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)

China has been building very fast supercomputers for some years, but now it has developed a new machine that only uses Chinese-designed and manufactured chips. This is one area in which China leads the world

China has been building very fast supercomputers for some years, but now it has developed a new machine that only uses Chinese-designed and manufactured chips. This is one area in which China leads the world

Chinese Supercomputers Outstrip the Competition

EM PM, Ecstrat

Emad Mostaque

EM PM

Ecstrat

Ecstrat is a consultancy advising on asset allocation between global equity markets, with a focus on the intersection of governments, geopolitics, governance and markets.
 
Over the past few years and more especially since the Great Financial Crisis (GFC), investors have become more focused on short-term market movements and real-time returns and have consequently neglected the analysis of the underlying structural themes that underpin longer term performance.
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More specifically we believe that the evolution of governance-based relationships between investors, controlling shareholders, labour and the state is one of the primary determinants of both relative and absolute performance between individual equity markets.
 
We will endeavour to provide investors with some of the context surrounding governance-related issues which encompass many different disciplines including history, economics and political science, as well as the financial metrics which are the most obvious manifestation of the structural characteristics of each market.
 
We will pay particular attention to the shifts and potential inflection points for governance in individual markets as these are often the best lead indicators for both economic and market performance.

Against market expectations the British have voted to exit the European Union, a process that could take a few years. The first order impact is being felt in the Eurozone, but the shockwaves could lead to one more leg down in Emerging Markets and potentially the US this year.

Against market expectations the British have voted to exit the European Union, a process that could take a few years. The first order impact is being felt in the Eurozone, but the shockwaves could lead to one more leg down in Emerging Markets and potentially the US this year.

Information Technology Consultant

Ishita Jain

As I noted in my post from a fortnight ago, <a href="https://www.smartkarma.com/insights/blockchain-in-the-financial-services-industry" target="_blank">Blockchain in the Financial Services Industry</a>, central banks are taking greater interest in blockchain and exploring potential applications.A good example is the recent decision by Canada's central bank, The Bank of Canada, to develop an electronic 'version' of the Canadian Dollar ("CAD"). The initiative involves issuing, transferring and settling central bank assets via a token named 'CAD-Coin'. The idea would involve participants pledging cash (CAD)…

As I noted in my post from a fortnight ago, Blockchain in the Financial Services Industry, central banks are taking greater interest in blockchain and exploring potential applications.A good example is the recent decision by Canada's central bank, The Bank of Canada, to develop an electronic 'version' of the Canadian Dollar ("CAD"). The initiative involves issuing, transferring and settling central bank assets via a token named 'CAD-Coin'. The idea would involve participants pledging cash (CAD)…

Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business confidence over the past year. Both reports share common concerns, although there are some marked differences, particularly on the question of innovation.

Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business confidence over the past year. Both reports share common concerns, although there are some marked differences, particularly on the question of innovation.

US, EU Business Confidence Falls in China

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

We have met a number of the Chinese internet companies recently, among them <a href="https://www.smartkarma.com/entities/22691" target="_blank" data-smartkarma-citation="entities:22691">SINA</a>, the 56% shareholder of <a href="https://www.smartkarma.com/entities/3826" target="_blank" data-smartkarma-citation="entities:3826">Weibo</a>.  As with a number of these companies, there is surprisingly little evidence that consumer spending in China is slowing, in contrast to much of the macro commentary. We see improved cellular networks and better smartphone form and functionality (as well as wider adoption of smartphones) helping to drive user engagement. At Sina Weibo, this has unlocked video as a product (8x usage YoY…

We have met a number of the Chinese internet companies recently, among them SINA, the 56% shareholder of Weibo.  As with a number of these companies, there is surprisingly little evidence that consumer spending in China is slowing, in contrast to much of the macro commentary. We see improved cellular networks and better smartphone form and functionality (as well as wider adoption of smartphones) helping to drive user engagement. At Sina Weibo, this has unlocked video as a product (8x usage YoY…

Sina/Weibo: Growth in Advertising Verticals and Social Commerce. Sina Offers Cheap Entry into Weibo

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)

Chinese Supercomputers Outstrip the Competition

China has been building very fast supercomputers for some years, but now it has developed a new machine that only uses Chinese-designed and...

Bixmoor

Will Brexit Break EM's Back?

Against market expectations the British have voted to exit the European Union, a process that could take a few years. The first order impact is...

Emad Mostaque

Blockchain and Central Banks

As I noted in my post from a fortnight ago, Blockchain in the Financial Services Industry, central banks are taking greater interest in blockchain...

Ishita Jain

US, EU Business Confidence Falls in China

Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...

Bixmoor

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Chinese Supercomputers Outstrip the Competition

China has been building very fast supercomputers for some years, but now it has developed a new machine that only uses Chinese-designed and...

Bixmoor

Will Brexit Break EM's Back?

Against market expectations the British have voted to exit the European Union, a process that could take a few years. The first order impact is...

Emad Mostaque

Blockchain and Central Banks

As I noted in my post from a fortnight ago, Blockchain in the Financial Services Industry, central banks are taking greater interest in blockchain...

Ishita Jain

US, EU Business Confidence Falls in China

Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...

Bixmoor

Sina/Weibo: Growth in Advertising Verticals and Social Commerce. Sina Offers Cheap Entry into Weibo

We have met a number of the Chinese internet companies recently, among them SINA, the 56% shareholder of Weibo. As with a number of these...

New Street Research