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Innhold levert av Bamboo Works. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Bamboo Works eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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China Inc by BBW
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Manage series 3481698
Innhold levert av Bamboo Works. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Bamboo Works eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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.
…
continue reading
100 episoder
Merk alt (u)spilt...
Manage series 3481698
Innhold levert av Bamboo Works. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Bamboo Works eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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.
…
continue reading
100 episoder
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1 An Apple Anti-Trust Probe, and Hong Kong's Second SPAC Merger 17:29
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China is reportedly preparing to attack Apple on anti-trust grounds related to its app store operation. What's driving this probe? And steel trader ZG Group nears a Hong Kong listing through a SPAC merger, only the second since the city launched its SPAC program three years ago. Why has progress been so slow?…
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1 McKinsey Weighs China Exit, and Shenzhen Rescues Vanke 17:17
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Some partners at U.S. consulting giant McKinsey are questioning the wisdom of staying in China. What's driving their doubt, and what would a withdrawal signify? And Shenzhen rescues struggling developer Vanke. What is the city demanding in return for its assistance?
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1 A Drug Company's Forced Sales, and a Family Feud in Shanghai 19:09
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A family of biotech contracting companies in Wuxi has begun selling offshore assets under pressure from Western governments worried about national security. Will other Chinese drugmakers with overseas assets be forced to follow suit? And a family feud in Shanghai has left a $1 billion luxury villa complex in limbo. How much risk does this kind of feuding pose for investors in the many publicly traded Chinese companies dominated by a single family?…
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1 What's Ahead for China Inc. Under Trump 2.0? 17:54
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The new U.S. Trump Administration will need to decide whether to continue earlier policies on restricting trade and IPOs by Chinese companies. Will it break with the previous Biden administration on issues like the TikTok ban, or will it get even tougher?
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1 Alibaba's Sun Art Sale, and a China-Kazakhstan Dual Listing 16:23
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Alibaba has announced a plan to sell its majority stake in Sun Art, operator of the popular RT-Mart supermarket chain. Is this the end for Alibaba's new retail vision combining e-commerce with brick-and-mortar stores? And a mining startup called Jiaxin has unveiled a plan to list shares in both Hong Kong and Kazakhstan, where it's developing a tungsten mine. What sets this venture apart from China's other big listed mining companies?…
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1 A Shifting IPO Tide, and China Stocks Get Cold Shoulder in Europe 17:29
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Chinese companies are increasingly choosing Hong Kong over New York for their offshore listings. What's driving this tide? And some of those same companies that have listed in Europe are finding a lack of interest from investors in Germany, Switzerland and London. Why the cold reception?
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1 Bubble Tea IPOs Come Back, and an Nvidia Supplier Booms 14:53
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China’s bubble tea IPO ban ends with the resumption of Guming’s Hong Kong listing. What’s changed in the market? And a nuts and bolts maker called ZJK soared on hopes for a deeper Nvidia partnership. Are the company’s big stock gains justified?
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1 GM’s China Charge, and Nvidia’s Antitrust Probe 17:09
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GM takes a $5 billion charge related to its struggling China business. Where did the auto giant go wrong in the world’s largest car market? And China probes Nvidia for antitrust behavior in a 4-year-old chip acquisition. Is the move politically motivated?
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1 Two IPOs: One in Autonomous Driving and One in Gold 16:24
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Robotaxi operator Pony.ai has raised more than $400 million in its U.S. IPO. What political risks could it face in the future? And jewelry store operator Mokginran has raised a smaller $67 million with its Hong Kong listing. But will it take a blow from China's cooling appetite for gold?
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1 A McDonald's Valuation Downsize, and New Medical Plan Additions 15:22
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The value of McDonald's China operation has plunged by more than half in the last year. What's causing the indigestion? And 91 companies get their drugs added to China's national health plan. But are the steep discounts needed to make the cut really worth it?
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1 A Travel IPO and a Plan to Export Used Chinese Cars 17:12
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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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1 China Inc Under Trump, and a Property Developer's Rapid 18:01
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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 developers in resolving their huge foreign debt?…
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1 CICC Probed by Regulator, and Huawei Trials New Harmony OS 18:50
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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?
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1 Two Autonomous Driving IPOs, and Alibaba Sheds a 'New Retail' Asset 17:45
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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?
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1 A Reprieve for Car Sales, and New US-China Flights 16:56
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China's car sales returned to growth in September, finally reversing six months of declines. Is this the start of a turnaround for the sputtering industry? And Delta will resume its L.A.-to-Shanghai flights after more than a three years suspension. Why are the US-to-China routes taking so long to come back?…
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