Equity Analyst, TMT & Energy Specialist

HL Tan

Thematic (Sector/Industry)

Brent Oil prices have rallied by more than 18% since end-July'16 close, after new Saudi oil minister tipped for an 'OPEC deal' on oil production freeze, in the upcoming informal OPEC meet in Algeria from 26-28 September 2016. We are skeptical on execution, deal or no deal. Nevertheless, any headline news on supply cuts could result in near term oil volatility or fund re-positioning.Who is going to cut?<ul><li>
Collective production quota is difficult to enforce– Despite an explicit OPEC collective…</li></ul>

Brent Oil prices have rallied by more than 18% since end-July'16 close, after new Saudi oil minister tipped for an 'OPEC deal' on oil production freeze, in the upcoming informal OPEC meet in Algeria from 26-28 September 2016. We are skeptical on execution, deal or no deal. Nevertheless, any headline news on supply cuts could result in near term oil volatility or fund re-positioning.Who is going to cut?
Collective production quota is difficult to enforce– Despite an explicit OPEC collective…

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Event-Driven

A Japanese <a href="https://disclosure.edinet-fsa.go.jp/E01EW/download?1470643861348&amp;uji.bean=ee.bean.parent.EECommonSearchBean&amp;uji.verb=W0EZA104CXP001003Action&amp;SESSIONKEY=1470643860603&amp;s=S1008BFI" target="_blank">regulatory filing</a> has shown that the main Idemitsu family control vehicle, Nissho Kosan (日章興産株式会社) and three Idemitsu family members had jointly agreed on August 1st to vote against the <a href="https://www.smartkarma.com/entities/109" target="_blank" data-smartkarma-citation="entities:109:1">Idemitsu Kosan (5019 JP)</a> - <a href="https://www.smartkarma.com/entities/108" target="_blank" data-smartkarma-citation="entities:108:1">Showa Shell Sekiyu KK (5002 JP)</a> merger. Because by doing so the family members (who each have less than 5% and jointly have less than 5%) declare they have agreed with Nissho Kosan (who does own more than 5%, and in any case the four parties together own well over 5%) to vote…

A Japanese regulatory filing has shown that the main Idemitsu family control vehicle, Nissho Kosan (日章興産株式会社) and three Idemitsu family members had jointly agreed on August 1st to vote against the Idemitsu Kosan (5019 JP) - Showa Shell Sekiyu KK (5002 JP) merger. Because by doing so the family members (who each have less than 5% and jointly have less than 5%) declare they have agreed with Nissho Kosan (who does own more than 5%, and in any case the four parties together own well over 5%) to vote…

Idemitsu:  Family Signs Joint Control Doc, Opposes Merger

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on laptops, iPods or mobile handsets. Generation Hashtag, by contrast, is ‘born digital’.Generation Hashtag has never seen a world without the Internet. They were born into smartphones, social media and the sharing economy. They are technology reliant, hyper-aware and extremely demanding. They are the first generation not to have to read or typed using a computer. For them, it is a world of touch screens filled with constellations of online apps.... and focus on Generation HashtagAged 10 to 24 and numbering about 1.2 billion people worldwide, Generation Hashtag comprises the younger Millennials and the older cohorts of Generation Z. Every year for the next decade, at least one hundred million of them will enter the world of work. They do things differently to previous generations. They will soon become the primary agenda setters for the corporate world, quite literally forcing corporations to re-compile the world using a ‘native digital first’ mindset.

Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on laptops, iPods or mobile handsets. Generation Hashtag, by contrast, is ‘born digital’.Generation Hashtag has never seen a world without the Internet. They were born into smartphones, social media and the sharing economy. They are technology reliant, hyper-aware and extremely demanding. They are the first generation not to have to read or typed using a computer. For them, it is a world of touch screens filled with constellations of online apps.... and focus on Generation HashtagAged 10 to 24 and numbering about 1.2 billion people worldwide, Generation Hashtag comprises the younger Millennials and the older cohorts of Generation Z. Every year for the next decade, at least one hundred million of them will enter the world of work. They do things differently to previous generations. They will soon become the primary agenda setters for the corporate world, quite literally forcing corporations to re-compile the world using a ‘native digital first’ mindset.

Generation Hashtag as an Investment Theme

United Kingdom

Shell PLC explores and refines petroleum products. The Company produces fuels, chemicals, and lubricants. Shell serves clients worldwide.

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Shell PLC (SHEL LN)

Oil Price - OPEC Deal or No Deal?

Brent Oil prices have rallied by more than 18% since end-July'16 close, after new Saudi oil minister tipped for an 'OPEC deal' on oil production...

HL Tan

Idemitsu: Family Signs Joint Control Doc, Opposes Merger

A Japanese regulatory filing has shown that the main Idemitsu family control vehicle, Nissho Kosan (日章興産株式会社) and three Idemitsu family members had...

Travis Lundy

Generation Hashtag as an Investment Theme

Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...

CM Research

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