Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Thematic (Sector/Industry)

At the beginning of the year, I wrote a piece called <a href="https://www.smartkarma.com/insights/baltic-dry-it-s-that-time-of-year-again" target="_blank" data-smartkarma-citation="insights:7951">Baltic Dry - It’s That Time of Year Again</a> suggesting...<blockquote>
Looking back at the first graph tells you so. Historically, we'd expect to trend downward from here. The last ten years have an average and median drop in the BDIY of 27% in the last 18 days of the Chinese Lunar New Year. 
It should not be a surprise to see such a move in the next 18 trading days. 
Likewise, it would not be a surprise to see a bounce afterward. 
</blockquote>That insight suggested that…

At the beginning of the year, I wrote a piece called Baltic Dry - It’s That Time of Year Again suggesting...
Looking back at the first graph tells you so. Historically, we'd expect to trend downward from here. The last ten years have an average and median drop in the BDIY of 27% in the last 18 days of the Chinese Lunar New Year. 
It should not be a surprise to see such a move in the next 18 trading days. 
Likewise, it would not be a surprise to see a bounce afterward. 
That insight suggested that…

Baltic Dry - Post CNY Bounce Pattern Intact (& Soybean Season Ahead)

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

<a href="https://www.smartkarma.com/entities/1428" target="_blank" data-smartkarma-citation="entities:1428:1">Temp Holdings Co Ltd (2181 JP)</a>'s founder Yoshiko Shinohara plans to raise $440m by selling one-third of her stake in the company. The deal scores a slightly negative score on our framework. However, we noted the positive sentiment in the staffing and recruitment sector recently and the company's stellar growth post-GFC. <h2>Placement specifics</h2><ul>
<li>Company Name: Temp Holdings Co Ltd</li>
<li>Ticker: 2181 JP Equity</li>
<li>Secondary Placement After Buyback</li>
<li>Settlement is longer than normal, with stock settling on 7 Mar, 2017</li>
<li>…</li>
</ul>

Temp Holdings Co Ltd (2181 JP)'s founder Yoshiko Shinohara plans to raise $440m by selling one-third of her stake in the company. The deal scores a slightly negative score on our framework. However, we noted the positive sentiment in the staffing and recruitment sector recently and the company's stellar growth post-GFC. Placement specifics
Company Name: Temp Holdings Co Ltd
Ticker: 2181 JP Equity
Secondary Placement After Buyback
Settlement is longer than normal, with stock settling on 7 Mar, 2017
…


Temp Holdings Placement: Fundamentals Sound, Riding the Tailwinds

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.

In this first of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at BtoB start-up companies operating in manufacturing and their impact on the Japanese apparel and footwear market. Japanese apparel and footwear market is set to shrink

In this first of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at BtoB start-up companies operating in manufacturing and their impact on the Japanese apparel and footwear market. Japanese apparel and footwear market is set to shrink 

Can Tech Save The Declining Japanese Apparel Industry? FashionTech Series (1/3)

Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

China’s Ban on North Korean Coal Imports to Aid Sea Borne Trade News over the weekend that China will stop importing coal from North Korea will be both short-medium term positive for seaborne coal demand and in turn support the dry bulk market. Please see Douglas Kim's take to understand the politics behind the decision. <a href="https://www.smartkarma.com/insights/no-coal-exports-from-north-korea-to-china-in-2017-turning-off-the-money-spigot-to-north-korea" target="_blank" data-smartkarma-citation="insights:8882">No Coal Exports from North Korea to China in 2017 - Turning Off the Money Spigot to North Korea?</a>After the United Nations Security Council passed a resolution to toughen…

China’s Ban on North Korean Coal Imports to Aid Sea Borne Trade News over the weekend that China will stop importing coal from North Korea will be both short-medium term positive for seaborne coal demand and in turn support the dry bulk market. Please see Douglas Kim's take to understand the politics behind the decision. No Coal Exports from North Korea to China in 2017 - Turning Off the Money Spigot to North Korea?After the United Nations Security Council passed a resolution to toughen…

China's Ban on North Korean Coal Imports to Aid Sea Borne Trade

Independent, global risk consultancy, Control Risks

Aparajita Verma

Independent, global risk consultancy

Control Risks

Control Risks is an independent, global risk consultancy specialising in helping organisations manage political, integrity and security risks in complex and hostile environments. We support clients by providing strategic consultancy, expert analysis and in-depth investigations, handling sensitive political issues and providing practical on-the-ground protection and support.

Our unique combination of services, geographical reach and the trust our clients place in us ensure we can help them to effectively solve their problems and realise new opportunities across the world.

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on the back of a royal transition and general elections scheduled late in the year.

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on the back of a royal transition and general elections scheduled late in the year.

Japan

Recruit Holdings Co. Ltd. operates information providing services in human resource, housing, bridal, travel, restaurants, beauty, automobiles, and education and more. The company also operate staffing services and advertising business.

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Recruit Holdings (6098 JP)

Baltic Dry - Post CNY Bounce Pattern Intact (& Soybean Season Ahead)

At the beginning of the year, I wrote a piece called Baltic Dry - It’s That Time of Year Again suggesting... Looking back at the first graph tells...

Travis Lundy

Temp Holdings Placement: Fundamentals Sound, Riding the Tailwinds

Temp Holdings Co Ltd (2181 JP)'s founder Yoshiko Shinohara plans to raise $440m by selling one-third of her stake in the company. The deal scores a...

Ke Yan, CFA, FRM

Can Tech Save The Declining Japanese Apparel Industry? FashionTech Series (1/3)

In this first of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at BtoB start-up companies...

Euromonitor International Ltd.

China's Ban on North Korean Coal Imports to Aid Sea Borne Trade

China’s Ban on North Korean Coal Imports to Aid Sea Borne Trade News over the weekend that China will stop importing coal from North Korea will be...

Drewry Maritime Financial Research

Thailand's Troubled Transition

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on...

Control Risks

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