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China Inc by BBW
Bamboo Works
100 episodes
4 days ago
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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Investing
Business
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All content for China Inc by BBW is the property of Bamboo Works and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
Episodes (20/100)
China Inc by BBW
From classroom crackdowns to shifting cabin crews, China adapts to new realities
Vocational educator Hiducation has become one of the few education companies to test the waters in Hong Kong's booming IPO market. Are investors ready to welcome this group again after a bloody crackdown three years ago? And budget carrier Spring Air is rolling out the welcome mat for more senior flight attendants as old as 40. Are other Asian airlines like to follow this "air auntie" trend, and what's behind it?
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4 days ago
18 minutes

China Inc by BBW
From green energy to property woes, China turns to financial engineering
Solar and wind farm builder Xinte has announced plans to start collateralizing its assets using asset backed securities. Is this the start of a new trend for such companies? And China International Travel is spinning off its real estate business that was once a money spinner but has become a dud lately with the sinking property market. How should investors view this kind of move?
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1 week ago
16 minutes

China Inc by BBW
From software to the skies, China’s self-sufficiency drive meets economic reality
Observers noticed a key government document on rare earths was created using homegrown Chinese word processing software. Is this part of China's "delete America" campaign? And China's homegrown C919 regional jet has suffered a setback after Vietnam's Vietjet returned two leased models. What does this mean for the aircraft's future?
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2 weeks ago
14 minutes

China Inc by BBW
China bets big on stocks as consumers fret over pre-made food
Team China has pumped $550 billion into the country's two main stock markets, buying up nearly 5% of the market value of all listed companies. What's the thinking behind this strategy? And pre-made foods are in the spotlight after a popular blogger criticized a major restaurant chain for using such products. Why is this such a sensitive subject in China?
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3 weeks ago
18 minutes

China Inc by BBW
Nasdaq gets tough on small Chinese IPOs, as an AI-fueled energy storage boom takes off
The Nasdaq is preparing to crack down on smaller listings by Chinese companies. What's driving the move, and what are the broader implications? And energy storage has become the latest flavor of the day by new Chinese IPO candidates. What's driving this trend, and is it real or just another bubble?
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1 month ago
20 minutes

China Inc by BBW
Cango to build on bitcoin mining foundation with HPC pivot
Cango's public relations and investor relations director Juliet Ye details the company's strategic pivot to transform from a pure-play crypto miner into an integrated energy and high-performance computing (HPC) platform. The multi-phase strategy leverages Cango's existing energy and computing infrastructure as a foundation to build a more diverse business model with revenues from mining, AI client services, and energy trading.
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1 month ago
25 minutes

China Inc by BBW
China tech: virtualizing debt, AI for daters
Linklogis has jumped on the crypto bandwagon in a new blockchain alliance with XRP Ledger, owner of the ripple cryptocurrency. What's the significance of this tie-up? And leading dating app operator Hello Group has added an AI function that suggests ice-breakers for young men to say to their dates. Will this help to get young people spending again? Read at: https://thebambooworks.com/china-tech-virtualizing-debt-ai-for-daters-linklogis-momo
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1 month ago
18 minutes

China Inc by BBW
Dancing robots and K-pop diplomacy: China's economic and social gambits
Unitree plans to file for an IPO by year end, capitalizing on the recent popularity of its dancing humanoid robots. But are these products really ready for market? And China has quietly lifted a nearly decade-old ban on K-Pop. What's behind the sudden change of heart?
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2 months ago
18 minutes

China Inc by BBW
China’s state-driven stocks, and its corporate wars abroad
China's stock market rally is fast approaching its one-year mark, with the benchmark Hang Seng and Shanghai composite indexes both up around 40%. How much longer can it last, especially given the weak state of China's economy? And internet giants Meituan and DiDi have sued each other in Brazil, where they are competing in the takeout dining market. How is this case likely to end up? Read at: https://thebambooworks.com/chinas-state-driven-stocks-and-its-corporate-wars-abroad/
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2 months ago
17 minutes

China Inc by BBW
China moves to end solar bloodbath, as East Buy chases warehouse club crown
China is floating yet another plan to rescue its oversupplied solar sector, including a mass shuttering of excess capacity. Will the government-led effort work this time? And a former online educator says it wants to become the new online Sam's Club of China. Does East Buy have what it takes to succeed?
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2 months ago
16 minutes

China Inc by BBW
China plays defense on EV batteries, offense on hydrogen
China rolls out new rules restricting the export of cutting-edge technology for EV battery manufacturing. How will this affect Chinese battery makers setting up factories abroad? And hydrogen fuel cell maker Refire reports its revenue fell 10% in the first half of the year. What does this say about a Chinese sector that's getting huge government support, but has yet to find a mass audience?   Read at: https://thebambooworks.com/china-plays-defense-on-ev-batteries-offense-on-hydrogen-fuel-cell-catl/
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2 months ago
16 minutes 1 second

China Inc by BBW
China's changing tastes buffet western brands as Ant Group faces old headwinds
Burger King withdraws from Hong Kong, after facing similar issues on the Chinese Mainland. Why is life so difficult in China for this fast food giant? And Ant Group's purchase of a Hong Kong brokerage is getting extra scrutiny from Chinese regulators. Why is China so wary of this company?Text version: https://thebambooworks.com/chinas-fast-food-western-brands-ant-group-faces-headwinds-alibaba/
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2 months ago
17 minutes 6 seconds

China Inc by BBW
JD.com flees China’s brutal retail wars for Europe, as Beijing fails to tame price-cutting at home
JD.com has purchased brick-and-mortar retail chains in Germany and Hong Kong. Why is the company taking this route instead of sticking to e-commerce? And car trader Autohome has reported a fourth consecutive quarter of revenue contraction, as its ad revenue plunged. When will price wars hobbling China's oversaturated car market finally end? Read more: https://thebambooworks.com/jd-com-flees-chinas-retail-wars-europe-beijing-fails-to-tame-price-cutting/ 
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3 months ago
18 minutes 25 seconds

China Inc by BBW
Apple's China puzzle and an African phone pioneer’s peril
Apple returns to revenue growth in China, as it also closes its first store in the city of Dalian. What's next for the company in the world's largest smartphone market? And Transsion considers a Hong Kong IPO. Should investors buy into this biggest smartphone maker you've never heard of, banking on its status as Africa's top cellphone brand?
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3 months ago
18 minutes 48 seconds

China Inc by BBW
From Delhi risks to a domestic dairy bust
Smartphone glass maker Biel is building up an Indian production base, while appliance giant Haier is selling half of its Indian business. What's driving these two very different moves by Chinese companies in the fast-evolving Indian market? And two dairy companies are reporting stagnating sales. Is China's dairy sector past its high-growth glory days, and what's behind the slowdown?
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3 months ago
24 minutes 36 seconds

China Inc by BBW
China’s new investment playbook: VCs chase crypto as a travel upstart eyes New York
Two mid-sized Chinese venture capital firms are moving in new directions, one embracing cryptocurrencies and the other diversifying beyond retail. What's driving these moves? And up-and-coming online travel agent Klook is eying a major New York IPO. Why isn't it following a more recent trend to list in Hong Kong, and is there room for yet another travel agent in a crowded field of listed companies like Trip.com and Booking.com?
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3 months ago
24 minutes 57 seconds

China Inc by BBW
Private healthcare's unclear road, and a surging cosmetic surgeon
Private clinic operators for medical treatments like eye and dental care are facing a difficult path as Chinese consumers rein in their spending. What's ahead for this group? And cosmetic surgery services provider So-Young's shares have soared in recent weeks as investors embrace its shifting business model. Why are they suddenly so confident?
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4 months ago
16 minutes 19 seconds

China Inc by BBW
Hong Kong: China’s IPO pipeline and crypto lab
Companies raised $13.6 billion through Hong Kong IPOs in the first half of the year, giving the city the global fundraising title for that period. What's behind the sudden boom? And a growing number of Chinese companies are experimenting with cryptocurrencies in Hong Kong, even as such currencies are banned on the Mainland. What's driving such different approaches on the Mainland and in Hong Kong?
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4 months ago
15 minutes 47 seconds

China Inc by BBW
Macao's end of an era, and a ghost ship in search of a business
An era has ended in Macao with the planned closure of the city's remaining "satellite casinos" by the end of the year. Does this represent the latest step in the corporatization of Macao? And former financier-turned-educator-turned -food seller Qudian has announced it's pulling out of its latest foray into last-mile delivery. What value for investors is there in this kind of ever-changing company?
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4 months ago
18 minutes 35 seconds

China Inc by BBW
Labubu fever, and a skincare brawl
An early edition toy based on the red-hot Labubu character has fetched a record $150,000 in a recent auction. What's driving the craze, and is it sustainable? And a high-profile tussle between two leading skincare brands has left one of them bruised, with its stock down 30%. How can investors steer clear of this kind of damage?
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5 months ago
15 minutes 6 seconds

China Inc by BBW
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.