Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

<ul><li>Retail sales of baby food grow by 5% to reach TWD15.5 billion in 2017</li><li>The low birth rate dampens demand for baby food in 2017</li><li>HA powder milk formula and powder growing-up milk formula post the fastest value growth rates in 2017, with 6% sales increases</li><li>Rising input costs fuel a further increase in the average unit price of baby food in 2017</li><li>Nestlé Taiwan Ltd remains the leading player in 2017</li><li>Baby food is projected to record a value CAGR of 1% at constant 2017 prices over the forecast period, and to be worth TWD16.5 billion in 2022</li></ul>

Retail sales of baby food grow by 5% to reach TWD15.5 billion in 2017The low birth rate dampens demand for baby food in 2017HA powder milk formula and powder growing-up milk formula post the fastest value growth rates in 2017, with 6% sales increasesRising input costs fuel a further increase in the average unit price of baby food in 2017Nestlé Taiwan Ltd remains the leading player in 2017Baby food is projected to record a value CAGR of 1% at constant 2017 prices over the forecast period, and to be worth TWD16.5 billion in 2022

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

<p>Genomics as an investment theme</p><ul><li>Costs of sequencing a human genome have fallen to less than $1,000</li><li>China leads the world in gene sequencing</li><li>The private sector is where the most interesting MedTech companies can be found</li></ul>

Genomics as an investment themeCosts of sequencing a human genome have fallen to less than $1,000China leads the world in gene sequencingThe private sector is where the most interesting MedTech companies can be found

<ul><li>Baby food records retail value growth and retail volume growth of 5% in 2017, reaching VND32.3 trillion and 108,000 tonnes</li><li>The price ceiling for milk formula is officially lifted on 1 April 2017</li><li>Liquid growing-up milk formula posts the strongest value growth of 2017, with a 15% sales increase</li><li>The average unit price of baby food increases in 2017</li><li>Vietnam Dairy Products JSC (Vinamilk) remains the leader in 2017, with a value share of 28%</li><li>Baby food is expected to record a value CAGR of 2% at constant 2017 prices over the forecast period, and reach VND36.3 trillion in 2022</li></ul>

Baby food records retail value growth and retail volume growth of 5% in 2017, reaching VND32.3 trillion and 108,000 tonnesThe price ceiling for milk formula is officially lifted on 1 April 2017Liquid growing-up milk formula posts the strongest value growth of 2017, with a 15% sales increaseThe average unit price of baby food increases in 2017Vietnam Dairy Products JSC (Vinamilk) remains the leader in 2017, with a value share of 28%Baby food is expected to record a value CAGR of 2% at constant 2017 prices over the forecast period, and reach VND36.3 trillion in 2022

Public Relations and Social Media Manager, Dechert LLP

Peggy Heffner

Public Relations and Social Media Manager

Dechert is a global specialist law firm

Dechert LLP

Dechert is a global specialist law firm.
Focused on sectors with the greatest complexities, legal intricacies and highest regulatory demands, we excel in delivering practical commercial judgment and deep legal expertise for high-stakes matters.

Our work is widely recognized. We have 20 standout practices noted by Chambers Global, including global-wide rankings for arbitration, corporate investigations, anti-corruption, investment funds and life sciences. Named Antitrust Team of the Year, Chambers USA commends our “accomplished group” as “routinely sought after to handle some of the most significant litigation and transactions in the antitrust world.” 

In an increasingly challenging environment, clients look to us to serve them in ways that are faster, sharper and leaner without compromising excellence. We developed a first-of-its kind legal project management department, which uses technology, people and processes to drive efficiency and deliver value for our clients.

We are innovators. Dechert ranked #7 in the Financial Times’ Top North American Innovative Law Firms. Financial Times also recognizes us among the Top European Innovative Law Firms and highly commends World Compass, our marketing compliance service, which offers investment firms advice in more than 100 jurisdictions.

Event-Driven

<h2><strong>Fast Facts</strong></h2><ul><li>The number of significant merger investigations was down 25% on both a YTD and RTM basis</li><li>Only one significant investigation resulted in a complaint in 2017 YTD (two on an RTM basis), down about 80%</li><li>Although fewer in number, significant merger investigations and complaints took nearly 20% longer—11.6 months for 2017 YTD and 11.2 months on an RTM basis</li><li>The time between deal announcement and the issuance of a second request continued to creep up—from 72 to 81 days on a YTD basis and from 69 to 87 days on an RTM basis</li><li>Companies do not appear to be responding to the longer duration of significant merger investigations and litigations by allotting more time in transaction agreements for antitrust review</li></ul>

Fast FactsThe number of significant merger investigations was down 25% on both a YTD and RTM basisOnly one significant investigation resulted in a complaint in 2017 YTD (two on an RTM basis), down about 80%Although fewer in number, significant merger investigations and complaints took nearly 20% longer—11.6 months for 2017 YTD and 11.2 months on an RTM basisThe time between deal announcement and the issuance of a second request continued to creep up—from 72 to 81 days on a YTD basis and from 69 to 87 days on an RTM basisCompanies do not appear to be responding to the longer duration of significant merger investigations and litigations by allotting more time in transaction agreements for antitrust review

DAMITT Q3 Update: Major US Antitrust Investigations & Complaints Down Sharply But Taking Longer

<ul class=""><li>Baby food sees 16% retail value growth in 2017 to reach INR47.0 billion</li><li>Baby food benefits from the role of medical representatives promoting their products through doctors</li><li>Milk formula achieves growth of 16% during 2017 in retail value terms to reach INR25.2 billion</li><li>Average unit price increases by 10% in 2017</li><li>Nestlé India Ltd remains dominant with a value share of 63% in 2017</li><li>Baby food is expected to see an 8% constant 2017 value CAGR over the forecast period to reach INR69.8 billion in 2022</li></ul>

Baby food sees 16% retail value growth in 2017 to reach INR47.0 billionBaby food benefits from the role of medical representatives promoting their products through doctorsMilk formula achieves growth of 16% during 2017 in retail value terms to reach INR25.2 billionAverage unit price increases by 10% in 2017Nestlé India Ltd remains dominant with a value share of 63% in 2017Baby food is expected to see an 8% constant 2017 value CAGR over the forecast period to reach INR69.8 billion in 2022

United States

Abbott Laboratories discovers, develops, manufactures, and sells a broad and diversified line of health care products and services. The Company's products include pharmaceuticals, nutritional, diagnostics, and vascular products. Abbott markets its products worldwide through affiliates and distributors.

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Abbott Laboratories (ABT US)

Sector Capsule: Baby Food in Taiwan

Retail sales of baby food grow by 5% to reach TWD15.5 billion in 2017 The low birth rate dampens demand for baby food in 2017 HA powder milk...

Euromonitor International Ltd.

Genomics as an Investment Theme

Genomics as an investment theme Costs of sequencing a human genome have fallen to less than $1,000 China leads the world in gene sequencing The...

CM Research

Sector Capsule: Baby Food in Vietnam

Baby food records retail value growth and retail volume growth of 5% in 2017, reaching VND32.3 trillion and 108,000 tonnes The price ceiling for...

Euromonitor International Ltd.

DAMITT Q3 Update: Major US Antitrust Investigations & Complaints Down Sharply But Taking Longer

Fast Facts The number of significant merger investigations was down 25% on both a YTD and RTM basis Only one significant investigation resulted in...

Dechert LLP

Sector Capsule: Baby Food in India

Baby food sees 16% retail value growth in 2017 to reach INR47.0 billion Baby food benefits from the role of medical representatives promoting...

Euromonitor International Ltd.

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