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
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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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Equity Bottom-Up

SINA - Trading Below Value of Weibo Holding - BUY<ul class="ul1"><li class="li2">SINA is one of the most under-appreciated Internet investments in China.  The company owns the dominant ‘Twitter’ service in China as well as a widely used news portal.</li></ul><ul class="ul1"><li class="li2">The shares are currently trading below the value of their ownership in Weibo.</li></ul><ul class="ul1"><li class="li2">We believe this provides a profitable arbitrage opportunity.</li></ul><ul class="ul1"><li class="li2">We set the value of their Weibo stake at USD80/share (using a price for WB below the current market price) and use this as the SINA price target - This alone is nearly 60% higher than Sina’s market price.  BUY.</li></ul><ul class="ul1"><li class="li2">Non-Weibo revenues will continue to shrink, but this will help improve margins.</li></ul>

SINA - Trading Below Value of Weibo Holding - BUYSINA is one of the most under-appreciated Internet investments in China.  The company owns the dominant ‘Twitter’ service in China as well as a widely used news portal.The shares are currently trading below the value of their ownership in Weibo.We believe this provides a profitable arbitrage opportunity.We set the value of their Weibo stake at USD80/share (using a price for WB below the current market price) and use this as the SINA price target - This alone is nearly 60% higher than Sina’s market price.  BUY.Non-Weibo revenues will continue to shrink, but this will help improve margins.

SINA - Arbitrage Opportunity in Chinese Internet - Shares Could Double - BUY

Sina Corp (Class A)

SINA - Arbitrage Opportunity in Chinese Internet - Shares Could Double - BUY