Global Head of Research, Smartkarma

Mark Artherton

Global Head of Research

LR Research

Thematic (Sector/Industry)

In this Issue:A lifetime supply of liquor, Proptech, the future of startups lies with big business, Turkey's very own auto brand, Codelco copper bull, seabed mining, Videsh risk, UAE email leak details financial war with Qatar, will big tech be more compliant with security services to head off regulatory threats, ECB articles on China. Unfortunately, the liquor is not on us!!<div class="content-highlight">1.  <a href="https://www.smartkarma.com/entities/16029" target="_blank" data-smartkarma-citation="entities:16029:1">Naver Corp (035420 KS)</a> is playing politics by issuing negative statements about Google in Korea.  After appearing…</div>

In this Issue:A lifetime supply of liquor, Proptech, the future of startups lies with big business, Turkey's very own auto brand, Codelco copper bull, seabed mining, Videsh risk, UAE email leak details financial war with Qatar, will big tech be more compliant with security services to head off regulatory threats, ECB articles on China. Unfortunately, the liquor is not on us!!1.  Naver Corp (035420 KS) is playing politics by issuing negative statements about Google in Korea.  After appearing…

Macro & Asian equity Technical Strategies, BBSP Asia

Federico D'Inca

Macro & Asian equity Technical Strategies

BBSP Asia

Technical Analysis

China Unicom Hong Kong / Technical Analysis

Long-Term Allocation (Strategic view) in terms of Relative Value vs MXAP • NIKKEI/MXAP: Long-term outperformance still expected. • ASX/MXAP: Outperformance expected holding above long-term support (from 2003). • TWSE/MXAP: Neutral at the moment, watching closely a key level (2.22) to surpass to confirm TWSE long-term outperformance vs MXAP. • KOSPI/MXAP: Long-term outperformance in progress/still expected. • HSI/MXAP: Long-term outperformance in progress/still expected. • HSCEI/MXAP: Long-term…

Long-Term Allocation (Strategic view) in terms of Relative Value vs MXAP • NIKKEI/MXAP: Long-term outperformance still expected. • ASX/MXAP: Outperformance expected holding above long-term support (from 2003). • TWSE/MXAP: Neutral at the moment, watching closely a key level (2.22) to surpass to confirm TWSE long-term outperformance vs MXAP.  • KOSPI/MXAP: Long-term outperformance in progress/still expected. • HSI/MXAP: Long-term outperformance in progress/still expected. • HSCEI/MXAP: Long-term…

BBSP Equity Asia Weekly Research 25 Oct 2017

India - Politics, Industrials, IT and Large Caps, EMAlpha

Pankaj Sharma

India - Politics, Industrials, IT and Large Caps

<h2>Has NDA Started to Look like UPA Only?</h2>In our recent insight <a href="https://www.smartkarma.com/insights/george-orwell-s-animal-farm-and-india-s-economy-politics-has-nda-started-to-look-like-upa-only" target="_blank" data-smartkarma-citation="insights:13938">George Orwell’s ‘Animal Farm’ and India’s Economy &amp; Politics - Has NDA Started to Look like UPA Only</a>, we had spoken about how the NDA has started to look like UPA on several key parameters. We highlighted:<ul><li>There are some visible differences between NDA (BJP, Narendra Modi) which is in power currently in India and the earlier UPA government (Congress, Sonia Gandhi/Manmohan Singh). For example: BJP is politically much more powerful than…</li></ul>

Has NDA Started to Look like UPA Only?In our recent insight George Orwell’s ‘Animal Farm’ and India’s Economy &amp; Politics - Has NDA Started to Look like UPA Only, we had spoken about how the NDA has started to look like UPA on several key parameters. We highlighted:There are some visible differences between NDA (BJP, Narendra Modi) which is in power currently in India and the earlier UPA government (Congress, Sonia Gandhi/Manmohan Singh). For example: BJP is politically much more powerful than…

Appointment of Independent Directors in PSUs - Role of Competency And Role of Political Influence

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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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.

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Hungary: Faster earnings growth should drive GDP higher in coming months. Mexico: Expected to raise rates 50bps next Thursday in the wake of inflation reported this week at 5.3% (the highest rate in 8 years).  This is a critical positive development for the Peso. Saudi Arabia: Has the most to lose from lower prices as this complicates attempts to diversify their economy.  Iran is less concerned as they are just coming off of sanctions and any revenue they get is better than before.  Iraq would…

Hungary: Faster earnings growth should drive GDP higher in coming months. Mexico: Expected to raise rates 50bps next Thursday in the wake of inflation reported this week at 5.3% (the highest rate in 8 years).  This is a critical positive development for the Peso. Saudi Arabia: Has the most to lose from lower prices as this complicates attempts to diversify their economy.  Iran is less concerned as they are just coming off of sanctions and any revenue they get is better than before.  Iraq would…

Who Wins and Who Loses from Oil Under $50? Hint: Invest in Asia

Asia-Focused Industry Research, Speeda Research

Speeda

Asia-Focused Industry Research

Speeda Research

Speeda Research analysts cover China, Japan, India and SEA on the latest trends and topics. We have analysts of diverse nationalities who are able to access information in their respective local languages to provide customers with comprehensive reports. With access to private company data in these regions, Speeda Research is also able to provide insights into niche sectors which are not usually covered by other parties. We are also able to undertake ad hoc company and industry research reports.

In July 2015, the Indian government set a target of 10 million PNG (piped natural gas) connections to be made within two years. But as of September 2016, the government was 7 million short of its goal with the odds of achieving it in less than a year seeming very low. Increasing PNG and CNG (compressed natural gas) connections are part of the government’s wider plan to more than double the share of natural gas in India’s energy mix to 20% by 2025. To achieve this goal, the government needs to ramp up transmission infrastructure and increase capacity of import infrastructure to cater to the expected surge in natural gas imports, apart from introducing key policies with regards to pricing, taxation and regulation. Based on past evidence and the information provided within this report, we think the government will fall short of its energy mix targets, just like it did in the PNG segment.

In July 2015, the Indian government set a target of 10 million PNG (piped natural gas) connections to be made within two years. But as of September 2016, the government was 7 million short of its goal with the odds of achieving it in less than a year seeming very low. Increasing PNG and CNG (compressed natural gas) connections are part of the government’s wider plan to more than double the share of natural gas in India’s energy mix to 20% by 2025. To achieve this goal, the government needs to ramp up transmission infrastructure and increase capacity of import infrastructure to cater to the expected surge in natural gas imports, apart from introducing key policies with regards to pricing, taxation and regulation. Based on past evidence and the information provided within this report, we think the government will fall short of its energy mix targets, just like it did in the PNG segment.

Falling Natural Gas Production and Poor Import Infra Make PNG a Distant Dream for Most Indians

India

Oil and Natural Gas Corporation Limited specializes in the exploration and production of crude oil and gas. The Company has joint ventures in oil fields in Vietnam, Norway, Egypt, Tunisia, Iran and Australia. The Group's other activities include deep sea explorations on the east and west coasts of India, and the exploration of coal bed methane.

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Oil & Natural Gas Corp (ONGC IN)

21 Things Worth Knowing (#12)

In this Issue:A lifetime supply of liquor, Proptech, the future of startups lies with big business, Turkey's very own auto brand, Codelco copper...

Mark Artherton

BBSP Equity Asia Weekly Research 25 Oct 2017

Long-Term Allocation (Strategic view) in terms of Relative Value vs MXAP• NIKKEI/MXAP: Long-term outperformance still expected.• ASX/MXAP:...

BBSP Asia

Appointment of Independent Directors in PSUs - Role of Competency And Role of Political Influence

Has NDA Started to Look like UPA Only?In our recent insight George Orwell’s ‘Animal Farm’ and India’s Economy & Politics - Has NDA Started to...

Pankaj Sharma

Who Wins and Who Loses from Oil Under $50? Hint: Invest in Asia

Hungary: Faster earnings growth should drive GDP higher in coming months.Mexico: Expected to raise rates 50bps next Thursday in the wake of...

David Riedel

Falling Natural Gas Production and Poor Import Infra Make PNG a Distant Dream for Most Indians

In July 2015, the Indian government set a target of 10 million PNG (piped natural gas) connections to be made within two years. But as of September...

Speeda Research

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