Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Thematic (Sector/Industry)

Despite winning several big orders, Chinese-supplied railway rolling stock does not have the best of reputations in Asia, whilst several prestigious track-laying projects have been beset with delays and technical problems.

Despite winning several big orders, Chinese-supplied railway rolling stock does not have the best of reputations in Asia, whilst several prestigious track-laying projects have been beset with delays and technical problems. 

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

Regular company coverage reports
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

<ul>
<li>Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos.</li>
<li>ASEAN is a critical component of SE Asian stability, partnership with the US and should be a united front in protesting Chinese intrusions into the South China Sea.</li>
<li>A high-profile spat with Philippine president Duterte was an unfortunate distraction and an unhelpful development for the Philippines which benefits from strong U.S. support.</li>
<li>Thailand and Malaysia look like the best opportunities in ASEAN in the medium-term.</li>
<li>BUY…</li>
</ul>


Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos.
ASEAN is a critical component of SE Asian stability, partnership with the US and should be a united front in protesting Chinese intrusions into the South China Sea.
A high-profile spat with Philippine president Duterte was an unfortunate distraction and an unhelpful development for the Philippines which benefits from strong U.S. support.
Thailand and Malaysia look like the best opportunities in ASEAN in the medium-term.
BUY…


Takeaways from ASEAN - Investment Opportunities

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<ul><li>Of the actively traded stocks listed on SGX, Singapore Medical Group saw the biggest jump in volume in August compared to its three-month average volume. The stock also gained 91.4% in August and earlier in the month reported a turnaround net profit of S$0.8 million for 1H2016 compared to a net loss of S$0.1 million in 1H2015.</li></ul><ul><li>
Consumer Staples plays, Sheng Siong Group and Dairy Farm International Holdings were also amongst the 10 actively traded stocks that saw the biggest jump in August volume.…</li></ul>

Of the actively traded stocks listed on SGX, Singapore Medical Group saw the biggest jump in volume in August compared to its three-month average volume. The stock also gained 91.4% in August and earlier in the month reported a turnaround net profit of S$0.8 million for 1H2016 compared to a net loss of S$0.1 million in 1H2015.
Consumer Staples plays, Sheng Siong Group and Dairy Farm International Holdings were also amongst the 10 actively traded stocks that saw the biggest jump in August volume.…

10 Biggest Volume Jumpers in August Spanned Seven Sectors

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/1087" target="_blank" data-smartkarma-citation="entities:1087:1">Sembcorp Industries Ltd (SCI SP)</a> reported its 2Q16 results this evening (link to <a href="http://www.sembcorp.com/en/src/downloads/SCI_1H2016_Results%20Slides.pdf" target="_blank">presentation</a>, <a href="http://www.sembcorp.com/en/src/downloads/SCI_1H2016_Financial%20Statements.pdf" target="_blank">financial statement</a>) following <a href="https://www.smartkarma.com/entities/11" target="_blank" data-smartkarma-citation="entities:11:1">Sembcorp Marine Ltd (SMM SP)</a>'s 2Q results announced last Thursday (see my earlier insight: <a href="https://www.smartkarma.com/insights/sembcorp-marine-2q16-floater-and-platform-shined-but-what-s-next" target="_blank" data-smartkarma-citation="insights:4956">Sembcorp Marine 2Q16: Floater and Platform Shined, but What’s Next?</a> ). I have discussed in details how SCI's India mega plant, namely TPCIL and SGPL will provide valuation lift in the long term and their future IPO could be an opportunity for the company to realise the value from…

Sembcorp Industries Ltd (SCI SP) reported its 2Q16 results this evening (link to presentation, financial statement) following Sembcorp Marine Ltd (SMM SP)'s 2Q results announced last Thursday (see my earlier insight: Sembcorp Marine 2Q16: Floater and Platform Shined, but What’s Next? ). I have discussed in details how SCI's India mega plant, namely TPCIL and SGPL will provide valuation lift in the long term and their future IPO could be an opportunity for the company to realise the value from…

Sembcorp Industries 2Q16: Long Term Prospects Come with Short Term Challenges

<a href="https://www.smartkarma.com/entities/11" target="_blank" data-smartkarma-citation="entities:11:1">Sembcorp Marine Ltd (SMM SP)</a> reported its 2Q16 results hours ago (link to its <a href="http://infopub.sgx.com/FileOpen/SCM2Q2016%20Results%20Briefing.ashx?App=Announcement&amp;FileID=414471" target="_blank">presentation</a>, <a href="http://infopub.sgx.com/FileOpen/SCM2Q2016%20FinancialStatements%2028July2016.ashx?App=Announcement&amp;FileID=414469" target="_blank">financial statement</a>, <a href="http://infopub.sgx.com/FileOpen/SCM2Q2016%20CEO%20Address.ashx?App=Announcement&amp;FileID=414472" target="_blank">CEO's speech</a>). First Revenue was 27% lower compared to a year ago. First half EBITDA was 44% lower YoY. I have been warning the risk of the street under-estimating deceleration of rig builders' revenue (because of failure to replenish their order book and order delays) and profit (because of negative operating leveraging and order cancellation). Subscribers can read my previous…

Sembcorp Marine Ltd (SMM SP) reported its 2Q16 results hours ago (link to its presentation, financial statement, CEO's speech). First Revenue was 27% lower compared to a year ago. First half EBITDA was 44% lower YoY. I have been warning the risk of the street under-estimating deceleration of rig builders' revenue (because of failure to replenish their order book and order delays) and profit (because of negative operating leveraging and order cancellation). Subscribers can read my previous…

Sembcorp Marine 2Q16: Floater and Platform Shined, but What's Next?

Singapore

Sembcorp Industries Ltd provides utilities and integrated services for industrial sites such as power, gas, steam, water, wastewater treatment and other on-site services. The Company's businesses also include marine & offshore engineering and urban development comprising industrial parks and business, commercial and residential spaces.

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Sembcorp Industries (SCI SP)

Rolling Stock and Railway Track

Despite winning several big orders, Chinese-supplied railway rolling stock does not have the best of reputations in Asia, whilst several...

Bixmoor

Takeaways from ASEAN - Investment Opportunities

Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos. ASEAN is a critical component of SE Asian stability, partnership with...

David Riedel

10 Biggest Volume Jumpers in August Spanned Seven Sectors

Of the actively traded stocks listed on SGX, Singapore Medical Group saw the biggest jump in volume in August compared to its three-month average...

Singapore Exchange Ltd (SGX)

Sembcorp Industries 2Q16: Long Term Prospects Come with Short Term Challenges

Sembcorp Industries Ltd (SCI SP) reported its 2Q16 results this evening (link to presentation, financial statement) following Sembcorp Marine Ltd...

Ke Yan, CFA, FRM

Sembcorp Marine 2Q16: Floater and Platform Shined, but What's Next?

Sembcorp Marine Ltd (SMM SP) reported its 2Q16 results hours ago (link to its presentation, financial statement, CEO's speech). First Revenue was...

Ke Yan, CFA, FRM

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