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)

<ul>
<li>For the past 7 years Riedel Research has been issuing company-specific Corporate Governance scores on companies in the Emerging Markets.  This service is now being widely used by risk managers, fundamental investors and quant funds.</li>
<li>Our proprietary Corporate Governance (CG) scoring system now covers 1,629 stocks.</li>
<li>RRG CG scores have a proven ability to highlight the risk of frauds and misstatements by EM companies and a track record of adding alpha.  Over the past 5 years a basket of companies with…</li>
</ul>


For the past 7 years Riedel Research has been issuing company-specific Corporate Governance scores on companies in the Emerging Markets.  This service is now being widely used by risk managers, fundamental investors and quant funds.
Our proprietary Corporate Governance (CG) scoring system now covers 1,629 stocks.
RRG CG scores have a proven ability to highlight the risk of frauds and misstatements by EM companies and a track record of adding alpha.  Over the past 5 years a basket of companies with…


RRG Corporate Governance Scoring System Adds Coverage of 60 HKG Names - Who Are the Likely Frauds?

Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

New data from China's National Bureau of Statistics (NBS) for February for 70 major cities and calculations of the aggregate show a further gradual deceleration in price growth overall on a year-on-year basis from +12.2% in January to +11.8% in February, though the month-on-month growth actually picked up from +0.2% to +0.3%.Top risers on a 12-month basis now show some of the more significant declines on the month-on-month basis, while there are more cities with house prices rising.The biggest…

New data from China's National Bureau of Statistics (NBS) for February for 70 major cities and calculations of the aggregate show a further gradual deceleration in price growth overall on a year-on-year basis from +12.2% in January to +11.8% in February, though the month-on-month growth actually picked up from +0.2% to +0.3%.Top risers on a 12-month basis now show some of the more significant declines on the month-on-month basis, while there are more cities with house prices rising.The biggest…

China Property: What's Going On With House Prices... Based On The Latest NBS Data

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

Ping An Securities Group (Holdings) / Event-Driven

<a href="https://www.smartkarma.com/entities/1942" target="_blank" data-smartkarma-citation="entities:1942:1">Ping An Securities Group (Holdings) Limited (231 HK)</a>  <a href="http://www.hkexnews.hk/listedco/listconews/SEHK/2017/0122/LTN20170122013.pdf" target="_blank">announced</a> on the 20 Jan 2017, substantial shareholders collectively holding 36.6%, had entered into a sale &amp; purchase agreement (SPA), the completion of which would trigger a mandatory general offer.Ping An is currently trading at an 11.5% gross spread to the indicative offer price of $0.096/share.At first glance, this appears a simple deal and straightforward arb. Rummaging under the hood, this is not your plain vanilla situation.Rummaging under the hood, however, rewards rummagers and rubbishers alike.More below the fold.

Ping An Securities Group (Holdings) Limited (231 HK)  announced on the 20 Jan 2017, substantial shareholders collectively holding 36.6%, had entered into a sale &amp; purchase agreement (SPA), the completion of which would trigger a mandatory general offer.Ping An is currently trading at an 11.5% gross spread to the indicative offer price of $0.096/share.At first glance, this appears a simple deal and straightforward arb. Rummaging under the hood, this is not your plain vanilla situation.Rummaging under the hood, however, rewards rummagers and rubbishers alike.More below the fold.

Ping An Securities – Making the Connections

The charts below illustrate what has happened in China in terms of primary land sales for residential or mixed-use development in 40 major cities.In 2016, the land sales declined slightly in Gross Floor Area (GFA) terms (despite <a href="https://www.smartkarma.com/insights/china-property-2017-forecast-summary" target="_blank">strong property sales volumes</a>) but increased significantly in terms of RMB Value, i.e. the average price of land on that basis went up.Such average calculations don't take into account the change in the type of locations where land is being sold - recent sales are more…

The charts below illustrate what has happened in China in terms of primary land sales for residential or mixed-use development in 40 major cities.In 2016, the land sales declined slightly in Gross Floor Area (GFA) terms (despite strong property sales volumes) but increased significantly in terms of RMB Value, i.e. the average price of land on that basis went up.Such average calculations don't take into account the change in the type of locations where land is being sold - recent sales are more…

China Property: Land Sales In 2016 - Less Supply, Higher Prices

In this 20-minute video, we review the China housing markets dynamics and present our 2017 forecast, with key arguments and data around it. We look at house prices, sales volumes, inventory clearing, land sales, construction indicators, policy and other factors.  Adapted from the presentation on ChinaDebate on Feb 2.

In this 20-minute video, we review the China housing markets dynamics and present our 2017 forecast, with key arguments and data around it. We look at house prices, sales volumes, inventory clearing, land sales, construction indicators, policy and other factors.  Adapted from the presentation on ChinaDebate on Feb 2.

China Housing 2017 - ChinaDebate Video Presentation

China

Greentown China Holdings Ltd. develops real estate.  The Company builds residential villas, low-rise apartment buildings, and high-rise apartment buildings for middle and high-income people.

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Greentown China (3900 HK)

RRG Corporate Governance Scoring System Adds Coverage of 60 HKG Names - Who Are the Likely Frauds?

For the past 7 years Riedel Research has been issuing company-specific Corporate Governance scores on companies in the Emerging Markets. This...

David Riedel

China Property: What's Going On With House Prices... Based On The Latest NBS Data

New data from China's National Bureau of Statistics (NBS) for February for 70 major cities and calculations of the aggregate show a further gradual...

Robert Ciemniak

Ping An Securities – Making the Connections

Ping An Securities Group (Holdings) Limited (231 HK) announced on the 20 Jan 2017, substantial shareholders collectively holding 36.6%, had...

David Blennerhassett

China Property: Land Sales In 2016 - Less Supply, Higher Prices

The charts below illustrate what has happened in China in terms of primary land sales for residential or mixed-use development in 40...

Robert Ciemniak

China Housing 2017 - ChinaDebate Video Presentation

In this 20-minute video, we review the China housing markets dynamics and present our 2017 forecast, with key arguments and data around it. We look...

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)