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:

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Thematic (Sector/Industry)

Made in China 2025 Policy and Planned Technology Transfer Triggers Tariff Threat from US - Could Spark a Trade War<ul>
<li>The Trump administration is reportedly planning to announce wide-ranging tariffs and trade penalties on China this week.</li>
<li>Reports suggest that the administration will announce $30 bn - $60 billion in new annual duties against a variety of Chinese products to combat what it says is the unfair forced transfer of U.S. technology to Chinese firms.</li>
<li>China's stated policy of upgrading domestic…</li>
</ul>

Made in China 2025 Policy and Planned Technology Transfer Triggers Tariff Threat from US - Could Spark a Trade War
The Trump administration is reportedly planning to announce wide-ranging tariffs and trade penalties on China this week.
Reports suggest that the administration will announce $30 bn - $60 billion in new annual duties against a variety of Chinese products to combat what it says is the unfair forced transfer of U.S. technology to Chinese firms.
China's stated policy of upgrading domestic…


Trump's MAGA Collision with President Xi's 'Made in China 2025' Could Spark a Trade War - Losers

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/10261" target="_blank" data-smartkarma-citation="entities:10261:1">Anta Sports Products Ltd (2020 HK)</a> has delivered record-breaking revenue with a consistent margin over the years and that is higher than its competitor. Focusing on the right kind of sports and discipline cost management seem to be ways that the management has adopted and yield result successfully. Apart from that, it also has a unique multi-product approach and various distribution channels rather than a single brand business with online and offline business. Despite trading at 27x PE, it may not seem that expensive considering its PEG ratio at 1.2x is 10% and 25% lower than Adidas and Nike, the market share leader in China. Anta also has higher operating and net margin combined with lower debt.

Anta Sports Products Ltd (2020 HK) has delivered record-breaking revenue with a consistent margin over the years and that is higher than its competitor. Focusing on the right kind of sports and discipline cost management seem to be ways that the management has adopted and yield result successfully. Apart from that, it also has a unique multi-product approach and various distribution channels rather than a single brand business with online and offline business. Despite trading at 27x PE, it may not seem that expensive considering its PEG ratio at 1.2x is 10% and 25% lower than Adidas and Nike, the market share leader in China. Anta also has higher operating and net margin combined with lower debt. 

Anta: How to Benefit from the Fit Wannabe Craze in China

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.

<ul class=""><li>Sportswear records current retail value growth of 3% in 2017, to reach KRW7,645.7 billion</li><li>The boundary between sportswear and other apparel continues to become more blurred, with consumers wearing sportswear on multiple occasions</li><li>Sports-inspired footwear posts the highest current value growth in 2017, of 5%</li><li>adidas Korea Ltd leads sportswear in 2017, with a value share of 17%</li><li>Sportswear is projected to see a retail value CAGR of 2% at constant 2017 prices over the forecast period, reaching KRW8,508.0 billion in 2022</li></ul>

Sportswear records current retail value growth of 3% in 2017, to reach KRW7,645.7 billionThe boundary between sportswear and other apparel continues to become more blurred, with consumers wearing sportswear on multiple occasionsSports-inspired footwear posts the highest current value growth in 2017, of 5%adidas Korea Ltd leads sportswear in 2017, with a value share of 17%Sportswear is projected to see a retail value CAGR of 2% at constant 2017 prices over the forecast period, reaching KRW8,508.0 billion in 2022

Sector Capsule: Sportswear in South Korea

<ul class=""><li>Sportswear current retail value sales rose by 7% to reach IDR13 trillion in 2017</li><li>Sportswear sales are driven by social media influencers</li><li>Sports-inspired footwear posted strong growth of 6% in 2017</li><li>Adidas Indonesia led sales in 2017, posting a retail value share of 5%</li><li>Sportswear is expected to post a retail value CAGR of 3% at constant 2017 prices over the forecast period, with sales reaching IDR14 trillion in 2022</li></ul>

Sportswear current retail value sales rose by 7% to reach IDR13 trillion in 2017Sportswear sales are driven by social media influencersSports-inspired footwear posted strong growth of 6% in 2017Adidas Indonesia led sales in 2017, posting a retail value share of 5%Sportswear is expected to post a retail value CAGR of 3% at constant 2017 prices over the forecast period, with sales reaching IDR14 trillion in 2022

<ul><li>Menswear sales rise by 4% in value in 2017, reaching CNY535 billion</li><li>Enlarged consumer group and enhanced purchasing power underpin growth in 2017</li><li>Men's underwear records the fastest value growth in 2017, at 7%</li><li>Heilan Home Co Ltd takes the pole position in 2017</li><li>Menswear to see a value CAGR of 1% at constant 2017 prices over the forecast period, reaching CNY572 billion in 2022</li></ul>

Menswear sales rise by 4% in value in 2017, reaching CNY535 billionEnlarged consumer group and enhanced purchasing power underpin growth in 2017Men's underwear records the fastest value growth in 2017, at 7%Heilan Home Co Ltd takes the pole position in 2017Menswear to see a value CAGR of 1% at constant 2017 prices over the forecast period, reaching CNY572 billion in 2022

United States

NIKE, Inc. designs, develops, and markets athletic footwear, apparel, equipment, and accessory products for men, women, and children. The Company sells its products worldwide to retail stores, through its own stores, subsidiaries, and distributors.

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Nike (NKE US)

Trump's MAGA Collision with President Xi's 'Made in China 2025' Could Spark a Trade War - Losers

Made in China 2025 Policy and Planned Technology Transfer Triggers Tariff Threat from US - Could Spark a Trade War The Trump administration is...

David Riedel

Anta: How to Benefit from the Fit Wannabe Craze in China

Anta Sports Products Ltd (2020 HK) has delivered record-breaking revenue with a consistent margin over the years and that is higher than its...

Henry Soediarko

Sector Capsule: Sportswear in South Korea

Sportswear records current retail value growth of 3% in 2017, to reach KRW7,645.7 billion The boundary between sportswear and other apparel...

Euromonitor International Ltd.

Sector Capsule: Sportswear in Indonesia

Sportswear current retail value sales rose by 7% to reach IDR13 trillion in 2017 Sportswear sales are driven by social media...

Euromonitor International Ltd.

Sector Capsule: Menswear in China

Menswear sales rise by 4% in value in 2017, reaching CNY535 billion Enlarged consumer group and enhanced purchasing power underpin growth in...

Euromonitor International Ltd.

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