Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Thematic (Sector/Industry)

All Hail Caesar (Trump)! I still remember the time when Obama was elected President. Everyone was celebrating. Japan mentioned they had one city named Obama, and Indonesia was touting how he spent his childhood years there. Of course, Trump is anything but conventional, and neither was his inauguration. Jen here was watching the TV, and mentioned that there were protests in Mexico and Germany about his rise to power...hardly the way to welcome the world's most powerful man. At least, the people…

All Hail Caesar (Trump)! I still remember the time when Obama was elected President. Everyone was celebrating. Japan mentioned they had one city named Obama, and Indonesia was touting how he spent his childhood years there. Of course, Trump is anything but conventional, and neither was his inauguration. Jen here was watching the TV, and mentioned that there were protests in Mexico and Germany about his rise to power...hardly the way to welcome the world's most powerful man. At least, the people…

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.

Equity Bottom-Up

Hisense Visual Technology Co., Ltd. A / Equity Bottom-Up

During CES 2017, hosted in January 2017, in addition to its latest laser television products, Hisense showcased its newest connected fridge freezers, built with built-in voice control capability, which can receive user voice commands. They can also interact with users to recommend dishes based on scanned available food ingredients found in them and family members’ health conditions and food preferences. With the trend towards control through voice recognition, which became mainstream at CES 2017, and is seeing companies such as LG Corp equipping their latest fridge freezers with Amazon Alexa, Hisense is not only competing with its Chinese rivals but is also aiming to closely develop its appliances in line with global trends for its global competencies against Western (e.g. Electrolux, Whirlpool) and South Korean companies (e.g. LG, Samsung).

During CES 2017, hosted in January 2017, in addition to its latest laser television products, Hisense showcased its newest connected fridge freezers, built with built-in voice control capability, which can receive user voice commands. They can also interact with users to recommend dishes based on scanned available food ingredients found in them and family members’ health conditions and food preferences. With the trend towards control through voice recognition, which became mainstream at CES 2017, and is seeing companies such as LG Corp equipping their latest fridge freezers with Amazon Alexa, Hisense is not only competing with its Chinese rivals but is also aiming to closely develop its appliances in line with global trends for its global competencies against Western (e.g. Electrolux, Whirlpool) and South Korean companies (e.g. LG, Samsung).

Hisense Group: Another Chinese Manufacturer to Watch Out

CHINA - Healthcare, Steel, Autos, Education, Research From Beijing

Scott Laprise/ 乐天虎

CHINA - Healthcare, Steel, Autos, Education

<ul>
<li>GM and Shanghai Auto fined Rmb201mn for fixing prices on certain car models.</li>
<li>The fine was set at 4% of the models in question, the law allows for a 1-10% penalty.</li>
<li>The fine is small at 1.3% of profits and levied by the Shanghai government.</li>
<li>Shanghai Auto (SAIC) is the JV partner for GM in China.</li>
<li>This probe began in 2014 though investigations began in 2011 upon receiving auto dealer complaints.</li>
<li>Price fixing is a practice common by foreign automakers in China.</li>
<li>
Audi and Chrysler were fined for price fixing…</li>
</ul>


GM and Shanghai Auto fined Rmb201mn for fixing prices on certain car models.
The fine was set at 4% of the models in question, the law allows for a 1-10% penalty.
The fine is small at 1.3% of profits and levied by the Shanghai government.
Shanghai Auto (SAIC) is the JV partner for GM in China.
This probe began in 2014 though investigations began in 2011 upon receiving auto dealer complaints.
Price fixing is a practice common by foreign automakers in China.

Audi and Chrysler were fined for price fixing…


Global Company Profile of Panasonic Corporation in Consumer Appliances Market:<div class="sk-insight-content__block"><ol><li>Strategic Evaluation</li><li>Competitive Positioning</li><li>Market Assessment</li><li>Geographic and Category Opportunities</li><li>Brand Strategy</li><li>Operations</li><li>Recommendations</li></ol></div>

Global Company Profile of Panasonic Corporation in Consumer Appliances Market:Strategic EvaluationCompetitive PositioningMarket AssessmentGeographic and Category OpportunitiesBrand StrategyOperationsRecommendations

Part 4: Panasonic Corp. In Consumer Appliances

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.

<ul>
<li>
Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia.</li>
<li>
Mexico: Fitch downgrades outlook to ‘negative; on concerns about growth and challenges to public finances.</li>
<li>
China: CPI of 2.3% was higher than expected but still below 3% target.</li>
</ul>The US Fed outlook for three rate hikes in 2017 is based on flawed assumptions.  They are expecting that the US economy in 2017 is similar to the back half of 2016.  We believe this is a flawed assumption as…



Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia.

Mexico: Fitch downgrades outlook to ‘negative; on concerns about growth and challenges to public finances.

China: CPI of 2.3% was higher than expected but still below 3% target.
The US Fed outlook for three rate hikes in 2017 is based on flawed assumptions.  They are expecting that the US economy in 2017 is similar to the back half of 2016.  We believe this is a flawed assumption as…

US Fed 2017 Rate Hike Outlook Based on Flawed Assumptions

United States

Whirlpool Corporation manufactures and markets major home appliances.  The Company's principal products include laundry appliances, refrigeration and room air conditioning equipment, cooking appliances, dishwashers, and mixers and other small household appliances.  Whirlpool's products are sold worldwide

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

Whirlpool Corp (WHR US)

Geopolitics, Trump, & Thailand

All Hail Caesar (Trump)! I still remember the time when Obama was elected President. Everyone was celebrating. Japan mentioned they had one city...

Athaporn Arayasantiparb, CFA

Hisense Group: Another Chinese Manufacturer to Watch Out

During CES 2017, hosted in January 2017, in addition to its latest laser television products, Hisense showcased its newest connected fridge...

Euromonitor International Ltd.

GM Fined for Price Fixing in China

GM and Shanghai Auto fined Rmb201mn for fixing prices on certain car models. The fine was set at 4% of the models in question, the law allows for...

Scott Laprise/ 乐天虎

Part 4: Panasonic Corp. In Consumer Appliances

Global Company Profile of Panasonic Corporation in Consumer Appliances Market: Strategic Evaluation Competitive Positioning Market...

Euromonitor International Ltd.

US Fed 2017 Rate Hike Outlook Based on Flawed Assumptions

Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia. Mexico: Fitch downgrades...

David Riedel

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)