Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

RRG Internet Consumer Activity Monitors (ICAMs) and News Flow - Testing the Ability to Identify Media Bias<ul><li>People tend to adjust their answers in telephone surveys according to what they think the surveyor expects to hear and what they have observed in the media. When searching or shopping anonymously online this ‘media bias’ is not as strong.</li><li>We believe that a strong global negative media bias is tainting the results of telephone surveys, holding down measures of consumer sentiment and confusing policy makers.</li><li>We have long believed that large divergences between the RRG Asia (Internet Consumer Activity Monitor) ICAM Index and the RRG Global Consumer Sentiment Index (GCSI) are driven by media bias.</li><li>In this report we put this theory to the test. If there is in fact a ‘negative media bias’ we would expect to see it in the actual news flow. To do this we create a ‘News Flow Monitor’ which provides an indication into the sentiment of the news flow each month.</li><li>Results from our News Flow Monitor highlight the stark change in news flow sentiment seen since the global financial crisis. Interestingly the News Flow Monitor has recently become extremely volatile.  Heightened volatility seen in news flow sentiment is very telling of the current global economic environment.</li></ul>

RRG Internet Consumer Activity Monitors (ICAMs) and News Flow - Testing the Ability to Identify Media BiasPeople tend to adjust their answers in telephone surveys according to what they think the surveyor expects to hear and what they have observed in the media. When searching or shopping anonymously online this ‘media bias’ is not as strong.We believe that a strong global negative media bias is tainting the results of telephone surveys, holding down measures of consumer sentiment and confusing policy makers.We have long believed that large divergences between the RRG Asia (Internet Consumer Activity Monitor) ICAM Index and the RRG Global Consumer Sentiment Index (GCSI) are driven by media bias.In this report we put this theory to the test. If there is in fact a ‘negative media bias’ we would expect to see it in the actual news flow. To do this we create a ‘News Flow Monitor’ which provides an indication into the sentiment of the news flow each month.Results from our News Flow Monitor highlight the stark change in news flow sentiment seen since the global financial crisis. Interestingly the News Flow Monitor has recently become extremely volatile.  Heightened volatility seen in news flow sentiment is very telling of the current global economic environment.

RRG Proprietary Measure Uses Online Activity to Measure Consumer Sentiment in Asia

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Event-Driven

In the midst of last week's earnings reports by Japanese retailers, last Thursday's Nikkei had a couple of articles on convenience stores.One of them said "UNY and FamilyMart to Merge Next Year" noting that the two companies had finally reached an agreement and had resolved key business plans and the merger ratio by last Wednesday and went on to say "A formal agreement and announcement will likely come as early as next week." That's this week. There were other articles which also hinted at or confirmed resolution, and a further article over the weekend in a paper local to CircleK and Sunkus headquarters which suggested more detail on the CVS business.&nbsp;For investors looking&nbsp;at the merger ratio, it is now Second To Last Call on the 'Love Call Underdog'. &nbsp;There's a trade or two to do here (don't hesitate to call Lee - he's all over it).More below the fold...

In the midst of last week's earnings reports by Japanese retailers, last Thursday's Nikkei had a couple of articles on convenience stores.One of them said "UNY and FamilyMart to Merge Next Year" noting that the two companies had finally reached an agreement and had resolved key business plans and the merger ratio by last Wednesday and went on to say "A formal agreement and announcement will likely come as early as next week." That's this week. There were other articles which also hinted at or confirmed resolution, and a further article over the weekend in a paper local to CircleK and Sunkus headquarters which suggested more detail on the CVS business.&nbsp;For investors looking&nbsp;at the merger ratio, it is now Second To Last Call on the 'Love Call Underdog'. &nbsp;There's a trade or two to do here (don't hesitate to call Lee - he's all over it).More below the fold...

Second To Last Call on the "Love Call Underdog"?

Japan

AEON CO., LTD. operates general merchandise stores, supermarkets, and convenience stores throughout Japan. The Company is also engaged in women's and casual clothing store business, development business of commercial property, and financing service through the subsidiaries.

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Aeon Co Ltd (8267 JP)

RRG Proprietary Measure Uses Online Activity to Measure Consumer Sentiment in Asia

RRG Internet Consumer Activity Monitors (ICAMs) and News Flow - Testing the Ability to Identify Media Bias People tend to adjust their answers in...

David Riedel

Second To Last Call on the "Love Call Underdog"?

In the midst of last week's earnings reports by Japanese retailers, last Thursday's Nikkei had a couple of articles on convenience stores.One of...

Travis Lundy

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)