Independent Research, US Dominant Players, Investment Talk

Investment Talk

Independent Research, US Dominant Players

Investment Talk is for readers who wish to learn about companies that are potentially outside of their own circle of research, as well as those who are longing to become part of a community of like-minded investors and learn more about investment research. I would describe myself as a long-term investor who typically takes a 3Y to 5Y outlook, before reassessing once that period matures. I follow the adage that one should research, reach a conclusion, and then verify and continue to hold so long as the thesis remains intact. My own investing style is one that seeks to find dominant players within their respective market who have shown signs of monopoly or oligopolistic behaviour, unlikely to be disrupted, in tandem with discovering market disruptors who have a high likelihood of disrupting their respective market. Equally (and weighted accordingly) I seek to discover more nuanced, misunderstood, situations with a shorter time frame.

Thematic (Sector/Industry)

<ul><li>At the September meeting, the FOMC raised their fed funds rate target by 75bps, or 3% in the last 7 months.</li><li>Powell has been quite clear that his intention is to put the long-term health of the economy top of his mind in his effort to quash inflation before it gets out of hand; remarking that “I wish there were a painless way to do that. There isn't. We have to get supply and demand back into alignment. The way we do that is by slowing the economy.”</li><li>The last meeting demonstrated a hawkish shift in economic projections.</li></ul>

At the September meeting, the FOMC raised their fed funds rate target by 75bps, or 3% in the last 7 months.Powell has been quite clear that his intention is to put the long-term health of the economy top of his mind in his effort to quash inflation before it gets out of hand; remarking that “I wish there were a painless way to do that. There isn't. We have to get supply and demand back into alignment. The way we do that is by slowing the economy.”The last meeting demonstrated a hawkish shift in economic projections.

Senior Equity Derivatives Trader

Simon Harris

Event-Driven

<ul>
<li>Company making headlines over possible liquidity issues along with Deutsche Bank</li>
<li>CDS has blown out to GFC levels, driving implied vols higher</li>
<li>Sell volatility on a relative basis to monetise the spike in option premium</li>
</ul>


Company making headlines over possible liquidity issues along with Deutsche Bank
CDS has blown out to GFC levels, driving implied vols higher
Sell volatility on a relative basis to monetise the spike in option premium


EQD | Credit Suisse (CSGN SW): Fears of Bank Failure Are Unjustified. Sell the Spike in Volatility

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Four things to know about China’s plan to go ‘all-out’ on infrastructure</li><li>Did Henan authorities abuse virus controls to stymie swindled bank depositors?</li><li>Chart of the Day: China’s record high youth unemployment rate</li></ul>

Four things to know about China’s plan to go ‘all-out’ on infrastructureDid Henan authorities abuse virus controls to stymie swindled bank depositors?Chart of the Day: China’s record high youth unemployment rate

CX Daily: Four Things to Know About China’s Plan to Go ‘All-Out’ on Infrastructure

Equity Analyst, LightStream Research

Shifara Samsudeen, ACMA, CGMA

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Private Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ayasdi-inc" target="_blank" data-smartkarma-citation="entities:35954:1" rel="noopener">Ayasdi (0343503Z US)</a> is somewhat unique in it using a mathematical framework – topology, to analyse data sets and detect financial crime and fraud.</li>
<li>The company follows a quote-pricing model, but pricing is generally considered less expensive than the industry average.  </li>
<li>The growth of financial crime and the bioinformatics industry alongside improved recognition for the company can be expected to drive future revenues.</li>
</ul>



Ayasdi (0343503Z US) is somewhat unique in it using a mathematical framework – topology, to analyse data sets and detect financial crime and fraud.
The company follows a quote-pricing model, but pricing is generally considered less expensive than the industry average.  
The growth of financial crime and the bioinformatics industry alongside improved recognition for the company can be expected to drive future revenues.


AyasdiAI: Exposing Financial Crime Using Topology

Alpha-Centric ESG Research

Kyle Rudden

In a recently published report (<a href="https://www.smartkarma.com/insights/cop26-u-n-climate-conference-to-address-mitigation-financing-and-carbon-pricing" target="_blank" data-smartkarma-citation="insights:59779" rel="noopener">COP26: U.N. Climate Conference to Address Mitigation, Financing, and Carbon Pricing</a>) I mentioned how the COP26 international climate conference (31 October to 12 November) will have far-reaching implications for global capital markets and investing.That Insight was largely about the COP26 conference itself – background, objectives, three critical agenda items with trillions of dollars at stake, and that will influence global financial markets from today (headlines coming out of the conference) through the end of this century.That report was necessary context for this Insight and others that will follow; successively deeper dives into country-specific climate action plans, and investment themes and trading ideas around the COP26 conference and climate change in general. This is the first of those follow-up reports.Herein, I present a brief overview of investment themes and angles directly linked to the three key COP26 agenda items: 1) mitigation of global warming, 2) climate finance, and 3) the development of international carbon markets and pricing mechanisms. Themes and subthemes such as:<ul>
<li>
Climate Transition: "Green" utilities, renewable energy, cleantech, electric vehicles and other areas of smart mobility, green buildings, and related. The "buy solar, sell coal" kinds of stuff.</li>
<li>
Climate Financing: Financial sector stocks poised to benefit from climate change mitigation, reduced risk from portfolio debarbonisation, and new inflows into sustainable/ESG funds.</li>
<li>
Carbon Markets: Pure-play (or close thereto) carbon capture and storage/sequestration (CCS) stocks, plus a few financial sector overlaps (e.g., related to carbon markets, futures, etc.)</li>
</ul>

In a recently published report (COP26: U.N. Climate Conference to Address Mitigation, Financing, and Carbon Pricing) I mentioned how the COP26 international climate conference (31 October to 12 November) will have far-reaching implications for global capital markets and investing.That Insight was largely about the COP26 conference itself – background, objectives, three critical agenda items with trillions of dollars at stake, and that will influence global financial markets from today (headlines coming out of the conference) through the end of this century.That report was necessary context for this Insight and others that will follow; successively deeper dives into country-specific climate action plans, and investment themes and trading ideas around the COP26 conference and climate change in general. This is the first of those follow-up reports.Herein, I present a brief overview of investment themes and angles directly linked to the three key COP26 agenda items: 1) mitigation of global warming, 2) climate finance, and 3) the development of international carbon markets and pricing mechanisms. Themes and subthemes such as:

Climate Transition: "Green" utilities, renewable energy, cleantech, electric vehicles and other areas of smart mobility, green buildings, and related. The "buy solar, sell coal" kinds of stuff.

Climate Financing: Financial sector stocks poised to benefit from climate change mitigation, reduced risk from portfolio debarbonisation, and new inflows into sustainable/ESG funds.

Carbon Markets: Pure-play (or close thereto) carbon capture and storage/sequestration (CCS) stocks, plus a few financial sector overlaps (e.g., related to carbon markets, futures, etc.)


COP26: An Overview of Investment Themes and Catalysts Related to COP26 Conference

Switzerland

Credit Suisse Group AG operates as a wealth management firm. The Company specializes in investment banking and offers wealth management activities aiming to capitalize on both the large pool of wealth within mature markets, as well as the significant growth in wealth in Asia Pacific and other emerging markets. Credit Suisse Group serves customers worldwide.

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Credit Suisse Group (CS US)

US Economy - Key Macro Events This Week

This week's key events for the US economy include FOMC meeting minutes on Wednesday, updated CPI data for September on Thursday, and the Retail...

Investment Talk

EQD | Credit Suisse (CSGN SW): Fears of Bank Failure Are Unjustified. Sell the Spike in Volatility

A look at Credit Suisse to assess the rumours of bank failure. We see an opportunity to sell the spike in implied vols against DBK which has also...

Simon Harris

CX Daily: Four Things to Know About China’s Plan to Go ‘All-Out’ on Infrastructure

Four things to know about China’s plan to go ‘all-out’ on infrastructure. Did Henan authorities abuse virus controls to stymie swindled bank...

Caixin Global

AyasdiAI: Exposing Financial Crime Using Topology

Ayasdi is unique where it uses a mathematical framework – topology, to analyse data sets and detect financial crime and fraud. Most products are...

Shifara Samsudeen, ACMA, CGMA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

US Economy - Key Macro Events This Week

This week's key events for the US economy include FOMC meeting minutes on Wednesday, updated CPI data for September on Thursday, and the Retail...

Investment Talk

EQD | Credit Suisse (CSGN SW): Fears of Bank Failure Are Unjustified. Sell the Spike in Volatility

A look at Credit Suisse to assess the rumours of bank failure. We see an opportunity to sell the spike in implied vols against DBK which has also...

Simon Harris

CX Daily: Four Things to Know About China’s Plan to Go ‘All-Out’ on Infrastructure

Four things to know about China’s plan to go ‘all-out’ on infrastructure. Did Henan authorities abuse virus controls to stymie swindled bank...

Caixin Global

AyasdiAI: Exposing Financial Crime Using Topology

Ayasdi is unique where it uses a mathematical framework – topology, to analyse data sets and detect financial crime and fraud. Most products are...

Shifara Samsudeen, ACMA, CGMA

COP26: An Overview of Investment Themes and Catalysts Related to COP26 Conference

COP26, the climate conference happening now, will impact global capital markets. Perhaps over the next two weeks, depending on headlines, but...

Kyle Rudden