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:

        Multinational retailers with significant exposure to China

o   YUMC, BMW, TSLA, AAPL

o   2017 Addition: MJN, KMB, RCL, CCL

        Internet, E-commerce

o   SFUN, WUBA, BABA, JD, VIPS, CTRP, NTSE, YRD

o   2017 Addition: EDU, XRS, SINA, WB

        Travel, Leisure, Casinos and Cruises          

o   Macau traffic, policy updates/impact, junkets news flow (weekly)

   Wynn, LVS, MGM, SJM, Galaxy, MPEL (monthly)

o    Monthly Outbound Tourism and Booking

   CTRP

o   2017 Addition: RCL and CCL (monthly)

        Multinational Retailers Monthly Updates in China (volume and pricing)

o   Auto OEM: BMW, VW, and MB

o   iPhone Weekly Activation (China only)

o   Diapers: KMB

        Macro Data:

o   Housing Market Weekly Data (57 markets)

o   Monthly Global Auto Data (any OEM monthly import data and wholesale data)

   Geely, GAC (Guangzhou Auto Co), BYD, Great Wall, BMW Brilliance

o   Hundreds of Residential Developers Survey

o   Wealth Management Products (WMPs)

   YRD, NOAH