Asia Ex-J Consumer/ Transport analyst

Valerie Law, CFA

Thematic (Sector/Industry)

<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>
<tr>
<td><strong>IPO</strong></td>
</tr>
</tbody></table>…

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

…

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.

<p>In 2017, the Year of the Rooster will kick off on January the 27th.</p><p>Chinese New Year, or Spring Festival, is the most important festival in Chinese culture. It is traditionally a time for family reunions, as well as gift exchange between families, friends and business contacts.</p>

In 2017, the Year of the Rooster will kick off on January the 27th.Chinese New Year, or Spring Festival, is the most important festival in Chinese culture. It is traditionally a time for family reunions, as well as gift exchange between families, friends and business contacts.

Chinese New Year 2017: Will the Rooster Offer a Softer Landing For China's Luxury Goods Market?

<p>Few would beg to differ that the festive shopping season is the busiest and most prosperous time of year for luxury retailers, both online and on the high street. Indeed, hoards of affluent shoppers from all corners of the world flock to some of the world’s most glamorous shopping streets looking for both the ultimate gift for their loved ones as well as the sheer excitement and experience of shopping at this time of year.</p>

Few would beg to differ that the festive shopping season is the busiest and most prosperous time of year for luxury retailers, both online and on the high street. Indeed, hoards of affluent shoppers from all corners of the world flock to some of the world’s most glamorous shopping streets looking for both the ultimate gift for their loved ones as well as the sheer excitement and experience of shopping at this time of year.

Developed Markets Compete for Share of Tourist Spend in Run-Up to Festive Luxury Shopping

Senior Investment Analyst, Black Crane Investment Mgmt Ltd

Perry Tan, CFA, CAIA, FRM

Senior Investment Analyst

Black Crane Investment Mgmt Ltd

<div>Jet.com was a $600m company last year before further fund raising.</div><div>It is now valued at $3.3bn after Wal-Mart's cash and stock acquisition announced earlier.</div><div>Jet.com charges a $49.99 per month annual fee to its customers and promises the lowest prices (they priced below Amazon and other competitors).</div><div>Their strategy backfired and suffered losses because they did not sign up with enough partner merchants and as a result, Jet.com employees had to sometimes buy from competing merchants at a loss, in…</div>

Jet.com was a $600m company last year before further fund raising.It is now valued at $3.3bn after Wal-Mart's cash and stock acquisition announced earlier.Jet.com charges a $49.99 per month annual fee to its customers and promises the lowest prices (they priced below Amazon and other competitors).Their strategy backfired and suffered losses because they did not sign up with enough partner merchants and as a result, Jet.com employees had to sometimes buy from competing merchants at a loss, in…

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.

<p><span class="s1"><strong>Economic Data Out of US and China Do Not Address Key Concerns</strong></span></p><p><span class="s1">This 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.</span></p><p><span class="s1">Due to the better than expected key data releases in the US and China global equity markets have surged to record highs. </span></p><p><span class="s1"><strong>Economic Data Out of US and China Do Not Address Key Concerns</strong></span></p><p><span class="s1">While 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.</span></p>

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

United Kingdom

Liberty Global plc owns interests in broadband, distribution, and content companies operating outside the continental United States, principally in Europe, Asia, and Latin America.

4imprint Group PLC supplies imprinted promotional merchandise via the Internet and over the phone. The Company offers a wide range of imprinted products ranging from clothing and caps to pens and pencils.

Deliveroo PLC provides software solutions. The Company offers an online food delivery platform which allows users to order meals from partner restaurants, grocery stores, and other food suppliers. Deliveroo serves customers worldwide.

Future plc is a special interest media company with locations in the United States, United Kingdom and Australia. The Company produces special interest magazines, websites, and events, with portfolios in the computing, games, music, automotive, sports, crafts, and leisure sectors. ... More

YouGov plc provides online market research services in the United Kingdom, the United States, Germany, the Nordic countries, the Middle East, France, and Asia Pacific. The company offers quantitative services, such as brand tracking, brand health and equity studies, usage and attitude studies, consumer/market segmentation, concept/pack testing and evaluation, price evaluation, mystery shopping, customer satisfaction, media studies, opinion and social polling, and choice-based conjoint research services; and qualitative research services comprising target audience understanding, category exploration, brand equity and positioning, shopper research/retail strategy, concept development and evaluation, and communications development and evaluation services. It also provides data products, including YouGov BrandIndex, a daily brand perception tracker; YouGov Profiles, a planning and segmentation tool; YouGov Pulse, a real-time online behaviour tracker; and YouGov Reports, which offers market intelligence reports and sector trackers, as well as offers Omnibus that runs surveys to find people?s opinions, attitudes, and behaviors. In addition, the company is involved in the rating agency and software development businesses. YouGov plc was founded in 2000 and is based in London, United Kingdom.

M&C Saatchi plc provides advertising and marketing services worldwide. The company offers its services in the areas of brand consulting, PR, direct marketing, and mobile marketing, as well as sport and entertainment, Website construction, corporate PR, TV production, branding and digital marketing, and marketing strategy services. The company was founded in 1995 and is based in London, the United Kingdom.

Time Out Digital Limited, a multi-channel media company, provides information and booking opportunities for the arts, entertainment, culture, food and drink, and shopping worldwide. Its online platforms offer recommendations and reviews, as well as comprehensive arts, entertainments, and events listings. The company also publishes 30 editions of magazines; provides email and daily offers; develops mobile apps that allow the booking of tickets and restaurant tables; organizes live events and awards in the areas of comedy, film screenings, music gigs, and gallery tours; and publishes city guides and books. Time Out Digital Limited was founded in 1968 and is based in London, the United Kingdom.

Celtic plc operates a professional football club in the United Kingdom. The company operates through three segments: Football and Stadium Operations, Merchandising, and Multimedia and Other Commercial Activities. It also engages in selling tickets for matches played at Celtic Park; providing match day and non-match day catering and banqueting services; visitor center and soccer school operations; and the hiring of Celtic Park for football and non-football events. In addition, the company is involved in retail, wholesale, and mail order activities; and selling television rights. Celtic plc was founded in 1888 and is based in Glasgow, the United Kingdom.

BrainJuicer Group PLC, a marketing and brand consultancy, together with its subsidiaries, provides online market research services in the United Kingdom and internationally. Its solutions comprise JuicyBrains Community, an online platform that engages a team of approximately 100 consumers in revealing research conversations; DigiViduals, which gives a way to turn marketing constructs into online avatars capable of searching the Web for content; and SpringSight, a method to assess the potential of insights and identify the potent insights that can move a brand forward. The company also offers Predictive Markets, a concept screening tool; ComMotion, which measures what people are feeling, how strongly they're feeling it, the reasons why, and predict likely commercial impact; FaceTrace, a proprietary solution, which uses faces to measure emotions; and MindReader, an online solution for asking open-ended questions to people, and combines qualitative research and quantitative research. In addition, it provides System 1 Pack Test, which simulates real decision-making context; System 1 Concept Optimizer, which tests and enhances ideas by putting emotional response; and System 1 Brand Tracking, which offers intelligence into the 'hows' and 'whys' of consumers' true feelings about brands. Further, the company?s Behavioural Activation Unit enables clients to optimize their marketing by understanding the subconscious factors driving force. It serves clients in the FMCG, food and beverage, retail, financial services, electronics, health and beauty, and entertainment industries. The company was founded in 1999 and is headquartered in London, the United Kingdom.

Ebiquity plc, through its subsidiaries, provides independent data-driven insights to media and marketing community worldwide. It operates through three segments: Media Value Measurement, Market Intelligence, and Marketing Performance Optimization. The company offers media value measurement services, including media auditing and benchmarking, cost savings and guarantee tracking, digital performance measurement, media strategy consulting, financial compliance and associated services, media strategy consulting, agency process review, and media training services, as well as pitch management, contracting, and compliance services. It also provides market intelligence services, such as advertising intelligence, communications insight, social media analysis, advertising compliance, media analysis, and market and stakeholder research services, as well as advertising monitoring, reputation management, and research/insight services. In addition, the company offers market performance optimization services, including marketing and business driver tracking, marketing ROI and effectiveness services, and multi-channel analytics; and Ad verification and vouching services. The company was formerly known as Thomson Intermedia Plc. Ebiquity plc was founded in 1997 and is headquartered in London, the United Kingdom.

DISH Network Corp. provides a direct broadcast satellite subscription television, audio programming and interactive television services to commercial and residential subscribers in the United States.

Beijing Enlight Media Company Limited invest, produces and distributes television programs, films and teleplays. The Company's major products include TV shows, TV entertainment programs, films and drama series.

Madison Square Garden Sports Corp. is a professional sports company that owns and operates sports franchises.

Madison Square Garden Sports Corp. (MSGS US)

TOHO CO., LTD. produces and distributes motion pictures for cinema, television, and video.  The Company also sells character merchandise based on their media productions, distributes foreign films, operates musical theaters, and produces musical shows. In addition, Toho manages movie theaters in urban areas.

CyberAgent, Inc. operates blog media website, Ameba.  The Company also operates internet advertising agency, foreign exchange trading website, and creates PC and mobile contents such as advertisements and games. CyberAgent invests in companies with internet related business.

Jiangsu Phoenix Publishing & Media Corporation Limited publishes, distributes books, publications and audio-visual products, and sells cultural goods. The Company's main products include textbooks, teaching aids, and general books.

TOKYO BROADCASTING SYSTEM HOLDINGS, INC. is a media company that broadcasts television and radio programs nationally.  The Company offers a variety of TV programs & film production, visual & music software production, and cable television programming.  Tokyo Broadcasting System provides digital satellite broadcasting services and also operates real estate business.

Sun TV Network Ltd. offers television channels. The Company operates Tamil and Malayalam language channels in southern India.

China South Publishing & Media Group Company Ltd. is a media company.  The Company prints, publishes and distributes books, newspapers and journals; develops audio-visual materials; and offers digital publishing services.

TOEI ANIMATION CO., LTD. plans and produces animated cartoon movies.  The Company also grants broadcasting rights and licenses for other companies to produce and sell the animated characters' merchandise.  Toei Animation stages its own promotional shows and events to advertise movies.

ITV plc is a United Kingdom media company covering broadcasting, news, and production.  The Company owns all of the regional Channel 3 licenses in England and Wales.  ITV owns ITV1, a commercial television channel, as well as ITV2, a partial interest in GMTV, and other interests.

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

ITV PLC (ITV LN)

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

Chinese New Year 2017: Will the Rooster Offer a Softer Landing For China's Luxury Goods Market?

In 2017, the Year of the Rooster will kick off on January the 27th.Chinese New Year, or Spring Festival, is the most important festival in Chinese...

Euromonitor International Ltd.

Wal-Mart's Acquisition of Jet.com

Jet.com was a $600m company last year before further fund raising.It is now valued at $3.3bn after Wal-Mart's cash and stock acquisition announced...

Perry Tan, CFA, CAIA, FRM

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

Chinese New Year 2017: Will the Rooster Offer a Softer Landing For China's Luxury Goods Market?

In 2017, the Year of the Rooster will kick off on January the 27th.Chinese New Year, or Spring Festival, is the most important festival in Chinese...

Euromonitor International Ltd.

Developed Markets Compete for Share of Tourist Spend in Run-Up to Festive Luxury Shopping

Few would beg to differ that the festive shopping season is the busiest and most prosperous time of year for luxury retailers, both online and on...

Euromonitor International Ltd.

Wal-Mart's Acquisition of Jet.com

Jet.com was a $600m company last year before further fund raising.It is now valued at $3.3bn after Wal-Mart's cash and stock acquisition announced...

Perry Tan, CFA, CAIA, FRM

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