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Semir – restructuring drives recovery

Semir has rebounded strongly as it continues to restructure its business. Solid revenue growth and improving popularity among wealthier consumers has been driven by an increased presence in upscale shopping malls and improved product quality, while online sales maintain an upward trajectory.

21 May 2015

Heilan Home – outperformance to continue in 2015

Domestic apparel-maker Heilan Home’s strong mass-market positioning, continued rapid store expansion and investment in improved online-to-offline services should underpin continued outperformance in 2015.

21 May 2015

Fast Retailing – Uniqlo well positioned for further growth

The Japanese operator of popular casualwear brand Uniqlo should sustain its rapid growth in China, driven by aggressive expansion and effective market positioning.

21 May 2015

H&M – further expansion on the cards

H&M’s rapid expansion in China over the past year has boosted its popularity and underpinned strong revenue growth. It plans to deepen its market penetration in 2015, while its recently launched online store should also support further strong performance.

21 May 2015

Casualwear – multinationals extend dominance

Multinational apparel giants continued to outperform local players in a slowing casualwear market in 2014. The overall market is likely to rebound slightly in 2015, along with some domestic clothing firms, though many of these face challenges as they recover from painful readjustments.

21 May 2015

Uni-President – recovery on the cards in 2015

After a disappointing 2014 for Uni-President China’s beverage business, a mild recovery is likely in 2015, supported by moves upmarket, lower material costs and an expected hotter summer. 

07 May 2015

Huiyuan – restructuring to drive recovery for juice market leader

China’s leading juice brand should return to profit in 2015, driven by a tie-up with Japan’s Suntory, corporate restructuring and an expansion of its sales and distribution network.

07 May 2015

Tingyi – slow response to a changing market

Taiwan-headquartered food and beverage conglomerate Tingyi is losing market share to smaller competitors in China’s beverage market, with the company reacting slowly to changing consumer tastes.

07 May 2015

Coca-Cola – acquisition and marketing mitigate juice weakness

Continued marketing strength, new product launches and the acquisition of a local plant-drink maker should help to at least partially offset declining juice sales and heightened competition for Coca-Cola in China.

07 May 2015

Beverages – shifting demand drives diversification

Changing consumer preferences, including rising health consciousness and more diversified tastes, are reshaping the competitive landscape in China’s $90bn soft drinks market. Companies are under pressure to diversify their product mix, either via new product development or mergers and acquisitions.

07 May 2015
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