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China Inc by Bamboo Works discusses the latest developments on Chinese companies listed in Hong Kong and the United States to drive informed decision-making for investors and others interested in this dynamic group of companies.
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Podcast yang bakal ngebahas seputaran Basket, Bola, dan Wrestling. Diselipin candaan dan tawa, sama dua orang yang sangat update dan satu orang sotoy.
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show series
 
A company called Huoli has applied to become China's online travel agent to list in quite some time. Will investors buy into its story, especially as the travel market starts to slow? And auto trader Cango is trying to export used Chinese cars in its pivot from the slowing domestic car market. Will foreign buyers be interested in owning such cars?…
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Donald Trump wasn't too friendly to Chinese companies his first time as president, trying to ban TikTok and delist many firms from Wall Street. Can we expect more of the same in Trump 2.0? And a property developer called CIFI has advanced a plan to reorganize its offshore debt at lightning speed. Could this mark the start of new era for Chinese dev…
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CICC has been fined for its lax due diligence with IPO candidate S2C. Does this signify the start of a new regulatory crackdown? And Huawei beta tests the latest rendition of its Harmony smartphone operating system. Does it have a realistic chance of competing with Apple's iOS and Android?Av Bamboo Works
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Horizon Robotics and WeRide have raised more than $1 billion combined in their IPOs in Hong Kong and New York. Does this mark the start of a new listing wave? And Alibaba looks to sell Sun Art, owner of the RT-Mart hypermarket chain. Does this mean Alibaba's "new retail" vision is dead?Av Bamboo Works
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China's securities regulator puts the brakes on new bubble tea IPOs in Hong Kong. Is this China's latest step to assert its authority over the former British colony? And former drug making highflyer Ascletis has become revenue-less after its earlier drugs fizzled. Now the company is hoping to revive its fortunes with a new weight-loss drug from the…
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PwC has received a record fine in China for lapses in its audits of failed developer Evergrande. Is this the end of the road for PwC in China? And EV battery system maker Octillion finds new life in India after its biggest China customer hits the skids. Is this the road to the future for Chinese EV component makers?…
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Commercial planemaker Comac has delivered its first C919 jets to China Southern and Air China. When will foreign airlines start to consider buying these challengers to Boeing and Airbus? And sanitary products maker Hengan sees a big future in adult disposable diapers as China's population ages. But will consumers really consider such a product?…
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A growing number of Chinese solar panel makers are falling into the red due to huge overcapacity and resulting price wars. What's needed to bring the industry back to health? And the Xinhua news agency warns against the addictive nature of 'blind box' collectible toys. Does this signal a new government crackdown ahead?…
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Bondholders of struggling developer Sino-Ocean have flatly rejected its debt restructuring proposal. Does that spell the end for the company? And Alibaba's shares could become available to Mainland investors as soon as the end of this month. What kind of upside could that bring to the sagging stock?Av Bamboo Works
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A year and a half after ending its Covid restrictions, flights between China and Europe are still well below pre-pandemic levels. What's holding things back? And a steady flow of autonomous driving companies are suddenly accelerating towards IPOs in the US and Hong Kong. What's fueling the drive, and will investors buy into it?…
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After getting rejected in the U.S. and hitting headwinds in London, fast fashion sensation Shein may be taking its mega-IPO to Hong Kong. But will investors buy into its profitable but controversial story? And hotpot chain Haidilao steps up its global expansion with spinoffs and separate listings for its Super Hi brand. Will this become China's fir…
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China is on track to reach its 2030 goal for solar and wind power installations by the end of this year, and could double the figure by 2030. What's driving this massive new energy buildup? And DiDi is back on a growth track with revenue zooming ahead 15% in the first quarter. Will the company seize the momentum to relaunch its stalled IPO plan?…
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A growing number of foreign law firms are leaving Shanghai. Is the exodus due to slowing business, or are political forces at work? And Hello Group, often called the Tinder of China, reports a third year of revenue contractions. Why aren't young Chinese in the mood for love?Av Bamboo Works
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The EU has launched a new probe after European firms complained of restricted access to China's huge medical equipment procurement market. Is the EU getting more aggressive on China's trade practices? And used car specialist Autostreets applies for a Hong Kong listing, touting a coming boom in Chinese used car sales. Why have Chinese traditionally …
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Much has been said about China's suffering property developers, but construction material makers are also in trouble. Will the government come to their rescue? And offshore China stocks enter bull territory with a 25% rally for the Hang Seng Index. What's driving this sudden surge, and will it last?Av Bamboo Works
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Ping An Trust has missed a $100 million payment on a wealth management product tied to Zhenro, a property developer. Does this show the woes afflicting China's trust industry are creeping up the food chain to top-tier names like Ping An? And leading automaker SAIC has sold 51% of its India venture to local partners for $624 million. Is this purely …
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Fitch has lowered its outlook on China's sovereign rating to "negative," citing economic uncertainty. What does this mean for investors, and what's the likelihood of an actual ratings downgrade? And China has ordered all hotels rated three stars or higher to accept foreign credit cards. Will this help to bring back foreign travelers after three yea…
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Nissan and Honda weigh major cuts of up to 30% in their China car production. What's driving the trend, and is it likely to speed consolidation in the over supplied industry? And shares of drugmaker CStone fell 40% after it was booted from the Hang Seng Index and China stock connect program due to drops in its stock price. Was the selloff the resul…
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After two years of suffering, Chinese stocks are showing some new signs of life. But is this fledgling bull market for real? And China's leading bottled water brand, Nongfu, has come under attack from nationalists for its red bottle caps said to look like the Japanese flag. How big a risk are such attacks, and is the problem worsening?…
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President Joe Biden has launched an investigation into whether Chinese new energy vehicles could pose a national security threat. Does that mean the end of the road is near for Chinese NEVs in the world's largest economy? And beverage tycoon Zong Qinghou is dead at the age of 79. Why was he so controversial, and why does China no longer churn out t…
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Foreigners are putting a pause on their China investments, as a new AmCham survey shows a record 40% of respondents won't make any new investment in the next three years. Has the bloom finally come off the China investment rose? And Bamboo Works' 2023 annual review shows that new energy and e-commerce were the hottest topics for China stock buyers …
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China's debt-to-GDP ratio swelled to 288% last year, up 13.5 basis points and a huge level by any standard. Is this kind of debt level sustainable, or will something have to give? And a company called Arrivent has just listed in New York, banking on its licensing deal for a made-in-China cancer drug to make its own big money by selling the drug in …
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A Hong Kong judge has ordered embattled developer Evergrande to liquidate after it failed to reach a debt restructuring deal with its foreign creditors. But will Beijing play ball? And China's private airlines flew into the black last year with big profits on a wave of "revenge travel," but big state carriers continued to post massive losses. What'…
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After years of hesitation, China is finally embracing genetically GMO crops with its approval of some genetically modified types of soybeans and corn. What's leading Beijing to change its mind? And sportswear sensation Anta has applied to spin off and list its foreign Amer unit in New York, just five years after purchasing the company. Will investo…
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Chinese premier Li Qiang told the World Economic Forum that China's economy grew 5.2% in 2023. But will it be able to maintain that growth this year? And China's internet regulator is probing fast fashion sensation Shein for its data handling practices. Will that derail the company's plans for a mega-IPO in New York?…
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AstraZeneca has offered to buy money-losing Gracell Biotech for up to $1.2 billion, in a first-of-its kind M&A for a Chinese drug startup. Will China approve the deal? And e-commerce company East Buy's CEO gets sacked under pressure from its top online salesman. How much power do such influencers wield at Chinese internet companies?…
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China's big national banks are growing wary of their smaller regional counterparts. Will this put further pressure on the smaller lenders, many of which are already struggling? And two leading bubble tea makers file for Hong Kong IPOs. Will investors scoop up their shares, or shun them over concerns about China's slowing economy?…
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China is raising the bar for its vast field of venture capital and private equity companies, a move that looks aimed at avoiding a repeat of the P2P crisis a few years back. What's the implication for Chinese startups? And former autonomous trucking highflier TuSimple is retreating from the U.S. to focus on its China business. What's driving this a…
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Chinese leaders said they'll prioritize progress and stability in 2024 at their annual Central Economic Work Conference. Does that mean they'll put greater emphasis on the economy? And France and Turkey take new steps that could limit Chinese EV imports. What's behind this growing bias against Chinese electric cars that are flooding the global mark…
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EV maker Zeekr, owned by car giant Geely, has filed for a New York IPO to raise as much as $1 billion. But with only two years of history, will investors embrace the company? And bubble tea giant Mixue Bingcheng eyes its own listing in Hong Kong. But will investors worry that China's premium tea market is overheated and about to burst?…
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