China Inc by BBW

Uber's Chinese Robotaxi Romance, and Webull's Strong Debut

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?

A Bagel Success Story, and a Red Bull Slayer

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?

Delisting Speculation, and a New Tea Listing

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?

Fintech Lender Rebound, and a Hotel Mess

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 asset?

TikTok in Limbo, and Xiaomi's EV Crisis

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?

A Hydrogen Listing, and a New China Toy Story

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?

Soaring Stock Brokers, and Rising Tobacco

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?

New solar policy support, and a stock market cleanup

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?

The Nationalism Factor, and a Forced Asset Sale

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?

China's Takeout Delivery Market Gets a Shakeup

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?