E.g., 2020-12-04
E.g., 2020-12-04
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    Fathom China

    Mindray: A Helping Hand From Covid

    Shenzhen Mindray Bio-Medical Electronics (“Mindray”) is well positioned in a booming industry. It is China’s biggest maker of medical equipment, especially patient monitors and ultrasound machines. Its products are considered a good value, although with fewer functions than more expensive machines made by multinationals.

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    Fathom China

    Wasteful Projects Cut, Allen Wu Reappears, The Long Staves Return

    Beijing aims to cut waste. Beijing is irked by wasted money in the chip industry, and rumors say it is scrutinizing memory-chip champion Tsinghua Unigroup.

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    Fathom China

    Chinese Success in Asia, New Propaganda, New Licenses

    iQiyi’s runaway hit. iQiyi’s new teenage suspense drama is considered pathbreaking television, and the censors are displeased.

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    Fathom China

    Midea Group

    Midea Group (“Midea”) makes home appliances, robotics and automation systems.

    0
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    Gavekal Research

    Webinar: China's Fintech Showdown

    China’s financial technology industry has been chaotic for two decades, with Ant Group launching pioneering new products while regulators and competitors play catch-up. With Ant Group ready for its IPO, the push-and-pull between the firm and regulators is grabbing institutional investors’ attention. Matthew Forney and Laila Khawaja of Gavekal Fathom China addressed this tension and also the broader impact of regulation on the country's...

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    Fathom China

    Maccura Biotechnology

    Maccura Biotechnology (“Maccura”) makes and distributes in-vitro diagnostics (“IVDs”), which are clinical tests performed on blood, urine and other human biological samples.

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    Fathom China

    Ovctek China

    Ovctek China (“Ovctek”) makes contact lenses and lens care products. Its main product is orthokeratology lenses (“OKlenses”), a type of gas-permeable hard lens worn at night that reshapes the cornea to improve vision.

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    Fathom China

    SMIC Improves, New Response To US “Stranglehold,” More On Arm China

    SMIC’s technology improves. China’s top foundry is ready to make its most complex chips just as new US sanctions look set to bite.

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    Fathom China

    Bilibili Seeks A Broader Audience

    Bilibili’s challenge. Rising VOD star Bilibili must broaden its appeal without alienating its core young audience, and so far it has succeeded.

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    Fathom China

    Venustech Group

    Venustech Group ( “Venustech”) provides network security products and services.

    0
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    Fathom China

    Jiangsu Yuyue Medical Equipment & Supply

    Jiangsu Yuyue Medical Equipment & Supply (“Yuyue”) makes medical equipment for home and hospital use under the main brand “Yuwell” and a few acquired brands.

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  • Fathom China

    Alipay’s Big-Transactions Advantage, Surveillance, And Digital Currency

    Gavekal Fathom China is launching a new special syndicated report series on China’s financial technology industry, with a focus on Ant Group. The series, China Fintech, provides deep-dive research for a small number of participants. To ensure that our project is on the mark, participants themselves pose the questions. Click the "Download PDF" button to read the first report in the series.

    0
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    Fathom China

    Zhejiang Chint Electrics

    Zhejiang Chint Electrics (“Chint”) makes low-voltage electrical devices like switches and converters. It also engages in photovoltaic (“PV”) manufacturing and power plant construction.

    0
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    Fathom China

    Vocal Opposition To Nvidia-Arm

    Arguments in China against the Nvidia-Arm merger are taking shape. The main line of anti-merger reasoning so far come from an influential media group that publishes professional-looking articles and videos on socialmedia. The group, Bu Yi Dao, which translates roughly as “Stab Them Again,” strongly supports a tough Beijing tough stance on a range of foreign-policy issues. It has released an unambiguous call for Beijing to block the Nvidia- Arm...

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    Fathom China

    Nvidia-Arm, New Chip Technologies, Trouble At SMIC

    In this issue • Alarm in China over Nvidia-Arm deal. Chinese commentators are concerned but few are publicly calling for Beijing to block the deal. • Support for new chip technology. Beijing is putting money behind third-generation chip technology even though its contribution to tech independence is questionable. • SMIC on death row. The US is reportedly considering sanctions on China’s top foundry, and China’s government and industry are...

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    Fathom China

    Shandong Sinocera Functional Material

    Shandong Sinocera Functional Material (“Sinocera”) makes ceramic materials, including multilayer ceramic chip capacitor (“MLCC”) formula powder, the main material used in the electronics component MLCC

    0
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    Fathom China

    iQiyi And Netflix Go Head-To-Head

    iQiyi and Netflix go head-to-head. iQiyi has begun production of a ghost drama set in Southeast Asia to compete with a similar Netflix feature

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    Fathom China

    Fuling Zhacai: Steady, Not Trendy

    Chongqing Fuling Zhacai Group (“Fuling Zhacai”) created a national market for a salty niche side dish from China’s remote hinterland: hot pickled mustard tubers. That success would be like putting anchovies in every American kitchen. The well-run state-owned company has room to grow. The problem is the product: it is an inexpensive condiment, lasts a long time, is eaten in tiny quantities, lends itself to a small set of dishes, and is not a...

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    Fathom China

    Jiajiayue Group

    Jiajiayue Group (“Jiajiayue”) is a leading regionalsupermarket chain operator

    0
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    Fathom China

    BY-Health

    BY-Health develops, makes and sells vitamins and dietary supplements (“VDS”), including vitamins, protein powder and probiotics, mainly under the brands “BY-Health,” “Keylid,” and “Life-Space.”

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