Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

Regular company coverage reports
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

Thematic (Sector/Industry)

Economic Data Out of US and China Do Not Address Key ConcernsThis week investors attention turned away from the risks a Brexit poses to the global economy as China’s foreign exchange reserves unexpectedly increased and the US Jobs report came in well above expectations.Due to the better than expected key data releases in the US and China global equity markets have surged to record highs. Economic Data Out of US and China Do Not Address Key ConcernsWhile data out of the US and China is encouraging the data does not address key issues and has not changed the near term outlook for the global economy.

Economic Data Out of US and China Do Not Address Key ConcernsThis week investors attention turned away from the risks a Brexit poses to the global economy as China’s foreign exchange reserves unexpectedly increased and the US Jobs report came in well above expectations.Due to the better than expected key data releases in the US and China global equity markets have surged to record highs. Economic Data Out of US and China Do Not Address Key ConcernsWhile data out of the US and China is encouraging the data does not address key issues and has not changed the near term outlook for the global economy.

RRG Call For This Week: US Jobs Report Distracts Investors From Real Concerns

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

Non-farm payroll employment came in much higher than market expectations with 287,000 jobs being added in June 2016 compared to an average addition of 148,400 jobs in the first five months of 2016. Over the past 3 months (April-June 2016), job gains have averaged 147,000 per month. The payrolls number for May 2016 was revised down from 38,000 to 11,000 and the number for April 2016 was revised up from 123,000 to 144,000.The unemployment rate increased to 4.9% in June 2016, up from 4.7% in May…

Non-farm payroll employment came in much higher than market expectations with 287,000 jobs being added in June 2016 compared to an average addition of 148,400 jobs in the first five months of 2016. Over the past 3 months (April-June 2016), job gains have averaged 147,000 per month. The payrolls number for May 2016 was revised down from 38,000 to 11,000 and the number for April 2016 was revised up from 123,000 to 144,000.The unemployment rate increased to 4.9% in June 2016, up from 4.7% in May…

US: Non-Farm Payrolls Surge, Beating Market Expectations

News flow remains extremely negative going into the Brexit vote. The current level of negativity in the news is similar to that seen during the global financial crisis. The main concerns are ‘Global Slowdown’ and ‘Brexit’. China concern has faded in recent months.Once Brexit is resolved - what will investors have to worry about?

News flow remains extremely negative going into the Brexit vote. The current level of negativity in the news is similar to that seen during the global financial crisis. The main concerns are ‘Global Slowdown’ and ‘Brexit’.  China concern has faded in recent months.Once Brexit is resolved - what will investors have to worry about?

RRG News Flow Monitor - Tracking Market Worries Into Brexit and Beyond

<ul class="ul1"><li class="li2">Trends in Consumer Sentiment across three key groups of countries is very concerning and clearly illustrate the risk that a Brexit or other blows to consumer sentiment in Europe pose to the global economy.</li></ul><ul class="ul1"><li class="li2">In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we highlight the delicate balance of the global economy going into the June 23rd (Brexit) referendum and outline our recommended asset allocation going into and coming out of the UK's decision. </li></ul>

Trends in Consumer Sentiment across three key groups of countries is very concerning and clearly illustrate the risk that a Brexit or other blows to consumer sentiment in Europe pose to the global economy.In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we highlight the delicate balance of the global economy going into the June 23rd (Brexit) referendum and outline our recommended asset allocation going into and coming out of the UK's decision. 

The Future of the Global Economy Lies in the Hands of a Small Group of Countries

The Federal Reserve can be expected to stay on course to normalize interest rate policy through the year as the unemployment rate continues to decline, hourly earnings remain on an upward trend and other economic indicators such as retail sales, house prices and consumer sentiment continue to improve on a trend basis.We expect the pace of rate increases to be very gradual, and see the Federal Funds rate around 1.0% by the end of 2016. The pace of increase will depend on the strength of the US…

The Federal Reserve can be expected to stay on course to normalize interest rate policy through the year as the unemployment rate continues to decline, hourly earnings remain on an upward trend and other economic indicators such as retail sales, house prices and consumer sentiment continue to improve on a trend basis.We expect the pace of rate increases to be very gradual, and see the Federal Funds rate around 1.0% by the end of 2016. The pace of increase will depend on the strength of the US…

US: Federal Reserve to Stay on Course to Normalize Rates

United States

Liberty Media Corp-Liberty Braves operates as a media company. The Company offers media, communications, and entertainment businesses. Liberty Media Corp-Liberty Braves conducts business in the United States.

News Corporation operates in the publishing industry. The Company provides publications consisting of newspapers, magazines, books and promotional inserts.

John Wiley & Sons, Inc. publishes print and electronic products. The Company specializes in scientific, technical, and medical books and journals, as well as professional and consumer books and subscription services. Wiley also provides textbooks and educational materials.

Magnite, Inc. provides online advertising solutions. The Company offers real-time cloud and big data computing systems. Magnite serves customers worldwide.

Gannett Co., Inc. operates as a local newspaper company. The Company publishes news through storytelling and events that connect readers and communities, as well as focuses on business practices for sourcing, consumption, and waste. Gannett serves customers in the United States.

Altice USA, Inc. operates as a telecommunication and media company. The Company offers digital cable television, high-speed broadband and ultra-HD video, internet, local news and voice offerings, data, and digital advertising solutions. Altice USA serves customers in the United States.

World Wrestling Entertainment, Inc. operates as a media and entertainment company. The Company offers live wrestling events, television programming, music publishing, advertising, licensing, and home video streaming services. World Wrestling distributes its programs worldwide in various languages.

Roku, Inc. designs and manufactures consumer electronic products. The Company offers wireless enabled devices that stream audio and video content from the internet to home entertainment systems. Roku serves customers globally.

Endeavor Group Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, offers entertainment content, as well as specializes in marketing and licensing, representation, and event management. Endeavor Group Holdings serves customers worldwide.

Match Group, Inc. is a dating service provider. The Company offers diverse portfolio of apps and services which enables connections across the spectrum of age, race, gender, sexual orientation, and backgrounds. Match Group serves customers worldwide.

Vivendi, through its subsidiaries, conducts operations ranging from music, games and television to film and telecommunications.  The Company provides digital and pay television services, sells music compact discs (CDs), develops and distributes interactive entertainment, and operates mobile and fixed-line telecommunications.

WPP PLC operates a communications services group. The Company provides operations encompass advertising, media investment management, consultancy, public relations, healthcare and specialist communications, and branding and identity services. WPP serves customers worldwide.

Kabel Deutschland Holding AG, through its subsidiary, is a cable operator. The Company offers its customers analog and digital TV, broadband Internet and fixed line phone services via cable as well mobile services in cooperation with an industry partner.

Shandong Publishing & Media Co., Ltd offers publishing services. The Company publishes and sells books, textbooks, magazines, audio visuals, and other products. Shandong Publishing & Media also manufactures and sells papers.

PVR INOX Limited operates cinemas. The Company owns and manages multiplex movie theaters.

Zee Entertainment Enterprises Limited operates as an entertainment company. The Company produces and develops films, serials, game shows, and children's programs. Zee also produces and exports entertainment software for transmission on its ZEE TV channel. Zee Entertainment Enterprises serves customers in India.

Next 15 Group plc is a technology and data-driven growth consultancy firm. The Company uses data to generate the insights that help businesses, optimizes their brand and build the mission-critical digital assets, and help customers redesign their business model and create new ventures to maximize the value of their organization. Next 15 Group serves clients worldwide.

Team Internet Group PLC operates as an internet services holding company. The Company provides digital advertising and domain name management solutions. Team Internet Group offers domain names selling, technical and consultancy, ancillary, and monitoring services to end users, brands, and corporate clients.

LY Corporation operates as an internet search engine "Yahoo! JAPAN". The Company provides electronic commerce and settlement finance services for small medium enterprises and individuals. LY also operates media business including search linked advertising and display advertising services.

Hyve Group PLC organizes events. The Company provides platform where people connect, learn, inspire, and share extraordinary moments, advancing businesses, and helping to shape industries. Hyve Group serves customers worldwide.

Fox Corporation operates as an entertainment company. The Company produces and licenses news, sports, and entertainment content for distribution through cable television systems, direct broadcast satellite operators, telecommunications companies, and online video distributors. Fox also manages broadcast studios, theaters, editing bays, sound stages, and other production facilities.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Fox (FOX US)

RRG Call For This Week: US Jobs Report Distracts Investors From Real Concerns

Economic Data Out of US and China Do Not Address Key ConcernsThis week investors attention turned away from the risks a Brexit poses to the global...

David Riedel

US: Non-Farm Payrolls Surge, Beating Market Expectations

Non-farm payroll employment came in much higher than market expectations with 287,000 jobs being added in June 2016 compared to an average addition...

Rajan Govil

RRG News Flow Monitor - Tracking Market Worries Into Brexit and Beyond

News flow remains extremely negative going into the Brexit vote.The current level of negativity in the news is similar to that seen during the...

David Riedel

The Future of the Global Economy Lies in the Hands of a Small Group of Countries

Trends in Consumer Sentiment across three key groups of countries is very concerning and clearly illustrate the risk that a Brexit or other blows...

David Riedel

US: Federal Reserve to Stay on Course to Normalize Rates

The Federal Reserve can be expected to stay on course to normalize interest rate policy through the year as the unemployment rate continues to...

Rajan Govil

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)