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E.g., 2019-07-20
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    Fathom China

    China Biologic: The Quest For More Plasma

    China Biologic Products (“China Biologic”) ranks among China’s biggest makers of plasma products in a nation with a severe shortage of a key raw material: human plasma. Raw plasma comes from paid donors and is converted into products that treat blood disorders. Donors are sadly few because of the stigma of poverty and the lingering effects of past health scandals. Yet two recent changes bode well. First, the government lifted price caps on...

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    Ctrip: Dominating A Changing Industry

    Ctrip.com International (“Ctrip”) stands as China’s unrivaled online travel agency, or OTA. The well-run company’s purchase of Qunar Cayman Islands (“Qunar,” pronounced CHOO-nar) in late 2015 neutralized a top rival and ended a profit-killing price war. Government regulations have led to big changes in the market. The country’s state-owned airlines want to direct ticket buyers away from agencies and OTAs and toward their own sites. Although that...

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    BYD: Subsidies Spark Electric Car Sales

    After years of false starts, BYD is China’s top seller of battery-powered passenger cars and a respectable number five in battery-powered buses. The big-talking private company, which also makes traditional cars and batteries, can thank the government for creating the market. But BYD faces many challenges. Fickle government subsidies to buyers have caused market havoc. Scams are rampant, with cities collecting subsidies for ghost fleets and...

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    On-Demand Services: Baidu Struggles

    This report examines China’s on-demand industry, sometimes referred to as “online-to-offline,” or O2O. Specifically, we assess the competitive prowess of Baidu in three categories: food takeout, restaurant coupons and movie ticketing. In all areas, we find that Baidu compares unfavorably to rivals backed by either e-commerce giant Alibaba Group Holding (“Alibaba”) or social-media king Tencent Holdings (“Tencent”). All well-funded Internet giants...

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    Sino Biopharmaceutical: Good Assets, Bad Disclosures

    Sino Biopharmaceutical (Sino Bio) is related to Thailand’s biggest company, agribusiness giant Charoen Pokphand (“CP Group”). Chairman Tse Ping is nephew to CP Group’s billionaire tycoon chairman. Sino Bio itself is a holding company that operates mostly through joint ventures with state-owned companies. Its most important firms are market leaders in drugs that combat hepatitis. The biggest of those companies enjoy good reputations and operate...

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    New Oriental Education: Facing The Test

    New Oriental Education and Technology Group (“New Oriental”) is China’s best-known tutoring company in a nation of compulsive students. It maintains a strong market position but its revenue sources are changing fast. New Oriental made its name helping older students prepare for overseas university entrance exams, yet such enrollment is in decline. Instead, half of New Oriental’s revenue now comes from students in kindergarten through 12th grade...

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    Profile: Kingsoft

    HK:3888—Thanks to Amazon, the US cloud-services industry is finally profitable. The company’s cloud unit, Amazon Web Services (“AWS”), contributed more than half of Amazon’s operating profit in late 2015. Who might become the AWS of China? One commonly mentioned candidate is Kingsoft Cloud, a subsidiary of Hong Kong-listed Kingsoft. This report examines Kingsoft Cloud’s role within Kingsoft and within the constellation of firms owned by Kingsoft...

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    Profile: Vipshop Holdings

    Vipshop has become the go-to online discount store for brands seeking to dump excess inventory. But the firm is now transitioning away from its initial business model, as it it increasingly also sells non-discounted, in-season clothing. So far, Vipshop’s shift does not appear to have alienated its mainly young and female customer base.

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    Profile: Alibaba Health Information Technology

    Ali Health, one of several offspring of e-commerce giant Alibaba Group, plans to sell drugs online and provide cloud-based services for hospitals and patients. But because China’s health care system is dominated by powerful hospitals and overseen by weak regulators, Ali Health’s grand plans to take health care online have limited prospects.

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    Profile: JD.com

    JD.com is the biggest challenger to China’s undisputed heavyweight ecommerce champion, Alibaba Group. JD.com is a retailer rather than a platform for third-party sellers. This business model means JD.com is saddled with higher logistics costs, but also earns loyalty from customers who like its quick service and quality assurance.

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    Profile: China Huishan Dairy Holdings

    Huishan Dairy is one of many firms cashing on China’s surging demand for dairy products. Huishan says much of its growth comes from northeastern China, particularly its home province of Liaoning. We examined Huishan’s operations in Liaoning and found minimal evidence of the rapid growth that the company claims in its public statements.

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    Profile: Soufun Holdings

    Soufun Holdings

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    Profile: Biostime International Holdings

    Biostime is an up-and-coming leader in China’s infant-formula industry. Its has the most successful domestic brand at the high end of the market, and its new medium-priced brand is expanding quickly into lower-tier cities. Chinese consumers like Biostime’s products because they are imported—indeed, many buyers mistakenly think they are French.

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    Profile: Hanergy

    Hanergy Thin Film Power Group (“HTF”) is a much maligned company owned by China’s richest man. It produces equipment that makes thin-film solar panels. HTF sells nearly all its equipment to its parent company, Hanergy Holding Group (“Hanergy Holding”), which makes solar panels and sells them back to HTF for use on rooftops or solar farms. Such circular dealings leave many questions, including whether either company produces in quantities that it...

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    Profile: Youku Tudou

    Youku Tudou (Cayman) (“Youku”) is China’s best-known online video site. Do not confuse its services with those of YouTube, which provides mostly user-generated content like home videos. Youku is more like Netflix in emphasizing TV shows and movies. Youku faces serious new challenges. Increased competition has bid up the cost for premium content that viewers demand. Its most formidable competitors are part of big, rich conglomerates, whereas...

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    Profile: China Luxury Still Glitters

    Many observers believe that China’s luxury market, caught between the twin pincers of an anti-corruption campaign and an economic slowdown, faces a long-term decline. Our research does not support this view. To the contrary, China’s increasingly sophisticated consumers are spending more on a wide range of luxury products, with a few categories as exceptions. The change from several years ago is that much of this spending has moved overseas,...

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    Profile: Tingyi (Cayman Islands) Holdings

    Tingyi (Cayman Islands) Holding

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    Profile: Great Wall Motor: Off The Road

    Great Wall Motor was once considered China’s most promising private car company. It had an excellent reputation, a strong and charismatic founder, a strong position in the fast-growing market for SUVs, and a head start in exporting cars to developed markets. Today, Great Wall risks losing its way.

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    Profile: Wuxi PharmaTech (Cayman)

    Wuxi PharmaTech (Cayman)

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    Profile: Jumei International Holding

    Jumei International Holding

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