Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can cause the profit margin to narrow. An important question for businesses is if they can save by moving or planning future expansions in countries where wages are still below China. This article explores the implication of China’s rising wage rates for business organisations and forms a part of our upcoming briefing titled Facilitating Trade.

China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can cause the profit margin to narrow. An important question for businesses is if they can save by moving or planning future expansions in countries where wages are still below China. This article explores the implication of China’s rising wage rates for business organisations and forms a part of our upcoming briefing titled Facilitating Trade.

China Still Lucrative for Businesses Despite the Rising Wage Rates

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:

Regular company coverage reports
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

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.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

Equity Bottom-Up

Xinjiang Goldwind Science & Technology / Equity Bottom-Up

Xinjiang Goldwind (SHE: 002202 and HKG: 2208) is one of the largest wind turbine manufacturers in the world.The company has 30 market share in China and is the worlds largest manufacturer of Direct Drive Permanent Magnet (DDPM) turbines globally.DDPM turbines are less expensive to install than conventional gear-box turbines, more efficient and easier to maintain.  We believe that usage of DDPM is set to continue to grow in China and around the world. Beijing's strong backing of wind power will drive strong growth in China which will benefit Goldwind.The attached report highlights the strengths and positioning of Goldwind in China and globally.

Xinjiang Goldwind (SHE: 002202 and HKG: 2208) is one of the largest wind turbine manufacturers in the world.The company has 30 market share in China and is the worlds largest manufacturer of Direct Drive Permanent Magnet (DDPM) turbines globally.DDPM turbines are less expensive to install than conventional gear-box turbines, more efficient and easier to maintain.  We believe that usage of DDPM is set to continue to grow in China and around the world. Beijing's strong backing of wind power will drive strong growth in China which will benefit Goldwind.The attached report highlights the strengths and positioning of Goldwind in China and globally.

Xinjiang Goldwind - Technology Advantages to Widen Market Share and Margins - BUY

Founder, Supreme Peoples Court Monitor

Susan Finder

Supreme Peoples Court Monitor

About a year and a half ago, many of the major business media (<a href="https://www.ft.com/content/f4edabe4-d36e-11e4-a792-00144feab7de" target="_blank">Financial Times</a>, <a href="http://blogs.wsj.com/chinarealtime/2015/12/17/awash-in-duds-chinas-bad-banks-are-looking-good/" target="_blank">Wall Street Journal</a>, and <a href="http://blogs.wsj.com/chinarealtime/2015/12/17/awash-in-duds-chinas-bad-banks-are-looking-good/" target="_blank">Bloomberg</a>) reported on the sale of Chinese distressed assets on Taobao and other Chinese online platforms.  This note provides a quick look at what a search of Taobao turns up.From this <a href="https://zc-paimai.taobao.com/zc/npl.htm?spm=a219w.7976194.237368.4.jgJsfL" target="_blank">page</a> (asset exchange, distressed assets):<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/021/514/original/Screen%20Shot%202017-02-25%20at%209.00.13%20AM.png?1487984504" class="editor-image img-responsive" data-smartkarma-image-id="21514"></figure>the diligent person can review the type of assets being auctioned: real estate, creditors rights, intellectual property rights, and then further drill down on the…

About a year and a half ago, many of the major business media (Financial Times, Wall Street Journal, and Bloomberg) reported on the sale of Chinese distressed assets on Taobao and other Chinese online platforms.  This note provides a quick look at what a search of Taobao turns up.From this page (asset exchange, distressed assets):the diligent person can review the type of assets being auctioned: real estate, creditors rights, intellectual property rights, and then further drill down on the…

Independent, global risk consultancy, Control Risks

Aparajita Verma

Independent, global risk consultancy

Control Risks

Control Risks is an independent, global risk consultancy specialising in helping organisations manage political, integrity and security risks in complex and hostile environments. We support clients by providing strategic consultancy, expert analysis and in-depth investigations, handling sensitive political issues and providing practical on-the-ground protection and support.

Our unique combination of services, geographical reach and the trust our clients place in us ensure we can help them to effectively solve their problems and realise new opportunities across the world.

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on the back of a royal transition and general elections scheduled late in the year.

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on the back of a royal transition and general elections scheduled late in the year.

We recently screened the HKG and China markets for ideas with below market P/E ratios and Dividend Yields above 2% that traded more than US$1 mn per day.  This screen netted 207 names.We then screened for which companies have corporate governance scores over 70/100 from the Riedel Research Corporate Governance Scoring system.The RRG Corporate Governance system scores Emerging Market companies on 12 different criteria to measure board independence, alignment of interest with shareholders…

We recently screened the HKG and China markets for ideas with below market P/E ratios and Dividend Yields above 2% that traded more than US$1 mn per day.  This screen netted 207 names.We then screened for which companies have corporate governance scores over 70/100 from the Riedel Research Corporate Governance Scoring system.The RRG Corporate Governance system scores Emerging Market companies on 12 different criteria to measure board independence, alignment of interest with shareholders…

Actionable Value Ideas with Solid Corporate Governance in China and Hong Kong

China

Xinjiang Goldwind Science & Technology Co., Ltd. manufactures wind generator sets, provides consulting service in building and operating wind generating plants, builds and operates middle-sized wind generating plants.

Xinjiang Goldwind Science & Technology (2208 HK)

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Xinjiang Goldwind Science & Technology (2208 HK)

China Still Lucrative for Businesses Despite the Rising Wage Rates

China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can...

Euromonitor International Ltd.

China Distressed Assets on Taobao

About a year and a half ago, many of the major business media (Financial Times, Wall Street Journal, and Bloomberg) reported on the sale of Chinese...

Susan Finder

Thailand's Troubled Transition

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on...

Control Risks

Actionable Value Ideas with Solid Corporate Governance in China and Hong Kong

We recently screened the HKG and China markets for ideas with below market P/E ratios and Dividend Yields above 2% that traded more than US$1 mn...

David Riedel

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

China Still Lucrative for Businesses Despite the Rising Wage Rates

China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can...

Euromonitor International Ltd.

Xinjiang Goldwind - Technology Advantages to Widen Market Share and Margins - BUY

Xinjiang Goldwind (SHE: 002202 and HKG: 2208) is one of the largest wind turbine manufacturers in the world.The company has 30 market share in...

David Riedel

China Distressed Assets on Taobao

About a year and a half ago, many of the major business media (Financial Times, Wall Street Journal, and Bloomberg) reported on the sale of Chinese...

Susan Finder

Thailand's Troubled Transition

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on...

Control Risks

Actionable Value Ideas with Solid Corporate Governance in China and Hong Kong

We recently screened the HKG and China markets for ideas with below market P/E ratios and Dividend Yields above 2% that traded more than US$1 mn...

David Riedel