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)

<ul><li>Retail current value sales grow by 6% in 2017 to reach THB33.3 billion</li><li>Tourism Authority of Thailand (TAT) promotes Thailand for MICE and medical tourism</li><li>Luxury hotels sees slower retail current value sales growth compared with 2016</li><li>Central Plaza Hotel leads luxury hotels in 2016</li><li>A 3% retail value CAGR at constant 2017 prices is expected over the forecast period to reach THB39.0 billion in 2022</li></ul>

Retail current value sales grow by 6% in 2017 to reach THB33.3 billionTourism Authority of Thailand (TAT) promotes Thailand for MICE and medical tourismLuxury hotels sees slower retail current value sales growth compared with 2016Central Plaza Hotel leads luxury hotels in 2016A 3% retail value CAGR at constant 2017 prices is expected over the forecast period to reach THB39.0 billion in 2022

Sector Capsule: Luxury Hotels (5-Star Plus) In Thailand

<ul class=""><li>Lodging in Singapore underperforms in 2017, with value sales of SGD4.9 billon representing a 2% fall from the previous year</li></ul><ul><li>A glut of new hotel rooms and unfavourable regulations have adversely affected sales of hotels and short-term rentals</li></ul><ul><li>Lodging is expected to recover in the long run, but will achieve only a marginal value CAGR at constant 2017 prices over the forecast period, and reach SGD5.0 billion in 2022</li></ul>

Lodging in Singapore underperforms in 2017, with value sales of SGD4.9 billon representing a 2% fall from the previous yearA glut of new hotel rooms and unfavourable regulations have adversely affected sales of hotels and short-term rentalsLodging is expected to recover in the long run, but will achieve only a marginal value CAGR at constant 2017 prices over the forecast period, and reach SGD5.0 billion in 2022

Asia Ex-J Consumer/ Transport analyst

Valerie Law, CFA

<p>It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that didn't work for me. </p><blockquote><p style="text-align: center;"><strong>But first, a note of thanks to the SK community</strong></p></blockquote><p>Besides doing an update, it is also an opportunity to thank everyone here at Smartkarma for your wonderful support (especially the Data Desk team) and collaborative work with fellow insight providers. Looking forward to a stellar year ahead together!</p><h2>Table showing IPO deals covered</h2><table class="table table-striped"><tbody>
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<td><strong>IPO</strong></td>
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It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that didn't work for me. But first, a note of thanks to the SK communityBesides doing an update, it is also an opportunity to thank everyone here at Smartkarma for your wonderful support (especially the Data Desk team) and collaborative work with fellow insight providers. Looking forward to a stellar year ahead together!Table showing IPO deals covered

IPO

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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.

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<p class="p1"><span class="s1">Last week the immediate shock from the Brexit eased considerably. It has become clear that all the Brexit vote really did was guarantee a prolonged period of uncertainty. It has also become clear that it will take months to gauge the impact that this prolonged period of uncertainty will have on both the Eurozone and global economy.</span></p>

Last week the immediate shock from the Brexit eased considerably. It has become clear that all the Brexit vote really did was guarantee a prolonged period of uncertainty. It has also become clear that it will take months to gauge the impact that this prolonged period of uncertainty will have on both the Eurozone and global economy.

What Investors Should Be Asking About A Brexit

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

<p><strong>Transition from the Irish Stock Exchange to the London Stock Exchange</strong></p><p>Dragon Capital’s fund <a href="https://www.smartkarma.com/entities/22754" target="_blank" data-smartkarma-citation="entities:22754">Vietnam Enterprise Investments Limited</a>, which currently trades on the Irish Stock Exchange, may trade on the main market of the London Stock Exchange next month.  The company plans to hold an Extraordinary General Meeting on June the 21st to vote on the approval of this transfer, which is expected to potentially take place next month.  The fund currently manages over $850 million, and is most notable for…</p>

Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund Vietnam Enterprise Investments Limited, which currently trades on the Irish Stock Exchange, may trade on the main market of the London Stock Exchange next month.  The company plans to hold an Extraordinary General Meeting on June the 21st to vote on the approval of this transfer, which is expected to potentially take place next month.  The fund currently manages over $850 million, and is most notable for…

Dragon Capital's VEIL Fund: A 3rd London Listing for Vietnam May Emerge Next Month

United Kingdom

InterContinental Hotels Group PLC owns and operates a portfolio of hotel businesses. The Company manages hotel loyalty and priority club rewards programs. InterContinental Hotels Group serves customers worldwide.

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InterContinental Hotels Group (IHG LN)

Sector Capsule: Luxury Hotels (5-Star Plus) In Thailand

Retail current value sales grow by 6% in 2017 to reach THB33.3 billion Tourism Authority of Thailand (TAT) promotes Thailand for MICE and medical...

Euromonitor International Ltd.

Lodging in Singapore

Lodging in Singapore underperforms in 2017, with value sales of SGD4.9 billon representing a 2% fall from the previous yearA glut of new hotel...

Euromonitor International Ltd.

A Summary of Stock Calls and Actions

It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...

Valerie Law, CFA

What Investors Should Be Asking About A Brexit

Last week the immediate shock from the Brexit eased considerably. It has become clear that all the Brexit vote really did was guarantee a prolonged...

David Riedel

Dragon Capital's VEIL Fund: A 3rd London Listing for Vietnam May Emerge Next Month

Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund Vietnam Enterprise Investments Limited, which currently...

Nomadic Equity

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