Research and consulting

The Star Market Overview 1Q 2021

This is EqualOcean's sixth quarterly overview of the Star Market. We adhere to the same structure in our previous paper. The first chapter will be heavily data-based. The second part will describe regulatory shifts and other narratives to inform readers regarding China's financial market. The third part will analyze three top-performing newly-listed companies of the Star Market.

WIA2020 | 30 Tech Entrepreneurs in China

This research includes 150 entrepreneurs who operate the most promising technology-based businesses in China. The candidates have been selected based on five distinct categories, including professional background and business achievements. The report is a helpful resource for institutional investors seeking groundbreaking businesses in China, as well as for international corporations that are looking for partnerships in the local market.

China: Transcending the Cloud

The Cloud market has been growing rapidly over the past ten years in China. In the new decade, the demand for digital services will further scale up, with more opportunities appearing during the Cloud deployment across industries. In this report, we depict the genesis of the Chinese Cloud industry, analyzing the most important trends, as well as the structure of the sector. We look into top companies in the space and their strategies.

The Star Market Overview 4Q 2020

This is EqualOcean's fifth quarterly overview of the Shanghai exchange's tech board. Here, we adhere to the same structure as in the previous editions: the first chapter is heavily data-based, while the second part describes key regulatory shifts and other narratives that happened in China's financial market in the last quarter.

Automotive · Analysis

Will Tesla Continue to Grow in China?

The challenges are piling up for the EV maker in the world's largest auto market.

Apr 25, 2021 04:22 PM

Insight

Technology

Opinion: Ebang Is Another 'China Hustle' Absconding with Investors' Cash

Hindenburg Research found that the blockchain chip designer directed much of the IPO proceeds out of the company through a series of opaque deals with insiders and questionable counterparties.

Apr 23, 2021 07:11 PM

Consumer Staples · Analysis

Pinduoduo: A Buy-the-Dip Opportunity?

Pinduoduo has grown into one of the largest e-commerce players in a short amount of time, rising past Alibaba in terms of annual active buyers while seeing revenues nearly double this year. Positioning within an agriculture niche provides a moat against competitive threats from other leading e-commerce marketplaces, while still paving the way for strong revenue growth in the upcoming years.

Mar 22, 2021 06:14 PM

Automotive · Analysis

Opinion: Li Auto Remains a Solid Domestic EV Pick

Li Auto's combination of a relatively safe valuation and profitability from a strong margin profile could allow shares to find some upside between its peer group even as the EV industry faces a valuation crunch from rising rates.

Mar 01, 2021 02:16 PM

In depth

Consumer Staples, Financials

What Is Behind the Jack Ma Alibaba Regulatory Woes

A glance at the background of the loudest story so far in late 2020 / early 2021.

Jan 06, 2021 10:31 PM

Providing market intelligence, solving business problems

EqualOcean Intelligence is the research and consulting division of EqualOcean. It provides market and investment analysis, as well as advisory services for global enterprises and public decision-makers. Widely recognized across a number of industries thanks to its service capacity and research methodology, EqualOcean Intelligence closely tracks cutting-edge technologies, applying unique frameworks and models to solve longstanding and emerging problems.

EqualOcean Intelligence's scope comprises eight major sectors: technology, consumer, healthcare, automotive, industrials, financials, communication and real estate. With over 100 experienced and qualified analysts at work, EqualOcean Intelligence is one of the few institutions delivering content in both English and Chinese, together with the requisite expertise to interpret both cultures. This rare talent mix is one of the reasons EqualOcean is widely quoted by so many top global publications.

Leveraging two major channels – EqualOcean.com and iyiou.com – and supported by a network of thousands of technology and industry experts, EqualOcean Intelligence is a highly competitive player in business analysis, in China and around the world.

Equity Research Report: Xiaomi Corporation

The Star Market Overview 1Q 2021

WIA2020 | 30 Tech Entrepreneurs in China

China: Transcending the Cloud

The Star Market Overview 4Q 2020

Providing market intelligence, solving business problems