Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Event-Driven

Japan Aviation Electronics / Event-Driven

Today after the close, <a href="https://www.smartkarma.com/entities/17084" target="_blank" data-smartkarma-citation="entities:17084">NEC Corp</a> (NEC) announced that it would spend JPY 19.2bn (~US$170mm) to purchase 10 million shares or approximately 11% of shares outstanding in affiliate <a href="https://www.smartkarma.com/entities/9095" target="_blank" data-smartkarma-citation="entities:9095">Japan Aviation Electronics</a> (JAE) through a tender offer which is expected to begin in November 2016 after the receipt of approvals from various anti-trust authorities and regulatory bodies. The stated goal is to make JAE a subsidiary of NEC (it is currently an equity-method affiliate)and reap synergies in cooperating in…

Today after the close, NEC Corp (NEC) announced that it would spend JPY 19.2bn (~US$170mm) to purchase 10 million shares or approximately 11% of shares outstanding in affiliate Japan Aviation Electronics (JAE) through a tender offer which is expected to begin in November 2016 after the receipt of approvals from various anti-trust authorities and regulatory bodies. The stated goal is to make JAE a subsidiary of NEC (it is currently an equity-method affiliate)and reap synergies in cooperating in…

Japan Aviation Electronics: NEC Announces A Small Partial Tender Offer

Information Technology Consultant

Ishita Jain

Thematic (Sector/Industry)

A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad applications. At that time, I had noted that one of the top users of IoT was the agriculture sector and today it continues to surge ahead in its use of smart devices. This article serves to explore the innovative ways in which the agriculture industry is exploiting IoT and also serves to bolster the case for investing in IoT.

A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad applications. At that time, I had noted that one of the top users of IoT was the agriculture sector and today it continues to surge ahead in its use of smart devices. This article serves to explore the innovative ways in which the agriculture industry is exploiting IoT and also serves to bolster the case for investing in IoT.

Technical Analysis / Chartered Market Technician, The Markets Academy

David Coloretti, CMT

Technical Analysis / Chartered Market Technician

The Markets Academy

TMA implements 2 strategies. 1) Tactical ... Trend Sustainability Score (TSS) allows TMA to identify exhaustion / reversal points in interim trends by utilising our proprietary analysis of ST momentum indicators. 2) Medium Term ... our 3 Pillars approach to technical analysis allows TMA to determine high probability medium term outcomes in markets.

Technical Analysis

Technical Analysis View: Weekly close at new 2015/2016 low confirms that the interim downtrend is accelerating, targeting a further multi-week decline . Minimum target at 85.40, below which we must consider a more sustainable downtrend.<ul><li> Price Action: Series of lower highs / lower lows since mid-2015 confirms the interim downtrend. </li><li>Momentum: Comprehensive negative ST to LT momentum bias. Notable new negative MT trend trigger.</li><li>Key Levels: 61.8% Fibonacci retracement of the 2013 to 2015 uptrend at 85.40. </li></ul>

Technical Analysis View: Weekly close at new 2015/2016 low confirms that the interim downtrend is accelerating, targeting a further multi-week decline . Minimum target at 85.40, below which we must consider a more sustainable downtrend. Price Action: Series of lower highs / lower lows since mid-2015 confirms the interim downtrend. Momentum: Comprehensive negative ST to LT momentum bias. Notable new negative MT trend trigger.Key Levels: 61.8% Fibonacci retracement of the 2013 to 2015 uptrend at 85.40. 

Apple Inc. (AAPL US) - Weekly Close / Momentum Indicators Imply Further Decline

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

<ul><li>TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to video streaming services like Netflix.</li><li>But Internet TV will move faster and be more disruptive than analysts predict.</li><li>The inflection point will be the arrival of a “pure” internet TV in which all TV viewing is accessed by a single operating system, probably remote controlled by a smartphone or tablet.</li><li>Film and TV studios will see content prices bid up as technology companies – like Apple, Netflix and Alibaba – compete to acquire content rights.</li><li>TV broadcasters will report profit warnings as they lose control of payTV subscription revenues and TV advertising revenues.</li></ul>

TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to video streaming services like Netflix.But Internet TV will move faster and be more disruptive than analysts predict.The inflection point will be the arrival of a “pure” internet TV in which all TV viewing is accessed by a single operating system, probably remote controlled by a smartphone or tablet.Film and TV studios will see content prices bid up as technology companies – like Apple, Netflix and Alibaba – compete to acquire content rights.TV broadcasters will report profit warnings as they lose control of payTV subscription revenues and TV advertising revenues.

CEO, CIO, ClearMacro

Mike Simcock

CEO, CIO

Strategic & Tactical Asset Allocation Global Macro

ClearMacro

CIO, & CEO ClearMacro Ltd
An institutional investor with over 25 years experience, laterly having spent 10 years at GIC Singapore SWF. Managng Director, managing Global Macro, FIxed Income (Europe) and Global Credit businesses.
Passionate about utilising technology to enhance portfolio idea generation across global, multi-asset classes and optimisation of the investment process.

Macroeconomics

Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and compare the global public and private asset market opportunity sets on a single common interface. The Holy Grail?

Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and compare the global public and private asset market opportunity sets on a single common interface. The Holy Grail? 

Technology -Transforming Asset Allocation Decision Making

United States

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related accessories. The Company also offers payment, digital content, cloud and advertising services. Apple Inc.'s customers are primarily in consumer, small & mid-sized business, education, enterprise and government markets worldwide.

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Apple (AAPL US)

Japan Aviation Electronics: NEC Announces A Small Partial Tender Offer

Today after the close, NEC Corp (NEC) announced that it would spend JPY 19.2bn (~US$170mm) to purchase 10 million shares or approximately 11% of...

Travis Lundy

Internet of Things in Agriculture

A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad...

Ishita Jain

Apple Inc. (AAPL US) - Weekly Close / Momentum Indicators Imply Further Decline

Technical Analysis View: Weekly close at new 2015/2016 low confirms that the interim downtrend is accelerating, targeting a further multi-week...

David Coloretti, CMT

Internet TV as an Investment Theme

TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...

CM Research

Technology -Transforming Asset Allocation Decision Making

Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and...

ClearMacro

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