Company News

Alibaba-affiliated fintech giant Ant Group has announced its long-awaited public offering with a dual listing on the new Shanghai Stock Exchange’s Star Board (or the Science and Technology Innovation Board, which is being dubbed “China’s Nasdaq”) and also on the Hong Kong Stock Exchange.

As a leading internet technology company based in China, NetEase is dedicated to providing premium online services centred around innovative and diverse content, community, communication and commerce. NetEase develops and operates some of China’s most popular mobile and PC-client games. As of March 31, NetEase had over 100 mobile games offered in China and mobile games contributed 55% of its total revenues. In more recent years, NetEase has expanded into international markets including Japan and North America. Overseas games revenue presently accounts for approximately 10% of total online games revenue. In addition to its self-developed game content, NetEase partners with other leading game developers, such as Blizzard Entertainment and Mojang AB (a Microsoft subsidiary), to operate globally renowned games in China. Thanks to its digital activities, the company is more or less protected against the coronavirus crisis, and can even thrive on it as more people are obliged to stay at home.

MediaTek is the world’s 4th largest global fabless semiconductor company and powers more than 1.5 billion devices a year. It is a market leader in chipset technology for Smart TVs, Voice Assistant Devices (VAD), Android tablets, feature phones, Optical and Blu-ray DVD players. It’s the number two globally in mobile phones. The company’s products can be found in 20 % of homes globally and nearly 1 of every 3 mobile phones is powered by MediaTek.

SK Hynix (Hynix) is a South Korea-based company mainly active in the production and sales of semiconductor memories. Its major products include dynamic random-access memory (DRAM), NAND flashes, as well as multi-chip packages (MCP), among others. Since piloting production of South Korea’s first 16kb static random-access memory (SRAM) in 1984, SK Hynix is now the world’s second-largest memory chipmaker (after Samsung Electronics) and the world’s fifth-largest semiconductor company. SK Hynix has consistently led the industry with smaller, faster and lower power semiconductors, mostly focused on DRAM.

Shenzhou International Group is one of the few large-scale and vertically integrated fabric/garment suppliers in Asia, which has a concentration of high-quality customers such as Nike, Uniqlo, Adidas and Puma.

The luxury fashion house Kenzo is to open a standalone store on Alibaba Group’s Tmall Luxury Pavilion, a dedicated platform for luxury and premium brands. This makes Kenzo the first LVMH-owned fashion label to open a flagship store on Tmall even though the luxury group has already introduced a growing range of its beauty, accessories and wine subsidiaries on Tmall and the Pavilion, including Guerlain, Givenchy, Fresh, Benefit, Rimowa, Tag Heuer, Zenith and Moët Hennessy to engage online consumers.

Taiwan Semiconductor Manufacturing Co. (TSMC) is another great example of the type of companies we are looking for in our emerging markets universe. This time, we will be highlighting a company that has long ago already evolved from a “Global Challenger” into a “Global Leader”. TSMC in fact pioneered the dedicated foundry industry and today still has the largest market share worldwide by far.

ANTWERP, March 18th 2019 – Econopolis has further strenghened its Technology Fund team with the appointment of Siddy Jobe as Technology Portfolio Manager, based in Antwerp (Belgium). In his new role at Econopolis, Siddy Jobe will be responsible for the active management of the upcoming Econopolis Exponential Technologies Fund, together with Marc Langeveld. In addition to having ...