E.g., 2018-12-10
E.g., 2018-12-10
We have found 68 results.
View by: Grid List
Sort by: Relevancy Date
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    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...

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    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...

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    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.

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    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.

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    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.

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    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.

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    Profile: Soufun Holdings

    Soufun Holdings

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    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.

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    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...

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    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...

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    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,...

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    Profile: Tingyi (Cayman Islands) Holdings

    Tingyi (Cayman Islands) Holding

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    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.

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    Profile: Wuxi PharmaTech (Cayman)

    Wuxi PharmaTech (Cayman)

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    Profile: Jumei International Holding

    Jumei International Holding

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    Profile: Due Diligence: Don't Get Fooled Again

    Many investors in Chinese firms check their skepticism at the border, and so have been easy prey for short sellers who benefit from exposing fraudulent companies. This report shows how investors can gain confidence that Chinese companies will be unlikely to come under successful short attacks. Solid due diligence can prevent a lot of pain.

    1
  • Fathom China

    Profile: Nu Skin Enterprises

    Nu Skin Enterprises

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    Profile: Gome Electrical Appliances Holding

    Gome Electrical Appliances Holding

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    Profile: Qihoo 360 Technology

    Qihoo 360 Technology

    0
  • Please login, request a trial or contact our sales team for more information

    Fathom China

    Profile: UnionPay: Breaking The Monopoly

    The way that billions of people pay for things is in flux across the world. No sooner had consumers grown accustomed to using bank cards instead of cash than the next big thing, online payments, swept onto the scene. In China, a giant state-owned firm called China UnionPay (“UnionPay”) has long straddled most payment channels as the only authorized bank card network. UnionPay is a government-controlled cousin to Visa or MasterCard, with its logo...

    0
Show me: results