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E.g., 2018-12-10
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    Fathom China

    Profile: China Huishan Dairy Holdings

    China Huishan Dairy Holdings

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    Fathom China

    Profile: RexLot Holdings

    RexLot Holdings

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    Fathom China

    Profile: Great Wall Motor

    Great Wall

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    Fathom China

    Profile: Tingyi: Scale Vs Margins

    Two family-controlled companies from Taiwan are battling for supremacy in China’s fast-growing convenience food industry. Although both specialize in instant noodles and soft drinks, they have strikingly different strategies. The larger, Tingyi (Cayman Islands) Holding, distributes across China and focuses on scale. The smaller, Uni-President China Holdings, prefers to pursue high margins by limiting its distribution and promoting innovative new...

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    Fathom China

    Profile: NetEase

    NetEase

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    Fathom China

    Profile: Baidu: In Search Of A Mobile Strategy

    Baidu is heading into its toughest period of competition since Google withdrew from China in 2010. Of the country’s three internet giants, Baidu has been the slowest in adapting to the mobile internet. Its main competitors, Tencent and Alibaba, have market-altering mobile apps that can likely earn huge profits: Tencent with WeChat and Alibaba with its stake in Sina Weibo. Those two companies now dominate mobile e-commerce and social media,...

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    Fathom China

    Profile: InTime Retail Group

    InTime Retail Group

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    Fathom China

    Profile: Li Ning

    Li Ning

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    Fathom China

    Profile: Tencent: Winning At Games

    China’s biggest listed internet company, Tencent Holdings,stands nearly alone in figuring out how to earn money by offering freetechnology. Common online business models like advertising and e-commercecontribute little to Tencent, though they comprise nearly all revenue at itsChinese competitors along with global giants Google, Facebook and Amazon.Instead, Tencent earns billions of dollars selling virtual things, like clothesfor online game...

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    Fathom China

    Profile: Alibaba: Open, Says Ma

    From humble origins, Jack Ma’s Alibaba Group has grown to dominate one of the most dynamic and fastest-growing parts of China’s economy: e-commerce. Ma’s vision of remaking Chinese business through the leveling force of online transactions might have seemed grandiose a decade ago, but Alibaba isnow a household name and shopping online is as commonplace as it is in the US. About 80% of China’s consumer e-commerce transactions pass through its...

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    Fathom China

    Profile: Tingyi (Cayman Islands) Holdings

    Tingyi (Cayman Islands) Holding

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    Fathom China

    Profile: Belle International Holdings

    Belle International Holdings

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    Fathom China

    Profile: Ping An Insurance (Group)

    Ping An Insurance (Group) Company of China

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    Fathom China

    Profile: Subsidies: Public Funds For Private Firms

    Everyone knows that the Chinese government subsidizes companies. We tend to think those subsidies go mainly to state-owned firms. In reality, though, lots of private companies feed at the public trough. Today’s investigation by our friends at Fathom China found that 45 out of 50 big Chinese private firms listed in Hong Kong or New York enjoyed subsidy support, usually from local governments and generally to support capital investment. A few...

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    Fathom China

    Profile: China Mengniu Dairy

    China Mengniu Dairy

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    Fathom China

    Project A: Kingdee International Software Group

    Kingdee International Software Group

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    Fathom China

    Profile: Geely: The Swedish Gamble

    China’s love affair with the automobile over the past decade has led to two types of car companies: joint ventures between foreign brands and state enterprises, and upstart private-sector firms making cheap cars. In the second category, Geely ranks among the best. The company is run by a self-described peasant who maintains absolute control over a large number of auto makers and suppliers, some listed and some not. This report focuses on the...

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    Fathom China

    Profile: Sany Heavy Industry: Coping With Collapse

    Good luck taking a snapshot anywhere in China without framing a bulldozer, excavator or crane. China’s 20-year construction orgy has meant boom times for makers of construction equipment, who have grown accustomed to 20% annual growth. Leading the way is Sany Heavy Industry, a spunky private company that has made dollar billionaires of its four entrepreneurial founders by producing many kinds of big outdoor construction machinery. But with...

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    Fathom China

    Profile: Yurun Food: How Piggy Gets To Market

    In an increasingly carnivorous nation, you would expect China’s biggest private pork producer, China Yurun Food Group, to be in hog heaven. Instead, a series of food-safety and other scandals have left consumers afraid to buy Yurun’s meat and investors afraid to buy its stock. Given that Yurun’s marketing message has always emphasized that its sausages and meat cuts are safer than unbranded meat, the company’s safety problems will remain hard to...

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    Fathom China

    Profile: Chinese Reverse Mergers: Ten Questions About Dodgy Deals

    Chinese reverse mergers: Ten questions about dodgy deals

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