Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Equity Bottom-Up

Global Logistic Properties / Equity Bottom-Up

<h2>GLP has confirmed it's already in talks to sell itself</h2>Last Thursday afternoon <a href="https://www.smartkarma.com/entities/2894" target="_blank" data-smartkarma-citation="entities:2894:1">Global Logistic Properties Ltd (GLP SP)</a> confirmed media reports that it was in preliminary talks with potential buyers, even as its  review of strategic options continues. The shares jumped 7.1% on Thursday before a trading halt, and rose another 2.5% on Friday after GLP confirmed the reports. Certain media reported GLP sent information to select bidders at the end of December, and expects initial offers from them by…

GLP has confirmed it's already in talks to sell itselfLast Thursday afternoon Global Logistic Properties Ltd (GLP SP) confirmed media reports that it was in preliminary talks with potential buyers, even as its  review of strategic options continues. The shares jumped 7.1% on Thursday before a trading halt, and rose another 2.5% on Friday after GLP confirmed the reports. Certain media reported GLP sent information to select bidders at the end of December, and expects initial offers from them by…

Alibaba Learning a Lesson in 'Scarcity Value'; Will It Bid for Global Logistic Properties?

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Following on last year's Silicon September, we introduce a new tech series starting with the Amazon Go concept and possible applications &amp; implications on Thai retail sector. In one sense, it's not really e-commerce but more like fintech-infused physical retailing. There are many quirks to work out regarding security and smooth functioning, but if this works, it could really reduce chronic labor shortage...maybe even swing the pendulum and increase domestic unemployment. In terms of tech innovation amongst Thai retailers, we have found that CP All and Big C, now part of Berli Jucker, are at the forefront of innovation, but MCorp Review also considers them to be seriously lagging relative to those in America and Japan.

Following on last year's Silicon September, we introduce a new tech series starting with the Amazon Go concept and possible applications &amp; implications on Thai retail sector. In one sense, it's not really e-commerce but more like fintech-infused physical retailing. There are many quirks to work out regarding security and smooth functioning, but if this works, it could really reduce chronic labor shortage...maybe even swing the pendulum and increase domestic unemployment. In terms of tech innovation amongst Thai retailers, we have found that CP All and Big C, now part of Berli Jucker, are at the forefront of innovation, but MCorp Review also considers them to be seriously lagging relative to those in America and Japan.

Silicon Stories#1: Intelligent Shopping (The Rise of Amazon Go)

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.

Alibaba Group Holding  / Equity Bottom-Up

Global sales of XiaoMi’s smartphones are projected to hit 65.6 million units in 2016, a 5% decline over the previous year. The decline contrasted sharply with another Chinese manufacturer, Huawei, which is forecast to sell <a target="_blank">111 million smartphones</a>, representing strong growth of 28%.

Global sales of XiaoMi’s smartphones are projected to hit 65.6 million units in 2016, a 5% decline over the previous year. The decline contrasted sharply with another Chinese manufacturer, Huawei, which is forecast to sell 111 million smartphones, representing strong growth of 28%.

XiaoMi Is a Threat to Amazon and Alibaba, Not Samsung

Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

Thematic (Sector/Industry)

·  A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have been the best performing MSCI sectors.·  The global economy is starting the year on a strong cyclical footing, with EM factory PMIs accelerating ex India and Brazil, while both Europe and the US have seen momentum build further.·  A key risk is the fallout from an attempt by the new US administration to close the merchandise trade deficit which has…

·  A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have been the best performing MSCI sectors.·  The global economy is starting the year on a strong cyclical footing, with EM factory PMIs accelerating ex India and Brazil, while both Europe and the US have seen momentum build further.·  A key risk is the fallout from an attempt by the new US administration to close the merchandise trade deficit which has…

US Policy Focus Shifts to Closing Trade Deficit…

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

Alibaba Group Holding  / Technical Analysis

Alibaba has unwound bear divergence discussed in our Oct 19 insight.We were looking for a pullback to the 87-89 major support zone with a line in the sand at 85. Intial support at 95-96 failed to respond and was sliced through so easily it warranted shifting the focus to major support just above 85.Good price, trend and retracement support is expected to hold. At 88.60 we are a buyer with an add point near 87 if seen. Our stop loss and risk level comes in just under 85.Bull projection targets…

Alibaba has unwound bear divergence discussed in our Oct 19 insight.We were looking for a pullback to the 87-89 major support zone with a line in the sand at 85. Intial support at 95-96 failed to respond and was sliced through so easily it warranted shifting the focus to major support just above 85.Good price, trend and retracement support is expected to hold. At 88.60 we are a buyer with an add point near 87 if seen. Our stop loss and risk level comes in just under 85.Bull projection targets…

China

Alibaba Group Holding Limited provides online sales services. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.

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Alibaba Group Holding (BABA US)

Alibaba Learning a Lesson in 'Scarcity Value'; Will It Bid for Global Logistic Properties?

GLP has confirmed it's already in talks to sell itselfLast Thursday afternoon Global Logistic Properties Ltd (GLP SP) confirmed media reports that...

Daniel Hellberg

Silicon Stories#1: Intelligent Shopping (The Rise of Amazon Go)

Following on last year's Silicon September, we introduce a new tech series starting with the Amazon Go concept and possible applications &...

Athaporn Arayasantiparb, CFA

XiaoMi Is a Threat to Amazon and Alibaba, Not Samsung

Global sales of XiaoMi’s smartphones are projected to hit 65.6 million units in 2016, a 5% decline over the previous year. The decline contrasted...

Euromonitor International Ltd.

US Policy Focus Shifts to Closing Trade Deficit…

· A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have...

Sean Maher

Alibaba Long Entry

Alibaba has unwound bear divergence discussed in our Oct 19 insight.We were looking for a pullback to the 87-89 major support zone with a line in...

Thomas Schroeder

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