Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Thematic (Sector/Industry)

Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems with antibiotic resistance due to misuse should be taken seriously.

Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems with antibiotic resistance due to misuse should be taken seriously.

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

Equity Bottom-Up

Tsingtao Brewery Co Ltd H / Equity Bottom-Up

BackgroundEight years ago, in 2009, Asahi Group Holding (2502.JT) decided to purchase a minority stake in Tsingtao Brewery hoping to gain entry into the world’s largest beer market, China by getting Tsingtao Brewery to sell Asahi’s flagship “Super Dry” lager in China. To date, Tsingtao still could not sell Asahi’s flagship product as well as faces more competition from foreign brands and local craft beers, eating away profits.  <blockquote>Mr Koji, COO of Asahi Group, noted Tsingtao's "worsened" earnings…</blockquote>

BackgroundEight years ago, in 2009, Asahi Group Holding (2502.JT) decided to purchase a minority stake in Tsingtao Brewery hoping to gain entry into the world’s largest beer market, China by getting Tsingtao Brewery to sell Asahi’s flagship “Super Dry” lager in China. To date, Tsingtao still could not sell Asahi’s flagship product as well as faces more competition from foreign brands and local craft beers, eating away profits.  Mr Koji, COO of Asahi Group, noted Tsingtao's "worsened" earnings…

Founder, Supreme Peoples Court Monitor

Susan Finder

Founder

Supreme Peoples Court Monitor

A senior judge of China's Zhejiang Province Higher People's Court gave a <a href="http://mp.weixin.qq.com/s?__biz=MjM5NjA3NDc5MA==&amp;mid=2654696679&amp;idx=1&amp;sn=de31519c793d3104b951aff8f5533d8a&amp;chksm=bd2110ae8a5699b82257b31d4423e80eb779f5de31303016012381e999a9c774bac4eaa2d167&amp;mpshare=1&amp;scene=5&amp;srcid=0123rxQfyxxt74qmE8hHGXcm#rd" target="_blank">status report</a> on civil and commercial litigation in his province, providing statistics as of the end of September, 2016. What he reported provides signals on the state of the economy there, a province critical to the Chinese economy.<h2>What is special about Zhejiang?</h2>Zhejiang is an important export base, accounting for about 12% of all Chinese exports in <a href="http://china-trade-research.hktdc.com/business-news/article/Facts-and-Figures/Zhejiang-Market-Profile/ff/en/1/1X000000/1X06BVYH.htm" target="_blank">2015</a>.  Many of the exporting companies are private and in 2015, private…

A senior judge of China's Zhejiang Province Higher People's Court gave a status report on civil and commercial litigation in his province, providing statistics as of the end of September, 2016. What he reported provides signals on the state of the economy there, a province critical to the Chinese economy.What is special about Zhejiang?Zhejiang is an important export base, accounting for about 12% of all Chinese exports in 2015.  Many of the exporting companies are private and in 2015, private…

Bad Debt Litigation in China's Export Base

Founder, Riedel Research

David Riedel

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

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Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

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GCSI Rises In December but Increased Polarization Predicts Volatility in 2017<ul><li class="li2">In December the RRG Global Consumer Sentiment Index (GCSI) increased slightly to a level of .53, up from .5 in November and above the average reading of 0.37 for the first 11 months of the year.</li></ul><ul>
<li class="li2">Upward momentum in the GCSI has been enough to offset concern about rising inflation and the uncertainty of the Trump presidency in the U.S. set to begin Jan 20th.</li>
<li class="li2">
US dollar strength since Trump’s election in November dampened…</li>
</ul>

GCSI Rises In December but Increased Polarization Predicts Volatility in 2017In December the RRG Global Consumer Sentiment Index (GCSI) increased slightly to a level of .53, up from .5 in November and above the average reading of 0.37 for the first 11 months of the year.
Upward momentum in the GCSI has been enough to offset concern about rising inflation and the uncertainty of the Trump presidency in the U.S. set to begin Jan 20th.

US dollar strength since Trump’s election in November dampened…


Global Consumer Sentiment Strong in Dec but Troubling Patterns Risk Volatility in 2017

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

<ul><li>Industrial production in China appears to be stabilizing above the 6.0% level</li><li>Impact of the economic and political policies of the incoming US administration as well as the impact of Brexit on China’s exports will need to be monitored</li><li>The RMB is likely to weaken as exports and economy slow and capital outflows continue</li></ul>

Industrial production in China appears to be stabilizing above the 6.0% levelImpact of the economic and political policies of the incoming US administration as well as the impact of Brexit on China’s exports will need to be monitoredThe RMB is likely to weaken as exports and economy slow and capital outflows continue

China

Tsingtao Brewery Company Limited produces and distributes beer products.  The Company markets its products throughout China and around the world under the Tsingtao Beer brand name.

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Tsingtao Brewery Co Ltd H (168 HK)

Issues Raised by WH Group and US Pork

Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...

Bixmoor

Is Asahi Really Getting Out of Tsingtao?

BackgroundEight years ago, in 2009, Asahi Group Holding (2502.JT) decided to purchase a minority stake in Tsingtao Brewery hoping to gain entry...

Henry Soediarko

Bad Debt Litigation in China's Export Base

A senior judge of China's Zhejiang Province Higher People's Court gave a status report on civil and commercial litigation in his province,...

Susan Finder

Global Consumer Sentiment Strong in Dec but Troubling Patterns Risk Volatility in 2017

GCSI Rises In December but Increased Polarization Predicts Volatility in 2017In December the RRG Global Consumer Sentiment Index (GCSI) increased...

David Riedel

Marketnomix Insight: China

Industrial production in China appears to be stabilizing above the 6.0% level Impact of the economic and political policies of the incoming US...

Rajan Govil

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