China Inc by BBW

China Inc by BBW

China Inc by Bamboo Works discusses the latest developments on Chinese companies listed in Hong Kong and the United States to drive informed decision-making for investors and others interested in this dynamic group of companies.

Episodes

May 26, 2025 18 mins

After zooming over the last few years, China's car exports to Russia skidded by 44% in the first quarter. What put on the brakes? And former microchip superstar Zhao Guowei has been sentenced to death for waste and corruption. What led to his downfall?

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Starbucks has reportedly sent invitations to several parties interested in buying part of its struggling China operations. What kind of partner is the U.S. coffee giant likely to choose? And vaping companies are scrambling to diversify production away from China over concerns about Donald Trump's tariffs. Where are they going, and will they escape the tariff threat?

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Uber has signed new alliances with Chinese robotaxi operators Momenta and Pony AI, and fortified an existing partnership with WeRide. Why the sudden embrace of Chinese robotaxis? And Webull's stock has charged from the gate with massive gains following its SPAC listing. What's driving this company, which is an unusual hybrid of a U.S.-based business with strong China ties?

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Tim Hortons is tasting some new success in China with a bagel formula. Will this mark the start of a turnaround for the struggling chain? And a Red Bull killer named Eastroc has filed to list in Hong Kong. What’s the secret to its success, and will it attract investors to its story?

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Speculation is growing on a potential delisting of Chinese shares from New York in the growing US-China trade war. Could such a mass delisting really happen? And a purist premium tea maker named Chagee raises $400 million in a Nasdaq IPO. What sets this company apart from its many rivals?

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Fintech lenders are entering a new golden era, with Jiayin reporting 46% growth for its core consumer lending business in last year's fourth quarter and forecasting similar gains this year. What's driving this rebound? And hotelier H World is still trying to fix a German acquisition from 2019 that wiped out its profit in the fourth quarter of last year. Will the Chinese hotelier be able to turn around this money-losing offshore ass...

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TikTok's plan to sell its US operation runs into resistance from Beijing after Trump's new tariffs. Does this spell the end for this deal? And Xiaomi enters crisis mode after a fiery crash of one of its EVs leaves three students dead. Will this put the brakes on Xiaomi's stock?

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A young company called Scage is close to listing in New York through a backdoor SPAC merger. Is it really worth the high valuation it's seeking? And 52Toys has hired an investment bank for a Hong Kong IPO. Will it be able to sell investors on its toy story of rapid expansion and hot collectibles?

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Online brokers Futu and UP Fintech have recorded banner results, with revenue up by 75% or more for both in the fourth quarter. What's driving the growth, and is it sustainable? And the international arm of China's tobacco monopoly reported 10% revenue growth last year, even as the number of Chinese smokers fell. What's driving the increase?

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China may be preparing new policy support for its embattled solar companies, possibly in the form of ramped up building of new solar farms. Will such support be enough to raise the sector out of the doldrums? And China's securities regulator has reportedly launched a campaign to stop many smaller firms from seeking overseas listings in New York. What's driving this sudden clampdown?

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The huge success of "Ne Zha 2," partly due to national pride, has lit a fire under the stock of the movie's producer, Enlight Media. How important is the nationalism factor when choosing Chinese stocks? And Hong Kong's CK Hutchinson has sold its two port operations in the Panama Canal after coming under pressure from Donald Trump. Are we likely to see more such forced asset sales over national security concerns going forward?

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China's takeout dining duopoly of Ele.me and Meituan will start offering social benefits for their thousands of drivers. What's driving this change of heart and what will it mean for the market? And JD.com has announced its entering the fray, aiming to take on this established duopoly. What are its chances of success, and what does this mean for the industry?

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A hit animated film about a devil child called "Ne Zha" is breathing new life into China's moribund box office. Is this the start of better days for movie theaters? And Burger King's owner buys out its China franchising partner. What's driving this move, and what does it mean for Burger King in China?

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China is reportedly preparing to attack Apple on anti-trust grounds related to its app store operation. What's driving this probe? And steel trader ZG Group nears a Hong Kong listing through a SPAC merger, only the second since the city launched its SPAC program three years ago. Why has progress been so slow?

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Some partners at U.S. consulting giant McKinsey are questioning the wisdom of staying in China. What's driving their doubt, and what would a withdrawal signify? And Shenzhen rescues struggling developer Vanke. What is the city demanding in return for its assistance?

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A family of biotech contracting companies in Wuxi has begun selling offshore assets under pressure from Western governments worried about national security. Will other Chinese drugmakers with overseas assets be forced to follow suit? And a family feud in Shanghai has left a $1 billion luxury villa complex in limbo. How much risk does this kind of feuding pose for investors in the many publicly traded Chinese companies dominated by ...

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The new U.S. Trump Administration will need to decide whether to continue earlier policies on restricting trade and IPOs by Chinese companies. Will it break with the previous Biden administration on issues like the TikTok ban, or will it get even tougher?

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Alibaba has announced a plan to sell its majority stake in Sun Art, operator of the popular RT-Mart supermarket chain. Is this the end for Alibaba's new retail vision combining e-commerce with brick-and-mortar stores? And a mining startup called Jiaxin has unveiled a plan to list shares in both Hong Kong and Kazakhstan, where it's developing a tungsten mine. What sets this venture apart from China's other big listed mining companie...

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Chinese companies are increasingly choosing Hong Kong over New York for their offshore listings. What's driving this tide? And some of those same companies that have listed in Europe are finding a lack of interest from investors in Germany, Switzerland and London. Why the cold reception?

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China’s bubble tea IPO ban ends with the resumption of Guming’s Hong Kong listing. What’s changed in the market? And a nuts and bolts maker called ZJK soared on hopes for a deeper Nvidia partnership. Are the company’s big stock gains justified?

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