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

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.

<ul><li>The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake Axis and UMS Holdings. </li><li>These three stocks have averaged a 19.2% total return in the 2016 year-to-date.</li><li>These three current leaders of the Sector have also had to embrace innovation and transformation for the last 25-30 years. The foundations of the trio track back to the 1980s.</li></ul>

The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake Axis and UMS Holdings. These three stocks have averaged a 19.2% total return in the 2016 year-to-date.These three current leaders of the Sector have also had to embrace innovation and transformation for the last 25-30 years. The foundations of the trio track back to the 1980s.

Innovative Transformation of Singapore's Technology Sector

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Equity Bottom-Up

As we mentioned in our previous report, <a href="https://www.smartkarma.com/insights/thinking-the-unthinkable-trump-vs-bezos" target="_blank" data-smartkarma-citation="insights:6998">Thinking the Unthinkable - Trump Vs. Bezos</a> , antitrust issues involving a few of the biggest Internet companies including Amazon and Google could start to become important. The market took quick notice with Facebook Amazon, and Alphabet shares down 4.1% on average post the US election. In Korea, Naver shares are down 6.4% since the US election while Kakao shares are up 3.9% post the US election. Naver shares are getting hit because its main comps include…

As we mentioned in our previous report, Thinking the Unthinkable - Trump Vs. Bezos , antitrust issues involving a few of the biggest Internet companies including Amazon and Google could start to become important. The market took quick notice with Facebook Amazon, and Alphabet shares down 4.1% on average post the US election. In Korea, Naver shares are down 6.4% since the US election while Kakao shares are up 3.9% post the US election. Naver shares are getting hit because its main comps include…

Kakao Vs. Naver : Antitrust Issues Could Resurface

Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Kakao shares soared today with nearly 11% gain. Today's price surge is a combination of several factors. Of course, its 3Q16 earnings are slightly better than initially expected. But 3Q16 earnings result alone cannot fully explain today's price surge. Rather, some of the remarks made during the conference call seem to have drastically improved the investment sentiment towards Kakao. The most prominent one was Kakao CEO Lim Ji-hoon's remark that Kakao would implement "the open platform strategy (such as the one Kakao is employing for its game services" for its upcoming O2O businesses. What does this mean? It means Kakao will remain as a pure platform provider and let outside companies do actual O2O businesses via Kakao's messenger platform. The market is interpreting this as a very positive signal for a financial improvement. The market is simply thinking that Kakao will no longer make any foolish investment.

Kakao shares soared today with nearly 11% gain. Today's price surge is a combination of several factors. Of course, its 3Q16 earnings are slightly better than initially expected. But 3Q16 earnings result alone cannot fully explain today's price surge. Rather, some of the remarks made during the conference call seem to have drastically improved the investment sentiment towards Kakao. The most prominent one was Kakao CEO Lim Ji-hoon's remark that Kakao would implement "the open platform strategy (such as the one Kakao is employing for its game services" for its upcoming O2O businesses. What does this mean? It means Kakao will remain as a pure platform provider and let outside companies do actual O2O businesses via Kakao's messenger platform. The market is interpreting this as a very positive signal for a financial improvement. The market is simply thinking that Kakao will no longer make any foolish investment.

<ul>
<li>On October 26th, The Korea National Pension Fund (KNPF) announced that it will purchase 1 trillion won worth of small-mid cap stocks on the Korean Stock Market until the end of this year, many of which are listed on KOSDAQ. From January 1st to October 26th, KOSDAQ was down 6.9%. In the same period, KOSPI was up 2.7%.  KNPF will select 10 asset managers that will help to invest 1 trillion won in small-mid cap stocks on Korea Stock Market. </li>
<li>Previously, KNPF had the following investment criteria for…</li>
</ul>


On October 26th, The Korea National Pension Fund (KNPF) announced that it will purchase 1 trillion won worth of small-mid cap stocks on the Korean Stock Market until the end of this year, many of which are listed on KOSDAQ. From January 1st to October 26th, KOSDAQ was down 6.9%. In the same period, KOSPI was up 2.7%.  KNPF will select 10 asset managers that will help to invest 1 trillion won in small-mid cap stocks on Korea Stock Market. 
Previously, KNPF had the following investment criteria for…


Korea National Pension Fund - Commitment to Buy 1 Trillion Won Worth of Small Cap Stocks in Korea

South Korea

Kakao Corp. provides Internet portal services such as news, free e-mail, and leisure information.  The Company also offers cross-platform mobile messaging application that allows users to exchange messages.

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Kakao Corp (035720 KS)

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.

Innovative Transformation of Singapore's Technology Sector

The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake...

Singapore Exchange Ltd (SGX)

Kakao Vs. Naver : Antitrust Issues Could Resurface

As we mentioned in our previous report, Thinking the Unthinkable - Trump Vs. Bezos , antitrust issues involving a few of the biggest Internet...

Douglas Kim

Thoughts on Kakao's Price Surge Today

Kakao shares soared today with nearly 11% gain. Today's price surge is a combination of several factors. Of course, its 3Q16 earnings are slightly...

Sanghyun Park

Korea National Pension Fund - Commitment to Buy 1 Trillion Won Worth of Small Cap Stocks in Korea

On October 26th, The Korea National Pension Fund (KNPF) announced that it will purchase 1 trillion won worth of small-mid cap stocks on the Korean...

Douglas Kim

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