China Tech Investor

In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott dig into the quarterly earnings of Alibaba. They also discuss the trade war’s latest impact on markets, and the proposed legislation which would require Chinese firms listing in the US to undergo American auditing standards.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

Tencent

Alibaba

Baidu

iQiyi

Xiaomi

JD.com

Pinduoduo

Meituan-Dianping

Hosts:

Elliott Zaagman – @elliottzaagman

James Hull – @jameshullx

Editor

Peter Isachenko

Podcast information:

iTunes

Spotify

RSS Feed

Music: “Hey Ho” by Steve Jackson, Royalty Free Music

In this episode of the China Tech Investor Podcast powered by TechNode, James and Elliott discuss the quarterly earnings reports of Baidu and Pinduoduo. For the quarter since their IPO in 2005, Baidu failed to report a profit, in the latest in what has been a disappointing string of events for the company known best for its popular search engine. For Pinduoduo, marketing expenses keep increasing, but are those investments paying off for the company?

Please. note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

Tencent

Alibaba

Baidu

iQiyi

Xiaomi

JD.com

Pinduoduo

Meituan-Dianping

Hosts:

Elliott Zaagman – @elliottzaagman

James Hull – @jameshullx

Podcast information:

iTunes

Spotify

RSS Feed

Music: “Hey Ho” by Steve Jackson, Royalty Free Music

In this special *live* episode, recorded May 23rd, 2019 at Technode’s inaugural Emerge event, hosts Elliott Zaagman and James Hull are joined by Paul Mozur, a technology reporter with the New York Times who covers tech companies, cybersecurity, censorship and the intersection of geopolitics and technology in Asia. What better to discuss with him than the “elephant in the room:” US Commerce Department adding Huawei to the Entities List?

The discussion around Huawei covers whether Huawei can survive being on the Entities List, Huawei’s consumer devices versus networking equipment, CFIUS, which companies are impacted, which companies could benefit the most, Google & Android OS, and features live Q&A from the audience.

The China Tech Investor podcast is powered by Technode.

Note: the hosts and guest do not claim ownership of the truth in the matters discussed. This was recorded before the President Trump tweet that suggested Huawei is on the table in the trade deal negotiations.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

Tencent

Alibaba

Baidu

iQiyi

Xiaomi

JD.com

Pinduoduo

Meituan-Dianping

Guests:

Paul Mozur – The New York Times

Hosts:

Elliott Zaagman – @elliottzaagman

James Hull – @jameshullx

Editor

Peter Isachenko

Podcast information:

iTunes

Spotify

RSS Feed

Music: “Hey Ho” by Steve Jackson, Royalty Free Music

In this episode, recorded May 9th, 2019 hosts Elliott Zaagman and James Hull are joined by Shai Oster, Asia Bureau Chief of The Information, to discuss SoftBank, the potential Vision Fund IPO and what may be the top of the tech-infused market cycle.

The hosts also briefly touch on the ever-fluid trade rift, Trump tweets and discuss how gaming regulations, which prohibit blood in games, have turned Tencent’s mobile game, the Battle Royale shooter PUBG, into Game of Peace (or Peace Elite) and the funny reactions on Weibo.

The China Tech Investor podcast is powered by Technode.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

Tencent

Alibaba

Baidu

iQiyi

Xiaomi

JD.com

Pinduoduo

Meituan-Dianping

Guests:

Shai Oster – The Information

Hosts:

Elliott Zaagman – @elliottzaagman

James Hull – @jameshullx

Editor

Peter Isachenko

Podcast information:

iTunes

Spotify

RSS Feed

Music: “Hey Ho” by Steve Jackson, Royalty Free Music

In this episode of the China Tech Investor Podcast powered by TechNode, our hosts welcome back Technode contributor Michael Norris to discuss the IPO of Luckin Coffee.

Luckin is hardly free of controversy. From a CMO who spent time in prison to a rapid expansion financed by an equally rapid cash burn, there are a lot of reasons for skepticism. However, their upside is still bound to draw the attention from investors who don’t want to miss out on what could very well be Starbucks’ most formidable competitor in China.

Read Michael’s previous work on Luckin:

Why it’s time to wake up and smell the coffee on Luckin

From jail to java: How Luckin’s CMO is hacking China’s coffee market

Luckin may not last, but its model will

As well as TechNode Editor-in-Chief's analysis of their IPO:

Is Luckin’s rushed IPO a path to sustainability or a pig in a poke?

At the beginning of the episode, James and Ell briefly discuss UXIN’s response to the damning accusations levied against them by Anne Stevenson-Yang and J Capital Research. Anne discussed her report on episode 22 of the podcast, and also issued a rebuttal to UXIN’s response. Listeners can read, and decide for themselves

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

Tencent

Alibaba

Baidu

iQiyi

Xiaomi

JD.com

Pinduoduo

Meituan-Dianping

Guest:

Michael Norris

Hosts:

Elliott Zaagman – @elliottzaagman

James Hull – @jameshullx

Podcast information:

Spotify

iTunes

RSS Feed

Music: “Hey Ho” by Steve Jackson, Royalty Free Music

It’s crossover episode time! Ell and James sit down with Jordan Schneider from the China Econtalk Podcast to discuss livestreaming fashion in China, Facebook vs Wechat, and the risks of stock-picking.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

Tencent

Alibaba

Baidu

iQiyi

Xiaomi

JD.com

Pinduoduo

Meituan-Dianping

Guest:

Jordan Schneider - @jordschneider1

Hosts:

Elliott Zaagman – @elliottzaagman

James Hull – @jameshullx

Podcast information:

Spotify

iTunes

RSS Feed

Music: “Hey Ho” by Steve Jackson, Royalty Free Music

In this episode of the China Tech Investor Podcast powered by TechNode, our hosts talk with the one and only Anne Stevenson-Yang, co-founder and research director at J Capital Research. Anne and her team at J Cap recently made headlines when they released a report accusing US-listed Chinese second-hand auto sales platform UXIN of fraud, recommending a short on their stock.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

Tencent

Alibaba

Baidu

iQiyi

Xiaomi

JD.com

Pinduoduo

Meituan-Dianping

Guest:

Anne Stevenson-Yang - @doumenzi

Hosts:

Elliott Zaagman – @elliottzaagman

James Hull – @jameshullx

Podcast information:

Spotify

iTunes

RSS Feed

Music: “Hey Ho” by Steve Jackson, Royalty Free Music

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Xiaomi’s Q4 earnings report, as the company is selling more smart phones but experienced a jump in inventories at year end and more.

This episode also features an interview with Wall Street Journal’s Jacky Wong, where they discuss China’s new technology board and the implications for investors, companies and China’s capital markets.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

Tencent

Alibaba

Baidu

iQiyi

Xiaomi

JD.com

Pinduoduo

Meituan-Dianping

Links:

Xiaomi Q4 earnings notes

INSIGHTS: Shanghai tech board to push semiconductor independence

Guests:

Jacky Wong – Wall Street Journal

Hosts:

Elliott Zaagman - @elliottzaagman

James Hull - @jameshullx

Editor

Peter Isachenko

Podcast information:

iTunes

Spotify

RSS Feed

Music: “Hey Ho” by Steve Jackson, Royalty Free Music

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull talk about Tencent’s Q4 earnings report, as the company attempts to prepare investors for their shifting business model.

This episode also features part 2 of an interview with AgencyChina’s Michael Norris, as they discuss future growth opportunities for companies such as Pinduoduo, Meituan-Dianping, and Didi.

Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

· Tencent

· Alibaba

· Baidu

· iQiyi

· Xiaomi

· JD.com

· Pinduoduo

· Meituan-Dianping

Guests:

Michael Norris – LinkedIn

Hosts:

Elliott Zaagman - @elliottzaagman

James Hull - @jameshullx

Producer

Peter Isachenko

Podcast information:

iTunes

Spotify

RSS Feed

Music: “Hey Ho” by Steve Jackson, Royalty Free Music

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss live streaming, Pinduoduo’s results and cash flow conundrum and Meituan’s 2018 performance.

Michael Norris joins to share his insights on the companies we follow and his article “Growing in a mature market: Six directions for China’s tech giants”. Michael Norris is research and strategy manager at Agency China and a Technode contributor. This is first of two parts of the interview.

The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed.

Links

Growing in a mature market: Six directions for China’s tech giants

Check out TechNode's network of podcasts

Watchlist:

Tencent

Alibaba

Baidu

iQiyi

Xiaomi

JD.com

Pinduoduo

Meituan

Guests:

Michael Norris – LinkedIn

Hosts:

Elliott Zaagman - @elliottzaagman

James Hull - @jameshullx

Podcast information:

iTunes

Spotify

RSS Feed

Music: “Hey Ho” by Steve Jackson, Royalty Free Music