China Tower Corp: Trading Idea Before Lock-Up Expiry

HK Connect Discovery Weekly: China Tower, Tencent, New China Life (2019-01-11)

HK Connect Discovery Weekly: CR Beer, Great Wall Motors, and Kingsoft (2019-01-07)

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.

Thematic (Sector/Industry)

<ul>
<li>US-China trade negotiations are focusing on the easy parts to avoid truly difficult discussions on thornier structural issues. </li>
<li>Beijing is trying to buy their way to a compromise by taking out their checkbook and promising to buy more US products. </li>
<li>A truly comprehensive trade pact will be difficult, perhaps even impossible, to reach.<br>That’s because many of the problems Washington wants resolved in China will require more than a few regulatory tweaks. </li>
<li>The bureaucratic harassment, theft of intellectual property, and overt favoritism toward local firms that make doing business in China difficult for American chief executives are caused by the very way the Chinese economy works.</li>
<li>Changing these procedures means changing China’s basic economic system. Beijing’s leaders cannot possibly achieve such an overhaul in the short term—assuming they even want to.</li>
</ul><p><a href="https://www.cnbc.com/video/2019/01/23/us-china-trade-endgame-is-unclear-says-expert.html" target="_blank">CNBC Interview of David Riedel on US-China Trade</a></p>


US-China trade negotiations are focusing on the easy parts to avoid truly difficult discussions on thornier structural issues. 
Beijing is trying to buy their way to a compromise by taking out their checkbook and promising to buy more US products. 
A truly comprehensive trade pact will be difficult, perhaps even impossible, to reach. That’s because many of the problems Washington wants resolved in China will require more than a few regulatory tweaks. 
The bureaucratic harassment, theft of intellectual property, and overt favoritism toward local firms that make doing business in China difficult for American chief executives are caused by the very way the Chinese economy works.
Changing these procedures means changing China’s basic economic system. Beijing’s leaders cannot possibly achieve such an overhaul in the short term—assuming they even want to.
CNBC Interview of David Riedel on US-China Trade

China Strategy of Promising to Buy Stuff Just Might Work on Trump as He Looks for an Easy “victory”