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>BIDU is currently down 12% YTD underperforming the Hang Seng which is virtually flat.</li>
<li>As the leading search engine company in China Baidu faces a unique set of challenges including the risk of searches resulting in false information.</li>
<li>One major hurdle in 2016 which Earlier this year a student died after seeking treatment for a rare cancer through an Internet search. He died after an expensive, unproven and ineffective treatment. Chinese regulators investigated Baidu as being culpable for the false…</li>
</ul>


BIDU is currently down 12% YTD underperforming the Hang Seng which is virtually flat.
As the leading search engine company in China Baidu faces a unique set of challenges including the risk of searches resulting in false information.
One major hurdle in 2016 which Earlier this year a student died after seeking treatment for a rare cancer through an Internet search. He died after an expensive, unproven and ineffective treatment. Chinese regulators investigated Baidu as being culpable for the false…


BIDU - Review of a Tough 2016 - Outlook for 2017

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.

Thematic (Sector/Industry)

<p>Asia Pacific is at a crucial juncture in its digital development. The vast diverse region has always been technologically segregated and will continue to be so over the next five years. But, rapid advancement in technology globally has meant a vast number of Asian consumers now have the means to enjoy a digitally connected future, which can have a direct impact on their economic well-being.</p>

Asia Pacific is at a crucial juncture in its digital development. The vast diverse region has always been technologically segregated and will continue to be so over the next five years. But, rapid advancement in technology globally has meant a vast number of Asian consumers now have the means to enjoy a digitally connected future, which can have a direct impact on their economic well-being.

Mobile Data to Address Asia Pacific's Digital Divide

Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

<ul>
<li><span lang="EN-US">The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and global reflation; positioning has shifted accordingly.</span></li>
<li><div>The value over momentum positioning advocated all year has paid off dramatically - globally, value has outperformed by about 20 ppts since July, the second-best run versus quality in almost 40 years.</div></li>
<li><div>Calling the oil market right in 2016 was critical to everything else in asset allocation including…</div></li>
</ul>


The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and global reflation; positioning has shifted accordingly.
The value over momentum positioning advocated all year has paid off dramatically - globally, value has outperformed by about 20 ppts since July, the second-best run versus quality in almost 40 years.
Calling the oil market right in 2016 was critical to everything else in asset allocation including…


2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?

<p>Foodservice delivery is a hot industry, but nowhere is delivery booming more than in South Korea, a market in which hyper-connectivity, an advanced payment infrastructure, and favourable population demographics have created a perfect storm for exceptional delivery services, as well as the highest demand from consumers of any market globally. By the numbers, the South Korean market is a best-case environment for modern delivery services, and these market drivers are critical in supporting demand.</p><p>Delivery in South Korea, however, is also a truly unique experience, and the small details that make it so attractive should serve as inspiration for delivery companies and influencers that want to make an impact in markets where there is untapped potential, or for those players in established delivery markets competing for share. From the thoughtful, functional packaging to the easy-to-use delivery apps, the seamless nature of the delivery experience in South Korea offers insight into what global delivery will, or at least should, look like in the near future.</p>

Foodservice delivery is a hot industry, but nowhere is delivery booming more than in South Korea, a market in which hyper-connectivity, an advanced payment infrastructure, and favourable population demographics have created a perfect storm for exceptional delivery services, as well as the highest demand from consumers of any market globally. By the numbers, the South Korean market is a best-case environment for modern delivery services, and these market drivers are critical in supporting demand.Delivery in South Korea, however, is also a truly unique experience, and the small details that make it so attractive should serve as inspiration for delivery companies and influencers that want to make an impact in markets where there is untapped potential, or for those players in established delivery markets competing for share. From the thoughtful, functional packaging to the easy-to-use delivery apps, the seamless nature of the delivery experience in South Korea offers insight into what global delivery will, or at least should, look like in the near future.

The Foodservice Delivery Gold Standard: Market Drivers and Insights from South Korea

APAC Investment Strategy, Animal Spirits Report, Quiddity Advisors

Paul M. Kitney, PhD

APAC Investment Strategy, Animal Spirits Report

Quiddity Advisors

Pan-Asia Catalysts/Events

<ul><li>"Overweights" - Japan and Taiwan</li><li>"Underweights" - India, Singapore, Indonesia, and the Philippines</li><li>Recent Upgrades - Japan, Taiwan, and Australia. </li><li>Recent Downgrades - Hong Kong, China, Korea, India, Thailand, Indonesia and the Philippines</li><li>Key Sector Overweights - APAC financials, China consumer discretionary, Korea/Taiwan IT (semiconductors), Australia and Japan materials, Malaysia and Indonesia plantations</li><li>Key Sector Underweights - APAC consumer staples, APAC utilities, Hong Kong property</li><li>Top Bullish Themes - Macau tourism, APAC "value"factor tilt, Indian crop yield enhancement</li><li>Top Bearish Themes - Japan "minimum volatility" factor tilt and high dividend stable "bond-proxy" equities</li><li>"Top Pick" equities identified in key sectors and themes</li></ul><p><em>This is the final in a series of four short notes, which evaluate our APAC investment strategy insights over the past 3 months, provides an overview of the current state of APAC valuation and earnings, followed by an update of our asset allocation, stock, sector and equity ideas.</em></p>

"Overweights" - Japan and Taiwan"Underweights" - India, Singapore, Indonesia, and the PhilippinesRecent Upgrades - Japan, Taiwan, and Australia. Recent Downgrades - Hong Kong, China, Korea, India, Thailand, Indonesia and the PhilippinesKey Sector Overweights - APAC financials, China consumer discretionary, Korea/Taiwan IT (semiconductors), Australia and Japan materials, Malaysia and Indonesia plantationsKey Sector Underweights - APAC consumer staples, APAC utilities, Hong Kong propertyTop Bullish Themes - Macau tourism, APAC "value"factor tilt, Indian crop yield enhancementTop Bearish Themes - Japan "minimum volatility" factor tilt and high dividend stable "bond-proxy" equities"Top Pick" equities identified in key sectors and themesThis is the final in a series of four short notes, which evaluate our APAC investment strategy insights over the past 3 months, provides an overview of the current state of APAC valuation and earnings, followed by an update of our asset allocation, stock, sector and equity ideas.

ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap

China

Baidu, Inc. operates an Internet search engine. The Company offers algorithmic search, enterprise search, news, MP3, and image searches, voice assistance, online storage, and navigation services. Baidu serves clients globally.

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Baidu (BIDU US)

BIDU - Review of a Tough 2016 - Outlook for 2017

BIDU is currently down 12% YTD underperforming the Hang Seng which is virtually flat. As the leading search engine company in China Baidu faces a...

David Riedel

Mobile Data to Address Asia Pacific's Digital Divide

Asia Pacific is at a crucial juncture in its digital development. The vast diverse region has always been technologically segregated and will...

Euromonitor International Ltd.

2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?

The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...

Sean Maher

The Foodservice Delivery Gold Standard: Market Drivers and Insights from South Korea

Foodservice delivery is a hot industry, but nowhere is delivery booming more than in South Korea, a market in which hyper-connectivity, an advanced...

Euromonitor International Ltd.

ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap

"Overweights" - Japan and Taiwan "Underweights" - India, Singapore, Indonesia, and the Philippines Recent Upgrades - Japan, Taiwan, and...

Paul M. Kitney, PhD

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52-week Range

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