivals (bloomberg) TransportationChinese airlines see faster passenger growth in March (chinadaily) MacroeconomicBeijing bans property websites from giving feng shui advice to help cool its red-hot housing market (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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April 07, 2017 | Derek Higa 310.448.6910 |
Retail/Consumer CyclicalHere’s What Happens When a Chinese Firm Buys a Closed GM Plant (bloomberg) Slot machine-maker Konami says Japan casinos will need Vegas-style oversight (japantimes) TechnologyJapan’s Rakuten Is Betting on a Future Without Apps (bloomberg) Capital EquipmentChina is building a brand-new city twice the size of New York City (bi) Consumer StaplesChina has fished itself out of its own waters, so Chinese fishermen are now sticking their rods in other nations’ seas (qz) FinancialA key path to plum finance jobs in China is being closed off as banks get more automated (qz) MacroeconomicChina’s global currency ambitions falling flat with central banks (marketwatch) China Plan to Create New Shenzhen Spurs Speculative Rampage (bloomberg) China Has Its Worst-Ever Start to a Year For Defaults (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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March 31, 2017 | Derek Higa 310.448.6910 |
Retail/Consumer CyclicalA major Japanese retailer threatened to leave the US if Trump enforced ‘made in America’ policies (bi) Reebok plans 500 stores in China, 50 this year alone (chinadaily) Toyota Turns to AI for a Better Electric Car (bloomberg) Toyota to bring premium brand Lexus to India (japantimes) Didi Chuxing, China’s Ride-Hailing Giant, Holds Talks With SoftBank (nytimes) One of China’s top bike-sharing startups is now paying users to ride its bikes (qz) Luxury Brands Are Beginning to Embrace WeChat’s New Multimedia Moments Ads (jingdaily) TechnologySamsung’s Galaxy S8 facial recognition feature can be fooled with a photo (bi) Apple’s main iPhone producer posted its first drop in sales in 26 years (qz) Apple is opening fewer stores in Europe and focusing on China instead (bi) Huawei’s stagnating profit shows why Android smartphones make for terrible business (qz) Baidu’s decline: the key facts (techinasia) Oculus Rift has a new rival in China (techinasia) Consumer StaplesIn China, consumers have to be on guard not just against fake food, but also fake news about food (qz) Clean Energy/PollutionChina to Plant ‘Green Necklace’ of Trees Around Beijing to Fight Smog (nytimes) MacroeconomicUnionPay bars Chinese buyers from swiping for Hong Kong property (scmp) Chinese investors move in, take large slice of Latin American pie (chinadaily) China’s leaders are too obsessed with the GDP growth rate, says S&P chief economist (scmp)
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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. | |