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)

Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace industry, which, despite technical shortcomings, has received strong state backing?

Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace industry, which, despite technical shortcomings, has received strong state backing?

Clouds Ahead for Foreign Aircraft Sales in China?

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

This is the inaugural report of "The Week That Was in North <a href="mailto:Asia@Smartkarma" target="_blank">Asia@Smartkarma</a>. This is a collaborative report among <a href="https://www.smartkarma.com/profiles/25" target="_blank" data-smartkarma-citation="accounts:25">Travis Lundy</a>, <a href="https://www.smartkarma.com/profiles/713" target="_blank" data-smartkarma-citation="accounts:713">Mio Kato, CFA</a>, <a href="https://www.smartkarma.com/profiles/354" target="_blank" data-smartkarma-citation="accounts:354">Sanghyun Park</a>, and <a href="https://www.smartkarma.com/profiles/342" target="_blank" data-smartkarma-citation="accounts:342">Douglas Kim</a>. It will be written on a weekly, rotational basis among these four analysts. The focus of this report is to recap the major insights featured at Smartkarma regarding companies in Japan and Korea during the past week.<ul><li>
<a href="https://www.smartkarma.com/profiles/273" target="_blank" data-smartkarma-citation="accounts:273">Morningstar</a> provided a more in-depth analysis of <a href="https://www.smartkarma.com/entities/5415" target="_blank" data-smartkarma-citation="entities:5415:1">Nintendo Co Ltd (7974 JP)</a> - <a href="https://www.smartkarma.com/insights/expect-success-of-nintendo-switch-and-retain-fve-of-jpy-30-000-shares-undervalued" target="_blank" data-smartkarma-citation="insights:8999">Expect Success of Nintendo Switch</a>…</li></ul>

This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA, Sanghyun Park, and Douglas Kim. It will be written on a weekly, rotational basis among these four analysts. The focus of this report is to recap the major insights featured at Smartkarma regarding companies in Japan and Korea during the past week.
Morningstar provided a more in-depth analysis of Nintendo Co Ltd (7974 JP) - Expect Success of Nintendo Switch…

The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires

Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

DFRS Port Operators - Signs of recovery ?Full-year growth at sample ports in most world regions was modest in 2016, averaging just over 2% globally, but the fourth quarter showed a marked uptick almost across the board, suggesting signs of a recovery. North America and Southeast Asia led the way, with sample ports growing on average by around 7% in the quarter, and major transhipment hubs worldwide also saw the benefit.<ul><li>
Strong growth in fourth-quarter 2016 was observed in a number of transhipment…</li></ul>

DFRS Port Operators - Signs of recovery ?Full-year growth at sample ports in most world regions was modest in 2016, averaging just over 2% globally, but the fourth quarter showed a marked uptick almost across the board, suggesting signs of a recovery. North America and Southeast Asia led the way, with sample ports growing on average by around 7% in the quarter, and major transhipment hubs worldwide also saw the benefit.
Strong growth in fourth-quarter 2016 was observed in a number of transhipment…

DFRS Port Operators - Signs of Recovery ?

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

At the beginning of the year, I wrote a piece called <a href="https://www.smartkarma.com/insights/baltic-dry-it-s-that-time-of-year-again" target="_blank" data-smartkarma-citation="insights:7951">Baltic Dry - It’s That Time of Year Again</a> suggesting...<blockquote>
Looking back at the first graph tells you so. Historically, we'd expect to trend downward from here. The last ten years have an average and median drop in the BDIY of 27% in the last 18 days of the Chinese Lunar New Year. 
It should not be a surprise to see such a move in the next 18 trading days. 
Likewise, it would not be a surprise to see a bounce afterward. 
</blockquote>That insight suggested that…

At the beginning of the year, I wrote a piece called Baltic Dry - It’s That Time of Year Again suggesting...
Looking back at the first graph tells you so. Historically, we'd expect to trend downward from here. The last ten years have an average and median drop in the BDIY of 27% in the last 18 days of the Chinese Lunar New Year. 
It should not be a surprise to see such a move in the next 18 trading days. 
Likewise, it would not be a surprise to see a bounce afterward. 
That insight suggested that…

Baltic Dry - Post CNY Bounce Pattern Intact (& Soybean Season Ahead)

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 Capital Markets

<a href="https://www.smartkarma.com/entities/1428" target="_blank" data-smartkarma-citation="entities:1428:1">Temp Holdings Co Ltd (2181 JP)</a>'s founder Yoshiko Shinohara plans to raise $440m by selling one-third of her stake in the company. The deal scores a slightly negative score on our framework. However, we noted the positive sentiment in the staffing and recruitment sector recently and the company's stellar growth post-GFC. <h2>Placement specifics</h2><ul>
<li>Company Name: Temp Holdings Co Ltd</li>
<li>Ticker: 2181 JP Equity</li>
<li>Secondary Placement After Buyback</li>
<li>Settlement is longer than normal, with stock settling on 7 Mar, 2017</li>
<li>…</li>
</ul>

Temp Holdings Co Ltd (2181 JP)'s founder Yoshiko Shinohara plans to raise $440m by selling one-third of her stake in the company. The deal scores a slightly negative score on our framework. However, we noted the positive sentiment in the staffing and recruitment sector recently and the company's stellar growth post-GFC. Placement specifics
Company Name: Temp Holdings Co Ltd
Ticker: 2181 JP Equity
Secondary Placement After Buyback
Settlement is longer than normal, with stock settling on 7 Mar, 2017
…


Temp Holdings Placement: Fundamentals Sound, Riding the Tailwinds

Japan

Recruit Holdings Co. Ltd. operates information providing services in human resource, housing, bridal, travel, restaurants, beauty, automobiles, and education and more. The company also operate staffing services and advertising business.

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Recruit Holdings (6098 JP)

Clouds Ahead for Foreign Aircraft Sales in China?

Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...

Bixmoor

The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires

This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...

Douglas Kim

DFRS Port Operators - Signs of Recovery ?

DFRS Port Operators - Signs of recovery ?Full-year growth at sample ports in most world regions was modest in 2016, averaging just over 2%...

Drewry Maritime Financial Research

Baltic Dry - Post CNY Bounce Pattern Intact (& Soybean Season Ahead)

At the beginning of the year, I wrote a piece called Baltic Dry - It’s That Time of Year Again suggesting... Looking back at the first graph tells...

Travis Lundy

Temp Holdings Placement: Fundamentals Sound, Riding the Tailwinds

Temp Holdings Co Ltd (2181 JP)'s founder Yoshiko Shinohara plans to raise $440m by selling one-third of her stake in the company. The deal scores a...

Ke Yan, CFA, FRM

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