Asia Watch

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

June 16, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

618 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)

Technology

China 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 Equipment

TSA tests 3-D CT scanner in bid to boost bomb-detecting for carry-ons (japantimes)

Consumer Staples

In China, Premium Cosmetics Surpassed Mass Beauty Brands in 2016 (jingdaily)

Financials

China A-Shares Likely to Win Key MSCI Index Inclusion, Asset Managers Say (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.

June 9, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Chinese 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)

Energy

China a global leader in sustainable energy: World Bank (chinadaily)

Technology

Robot 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)

Transportation

With Chinese Travel Booming, Why are Premium Asian Airlines Preparing for Layoffs? (jingdaily)

Macroeconomic

China has scored a major perceptual victory on its role in global trade (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 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)

Energy

India, Once a Coal Goliath, Is Fast Turning Green (nytimes)

Technology

Nintendo’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)

Macroeconomic

Wages 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)

 

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 26, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Maruti 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)

Technology

Children 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)

Energy

China raises retail fuel prices for fourth time this year (chinadaily)

Transportation

China’s Elite Buying Private Jets For Business, Not Pleasure (jingdaily)

Macroeconomic

Why China’s Growing Debt Load Worries the World (nytimes)

China Moves to Stabilize Currency, Retreating From Effort to Ease Control (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.

May 19, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

China’s Strength and Its Shopping Lift Alibaba’s Results (nytimes)

With Chinese Tourism Down, Taiwan Looks to Lure Visitors From Southeast Asia (nytimes)

Technology

Weibo 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)

 

Financial

Ant Financial close to locking in $3.5b for overseas expansion (chinadaily)

Shanghai blocks sales of commercial property converted for residential use (scmp)

Consumer Staples

The women behind the Philippines’ bubbling craft beer scene (cnn)

Macroeconomic

China’s women choosing work over having babies, worsening demographic woes: survey (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.

May 12, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Alibaba 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)

Technology

SoftBank may seek merger talks between Sprint, T-Mobile US (japantimes)

Consumer Staples

China’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)

Macroeconomic

High 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 Fun

China is now fighting against the US’s advanced missile system with a rap battle (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.

May 5, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

China 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)

Transportation

China’s First Modern Jet Isn’t All Made in China (bloomberg)

Technology

China’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)

Healthcare

WHY IS TRADITIONAL CHINESE MEDICINE SO POPULAR … IN BULGARIA? (smcp)

China’s Hawaii Plans a $3 Billion Medical Tourism Hotspot (Bloomberg)

Macroeconomic

Say 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)

 

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 13, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Honda 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)

Technology

Samsung 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)

Financials

India Sets Rules to Push Struggling Banks to Combine With Rivals (bloomberg)

Transportation

Chinese airlines see faster passenger growth in March (chinadaily)

Macroeconomic

Beijing bans property websites from giving feng shui advice to help cool its red-hot housing market (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 07, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

Here’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)

Technology

Japan’s Rakuten Is Betting on a Future Without Apps (bloomberg)

Capital Equipment

China is building a brand-new city twice the size of New York City (bi)

Consumer Staples

China has fished itself out of its own waters, so Chinese fishermen are now sticking their rods in other nations’ seas (qz)

Financial

A key path to plum finance jobs in China is being closed off as banks get more automated (qz)

Macroeconomic

China’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)

 

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 31, 2017 Derek Higa 310.448.6910

Retail/Consumer Cyclical

A 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)

Technology

Samsung’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 Staples

In China, consumers have to be on guard not just against fake food, but also fake news about food (qz)

Clean Energy/Pollution

China to Plant ‘Green Necklace’ of Trees Around Beijing to Fight Smog (nytimes)

Macroeconomic

UnionPay 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)

 

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.