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Analysis of Xiaomi 2020 Interim Report

November 8, 2020 0 Comments

In 2020, COVID-19 pandemic has put great challenges to businesses, especially overseas market. From another perspective, COVID has provide great opportunity to identify which company has resilient business, and beyond expectation even in difficult times.  Actually, the business performance of Xiaomi is beyond expectations in the first half year 0f 2020. As we can see from the financial result, the overall revenue is growing modestly by 7.9%, and the profit is growing fast by 29.3. If we are clearly aware of lockdown…
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Chinese Company

Analysis of Ping An 2020 Q3 Financial Statements: Several Indicators need to be Improved

November 1, 2020 0 Comments

As we all know, Ping An has a tough year in 2020, not only the insurance business was severely affected by the Covid-19 epidemic, but also the poor investment performance from invested in the HSBC and Chinese real estate. The stock price of Ping An has fallen down by 6% this year so far, by contrast, the peer China Life Insurance Company stock price has risen by 34% and HS300 has risen by 14%.  However, in my opinion, Ping An management…
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Chinese Company

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Taobao and TMall, the Massive and Fast Growing Online Retail Ecosystem in China

October 25, 2020 0 Comments

Alibaba provides the largest retail commerce business in the world in terms of GMV 2020, which is up to US 1 trillion in terms of GMV. Alibaba operate China retail marketplaces, consisting of Taobao Marketplace, China’s largest mobile commerce destination with a large and growing social community, and Tmall, the world’s largest third-party online and mobile commerce platform for brands and retailers.  As I have said Alibaba aims to build the operating system for commerce, and provides a bundle of services…
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Chinese Company

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Travel in Chinese National Holiday (Qingyuan-Huangyao Ancient Town-Longji Terrace-Wuzhou-Zhaoqing)

October 8, 2020 0 Comments

This year, the Chinese National Holiday has 8 days vacation, and it’s a good time for self driving travel.  I have been to Qingyuan, Huangyao Ancient town, Longji Terrace, Wuzhou, Zhaoqing. All these places are in Guangdong and Guangxi Province, and each place has different views.  Qingyuan: In Qingyuan, the most impressive thing is to have delicious food. Tian Qiaodi is a remote restaurant, and famous for chicken.  Alougth the restaurant environment is not good, but numerous people are waiting…
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Travelling

Ant Group, Building Payment and Financial Services Infrastructure through Technology Innovation

October 7, 2020 0 Comments

In September, the hottest market news is Ant Group, backed by Alibaba, will go public to list its shares in Hong Kong and on Shanghai’s Star Market, China’s Nasdaq-like tech board. This will lead to one of the biggest IPO in histroy.  Let’s see what business Ant Group provides and why it may pull off a record breaking IPO.  In “Alibaba, the Operating System for Commerce, Make Business Easy Anywhere“, I have briefly provide one picture that the payment and…
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Chinese Company

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Midea, Evolving from Home Appliance Company to Data-Driven Technology Group

October 6, 2020 0 Comments

Midea was founded in 1968 led by Mr. He Xiangjian in Shunde. In 1980s, seizing the opportunities Created by Reform and Open-up Policy, Midea started to make electronic fans, AC and entered the home appliance industry.  In 1993, Midea went through shareholding reform and was listed on Shenzhen Stock Exchange, becoming the first township company in China with a modern management system. In 2000s, Midea further diversifed its product portfolio by carring out a series mergers and acquisitions. It expanded…
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Chinese Company

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Huawei and Chinese Tech Companies will Become Stronger as US Curbs Tougher

October 2, 2020 0 Comments

There is a saying when make a comparison between Chinese tech companies and US tech companies.  Which company can compete against Cisco? The answer is Huawei.  Which company can compete against Google Android? The answer is Huawei.  Which company can compete against Intel? The answer is Huawei.  Which company can comptet against Apple? The answer is Huawei.  This awkward comparison shows that very few Chinese tech companies have the realy ability to compete against US peers, except Huawei. That’s why…
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Chinese Company

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Kweichow Moutai, the Highest Capital Value Company in Chinese A share Stock Market

October 2, 2020 0 Comments

In China, drinking Baijiu (Chinese Liquor or Spirits) is a traditional culture for thousands years history. Along with this culture, lots of Baijiu brands were born to satisfy different people’s needs, for example, Kweichow Moutai for sauce fragrance, Wuliangye and Luzhou Laojiao for strong aromatic, etc.  As the most famous Baijiu brand in China, Moutai stands out from its  peers as a high-end luxury brand, prized as a gift and as a treat for special occasions.So far, the stock price of Moutai has…
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Chinese Company

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Three Chinese Electric Vehicle maker NIO, Li Auto, XPeng were IPO in US Market, Who will Be Tesla of China?

September 13, 2020 0 Comments

In China, everything is changing fast, especially in the technology. Now, AI+Big Data+Cloud is radically transforming the Chinese traditional industries.  Compared with other traditional industries, Car industry has been through a lot of change since Tesla was born.  First，Chinese car industry is already matured, and the growth is negative in recent years. The overall sales volume of car reached top in 2017 at 29M, and gradually reduced to 25M in 2019.  Second, in recent years, Chinese government is pushing the…
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Chinese Company

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Analysis of Hikvision 2019 Annual Financial Reports

May 7, 2020 0 Comments

As I have discussed before, Hikvision is a video-centered intelligent IoT solutions and big data services provider, whose businesses are focused on comprehensive security, big data services and intelligent business. It builds open cooperation ecosystems, serves the users in public service sectors, enterprises and public institutions and medium/small enterprises and strives to build smart city and digitized enterprises with cloud-edge fusion, IoT-information network fusion and big data-AI fusion. In the field of comprehensive security, as reported by Omdia1 , Hikvision…
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Chinese Company

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