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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Learning about myself takes a turn to learning about my God, our history, love, and so much more. Welcome... let's do this man!
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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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Viola is talking about her life as BBW Model and Content Creator in the Adult Industry but also about health and mental health issues. Everything that affects her work life and private life...
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Two Autonomous Driving IPOs, and Alibaba Sheds a 'New Retail' Asset
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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?Kirjoittanut Bamboo Works
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A Reprieve for Car Sales, and New US-China Flights
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16:56
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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China Talks with EU on EV Tariffs, and Indonesia Eyes Temu Ban
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China and the EU are trying to reach a deal to avoid EU tariffs on Chinese EVs. But is there too much distance between the two sides? And Indonesia asks Apple and Google to evict China's popular Temu e-commerce app from their local app stores. Will the two app store giants comply?Kirjoittanut Bamboo Works
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A Bubble Tea IPO Freeze, and a Revenue-less Drug Maker
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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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WeRide's Spin with Uber, and Starbucks' New China CEO
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Uber will offer WeRide robotaxi services starting in the UAE. Is this a big deal, or mostly symbolic? And Starbucks names a new China CEO to revive its flagging local operation. Will that be enough to tackle the challenge from low-price companies like Luckin and Cotti?Kirjoittanut Bamboo Works
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PwC Takes China Hit, and EV Battery Firm Finds New Life in India
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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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Tax on Temu, and EVs Outpower Gas Cars
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The US closes a loophole that allowed Temu and Shein to import goods duty-free. How will this impact their sales? And sales of Chinese EVs passed gas-powered cars for a second straight month in August. Has the EV era finally arrived?Kirjoittanut Bamboo Works
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China's Homegrown Jet Advances, and a Growing Market for Adult Diapers
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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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Solar Red Ink, and a 'Blind Box' Crackdown
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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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Sino-Ocean's Bondholder Revolt, and Alibaba's Homecoming
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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?Kirjoittanut Bamboo Works
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MSCI's China Downgrade, and an Educator's Weak Trading Debut
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Index compiler MSCI has removed nearly 200 China stocks from its indexes this year. Why the sudden change of heart on China? And YXT.com stock drops 9% in its Nasdaq trading debut after pricing weakly. Why are investors worried about this adult education company?Kirjoittanut Bamboo Works
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A Rebel Livestreaming Host, and Gloomy Skies for a Solar Farm Operator
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A popular livestreaming host parts ways with e-commerce company East Buy. How will the company move past the crisis? And solar farm operator Xinyi Energy sings the profit blues. Why is China's solar energy market suddenly looking far less bright?Kirjoittanut Bamboo Works
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Stumbling Luckin, and China's New Export Restrictions
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Luckin's same-store sales and margins plunged in the second quarter. Will it fall into the red under the challenge from upstart rival Cotti Coffee? And China imposes export restrictions on drone components with defense applications. Will that have any impact on the West?Kirjoittanut Bamboo Works
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A New Housing Crisis Solution, and Lithium Makers Sing the Blues
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China trials a plan to prop up its property market with affordable housing plan. But will it solve the oversupply problem? And lithium miners are singing the blues as prices plunge from recent highs. What's behind the bubble for this important new energy metal?Kirjoittanut Bamboo Works
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EU Divisions on EV Tariffs, and Shanghai Seeks More Global Performers
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EU nations are divided on whether to levy long-term tariffs on Chinese EVs. What's behind the divisions? And Shanghai looks to attract more global performers like Taylor Swift. What's behind the change of heart?Kirjoittanut Bamboo Works
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Headwinds for China-European Flights, and an Autonomous Driving IPO Explosion
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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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A Shunned Shein, and Haidilao's Global Expansion
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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's New Energy Overbuild, and DiDi Back on Growth Track
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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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EU EV Tariffs, and Lenovo's Middle East Tie-Up
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The EU slaps Chinese EVs with tariffs of up to 38%. How will China respond? And Lenovo enters a major new partnership with Saudi Arabia's sovereign wealth fund. What's driving this alliance?Kirjoittanut Bamboo Works
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Foreign Law Firms Flee Shanghai, and No Love in Dating Site's Latest Results
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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?Kirjoittanut Bamboo Works
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Viola is talking about her life as BBW Model and Content Creator in the Adult Industry but also about health and mental health issues. Everything that affects her work life and private life... Support the showKirjoittanut Viola the Fairy
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A Microchip Mega-Fund, and an Accounting Crisis
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China has set up a $50 billion fund to support its microchip sector. Will the big bucks be enough to overcome U.S. sanctions? And a growing number of Chinese companies dump PwC as their auditor. Is the flight related to PwC's role as auditor for insolvent developer Evergrande?Kirjoittanut Bamboo Works
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Endangered Cash Payments, and a TikTok Bid
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KFC and others are fined after some of their outlets refuse to take cash. Is cash becoming an endangered species in China? And a group led by former L.A. Dodgers owner Frank McCourt assembles a bid for TikTok's U.S. operations. Will TikTok change its mind and decide to sell?Kirjoittanut Bamboo Works
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In this first Episode I will tell you everything about who I am... Like what my work is, what I like, what my hobbies are... Everything what you want to know when you get to know somebody... Support the showKirjoittanut Viola the Fairy
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New US Tariffs, and China Becomes a Homebuyer
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The U.S. raises tariffs on Chinese EVs to 100% from 25%. Will China retaliate? And China announces plans to buy up homes to boost its sagging property market. But will local governments go along with the pricey plan?Kirjoittanut Bamboo Works
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A New EU Probe, and a Used Car IPO
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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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Construction Material Woes, and a New Bull Market
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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?Kirjoittanut Bamboo Works
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Ping An Trust Misses a Payment, and SAIC Sells Down Its India Venture
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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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A Fitch Downgrade, and New Steps to Bring Back Global Tourists
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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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China EVs Under Attack, and Alibaba’s Sputtering Split-up
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China accuses US of unfair EV subsidies at the WTO. Will the US fight back with a counter claim against Chinese EVs? And Alibaba cancels an IPO for its Cainiao logistics unit. Is its bigger plan to break up the company falling apart?Kirjoittanut Bamboo Works
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Relaxing Data Requirements, and a Big Dividend
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18:16
China exempts most foreign firms from worrisome data requirements. But will it change its mind later? And a leading fintech lender offers a massive dividend. But shareholders worry more about its rapidly shrinking size.Kirjoittanut Bamboo Works
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Japanese Auto Cuts, and a Drugmaker's Fall
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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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A China Bull Market, and Bottled Water Under Fire
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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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US Targets China EVs, and the Passing of a Beverage Tycoon
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18:22
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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Foreign Investor Flight, and Coffee Is King
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22:51
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 Burgeoning Debt, and a New Type of China IPO
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18:03
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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Evergrande Ordered to Liquidate, and a Tale of Two Airline Types
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16:41
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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China Embraces GMO Crops, and Anta Eyes NY IPO for Amer
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15:38
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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China's Premier in Davos, and Shein IPO Hits a Speedbump
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18:20
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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A Biotech Buyout, and an Influencer Uprising
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21:20
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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Shaky Regional Banks, and Bubble Tea IPOs
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17:49
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’s Private Equity Clampdown, and a Tech Hotshot Drives Out of America
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18:03
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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China Sets Goals for 2024, and a French Snub for Chinese EVs
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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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An EV Newbie Goes to Wall Street, and a Bubble Tea Giant to Hong Kong
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16:52
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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The rebounding yuan, and China approves a chip mega-merger
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13:04
After falling to multiyear lows, China's yuan has come roaring back in recent weeks. But what has changed, and are the gains for real? And China approves the $69 billion merger of VMWare with global chip giant Broadcom after more than a year. Does this signal a friendlier new approach by China to global chip M&A?…
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Plunging Healthcare Investments and WH Group Eyes Smithfield IPO
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14:57
After several years of unbridled enthusiasm, investors have sharply pulled back their support for Chinese healthcare startups. Why the sudden cold feet toward this group? And a decade after acquiring U.S. pork giant Smithfield, China's WH Group is eyeing a New York listing for the company. Could this be prelude to a sale of this pork barrel investm…
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A Xi-Biden Summit Takes Shape, and Stellantis Rescues an EV Startup
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17:08
A summit between Xi Jinping and Joe Biden is looking increasingly likely after China’s foreign minister traveled to Washington last week. But will such a meeting accomplish anything? And Stellantis, owner of the Chrysler and Peugeot brands, will pay $1 billion for 20% of Chinese EV maker Leapmotor. What’s driving this odd partnership between a glob…
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China-built Battery Plant Hits the Skids in U.S., and Pet Site Boqii Bows from NYSE
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21:27
Ford has put the brakes on a battery plant being built for it in the U.S. by China’s CATL. Is this the end of the road for Chinese EV investments in the U.S.? And pet community operator Boqii is leaving the NYSE after a “ruff” three years. Are more Chinese companies likely to follow Boqii’s lead?Kirjoittanut Bamboo Works
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Another foreign worker barred from leaving China, and a data security reversal
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18:22
China has barred a top executive from U.S. risk control firm Kroll from leaving the country. Will this send more chills through foreign companies in China? And after implementing a strict new law on cross-border data transfers, China rolls out a new draft rule rolling back some of the toughest requirements. Will that be enough to ease concerns of j…
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Dida Makes New IPO Bid, and Moutai Chases the Young Crowd
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20:21
Ride sharing company Dida has filed a fourth time for a Hong Kong IPO. Will this Chinese Uber knock-off finally win over skeptical investors? And after trying its hand as a flavoring for milk and then coffee, traditional spirits maker Moutai is in yet another new tie-up with U.S. chocolate maker Dove. But will the young people who enjoy coffee and …
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