Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Equity Bottom-Up

Global Logistic Properties / Equity Bottom-Up

Overnight the Financial Times published a story about a new Chinese venture from <a href="https://www.smartkarma.com/entities/409" target="_blank" data-smartkarma-citation="entities:409:1">Amazon.Com Inc (AMZN US)</a> called 'Amazon Logistics+'. We have included a link to the story at the end of this short note.The new AMZN venture offers packaging, warehousing, customs, and other logistics services to small- and medium-sized Chinese companies that wish to export their products but perhaps lack the expertise or scale to do so efficiently. Essentially, Amazon Logistics+ offers these customers "1-stop…

Overnight the Financial Times published a story about a new Chinese venture from Amazon.Com Inc (AMZN US) called 'Amazon Logistics+'. We have included a link to the story at the end of this short note.The new AMZN venture offers packaging, warehousing, customs, and other logistics services to small- and medium-sized Chinese companies that wish to export their products but perhaps lack the expertise or scale to do so efficiently. Essentially, Amazon Logistics+ offers these customers "1-stop…

Amazon's New China Logistics Bid: A Threat to BABA's 'CaiNiao', Caps Express Growth, Boosts GLP

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)

There is no way to spell “retail” without AI. The power of artificial intelligence (AI) to transform the consumer journey dominated the conversation at Shoptalk in March. In its second year, Shoptalk brought together 5,000-plus players across the full ecosystem to better understand the continuous evolution of how consumers discover, browse and buy in the digital era.

There is no way to spell “retail” without AI. The power of artificial intelligence (AI) to transform the consumer journey dominated the conversation at Shoptalk in March. In its second year, Shoptalk brought together 5,000-plus players across the full ecosystem to better understand the continuous evolution of how consumers discover, browse and buy in the digital era.

Why Commerce Players Must Invest In Artificial Intelligence

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

Alibaba Group Holding  / Equity Bottom-Up

We have been relatively cautious on <a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787:1">Alibaba (BABA US)</a> since prior to listing. Our concerns have centered on corporate governance issues (specifically around Ant Financial and for a time revenue reporting - GMV). We have always admired the scale and growth of the group, and over time have become increasingly optimistic about the potential of BABA as the top line continues to grow rapidly.  We have become more comfortable with eCommerce and Cloud services, helped in part by the introduction of the…

We have been relatively cautious on Alibaba (BABA US) since prior to listing. Our concerns have centered on corporate governance issues (specifically around Ant Financial and for a time revenue reporting - GMV). We have always admired the scale and growth of the group, and over time have become increasingly optimistic about the potential of BABA as the top line continues to grow rapidly.  We have become more comfortable with eCommerce and Cloud services, helped in part by the introduction of the…

Alibaba: Room to Grow from ECommerce and Cloud Services

India is an internet retailing hotbed. The past decade may have favoured the China over India economically, but with a booming population and notable income growth, India becomes even more intriguing as China’s development starts to slow down. Growth hungry retailers have eyed India for some time, but its restrictive laws towards foreign investment<a target="_blank"> </a>and infrastructure issues had previously made things difficult. And while they are by no means easy yet, it’s clear that the world’s internet retailing giants, Amazon and now Alibaba, are determined to get a foothold before consumers become loyal to a player with the best assortment, prices and convenience.

India is an internet retailing hotbed. The past decade may have favoured the China over India economically, but with a booming population and notable income growth, India becomes even more intriguing as China’s development starts to slow down. Growth hungry retailers have eyed India for some time, but its restrictive laws towards foreign investment and infrastructure issues had previously made things difficult. And while they are by no means easy yet, it’s clear that the world’s internet retailing giants, Amazon and now Alibaba, are determined to get a foothold before consumers become loyal to a player with the best assortment, prices and convenience.

The E-Commerce Retail Battle for India Heats up as Alibaba Steps In

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

<ul>
<li>Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by infrastructure, but with housing also now picking up.</li>
<li>Sales of excavators reached a 15-year high - Komatsu reported real-time utilization rates on its machines in China soaring 85% y/y last month</li>
<li>Housing sales by value rose 22.7% y/y for Jan/Feb and investment in real-estate development rose 8.9% in the first two months, versus 6.9% over last year.</li>
<li>Prices seem to be…</li>
</ul>


Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by infrastructure, but with housing also now picking up.
Sales of excavators reached a 15-year high - Komatsu reported real-time utilization rates on its machines in China soaring 85% y/y last month
Housing sales by value rose 22.7% y/y for Jan/Feb and investment in real-estate development rose 8.9% in the first two months, versus 6.9% over last year.
Prices seem to be…


As China Digs for Growth, Can Korea Break Chaebol Dominance?

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)

Amazon's New China Logistics Bid: A Threat to BABA's 'CaiNiao', Caps Express Growth, Boosts GLP

Overnight the Financial Times published a story about a new Chinese venture from Amazon.Com Inc (AMZN US) called 'Amazon Logistics+'. We have...

Daniel Hellberg

Why Commerce Players Must Invest In Artificial Intelligence

There is no way to spell “retail” without AI. The power of artificial intelligence (AI) to transform the consumer journey dominated the...

Euromonitor International Ltd.

Alibaba: Room to Grow from ECommerce and Cloud Services

We have been relatively cautious on Alibaba (BABA US) since prior to listing. Our concerns have centered on corporate governance issues...

New Street Research

The E-Commerce Retail Battle for India Heats up as Alibaba Steps In

India is an internet retailing hotbed. The past decade may have favoured the China over India economically, but with a booming population and...

Euromonitor International Ltd.

As China Digs for Growth, Can Korea Break Chaebol Dominance?

Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...

Sean Maher

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