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>In 2017, mobile internet retailing saw 36% current value growth, to reach USD91.1 billion</li><li>Mobile internet retailing turns a corner by surpassing online visits via other devices on the US’s retail super holiday</li><li>Mobile internet retailing set to see a value CAGR of 22% at constant 2017 prices in the forecast period, to reach USD244.6 billion and account for a 37% share of value sales within overall internet retailing in 2022</li></ul>

In 2017, mobile internet retailing saw 36% current value growth, to reach USD91.1 billionMobile internet retailing turns a corner by surpassing online visits via other devices on the US’s retail super holidayMobile internet retailing set to see a value CAGR of 22% at constant 2017 prices in the forecast period, to reach USD244.6 billion and account for a 37% share of value sales within overall internet retailing in 2022

Sector Capsule: Mobile Internet Retailing in the US

<ul class=""><li>Supermarkets increased by 1% in current value terms in 2017, to reach USD521.2 billion</li><li>Meal kits and Amazon’s acquisition of Whole Foods forces supermarket operators to adapt and boost digital investment</li><li>Kroger lead supermarkets with a 16% value share in 2017</li><li>Supermarkets are projected to see an overall value decline of 1% at constant 2017 prices in the forecast period, to reach USD516.7 billion in 2022</li></ul>

Supermarkets increased by 1% in current value terms in 2017, to reach USD521.2 billionMeal kits and Amazon’s acquisition of Whole Foods forces supermarket operators to adapt and boost digital investmentKroger lead supermarkets with a 16% value share in 2017Supermarkets are projected to see an overall value decline of 1% at constant 2017 prices in the forecast period, to reach USD516.7 billion in 2022

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform using the Discovery Tool.  Notable themes include:<ul><li>Energy and Materials stocks continue to strengthen, with the exception of Australian names. </li><li>Financial stocks are strengthening, excluding Australian names. </li><li>Regional casino and education stocks are exhibiting uptrends.</li></ul>See the attached report for a complete list of our recommendations from this list.

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform using the Discovery Tool.  Notable themes include:Energy and Materials stocks continue to strengthen, with the exception of Australian names. Financial stocks are strengthening, excluding Australian names. Regional casino and education stocks are exhibiting uptrends.See the attached report for a complete list of our recommendations from this list.

Popular Stocks, Attractive and Unattractive Charts

<ul class=""><li>Internet retailing saw current value growth of 16% in 2017, to reach USD366.0 billion.</li><li>Amazon’s third-party merchants represent 30% of retail value sales in internet retailing in 2017, whilst the company itself accounts for a 15% share of value sales.</li><li>Internet retailing is expected to post a value CAGR of 12% at constant 2017 prices over the forecast period, to reach USD654.1 billion in 2022.</li></ul>

Internet retailing saw current value growth of 16% in 2017, to reach USD366.0 billion.Amazon’s third-party merchants represent 30% of retail value sales in internet retailing in 2017, whilst the company itself accounts for a 15% share of value sales.Internet retailing is expected to post a value CAGR of 12% at constant 2017 prices over the forecast period, to reach USD654.1 billion in 2022.

Sector Capsule: Internet Retailing in the US

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

Macroeconomics

<ul>
<li>I’ve been in Asia seeing clients - the latest US tariffs were well flagged but coming amid weakening cyclical data and a spike in interbank rates pushed the ACWI to test the February lows.</li>
<li>China has long been gaming the global trade/FDI system and a US response was overdue, even if tariffs are a crude tool – Trump is calling Beijing’s bluff to rebalance the relationship.</li>
<li>Germany and Japan as high beta global trade exposed markets have been hit hard, but the ‘trade war’ talk looks overblown – a…</li>
</ul>


I’ve been in Asia seeing clients - the latest US tariffs were well flagged but coming amid weakening cyclical data and a spike in interbank rates pushed the ACWI to test the February lows.
China has long been gaming the global trade/FDI system and a US response was overdue, even if tariffs are a crude tool – Trump is calling Beijing’s bluff to rebalance the relationship.
Germany and Japan as high beta global trade exposed markets have been hit hard, but the ‘trade war’ talk looks overblown – a…


Trump’s ‘Art of the Deal’ Versus Sun Tzu’s ‘Art of War’…

United States

Amazon.com, Inc. is an online retailer that offers a wide range of products. The Company's products include books, music, videotapes, computers, electronics, home and garden, and numerous other products.  Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.

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Amazon.com Inc (AMZN US)

Sector Capsule: Mobile Internet Retailing in the US

In 2017, mobile internet retailing saw 36% current value growth, to reach USD91.1 billion Mobile internet retailing turns a corner by surpassing...

Euromonitor International Ltd.

Sector Capsule: Supermarkets in the Us

Supermarkets increased by 1% in current value terms in 2017, to reach USD521.2 billion Meal kits and Amazon’s acquisition of Whole Foods forces...

Euromonitor International Ltd.

Popular Stocks, Attractive and Unattractive Charts

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...

Vermilion Research

Sector Capsule: Internet Retailing in the US

Internet retailing saw current value growth of 16% in 2017, to reach USD366.0 billion. Amazon’s third-party merchants represent 30% of retail...

Euromonitor International Ltd.

Trump’s ‘Art of the Deal’ Versus Sun Tzu’s ‘Art of War’…

I’ve been in Asia seeing clients - the latest US tariffs were well flagged but coming amid weakening cyclical data and a spike in interbank rates...

Sean Maher

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)