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Huishan Dairy – aggressive regional player catching larger rivals

Huishan Dairy has grown rapidly, supported by heavy advertising and quality control advantages, and we expect growth to remain strong, though investment plans and competition may weigh on margins in the short term.

11 September 2014

Yili – facing growing high-end competition

Leading dairy producer Yili faces growing competition from domestic and international rivals, particularly in the premium segment, as illustrated by falling popularity in our survey. However, improving product mix and rising margins offer reasons for optimism.

11 September 2014

China Modern Dairy – rapid growth on demand for higher quality

China’s largest dairy farm operator by herd size has benefitted from recent supply disruptions to grow rapidly on advantages in terms of technology and scale.

11 September 2014

Mengniu – strategic overhaul starts to pay off

Chinese dairy firm Mengniu is beginning to reap the rewards of an acquisition-led strategic overhaul in 2013. 

11 September 2014

Dairy – milking it

China’s growing appetite for dairy and further upstream and downstream consolidation should drive strong revenue and profit growth for large-scale dairy farm operators and leading dairy product manufacturers as the industry continues to recover from a series of safety scandals.

11 September 2014

Beijing eases sports industry restrictions

Analysts are discussing how much of an impact recently announced measures to reform the sports industry will have on a severely underdeveloped sector.

11 September 2014

Stronger consumer picture in August

Consumer spending, confidence and household income continued to improve in August, according to our latest survey of 1,000 consumers nationwide, despite signs of an increase in the cost of living. A-share buying sentiment returned to positive territory for the first time since February 2013. 

29 August 2014

58.com – classified ad leader facing property headwinds

China’s leading online classified advertising site by revenue should continue to outperform in a fast-growing sector, but sluggish property sales are likely to exert a short-term drag on revenue.

28 August 2014

Weibo – growth faces mounting threats

Despite rapid top-line growth, mounting issues with user acquisition and retention and limited ad inventory diversification present real threats to Weibo’s prospects.

28 August 2014

Autohome – car site remains in the fast lane

Continued strong advertising revenue and a number of recent product launches and partnerships should drive further strong revenue growth for China’s leading car information and listings site.

28 August 2014
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