45-day boiler scandal hurts KFC China sales (Dec 2012). Project thunder was
not effective (end Feb 2013). H7N9 hindered the KFC's recovery (early April 2013
).
January, 2013
AProprietary Data And Intelligence Provider
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Proprietary Data And Intelligence
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A highly proprietary online information acquisition technology to tap into social media networks and search engines to unearth the public online data, fact, information and intelligence. Data acquisition is built upon best in class cloud computing infrastructure, to track real-time information flows. Our technology offers highest efficiency and lowest cost.
Off-line Surveys
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Our surveys can reach 2400 cities and counties across China,
January,
Big Data
including rural Xinjiang, Inner Mongolia and Tibet to provide proprietary, first-hand information
from consumers and end users
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Proprietary Data Driven Research – NYSE: YUM 45-day boiler scandal hurts KFC China sales (Dec 2012) Project thunder was not effective (end Feb 2013) H7N9 hindered the KFC’s recovery (early April 2013)
Perform 24-hour traffic counts for both weekday and weekend in 3 major cities to understand the consumer reactions 500+ consumer surveys every week to understand and measure the impact of the string of events 30+ neighbor restaurants survey to gain more insight on potential recovery Develop proprietary SSSG estimate on KFC China stores showed weak sign of recovery, if at all.
Company Results On December 18, KFC is exposed on CCTV of its chicken have used excessive antibiotics. In Q4
January,
Our Research
(September to December), the company experienced 6% decrease in same store sales (SSS) in China while KFC declined 8% in China.
KFC reported its 1Q (Jan to Feb) that KFC China: 41% in January and 0% in February. “the timing of Chinese New Year had a positive mid-teen impact on February same-store sales growth for both KFC and Pizza Hut Casual Dining, offsetting a similar negative mid-teen impact in January.
Frequency: Weekly/Monthly
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Proprietary Data Driven Research– SINA User activity is growing for mid to low end users Engagement time is declining due to other Apps including Wechat for high end users Monetization on both feed based and display ads are accelerating in 2013
Company Results
Our Weibo Activity Monitoring System sample
“The average daily active user grew by 9% from
millions of users per month for:
the month of September to the month of
# of Registered Users
December in 2012.
# of Daily Blogging/Monthly Blogging Users
Also, in the fourth quarter, we experienced a
# of Paying Users
slight decrease in average time spent for our
# of Brand Daily Advertisers on PC & Mobile
daily active user Weibo.”
January,
Our Research
In our report, “Total Weibo users, daily blogging users and monthly blogging users reached a new high in December 2012”. “Weibo paying enterprise users has surged while daily/monthly blogging users growth has
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decelerated.” Frequency: Weekly/Monthly
Frequency: Quarterly/Annually
Deep Customized News Service • We utilize a technology called Human Intelligence Data Expert Neuron System (HIDEN) to acquire relevant data and news online, including search, SNS and other primary websites. • Daily Social Media News Briefing on related company, topic, sector • Weekly News Review Report (sent out on Saturday) • Quarterly Corporate News Timeline Summary before Earnings
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Idea Generations With In-depth Research
• highlighting our variant views from the street consensus • Reports published between August and December 2012 include
January,
• 10 investment ideas per year with meticulous research and analysis
• New Oriental, SINA, YY, Yum!
• Reports draw on proprietary data series across sectors • Reports focus on real time data, facts, information and intelligence
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Case Study -- NYSE: EDU • New Oriental Due Diligence, Aug 2013:
the number and scale of its franchisees
January,
• 1. performed thousands of calls to investigate whether the company under-report
• 2. programmed to access the New Oriental course database online to verify its operating reality • 3. interviewed tax bureau, minister of education, lawyers, other non listed private schools to determine whether New Oriental’s structure may be flawed
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Internet: • Baidu, Qihu (estimates of search market share, assessments of the clean-up of fraudulent links) • Sina (monitoring of user activity and monetization) • NTES, CYOU (monitoring of online gamer activity) • YY (monitoring of channel activity) • Ctrp (monitoring of discounts and product offerings) • Elong (monitoring of discounts and product offerings) Education: • EDU (monitoring of number of learning centers and courses and ASP) Restaurant: • YUM (monthly estimates of KFC China SSSG) • Ajisen (monthly estimates of China SSSG) • Starbucks (monthly estimates of China SSSG) Dairy products: • Mead Johnson (monthly estimates of online China SSSG and offline consumer surveys) • Biostime (offline consumer surveys) Casinos: • Sands, Wynn, Galaxy (Monthly Macau traffic estimates, VIP and retail rolling turnover) Retail: • Golden Eagle, Intime, Parkson, Chow Shing Shing, Luk Fok and Chow Tai Fok (monthly estimate of China SSSG) Handsets: • Lenovo, Mediatech, Spreadtron (monthly purchase volume from Chinese customers) Luxury: • Richmond, Coach, Prada, Estee Lauder
Most data series above are available on monthly or even weekly basis upon request
January,
Coverage (2012)
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