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)

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

Asia and Global Semiconductor and Tech Research

Andrew Lu

<h2>Summary</h2><ul>
<li>
BB ratio down to 0.91 for the first time in four-year and below parity in 11 months: North America-based manufacturers of semiconductor equipment posted $1.49 billion in orders worldwide in October 2016 (three-month average basis) and a book-to-bill ratio of 0.91, according to SEMI.</li>
<li>
Sign of a downturn? For the time being, we identify the downturn as a seasonal one.  However, we would be cautious after Philadelphia and Taiwan Semiconductor index both reached record high levels.</li>
<li>
Checkpoint…</li>
</ul>

Summary

BB ratio down to 0.91 for the first time in four-year and below parity in 11 months: North America-based manufacturers of semiconductor equipment posted $1.49 billion in orders worldwide in October 2016 (three-month average basis) and a book-to-bill ratio of 0.91, according to SEMI.

Sign of a downturn? For the time being, we identify the downturn as a seasonal one.  However, we would be cautious after Philadelphia and Taiwan Semiconductor index both reached record high levels.

Checkpoint…


N.A. Semiconductor Equipment BB Ratio to Four Year Low - Sign of a Downturn?

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.

The first 10 months of 2016 brought its fair share of macroeconomic challenges to the region. During the 10 months, the Straits Times Index (STI) generated a 1% total return, which was not far behind that of the MSCI AC Asia Pacific Index. However, the 1% gain is hardly the full story for the 30 STI stocks in the year thus far.  All five Global Industry Classification Standards (GICS®) Sectors without STI representation also generated gains over the first 10 months. These Sectors are also at junctures of opportunity and challenge, with Sector-wide themes such as technology disruptors, population longevity &amp; growth and asymmetric trends in commodity prices. The five Sectors have also become increasingly important for investors who seek portfolio diversification in times of increased economic uncertainty.

The first 10 months of 2016 brought its fair share of macroeconomic challenges to the region. During the 10 months, the Straits Times Index (STI) generated a 1% total return, which was not far behind that of the MSCI AC Asia Pacific Index. However, the 1% gain is hardly the full story for the 30 STI stocks in the year thus far.  All five Global Industry Classification Standards (GICS®) Sectors without STI representation also generated gains over the first 10 months. These Sectors are also at junctures of opportunity and challenge, with Sector-wide themes such as technology disruptors, population longevity &amp; growth and asymmetric trends in commodity prices. The five Sectors have also become increasingly important for investors who seek portfolio diversification in times of increased economic uncertainty. 

Buoyant Returns Beyond the Benchmark in 2016 YTD

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big Medicine and Big Pharma are being gradually undermined by swelling networks of connected biosensors, ubiquitous mobile devices and cloud-based healthcare apps. Collectively, we group these phenomena under the umbrella term, “The Internet of Medical Things”.Five broad technology categories are set to transform the $8 trillion global healthcare industry over the next two years: genomics, mobile health, health IT systems, robotics and virtual reality.These five technologies will dramatically change the balance of power in the “Healthcare” value chain, but it may take a few years to get there.In this report, we look at the main technology categories where disruption of the healthcare sector will be at its greatest over the next two years and identify which parts of the value chain investors should focus on. The five key technology categories are genomics (a branch of biotech), mobile health, health IT systems, robotics and virtual reality.

Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big Medicine and Big Pharma are being gradually undermined by swelling networks of connected biosensors, ubiquitous mobile devices and cloud-based healthcare apps. Collectively, we group these phenomena under the umbrella term, “The Internet of Medical Things”.Five broad technology categories are set to transform the $8 trillion global healthcare industry over the next two years: genomics, mobile health, health IT systems, robotics and virtual reality.These five technologies will dramatically change the balance of power in the “Healthcare” value chain, but it may take a few years to get there.In this report, we look at the main technology categories where disruption of the healthcare sector will be at its greatest over the next two years and identify which parts of the value chain investors should focus on. The five key technology categories are genomics (a branch of biotech), mobile health, health IT systems, robotics and virtual reality.

By 2020, the global cybersecurity market is expected to be worth $170bn, up from $77bn in 2015. But the core issue is that companies need “better” rather than “more” security.Most cybersecurity companies sell an imperfect product. The common joke in the industry is that no cybersecurity company can really protect you against the latest threats out there. In a sense, they all overpromise and underdeliver.If this is true, should investors steer clear of the sector altogether?To help investors answer that question we look at three areas:- industry growth drivers- corporate governance trends- wider cybersecurity industry trends

By 2020, the global cybersecurity market is expected to be worth $170bn, up from $77bn in 2015. But the core issue is that companies need “better” rather than “more” security.Most cybersecurity companies sell an imperfect product. The common joke in the industry is that no cybersecurity company can really protect you against the latest threats out there. In a sense, they all overpromise and underdeliver.If this is true, should investors steer clear of the sector altogether?To help investors answer that question we look at three areas:- industry growth drivers- corporate governance trends- wider cybersecurity industry trends

Cybersecurity as an Investment Theme (Part 2)

Taiwan

Hon Hai Precision Industry Co., Ltd. provides electronic manufacturing services for computers, communications, and consumer electronic products.  The Company's business operations include desktop and notebook PC assembly, connector production, cable assembly, PCB assembly, handset manufacturing, networking equipment, and other consumer electronic devices manufacturing.

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

Hon Hai Precision Industry (2317 TT)

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.

N.A. Semiconductor Equipment BB Ratio to Four Year Low - Sign of a Downturn?

Summary BB ratio down to 0.91 for the first time in four-year and below parity in 11 months: North America-based manufacturers of semiconductor...

Andrew Lu

Buoyant Returns Beyond the Benchmark in 2016 YTD

The first 10 months of 2016 brought its fair share of macroeconomic challenges to the region. During the 10 months, the Straits Times Index (STI)...

Singapore Exchange Ltd (SGX)

MedTech as an Investment Theme

Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big...

CM Research

Cybersecurity as an Investment Theme (Part 2)

By 2020, the global cybersecurity market is expected to be worth $170bn, up from $77bn in 2015. But the core issue is that companies need “better”...

CM Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)