Asia-Focused Industry Research, Speeda Research

Speeda

Asia-Focused Industry Research

Speeda Research

Speeda Research analysts cover China, Japan, India and SEA on the latest trends and topics. We have analysts of diverse nationalities who are able to access information in their respective local languages to provide customers with comprehensive reports. With access to private company data in these regions, Speeda Research is also able to provide insights into niche sectors which are not usually covered by other parties. We are also able to undertake ad hoc company and industry research reports.

Thematic (Sector/Industry)

<p><strong>Compulsion for Financial Inclusion in India</strong></p><p>In India, the GINI coefficient in rural areas rose to 0.28 in 2011-12 from 0.26 in 2004-05 and rose during the same period to an all-time high of 0.37 from 0.35 in urban areas. This puts India at the bottom of the table in Asia, just above Papua New Guinea and China. The household debt-GDP ratio of 8.9% is among the lowest in the region, contrasted with China (36.8%) and Thailand (83%). The absence of inclusion is especially revealing in rural areas…</p>

Compulsion for Financial Inclusion in IndiaIn India, the GINI coefficient in rural areas rose to 0.28 in 2011-12 from 0.26 in 2004-05 and rose during the same period to an all-time high of 0.37 from 0.35 in urban areas. This puts India at the bottom of the table in Asia, just above Papua New Guinea and China. The household debt-GDP ratio of 8.9% is among the lowest in the region, contrasted with China (36.8%) and Thailand (83%). The absence of inclusion is especially revealing in rural areas…

Payment Banks Emerge as Financial Inclusion Becomes Need of the Hour in India

Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Japanese and Asian equity long/short strategies

Uzabase

Specialising in Japanese and Asian equity long/short strategies with a focus on rigorous, but targeted quantitative analysis to temper evaluations of company strategy, potential and vision. At Uzabase, our team of analysts provides coverage of industry dynamics with a local Asian flavour on Speeda, our financial information platform. Going forward we are aiming to channel our focus toward thematic research on emerging industries and company research.

Equity Bottom-Up

<h2><strong>Jio Serves as Fuel to Propel Digital India</strong></h2><p>During his monthly radio programme (Mann ki Baat) broadcast in March 2017, Modi used the BJP’s state election win as an example of the support that demonetisation has been able to garner in the country. During the programme he also upheld the importance of a cashless economy and the push towards achieving 25 billion cashless payment transactions by the end of FY2018. The cumulative m-wallet transactions in FY2017 until January 2017 stood at 10.8 billion.</p><div class="content-caption">…</div>

Jio Serves as Fuel to Propel Digital IndiaDuring his monthly radio programme (Mann ki Baat) broadcast in March 2017, Modi used the BJP’s state election win as an example of the support that demonetisation has been able to garner in the country. During the programme he also upheld the importance of a cashless economy and the push towards achieving 25 billion cashless payment transactions by the end of FY2018. The cumulative m-wallet transactions in FY2017 until January 2017 stood at 10.8 billion.…

Jio's Dependence on the Rural Sector to Remain High in the Medium Term

Differentiated global TMT & Internet Research

New Street Research Insights

New Street Research

Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
US Healthcare
Japanese Healthcare

We also provide debt research on:
Pan European Telecom Services and Cable

Event-Driven

<p>We view the now-confirmed deal between <a href="https://www.smartkarma.com/entities/22204" target="_blank" data-smartkarma-citation="entities:22204:1">Vodafone (VOD LN)</a> and <a href="https://www.smartkarma.com/entities/15678" target="_blank" data-smartkarma-citation="entities:15678:1">IDEA (IDEA IN)</a> as positive for investors in both stocks. Much of the announced deal was in line with our expectations: 50:50 including IDEA's towers and its 11% stake in Indus Towers but excluding Vodafone's 42% Indus stake with completion expected in 2018. The scale of the synergies claimed was also similar. For investors in IDEA willing to see through what will be some very tough quarterly results, the recent weakness looks like a…</p>

We view the now-confirmed deal between Vodafone (VOD LN) and IDEA (IDEA IN) as positive for investors in both stocks. Much of the announced deal was in line with our expectations: 50:50 including IDEA's towers and its 11% stake in Indus Towers but excluding Vodafone's 42% Indus stake with completion expected in 2018. The scale of the synergies claimed was also similar. For investors in IDEA willing to see through what will be some very tough quarterly results, the recent weakness looks like a…

India: Vodafone/IDEA Merger Is Positive for Both. Market Repair Is Good for Surviving Operators.

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.

<p><strong>Hungary:</strong> Faster earnings growth should drive GDP higher in coming months.<br><strong>Mexico:</strong> Expected to raise rates 50bps next Thursday in the wake of inflation reported this week at 5.3% (the highest rate in 8 years).  This is a critical positive development for the Peso.<br><strong>Saudi Arabia:</strong> Has the most to lose from lower prices as this complicates attempts to diversify their economy.  Iran is less concerned as they are just coming off of sanctions and any revenue they get is better than before.  Iraq would…</p>

Hungary: Faster earnings growth should drive GDP higher in coming months. Mexico: Expected to raise rates 50bps next Thursday in the wake of inflation reported this week at 5.3% (the highest rate in 8 years).  This is a critical positive development for the Peso. Saudi Arabia: Has the most to lose from lower prices as this complicates attempts to diversify their economy.  Iran is less concerned as they are just coming off of sanctions and any revenue they get is better than before.  Iraq would…

Who Wins and Who Loses from Oil Under $50? Hint: Invest in Asia

<p>In mid-March 2017, Reliance Jio filed a complaint with the Advertising Standards Council of India against Airtel’s claim that it was “officially the fastest network in India”. While Airtel may have relied on a speed test report from Ookla prepared during the third and fourth quarter of FY 2017, we decided to take a closer look at Jio’s infrastructure to see whether the company can actually outperform its competition and introduce new technology that will make it the market leader.</p><h2><strong>Jio’s</strong></h2>…

In mid-March 2017, Reliance Jio filed a complaint with the Advertising Standards Council of India against Airtel’s claim that it was “officially the fastest network in India”. While Airtel may have relied on a speed test report from Ookla prepared during the third and fourth quarter of FY 2017, we decided to take a closer look at Jio’s infrastructure to see whether the company can actually outperform its competition and introduce new technology that will make it the market leader.Jio’s…

Jio Infra: Ready for Next-Gen Mobile Networks

India

Reliance Industries Ltd. manufactures petrochemicals, synthetic fibers, fiber intermediates, textiles, blended yarn and polyester staple fiber. The Company also owns a petroleum refinery cum petrochemicals complex in Jamnagar, India that produces a wide range of products such as gasoline, superior kerosene oil and liquefied petroleum gas.

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Reliance Industries (RIL IN)

Payment Banks Emerge as Financial Inclusion Becomes Need of the Hour in India

Compulsion for Financial Inclusion in IndiaIn India, the GINI coefficient in rural areas rose to 0.28 in 2011-12 from 0.26 in 2004-05 and rose...

Speeda Research

Jio's Dependence on the Rural Sector to Remain High in the Medium Term

Jio Serves as Fuel to Propel Digital IndiaDuring his monthly radio programme (Mann ki Baat) broadcast in March 2017, Modi used the BJP’s state...

Mio Kato

India: Vodafone/IDEA Merger Is Positive for Both. Market Repair Is Good for Surviving Operators.

We view the now-confirmed deal between Vodafone (VOD LN) and IDEA (IDEA IN) as positive for investors in both stocks. Much of the announced deal...

New Street Research

Who Wins and Who Loses from Oil Under $50? Hint: Invest in Asia

Hungary: Faster earnings growth should drive GDP higher in coming months.Mexico: Expected to raise rates 50bps next Thursday in the wake of...

David Riedel

Jio Infra: Ready for Next-Gen Mobile Networks

In mid-March 2017, Reliance Jio filed a complaint with the Advertising Standards Council of India against Airtel’s claim that it was “officially...

Mio Kato

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