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:

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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.

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Thematic (Sector/Industry)

A surprisingly poor employment report in the US became the central focus among investors across the globe on Friday. In May the US added just 38,000 jobs, well under the expected 156,000.A poor jobs report has triggered widespread concerns that a weak external environment is starting to feed through to infect the US economy. These concerns reflect the risk of what we define as a ‘bad de-polarization’ playing out in the global economy.Currently the global economy is extremely polarized (there is a large divergence between the health of the worlds strongest and weakest economies). As the global economy de-polarizes the health of the weakest economies will rise to converge with that of the strongest economies (a good de-polarization) or vice versa.

A surprisingly poor employment report in the US became the central focus among investors across the globe on Friday. In May the US added just 38,000 jobs, well under the expected 156,000.A poor jobs report has triggered widespread concerns that a weak external environment is starting to feed through to infect the US economy. These concerns reflect the risk of what we define as a ‘bad de-polarization’ playing out in the global economy.Currently the global economy is extremely polarized (there is a large divergence between the health of the worlds strongest and weakest economies). As the global economy de-polarizes the health of the weakest economies will rise to converge with that of the strongest economies (a good de-polarization) or vice versa.

Bad Jobs Report Good For Some EMs, Great For Others

CSI Deteriorates in May On Policy Uncertainty <ul>
<li>In May the MNI China Consumer Sentiment Indicator (CSI) dropped to a level of 114.2, below the key threshold of 116 separating rationally pessimistic consumers from panicking consumers. </li>
<li>
Deterioration in the CSI during May stems from growing uncertainty over the future path of China’s monetary policy. As the urgent need for deleveraging has become apparent a mysterious article published by an anonymous 'authoritative figure' in the People's Daily…</li>
</ul>

CSI Deteriorates in May On Policy Uncertainty 
In May the MNI China Consumer Sentiment Indicator (CSI) dropped to a level of 114.2, below the key threshold of 116 separating rationally pessimistic consumers from panicking consumers. 

Deterioration in the CSI during May stems from growing uncertainty over the future path of China’s monetary policy. As the urgent need for deleveraging has become apparent a mysterious article published by an anonymous 'authoritative figure' in the People's Daily…


China Consumer Sentiment Snapshot - Urgent Need for Deleveraging Becomes Apparent

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

Equity Bottom-Up

The stock reacted poorly to recent results, falling as much as 12% in subsequent days and mounting a weak recovery (so far). The market is concerned by <a href="https://www.smartkarma.com/entities/446" target="_blank" data-smartkarma-citation="entities:446">Jd.Com Inc Adr</a> (JD.Com) continuing low profitability,  something that is likely to continue at the group level for some time. However, we believe this reflects the cost of growth and that the opportunity is large enough  to justify this. We believe an overall negative operating margin today could reach +10% by 2020 as they achieve scaleThe latest…

The stock reacted poorly to recent results, falling as much as 12% in subsequent days and mounting a weak recovery (so far). The market is concerned by Jd.Com Inc Adr (JD.Com) continuing low profitability,  something that is likely to continue at the group level for some time. However, we believe this reflects the cost of growth and that the opportunity is large enough  to justify this. We believe an overall negative operating margin today could reach +10% by 2020 as they achieve scaleThe latest…

JD.Com: Market Concerns on Profitability Overdone

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

Progressively weaker data from China is likely to increase expectations of further depreciation of the RMB, while a continued decline in FX reserves and resulting lower liquidity in the system will add to further stress in the economy.China’s data releases of late have broadly continued to trend lower, with slower growth not just seen in industrial production, but also in loan growth as well as fixed asset investment. It is the renewed slowdown in these two data releases after a period of…

Progressively weaker data from China is likely to increase expectations of further depreciation of the RMB, while a continued decline in FX reserves and resulting lower liquidity in the system will add to further stress in the economy.China’s data releases of late have broadly continued to trend lower, with slower growth not just seen in industrial production, but also in loan growth as well as fixed asset investment. It is the renewed slowdown in these two data releases after a period of…

China: Renewed Concerns About Extent of Slowdown

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Event-Driven

An Update to the Dah Sing - Ka Ching series shown at right launched January 12th this year, looking at the trading opportunities presented around <a href="https://www.smartkarma.com/entities/589" target="_blank" data-smartkarma-citation="entities:589">Dah Sing Financial Holdings</a> amidst the sale of its insurance arm.A week after the last Insight on April 17th, the Apple Daily reported... <blockquote>"Prudential Plc has submitted a bid of nearly HK$9b for Dah Sing Financial’s life insurance operations, 4th highest offer among the shortlisted 8 bidders"</blockquote>And on May 12th, we had two somewhat authoritative-sounding…

An Update to the Dah Sing - Ka Ching series shown at right launched January 12th this year, looking at the trading opportunities presented around Dah Sing Financial Holdings amidst the sale of its insurance arm.A week after the last Insight on April 17th, the Apple Daily reported... "Prudential Plc has submitted a bid of nearly HK$9b for Dah Sing Financial’s life insurance operations, 4th highest offer among the shortlisted 8 bidders"And on May 12th, we had two somewhat authoritative-sounding…

China

JD.com Inc is an online direct sales company in China.  The Company offers a wide selection of products through its website and mobile applications.  JD.com sells appliances, computers, digital products, communication products, garments, books, and household items to consumers and vendors.

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JD.com Inc (ADR) (JD US)

Bad Jobs Report Good For Some EMs, Great For Others

A surprisingly poor employment report in the US became the central focus among investors across the globe on Friday. In May the US added just...

David Riedel

China Consumer Sentiment Snapshot - Urgent Need for Deleveraging Becomes Apparent

CSI Deteriorates in May On Policy Uncertainty In May the MNI China Consumer Sentiment Indicator (CSI) dropped to a level of 114.2, below the key...

David Riedel

JD.Com: Market Concerns on Profitability Overdone

The stock reacted poorly to recent results, falling as much as 12% in subsequent days and mounting a weak recovery (so far). The market is...

New Street Research

China: Renewed Concerns About Extent of Slowdown

Progressively weaker data from China is likely to increase expectations of further depreciation of the RMB, while a continued decline in FX...

Rajan Govil

Dah Sing - Keep On Ka Ching-Ing

An Update to the Dah Sing - Ka Ching series shown at right launched January 12th this year, looking at the trading opportunities presented...

Travis Lundy

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