JL Warren Capital LLC
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Research

JL Warren Capital LLC covers publicly traded Chinese companies (both H shares and ADRs) and multinationals with significant exposure in China, as well as providing niche insights into the Chinese macroeconomy. Our macroeconomic research includes topics such as weekly rates and issuances of wealth management products, the property market in mainland China and Hong Kong, and luxury market sales both inside and outside of China.

Journalists, academics, and government officials who would like to receive our newsletters should email us at research@jlwarrencapital.com. Please state your affiliation in the email.  JL Warren Capital uses its newsletters to share incremental data points, anecdotes and views on macroeconomic issues, as well as company-specific updates, analysis and investment ideas.

Coverage:

  • Brand Retailer Monthly Sales in Greater China:
    • YoY Trends (including both retail and e-commerce sales)
    • Louis Vuitton, Gucci, Dior, EL (all brands), L’Oréal (all brands), SKII, Shiseido, NKE, Adidas, Skechers
  • TSLA China Weekly/Monthly:
    • Production units at GF3 (all MIC models)
    • Monthly orders (all models)
    • Monthly insurance data (all models) broken down by city and model
    • Monthly MIC M3 export data
  • Multinational Elevator OEMs Quarterly Sales in China
    • OTIS, KONE
  • Multi-level Marketing Monthly Sales:
    • HLF, USNA, NUS
  • Macau Gaming Monthly:
    • Junket operator interview, VIP rolling/table/day, Macau visitations (airport movement data), capital outflow control policy updates and analysis), hotel room rate tracking, policies regarding the development of China’s Greater Bay Area
    • Wynn, LVS, MGM, Galaxy, MLCO
  • Monthly China Macro Data Package,
    • Housing Market, Auto Sales, EV Sales by Models (NIO, XPEV, LI Auto, BYD Auto), Macau Gaming (capital outflow policies, VIP junkets interview, hotel room rates tracking)
  • US Listed Chinese ADRs – Quarterly Review
    • BZUN, VIPS, GSX, EDU, TAL, DAO