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.

Equity Bottom-Up

<ul><li>Sinotrans is China’s largest third-party logistics company and ranks eighth in the world</li><li>Sinotrans is well positioned to benefit from increased shipping and logistics from strong growth in eCommerce.</li><li>The company recently merged with CSC and CMG to become a wholly-owned listed subsidiary of China Merchants Group.</li><li>It is expected that Sinotrans will absorb all of CMG’s logistics and transportation activities. Most of these are in China Merchants Logistics Holdings (CMLH).</li><li>CMLH has assets totaling RMB10 bn and Net Profit of 283 mn in 2015. These activities will move into Sinotrans over time through asset injections.</li></ul>

Sinotrans is China’s largest third-party logistics company and ranks eighth in the worldSinotrans is well positioned to benefit from increased shipping and logistics from strong growth in eCommerce.The company recently merged with CSC and CMG to become a wholly-owned listed subsidiary of China Merchants Group.It is expected that Sinotrans will absorb all of CMG’s logistics and transportation activities. Most of these are in China Merchants Logistics Holdings (CMLH).CMLH has assets totaling RMB10 bn and Net Profit of 283 mn in 2015. These activities will move into Sinotrans over time through asset injections.

Sinotrans - Valuable Exposure to China's ECommerce Boom and Logistics Demand