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Bona Film – well positioned for growth

Chinese film producer and distributor Bona Film’s expansion of its cinema business and large investment fund have reduced risks, while a strong pipeline of film releases in 2015 should support continued growth.

23 April 2015

Wanda Cinema Line – market leader continues rapid expansion

China’s market-leading cinema operator recorded robust growth in 2014, and should continue to expand rapidly as an integral part of Wanda Group’s development strategy, bolstered by strong per-cinema revenue and an established online presence.

23 April 2015

Huayi Brothers – expected rebound, intensifying competition

A renewed focus on filmmaking should revive growth in its core business in 2015, but Huayi Brothers is facing increasingly stiff competition from imported blockbusters, domestic rivals as well as aggressive, cash-rich internet firms.

23 April 2015

Alibaba Pictures – part of a bigger picture

While set to benefit from its position as the fulcrum of Alibaba’s expansion into the film and television market, Alibaba Pictures faces short-term challenges in turning around the financial weakness it inherited from ChinaVision Media.

23 April 2015

Film – internet transforming China’s movie business

China’s film industry continues to grow rapidly, but the influence of the internet is causing significant changes, putting pressure on domestic market leaders. China’s internet giants have expanded rapidly into film production and promotion, while online ticketing is reshaping distribution.

23 April 2015

Suning – painful transition weighs on earnings

Suning continues to grapple with sluggish bricks-and-mortar store sales and costly e-commerce operations. Its difficult transition into a multiplatform retailer is expected to continue to weigh on profitability in coming years.

09 April 2015

Alibaba – mounting pressure from rivals and government

China’s e-commerce market leader Alibaba is likely to maintain its dominance, but faces mounting pressure from faster-growing rivals such as JD.com as well as the government.  

09 April 2015

JD.com – high-speed expansion, heavy losses

While JD.com should continue to grab market share, buoyed by its reliable distribution model, product mix diversification, lower-tier-city expansion and alliance with Tencent, its cost-heavy model is likely to result in further losses.

09 April 2015

Vipshop – expanding in a fast-growing niche

Online discount retailer Vipshop continues to strengthen its lead in a fast-growing niche through growing brand awareness, expansion in lower-tier markets and its successful self-operated model. Demand from price-sensitive consumers should continue to fuel sales in 2015.

09 April 2015

Assessing Alibaba’s latest financial innovations

Industry participants debate the significance of two new short-term credit facilities launched by Alibaba’s financial services affiliate.

09 April 2015

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