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)

Alibaba continues to expand Double 11, its shopping event around Singles’ Day, a consumerist holiday meant for treating oneself. The 2016 version of the event was the retailer’s most extravagant and successful one yet. This year, Alibaba rebranded the shopping event from “Double 11” to “The 11/11 Global Shopping Festival”. Based on this rebranding and its surrounding marketing and promotional events as well as the integration of the most up-and-coming technology, it is clear that the retailer does not simply plan on expanding the shopping event but instead plans on leveraging the event to expand its business globally.

Alibaba continues to expand Double 11, its shopping event around Singles’ Day, a consumerist holiday meant for treating oneself. The 2016 version of the event was the retailer’s most extravagant and successful one yet. This year, Alibaba rebranded the shopping event from “Double 11” to “The 11/11 Global Shopping Festival”. Based on this rebranding and its surrounding marketing and promotional events as well as the integration of the most up-and-coming technology, it is clear that the retailer does not simply plan on expanding the shopping event but instead plans on leveraging the event to expand its business globally.

How Alibaba's 11/11 Global Shopping Festival Represents the Future of Ecommerce

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<ul><li>The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake Axis and UMS Holdings. </li><li>These three stocks have averaged a 19.2% total return in the 2016 year-to-date.</li><li>These three current leaders of the Sector have also had to embrace innovation and transformation for the last 25-30 years. The foundations of the trio track back to the 1980s.</li></ul>

The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake Axis and UMS Holdings. These three stocks have averaged a 19.2% total return in the 2016 year-to-date.These three current leaders of the Sector have also had to embrace innovation and transformation for the last 25-30 years. The foundations of the trio track back to the 1980s.

Innovative Transformation of Singapore's Technology Sector

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Event-Driven

<a href="https://www.smartkarma.com/entities/22920" target="_blank" data-smartkarma-citation="entities:22920:1">Hutchinson Technology (HTCH US)</a> has announced that the US Federal Trade Commission (FTC) has granted an early termination of the Hart-Scott-Rodino (HSR) waiting period, thereby ending the major stumbling block to Hutchinson's merger with TDK. The deal, which sees TDK pay the full US$4.00/shr for Hutchinson, is now expected to close no later than 5th October 2016. The deal also represents a 148% gain from the US$1.61 price for Hutchinson when we wrote our original piece. This, as we wrote, is…

Hutchinson Technology (HTCH US) has announced that the US Federal Trade Commission (FTC) has granted an early termination of the Hart-Scott-Rodino (HSR) waiting period, thereby ending the major stumbling block to Hutchinson's merger with TDK. The deal, which sees TDK pay the full US$4.00/shr for Hutchinson, is now expected to close no later than 5th October 2016. The deal also represents a 148% gain from the US$1.61 price for Hutchinson when we wrote our original piece. This, as we wrote, is…

Hutchinson Technology (HTCH) - Gets HSR Approval for TDK Deal

Following the news that Samsung will source all its lithium batteries for the Galaxy Note 7 from Ampterex (ATL), a subsidiary of TDK (6762), there has been a debate as to whether TDK is in a position to meet not just this demand, but also any increase in iPhone 7 production resulting from Apple deciding to take advantage of Samsung's woes. Originally, TDK provided about 30% of the batteries for the Note 7 and was a major (probably the largest) supplier of batteries for the iPhone. As a…

Following the news that Samsung will source all its lithium batteries for the Galaxy Note 7 from Ampterex (ATL), a subsidiary of TDK (6762), there has been a debate as to whether TDK is in a position to meet not just this demand, but also any increase in iPhone 7 production resulting from Apple deciding to take advantage of Samsung's woes. Originally, TDK provided about 30% of the batteries for the Note 7 and was a major (probably the largest) supplier of batteries for the iPhone. As a…

TDK (6762) - Can It Meet Additional Demand for LiBs from IPhone / Note?

Korea / Special Situations, Clepsydra Capital

Sanghyun Park

Korea / Special Situations

ATL (Amperex Technology Limited) is in the limelight, thanks to SEC's Note 7 battery explosion. ATL is now SEC's sole battery provider for Note 7. ATL has already received extra battery orders (4 million units) from SEC, and the company will likely get more orders from SEC unless SEC completely abandons Note 7 (which is being discussed now). * ATL is TDK's wholly owned subsidiary. TDK acquired ATL in 2005 for US$100mil. Since then, both companies have kept an extremely close tie in many aspects.…

ATL (Amperex Technology Limited) is in the limelight, thanks to SEC's Note 7 battery explosion. ATL is now SEC's sole battery provider for Note 7. ATL has already received extra battery orders (4 million units) from SEC, and the company will likely get more orders from SEC unless SEC completely abandons Note 7 (which is being discussed now). * ATL is TDK's wholly owned subsidiary. TDK acquired ATL in 2005 for US$100mil. Since then, both companies have kept an extremely close tie in many aspects.…

Toray BSF's LiBS Is the Cause of Note 7 Battery Explosion? Unexpected Gift to SK Innovation

Japan

TDK CORPORATION manufactures electronics components such as magnetic tapes and ferrite cores.  The Company also sells power supplies, inductors, transformers, ceramic capacitors, magnets, LAN (Local Area Network) components, sensors, and semiconductors.  TDK markets its products worldwide.

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TDK Corp (6762 JP)

How Alibaba's 11/11 Global Shopping Festival Represents the Future of Ecommerce

Alibaba continues to expand Double 11, its shopping event around Singles’ Day, a consumerist holiday meant for treating oneself. The 2016 version...

Euromonitor International Ltd.

Innovative Transformation of Singapore's Technology Sector

The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake...

Singapore Exchange Ltd (SGX)

Hutchinson Technology (HTCH) - Gets HSR Approval for TDK Deal

Hutchinson Technology (HTCH US) has announced that the US Federal Trade Commission (FTC) has granted an early termination of the Hart-Scott-Rodino...

Pelham Smithers Associates

TDK (6762) - Can It Meet Additional Demand for LiBs from IPhone / Note?

Following the news that Samsung will source all its lithium batteries for the Galaxy Note 7 from Ampterex (ATL), a subsidiary of TDK (6762), there...

Pelham Smithers Associates

Toray BSF's LiBS Is the Cause of Note 7 Battery Explosion? Unexpected Gift to SK Innovation

ATL (Amperex Technology Limited) is in the limelight, thanks to SEC's Note 7 battery explosion. ATL is now SEC's sole battery provider for Note 7....

Sanghyun Park

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