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)

Asia Pacific is at a crucial juncture in its digital development. The vast diverse region has always been technologically segregated and will continue to be so over the next five years. But, rapid advancement in technology globally has meant a vast number of Asian consumers now have the means to enjoy a digitally connected future, which can have a direct impact on their economic well-being.

Asia Pacific is at a crucial juncture in its digital development. The vast diverse region has always been technologically segregated and will continue to be so over the next five years. But, rapid advancement in technology globally has meant a vast number of Asian consumers now have the means to enjoy a digitally connected future, which can have a direct impact on their economic well-being.

Mobile Data to Address Asia Pacific's Digital Divide

Alibaba continues to expand Double 11, its shopping event around Singles’ Day, a consumerist holiday meant for treating oneself. The 2016 version of the event was the retailer’s most extravagant and successful one yet. This year, Alibaba rebranded the shopping event from “Double 11” to “The 11/11 Global Shopping Festival”. Based on this rebranding and its surrounding marketing and promotional events as well as the integration of the most up-and-coming technology, it is clear that the retailer does not simply plan on expanding the shopping event but instead plans on leveraging the event to expand its business globally.

Alibaba continues to expand Double 11, its shopping event around Singles’ Day, a consumerist holiday meant for treating oneself. The 2016 version of the event was the retailer’s most extravagant and successful one yet. This year, Alibaba rebranded the shopping event from “Double 11” to “The 11/11 Global Shopping Festival”. Based on this rebranding and its surrounding marketing and promotional events as well as the integration of the most up-and-coming technology, it is clear that the retailer does not simply plan on expanding the shopping event but instead plans on leveraging the event to expand its business globally.

How Alibaba's 11/11 Global Shopping Festival Represents the Future of Ecommerce

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<ul><li>The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake Axis and UMS Holdings. </li><li>These three stocks have averaged a 19.2% total return in the 2016 year-to-date.</li><li>These three current leaders of the Sector have also had to embrace innovation and transformation for the last 25-30 years. The foundations of the trio track back to the 1980s.</li></ul>

The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake Axis and UMS Holdings. These three stocks have averaged a 19.2% total return in the 2016 year-to-date.These three current leaders of the Sector have also had to embrace innovation and transformation for the last 25-30 years. The foundations of the trio track back to the 1980s.

Innovative Transformation of Singapore's Technology Sector

Special Situations, Content Strategist, Smartkarma

Crispin Francis

Special Situations, Content Strategist

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Event-Driven

Diligent Corporation (NZX: DIL) announced it has entered into a definitive agreement to be acquired by Insight Venture Partners (“Insight”), a leading global venture capital and private equity firm investing in high-growth software, internet and data services companies.<ul><li>Under the terms of the agreement, Diligent stockholders will receive USD 4.90 in cash for each share of Diligent stock</li><li>Final NZD price per share and NZD consideration is dependent on the USDNZD exchange rate at the close of the transaction</li></ul><ul><li>Deal Value approximately USD 624 Mn</li><li>The Diligent Board of Directors has unanimously approved the transaction and resolved to recommend that stockholders vote in favor of the agreement</li><li>The transaction represents a 31% premium over the closing share price of NZD 5.64 (USD 3.741) on February 12, 2016</li></ul>In this insight, we take a close look at the implied valuations, deal timing and appropriate levels for risk arbs to set up a trade. More below the fold.

Diligent Corporation (NZX: DIL) announced it has entered into a definitive agreement to be acquired by Insight Venture Partners (“Insight”), a leading global venture capital and private equity firm investing in high-growth software, internet and data services companies.Under the terms of the agreement, Diligent stockholders will receive USD 4.90 in cash for each share of Diligent stockFinal NZD price per share and NZD consideration is dependent on the USDNZD exchange rate at the close of the transactionDeal Value approximately USD 624 MnThe Diligent Board of Directors has unanimously approved the transaction and resolved to recommend that stockholders vote in favor of the agreementThe transaction represents a 31% premium over the closing share price of NZD 5.64 (USD 3.741) on February 12, 2016In this insight, we take a close look at the implied valuations, deal timing and appropriate levels for risk arbs to set up a trade. More below the fold. 

Founder Evidente. Top rated quantitative analyst, Evidente

Sam Ferraro

Founder Evidente. Top rated quantitative analyst

Evidente

Evidente is an independent financial education firm that delivers innovative financial advice to wholesale investors, including active long only funds, hedge funds, pension funds, and sovereign wealth funds, in Australia and globally.  Drawing on academic research in asset pricing, behavioural finance and portfolio construction, Evidente provides wholesale investors with commercial solutions to stock selection and asset allocation decisions across equities and other asset classes.

Equity Bottom-Up

<ul><li>Global commodity prices have continued to slide in recent months, with the RBA Commodity Price index down another 5% in US dollar terms.&nbsp; Nonetheless, the Australian dollar has been resilient in the face of commodity headwinds, rising by around 4% against the US dollar, thanks to&nbsp;the extreme under-valuation that the A$ had reached by the end of September.&nbsp;</li><li>As a result of the recent&nbsp;lift in the A$ and continued weakness in commodity prices, the model's strong A$ buy signal has diminished, with the currency now trading only 3% below fair value.</li><li>Evidente's basket of ASX listed US dollar earners&nbsp;has yielded&nbsp;poor returns since peaking in March despite renewed depreciation of the A$/US$.&nbsp; Limited valuation support based on ROE adjusted P/B ratios suggests that the performance of the basket will continue to be capped in the near-term.&nbsp;</li></ul>

Global commodity prices have continued to slide in recent months, with the RBA Commodity Price index down another 5% in US dollar terms.&nbsp; Nonetheless, the Australian dollar has been resilient in the face of commodity headwinds, rising by around 4% against the US dollar, thanks to&nbsp;the extreme under-valuation that the A$ had reached by the end of September.&nbsp;As a result of the recent&nbsp;lift in the A$ and continued weakness in commodity prices, the model's strong A$ buy signal has diminished, with the currency now trading only 3% below fair value.Evidente's basket of ASX listed US dollar earners&nbsp;has yielded&nbsp;poor returns since peaking in March despite renewed depreciation of the A$/US$.&nbsp; Limited valuation support based on ROE adjusted P/B ratios suggests that the performance of the basket will continue to be capped in the near-term.&nbsp;

Buy Signal for the A$ Weakens as the Currency Remains Resilient in the Face of Commodity Headwinds

Australia

Computershare Limited operates share registries and computer bureaus which includes the administration of employee share and option plans and the provision of software that specializes in share registry, financial and stock markets. The Company also provides corporate trust services and acts as a trustee for clients' debt offerings in certain markets.

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Computershare Ltd (CPU AU)

Mobile Data to Address Asia Pacific's Digital Divide

Asia Pacific is at a crucial juncture in its digital development. The vast diverse region has always been technologically segregated and will...

Euromonitor International Ltd.

How Alibaba's 11/11 Global Shopping Festival Represents the Future of Ecommerce

Alibaba continues to expand Double 11, its shopping event around Singles’ Day, a consumerist holiday meant for treating oneself. The 2016 version...

Euromonitor International Ltd.

Innovative Transformation of Singapore's Technology Sector

The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake...

Singapore Exchange Ltd (SGX)

Diligent Corporation - Insight Venture

Diligent Corporation (NZX: DIL) announced it has entered into a definitive agreement to be acquired by Insight Venture Partners (“Insight”), a...

Crispin Francis

Buy Signal for the A$ Weakens as the Currency Remains Resilient in the Face of Commodity Headwinds

Global commodity prices have continued to slide in recent months, with the RBA Commodity Price index down another 5% in US dollar terms. ...

Sam Ferraro

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