HOYA Corporation (7741.T) is a global MedTech company and a leading supplier of innovative high-tech and medical products. In many fields, HOYA is today the No.1 in the world. This includes optical lenses, glass disk for HDDs, photomasks for LCD panels, and mask blanks for semiconductors. Continue reading “HOYA – A Chart That Speaks For Itself”
GDS Holdings Ltd (GDS) is a leading developer and operator of high-performance data centers in China. The company runs data centers in China’s economic hubs such as Shanghai, Beijing, Shenzhen, Guangzhou, Chengdu, and Hong Kong. Continue reading “GDS Holdings – Riding the Cloud Computing Wave”
Xingfa Aluminium Holdings Limited (0098.HK) is a leading aluminum profiles manufacturer in China. The company produces aluminum profiles for architectural construction and industrial materials. Construction aluminum profiles are used for doors and windows, curtain walls, ceilings and blinds, and other decorative products. Continue reading “Xingfa Aluminium – An Overlooked Outperformer”
Vipshop Holdings Ltd (VIPS) is China’s leading online discount retailer. Through flash sales, the company sells products at deeply discounted prices for limited periods over its websites (vipshop.com, vip.com, and lefeng.com), mobile applications, and offline stores.
Continue reading “Vipshop – Bargain Hunting in Uncertain Times”
JD.com (JD) is China’s largest e-commerce and retail company by revenue. It is also the third-largest internet company in the world behind Amazon and Google. JD.com sells everything from food to household and luxury goods to millions of Chinese households. Continue reading “JD.com – The Future of Retailing”
Yum China Holdings Inc. (YUMC) is the largest restaurant and fast-food chain company in China. The company runs over 8,700 restaurants in more than 1,300 cities. Yum China possesses, as an independent entity, a 50-year renewable master license from U.S.-based multinational YUM! BRANDS for KFC, Pizza Hut, and Continue reading “YUM CHINA – China is Getting Hungrier”