Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

Equity Bottom-Up

Tsingtao Brewery Co Ltd H / Equity Bottom-Up

BackgroundEight years ago, in 2009, Asahi Group Holding (2502.JT) decided to purchase a minority stake in Tsingtao Brewery hoping to gain entry into the world’s largest beer market, China by getting Tsingtao Brewery to sell Asahi’s flagship “Super Dry” lager in China. To date, Tsingtao still could not sell Asahi’s flagship product as well as faces more competition from foreign brands and local craft beers, eating away profits.  <blockquote>Mr Koji, COO of Asahi Group, noted Tsingtao's "worsened" earnings…</blockquote>

BackgroundEight years ago, in 2009, Asahi Group Holding (2502.JT) decided to purchase a minority stake in Tsingtao Brewery hoping to gain entry into the world’s largest beer market, China by getting Tsingtao Brewery to sell Asahi’s flagship “Super Dry” lager in China. To date, Tsingtao still could not sell Asahi’s flagship product as well as faces more competition from foreign brands and local craft beers, eating away profits.  Mr Koji, COO of Asahi Group, noted Tsingtao's "worsened" earnings…

Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Thematic (Sector/Industry)

With approx. 200 names already reporting 3Q numbers. We looked at the Market and Sector numbers to see who is best positioned to beat full-year guidance. Right now aggregate YTD OP is up 3% YoY and the market has achieved 76% of aggregate full-year OP guidance. <h2>Sector Aggregates YTD % Achieved of full-year OP Guidance</h2><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/020/021/original/overall2.png?1485974713" class="editor-image img-responsive" data-smartkarma-image-id="20021"></figure><div class="content-caption">Source: Custom Products </div>At the sector level, with YoY YTD OP growth at 20% the Information &amp; Communication sector has already achieved 90% of its full-year OP guidance for names…

With approx. 200 names already reporting 3Q numbers. We looked at the Market and Sector numbers to see who is best positioned to beat full-year guidance. Right now aggregate YTD OP is up 3% YoY and the market has achieved 76% of aggregate full-year OP guidance. Sector Aggregates YTD % Achieved of full-year OP GuidanceSource: Custom Products At the sector level, with YoY YTD OP growth at 20% the Information &amp; Communication sector has already achieved 90% of its full-year OP guidance for names…

Japan's Aggregate OP up 3% in the First Part of 3Q Earnings Season.....

Fintech, Real-time Big-Data Analytics Provider, Nowcast, Inc.

Ryota Hayashi

Fintech, Real-time Big-Data Analytics Provider

Nowcast, Inc.

We at Nowcast develop "Big-Data Economic Analytics Platforms".  We aim to revolutionize the financial markets by providing "accurate" and "real-time" analytics based on economic indicators and corporate activity data procured worldwide. 

Our Main Services

(1) Real-time Analytics
With our Nikkei CPI Now Index at our core, we provide real time analytics of global economic indicators such as POS Data. By utilizing Big-Data technology, we also provide real-time analytics of micro level data such as corporate earnings. 

(2) Big-Data Application Consulting
We too provide business consultation and conduct joint research on initiatives that strive to use data, such as from the operation capacity of construction machinery to number of passengers on railroad trains, as economic indicators. We provide continuous support to Data Scientists specialized in economics in their proposal stage, product development and up till its business development. 

(3) Monetary Policy Insights
With the proactive involvement of and support from from academicians in macroeconomics & key figures in the financial industry, we produce reports, conduct seminars and meetings that discuss about the forecast of financial markets, provide intellectual suggestions on asset allocation, etc. 

Macroeconomics

<ul class="ember-tether-target ember-tether-element-attached-top ember-tether-element-attached-left ember-tether-target-attached-top ember-tether-target-attached-right"><li>"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.</li><li>Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.</li><li>This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.</li></ul>

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data” gathered on a real-time basis; making it possible to “nowcast” economic developments, that is, to gauge them almost in real time.Nikkei CPINow was launched in January 2016, disseminating the new “CPINow” price indeces, which succeeds and improves upon the Nikkei UTokyo Daily Price Index.This December 2016 Review looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.

December 2016 Review of Current Developments in Japan's Economy

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

With Korea warped by the Choi Soon Shil scandal, investors are already looking ahead. Although it is yet unclear how the Choi Soon Shil scandal will play out, there is a high probability that the Korean people, with the approval of the National Assembly, may decide to select a new Korean President sometime in 1H17. There are three major candidates that could become the next Korean President, including Moon Jae-In, Ban Ki-Moon, and Lee Jae-Myung. <div class="content-highlight">Currently, we believe that at this point, Moon Jae…</div>

With Korea warped by the Choi Soon Shil scandal, investors are already looking ahead. Although it is yet unclear how the Choi Soon Shil scandal will play out, there is a high probability that the Korean people, with the approval of the National Assembly, may decide to select a new Korean President sometime in 1H17. There are three major candidates that could become the next Korean President, including Moon Jae-In, Ban Ki-Moon, and Lee Jae-Myung. Currently, we believe that at this point, Moon Jae…

Moon Jae In, Ban Ki Moon, Lee Jae Myung - Who Will Become the Next Korean President?

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.

Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)Over 2016-2021, China is still expected to be a leading country in terms of absolute volume growth in robotic vacuum cleaners in Asia Pacific, with volume growth of 1.6 million units, followed by Japan and Thailand. In Asia Pacific, there are various reasons driving the growth in these countries apart from the universal preference for convenience among global consumers. The growing trend towards purchasing via internet retailing in China, the increased number of working women in Japan, in addition to the preference to stay in condominiums nearby transportation systems are triggering the growth of robotic vacuum cleaners in Asia Pacific.

Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)Over 2016-2021, China is still expected to be a leading country in terms of absolute volume growth in robotic vacuum cleaners in Asia Pacific, with volume growth of 1.6 million units, followed by Japan and Thailand. In Asia Pacific, there are various reasons driving the growth in these countries apart from the universal preference for convenience among global consumers. The growing trend towards purchasing via internet retailing in China, the increased number of working women in Japan, in addition to the preference to stay in condominiums nearby transportation systems are triggering the growth of robotic vacuum cleaners in Asia Pacific.

Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)

Japan

Asahi Group Holdings, Ltd. produces beer and other beverages including non-alcoholic drinks. The Company sells its products in Japan and overseas.

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Asahi Group Holdings (2502 JP)

Is Asahi Really Getting Out of Tsingtao?

BackgroundEight years ago, in 2009, Asahi Group Holding (2502.JT) decided to purchase a minority stake in Tsingtao Brewery hoping to gain entry...

Henry Soediarko

Japan's Aggregate OP up 3% in the First Part of 3Q Earnings Season.....

With approx. 200 names already reporting 3Q numbers. We looked at the Market and Sector numbers to see who is best positioned to beat full-year...

Custom Products Group

December 2016 Review of Current Developments in Japan's Economy

"Nikkei CPINow" is a statistical database produced by Nowcast Inc. that provides real-time economic statistics using so-called “big data”...

Nowcast, Inc.

Moon Jae In, Ban Ki Moon, Lee Jae Myung - Who Will Become the Next Korean President?

With Korea warped by the Choi Soon Shil scandal, investors are already looking ahead. Although it is yet unclear how the Choi Soon Shil scandal...

Douglas Kim

Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)

Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)Over 2016-2021, China is still expected to be a...

Euromonitor International Ltd.

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