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)

Chinese people are actively choosing not to have further children and this will lead inexorably to a population collapse during the balance of this century – a situation not helped by the fact that the state is still damaging its own overdue initiatives with retrogressive “family planning” strategies.

Chinese people are actively choosing not to have further children and this will lead inexorably to a population collapse during the balance of this century – a situation not helped by the fact that the state is still damaging its own overdue initiatives with retrogressive “family planning” strategies. 

China Macroeconomics & Academia

Christopher Balding

The sluggish growth of Chinese economy in the past couple of months ignited concerns regarding the future of the economy. The slow growth in exports posed various threats to the highly leveraged economy which depends upon state owned enterprises and the debts owed by them. However, some sectors such as real estate have started to show signs of improvement which surely will help the economy.While the slow economic growth left Beijing concerned, the recent official data released by presents a…

The sluggish growth of Chinese economy in the past couple of months ignited concerns regarding the future of the economy. The slow growth in exports posed various threats to the highly leveraged economy which depends upon state owned enterprises and the debts owed by them. However, some sectors such as real estate have started to show signs of improvement which surely will help the economy.While the slow economic growth left Beijing concerned, the recent official data released by presents a…

Founder, Riedel Research

David Riedel

Founder

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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In June the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.9, just below the threshold level of 116 indicating consumers are in a state of panic. We continue to highlight our view that China’s economy is much stronger than depressed levels of Consumer Sentiment would suggest. We believe the Chinese government is aware of its recent confidence destabilizing policy moves and is focused on avoiding such moves in the near future, allowing consumers to pull out of a prolonged period of panic. Data collection for the MNI China Consumer Sentiment Survey ended by the June 23rd Brexit referendum. While it is not yet clear what impact the Brexit will have on the CSI it has the potential to adversely change the global economic outlook and the outlook for China. Over the next few weeks we will be monitoring the spillover effects of the Brexit carefully.

In June the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.9, just below the threshold level of 116 indicating consumers are in a state of panic.  We continue to highlight our view that China’s economy is much stronger than depressed levels of Consumer Sentiment would suggest. We believe the Chinese government is aware of its recent confidence destabilizing policy moves and is focused on avoiding such moves in the near future, allowing consumers to pull out of a prolonged period of panic.  Data collection for the MNI China Consumer Sentiment Survey ended by the June 23rd Brexit referendum. While it is not yet clear what impact the Brexit will have on the CSI it has the potential to adversely change the global economic outlook and the outlook for China.  Over the next few weeks we will be monitoring the spillover effects of the Brexit carefully.

China Consumer Sentiment Rises in June as Panic Surrounding Slowing Economy Continues to Dissipate

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Coupang has been quite secretive regarding its China expansion plans. In the past several years, Coupang has shattered many records to become one of the fastest growing E-commerce company not just in Korea, but in the world. Coupang is the largest "start-up" in Korea in history. Ever since Softbank invested US$1 billion in Coupang in 2015, some of the key questions that have been raised include "Will Coupang focus its business in Korea only and what is its expansion plans in China?" Coupang has…

Coupang has been quite secretive regarding its China expansion plans. In the past several years, Coupang has shattered many records to become one of the fastest growing E-commerce company not just in Korea, but in the world. Coupang is the largest "start-up" in Korea in history. Ever since Softbank invested US$1 billion in Coupang in 2015, some of the key questions that have been raised include "Will Coupang focus its business in Korea only and what is its expansion plans in China?" Coupang has…

Following a ‘risk-on’ rally early in the early part of last week global stocks dropped going into Friday on concerns that a series of key events later this month may stress the global economy and financial markets.At the center of these concerns is the uncertainty surrounding the potential for the UK to exit the European Union (Brexit). On June 23rd voters will decide whether Britain will leave or remain in the European Union. Concerns over a possible Brexit surged on Friday following the release of a poll from the Independent showing increasing support for a Brexit, with 55% vote to ‘leave’ against a 45% vote to ‘remain’.Further fueling uncertainty is the US Feds upcoming FOMC meeting set to take place on June 15th. While the Fed is not expected to hike rates in June (the implied probability of a June rate hike is currently just 2%) , investors are very concerned that a surprise hike could trigger volatility across global financial markets.Our proprietary indicators continue to indicate the global economy is strong enough to withstand a potential shock stemming from a surprise rate hike in the US or a Brexit.

Following a ‘risk-on’ rally early in the early part of last week global stocks dropped going into Friday on concerns that a series of key events later this month may stress the global economy and financial markets.At the center of these concerns is the uncertainty surrounding the potential for the UK to exit the European Union (Brexit). On June 23rd voters will decide whether Britain will leave or remain in the European Union. Concerns over a possible Brexit surged on Friday following the release of a poll from the Independent showing increasing support for a Brexit, with 55% vote to ‘leave’ against a 45% vote to ‘remain’.Further fueling uncertainty is the US Feds upcoming FOMC meeting set to take place on June 15th. While the Fed is not expected to hike rates in June (the implied probability of a June rate hike is currently just 2%) , investors are very concerned that a surprise hike could trigger volatility across global financial markets.Our proprietary indicators continue to indicate the global economy is strong enough to withstand a potential shock stemming from a surprise rate hike in the US or a Brexit.

Anxiety Over Brexit Surges While Key Economic Data Continue to Improve

China

Yixintang Pharmaceutical Group Co., Ltd. operates pharmaceutical stores. The Company retails Chinese medicines, western medicines, and other products. Yixintang Pharmaceutical Group also provides medical equipment.

Yixintang Pharmaceutical Group (002727 CH)

COFCO Joycome Foods Limited engages in animal meat production. The Company produces, processes, distributes, and sells fresh pork, pork products, and animal feeds. COFCO Joycome Foods also operates and manages slaughterhouse throughout China.

Ping An Healthcare and Technology Company Limited provides health care software solutions. The Company offers mobile platform for online consultation, hospital referral and appointment, health management, and wellness interaction services, as well as connects consumers and patients with health care resources. Ping An Healthcare and Technology serves customers in China.

Laobaixing Pharmacy Chain JSC wholesales and distributes medical products. The Company provides Chinese herbal medicines, antibiotic preparations, biochemical drugs, and other products. Laobaixing Pharmacy Chain also provides medical equipment.

Sanjiang Shopping Club Company Limited operates community budget supermarket franchises. The Company provides customers with retail services.

New Huadu Supercenter Co., Ltd. engages in chain operations in marketplaces, sup ermarkets, department stores.

Luyan Pharma Co Ltd is a medical distributor. The Company wholesales medical equipment, vaccines, and more.

Shanghai Bailian Group Co.,Ltd. operates as a supermarket. The Company retails vegetables, fruits, meats, seafood, delicatessen products, sweets, snacks, and other related products. Shanghai Bailian Group also operates department store business.

Zhongbai Holdings Group Co., Ltd. owns and operates several department stores and supermarkets.  Through it subsidiaries, the Company also operates in pharmaceuticals manufacturing, real estate development, and property management.

Better Life Commercial Chain Share Co., Ltd. operates a chain of supermarkets, general merchandise stores and household electrical appliances stores.

Better Life Comm Chain Share Co (002251 CH)

LIFE CORPORATION operates a supermarket chain mainly in Kansai and Kanto areas. The Company sells mainly groceries, and also clothing, and household utensils.

E-MART Inc. operates E-Mart discount stores. The Company retails food, clothing, household goods, electronics, and other items through several branch stores.

AIN HOLDINGS INC. operates and franchises pharmacies in Japan.  The Company primarily sells medicines, external-use medicine, cosmetics, and food products. AIN Pharmaciez also conducts clinical tests for medical institutions.

Dongsuh Companies Inc. imports, manufactures, processes, markets and distributes general food products such as vegetable cooking oils. The Company also produces packaging materials and ceramic products including food and oil containers. Dongsuh has a cooperative relationship with Kraft Foods Inc.

CREATE SD HOLDINGS Co Ltd operates a chain of drug stores based in Kanagawa. The Company sells medical supplies, cosmetics, foodstuff, baby products and daily goods. CREATE SD HOLDINGS also sells prescription medicine.

Puregold Price Club, Inc. operates wholesale and retail stores, including supermarkets.

KANSAI SUPER MARKET LTD. is a food supermarket chain operator which mainly deals in foodstuffs, daily products, and miscellaneous goods.  The Company has markets in Hyogo and Osaka areas.

HelloFresh SE provides online food services. The Company offers a subscription service in which customers receive a weekly box of recipes and meal ideas. HelloFresh also provides ice packs, plastic packaging, meat packing, insulation materials, and other related products. HelloFresh serves customers worldwide.

BGF Retail Co., Ltd. operates convenience stores. The Company retails delicatessen, sweets, snacks, beverages, tobacco, and other related products. BGF Retail markets its products throughout South Korea.

The Spar Group Limited is a wholesale distributor of goods and services to independently owned SPAR, TOPS and Build It stores. The Company is also involved in the management of voluntary trading groups.

Shenzhen Agricultural Products Co., Ltd. operates chain supermarkets and wholesale markets for agricultural products.  The Company also provides agricultural products processing and other related services.

Shenzhen Agricultural Products Co, Ltd. (000061 CH)

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Shenzhen Agricultural Products Co, Ltd. (000061 CH)

Chinese Choose Not to Have More Children

Chinese people are actively choosing not to have further children and this will lead inexorably to a population collapse during the balance of this...

Bixmoor

Inside the Chinese Retail Sector

The sluggish growth of Chinese economy in the past couple of months ignited concerns regarding the future of the economy. The slow growth in...

Christopher Balding

China Consumer Sentiment Rises in June as Panic Surrounding Slowing Economy Continues to Dissipate

In June the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.9, just below the threshold level of 116 indicating consumers...

David Riedel

Is Coupang Ready to Expand in China?

Coupang has been quite secretive regarding its China expansion plans. In the past several years, Coupang has shattered many records to become one...

Douglas Kim

Anxiety Over Brexit Surges While Key Economic Data Continue to Improve

Following a ‘risk-on’ rally early in the early part of last week global stocks dropped going into Friday on concerns that a series of key events...

David Riedel

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52-week Range

Market Cap (USDm)

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