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New World – margin pressure persists despite rebranding efforts

Despite a rebound in sales due to rebranding efforts, margins and earnings remain lacklustre for China’s second-largest department store operator

17 May 2012

Intime – exploiting its home-field advantage

Dominance of its affluent home province of Zhejiang and targeted expansion elsewhere should support further strong top-line growth for department store operator Intime

17 May 2012

China unveils new subsidy scheme in bid to kickstart growth

China’s State Council, the cabinet, announced a plan to subsidise purchases of energy-efficient home appliances and small engine cars on Wednesday in an attempt to boost consumption and prevent a further economic slowdown.

16 May 2012

China’s exports stronger in April, according to a CC survey

China’s exports showed a modestly expanding trend on a MoM basis and a significant increase YoY in April, according to a China Confidential survey of 202 exporters across the country in late April and early May.

08 May 2012

Consumer confidence rebounds in April as outlook brightens

Discretionary spending and consumer borrowing by Chinese urban consumers strengthened in April, according to a China Confidential Survey of 600 consumers in 134 cities, suggesting continued robust consumer confidence despite signs of an economic slowdown in 1Q12. The majority of respondents remain optimistic about the future economic outlook.

04 May 2012

Wine – barbarians at the bar

Chinese consumers’ growing thirst for foreign plonk has driven a surge in imported wine in recent years, posing a major challenge for established domestic winemakers.

03 May 2012

Yantai Changyu – market leader seeking new growth drivers

Changyu’s ten chateaus and high-end brand underpin our strong forecast for the company this year.

03 May 2012

Dynasty – a tough transition

In spite of its joint venture with Remy Cointreau (RCO:PAR) and its 11,000 sq metre Chateau Dynasty near Tianjin, Dynasty is having a hard time trying to build a popular brand.

03 May 2012

China Foods – rebuilding Great Wall

Restructuring efforts finally appear to be paying off, but the growing popularity of imported wine in core southern markets threatens to derail Great Wall’s recovery

03 May 2012

Daphne International – riding the mass-market consumer wave

Daphne’s mass-market, lower-tier positioning has driven strong sales and profit growth, but mounting competition and rising costs are likely to squeeze profits and margins this year.

19 April 2012

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