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Shenzhen Overseas Chinese (A) (000069 CH)
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66
Analysis
Consumer Discretionary
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China
Shenzhen Overseas Chinese Town Co Ltd invests in and manages theme parks in China. The Company, through its subsidiaries, also provides travel agency service.
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bullish
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Thematic (Sector/Industry)
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16 Dec 2016 13:00
China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
Valerie Law, CFA
264 Views
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bullish
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Thematic (Sector/Industry)
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15 Dec 2016 10:56
How Incomes & Demographics Will Drive Traditional Toys/Games Spending Shifts in Key Emerging Markets
Emerging markets, following a slowdown in traditional toy sales due to macroeconomic volatility, are expected to recover through 2020 and once...
Euromonitor International Ltd.
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404 Views
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bullish
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Thematic (Sector/Industry)
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10 Dec 2016 14:47
Vocational Education in China Will Be the New Sexy
In the higher education space within China, we like educational operators that focus on vocational training programs. Both Minsheng Education (MSE)...
Valerie Law, CFA
388 Views
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bearish
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Thematic (Sector/Industry)
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09 Dec 2016 19:50
Electric Vehicle in China, Who Is the Winner?
The Chinese government has finally provided the push for EV sector in China needs. However, there are companies out there claiming the subsidies...
Henry Soediarko
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196 Views
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 16:53
Sector Capsule: Vacuum Cleaners in China
Vacuum cleaners registers volume growth of 9% in 2016, with sales reaching 7.8 million units Rising consumer demand for convenience supports...
Euromonitor International Ltd.
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439 Views
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