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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
30 Mar

While homegrown electronics company #Xiaomi Group's home appliances have a competitive advantage due to their low prices, they still face competitive pressure from leading companies. 🔗 : tinyurl.com/y78zw74x #yyasia #ratingdog #China #electronics #tech #phone #manufacturing

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
17 Eki

This report provides a quick update on prices changes within #China's cyclical industries in September, including F&B, alcohol, and meat. 🔗 Full report: tinyurl.com/muntkpms #yyasia #ratingdog #analysis #cyclical

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
15 Eki

In our real estate coverage this week, we provide an overview of real estate sales and land acquisition performance across the top 100 real estate developers in China for September 2025. 🔗 Full report: tinyurl.com/tawpj67h #yyasia #ratingdog #China #property

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
14 Eki

In our latest convertible bond report, we zoom in on #China's food and beverage (F&B) industry, including its liquor, pork and dairy industry. 🔗 Full report: tinyurl.com/muntkpms #yyasia #ratingdog #analysis #foodbeverage #liquor #convertible #bond #pork #dairy

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
2 Eyl

As we approach a new month, YY Asia provides its take on the manufacturing industry amid the "anti-involution" policy in China in August. See attached file for the full commentary. #yyasia #ratingdog #China #antiinvolution #competition #PMI #inflation #macro #economy

yaoyu201709's tweet image. As we approach a new month, YY Asia provides its take on the manufacturing industry amid the "anti-involution" policy in China in August. See attached file for the full commentary. #yyasia #ratingdog #China #antiinvolution #competition #PMI #inflation #macro #economy
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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
25 Haz

This report is the third in a series investigating Tencent Holdings’ financials, including profitability, cash flow performance, key assets and debt status. 🔗 Full report: tinyurl.com/k9x6b75m #yyasia #China #ratingdog #Tencent #alibaba #ecommerce #internet #holdings #debt

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
23 Haz

In the second installment of our series on U.S. federal fiscal revenue and expenditure reviews the origins of the U.S. federal fiscal deficit and debt. 🔗 Full report: tinyurl.com/5hbvm5nc #yyasia #ratingdog #China #US #macro #debt #fed #fiscal #policy #economy

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
3 Haz

Given the emergence of new REITs in China's data center industry, we conducted a comparative analysis of two significant data center REITs - Range Technology and GDS International. 🔗 Full report: tinyurl.com/5cx4w5f2 #yyasia #ratingdog #China #data #datacenter #REIT

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
14 May

In this report, we analyze China's LGFV bond market in April 2025 through the angles of primary and secondary markets, as well as key market developments. 🔗 Full report: tinyurl.com/5aa4dpfw #yyasia #ratingdog #China #LGFV #bond #highyield #market

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
13 May

In 1Q25, the growth trend for Chinese funds' participation in convertible bonds did not endure. We analyse possible reasons for that in our latest report. 🔗 Full report: tinyurl.com/y3y3tsrz #yyasia #China #ratingdog #convertible #bond #market #credit

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
9 May

In this report, we gather economic and financial information about 100 counties in China, and make observations from a bond market perspective. 🔗 Full report: tinyurl.com/48t54r6b #yyasia #ratingdog #China #counties #LGFV #province #bond #GDP #credit #debt

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
17 Nis 2025

Following China's Two Sessions' conclusion in March, we look at how cyclical industries, such as coal, oil, and copper, performed for the month. 🔗 Full report: tinyurl.com/593zbyvw #yyasia #ratingdog #China #cyclical #industries #TwoSessions

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
21 Mar 2025

The market has been paying close attention to land reserve special bonds recently given the need to revive #China's real estate market. We wrap up the week with a review of policy guidelines on the extraordinary policies. #yyasia #ratingdog #Credit 🔗tinyurl.com/ybfs7z9t

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
17 Mar 2025

We start off the week with a review of bond hashtag#market fundamentals and related market trends between 3rd and 9th March this year. Full report here: tinyurl.com/naf9b3ah #yyasia #ratingdog #China #bonds #highyield #credit

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
21 Şub 2025

💊 We wrap up the week with our coverage on convertible bonds in #China: We sieve through select convertible bonds issued by entities within the western #medicine industry and how they have fared. #ratingdog #credit 🔗tinyurl.com/yv284pr7

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
21 Şub 2025

TGIF! This week, we analyze the current status of China's leasing industry amid tighter regulations and amid LGFVs' debt restructuring. 🔗 Full report here: tinyurl.com/yubfkzkn #yyasia #ratingdog #China #leasing #industry #LGFVs #deleveraging #debt #restructuring

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
1 Oca 2025

In the past month, news about the redemption of many off-balance sheet overdue projects in Xi'an, particularly in areas of Qujiang and Xi'an High Tech, have surfaced. We examine possible funding sources for their off-balance sheet debt. #LGFV #ratingdog 🔗tinyurl.com/mrev7n3x

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
29 Ağu 2024

With a bond price of 85, both risks and opportunities exist for Lanfan Medical's convertible bonds. We look at some of the company's recent developments and explore possible future directions. tinyurl.com/yc2t2vtt #China #Ratingdog #YYasia

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yaoyu201709's profile picture. YY Asia | Ratingdog | Bringing insightful, on-the-ground credit research on China corporates and SOEs to the rest of the world. Subscribe for daily updates.
YY Asia
 @yaoyu201709
2 Ağu 2024

We are rounding up this week with a 2023 financial report review of existing entities within China's nonferrous metal industry. 🔗 Read more here - YY Asia: A review of nonferrous industry bond issuers’ 2023 annual report shorturl.at/AOFyx #Ratingdog #YYAsia #China

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