Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Equity Bottom-Up

We recently screened the HKG and China markets for ideas with below market P/E ratios and Dividend Yields above 2% that traded more than US$1 mn per day.  This screen netted 207 names.We then screened for which companies have corporate governance scores over 70/100 from the Riedel Research Corporate Governance Scoring system.The RRG Corporate Governance system scores Emerging Market companies on 12 different criteria to measure board independence, alignment of interest with shareholders…

We recently screened the HKG and China markets for ideas with below market P/E ratios and Dividend Yields above 2% that traded more than US$1 mn per day.  This screen netted 207 names.We then screened for which companies have corporate governance scores over 70/100 from the Riedel Research Corporate Governance Scoring system.The RRG Corporate Governance system scores Emerging Market companies on 12 different criteria to measure board independence, alignment of interest with shareholders…

Actionable Value Ideas with Solid Corporate Governance in China and Hong Kong

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

<ul><li>More attractive to analysts, share price is less volatile, and cheap on a PE basis relative to its sector</li><li>CV targets a 350% long-term capacity increase by expanding its water treatment business, which yields high returns</li><li>Government plans to back rural waste treatment could lead to growth opportunities given the company’s 80% success in biddings of this nature</li><li>Trades below the Asian sector at 17CE* 10x PE but EPS growth is slightly better and CV is net cash</li><li>Risk: A coal price surge would directly affect margins as coal is an input in more than 50% of the revenue streams</li></ul>* Consensus Estimates

More attractive to analysts, share price is less volatile, and cheap on a PE basis relative to its sectorCV targets a 350% long-term capacity increase by expanding its water treatment business, which yields high returnsGovernment plans to back rural waste treatment could lead to growth opportunities given the company’s 80% success in biddings of this natureTrades below the Asian sector at 17CE* 10x PE but EPS growth is slightly better and CV is net cashRisk: A coal price surge would directly affect margins as coal is an input in more than 50% of the revenue streams* Consensus Estimates

CV: Great Outlook for 'waste Not, Want Not' Energy Saver

APAC IPOs & Placements

Zhen Zhou, Toh

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Event-Driven

China Conch Venture's discount to NAV has widened close to -2x Standard Deviations (SD), below its 180D mean. This is a significant dislocation and there are compelling reasons for mean reversion.<div>In this insight, we analyze the holdco primarily on these five factors:<div class="sk-insight-content__block"><ol><li>What's on Offer - Discount to NAV close to -2x SD</li><li>Reasons for Mean Reversion - Fundamental tailwinds</li><li>Statistics and Set-Up - We favour China Conch Venture</li><li>Catalysts - Possible spinoff of environmental unit</li><li>Potential Risks - Cement price collapse due to reform failure</li></ol></div></div>

China Conch Venture's discount to NAV has widened close to -2x Standard Deviations (SD), below its 180D mean. This is a significant dislocation and there are compelling reasons for mean reversion.In this insight, we analyze the holdco primarily on these five factors:What's on Offer - Discount to NAV close to -2x SDReasons for Mean Reversion - Fundamental tailwindsStatistics and Set-Up - We favour China Conch VentureCatalysts - Possible spinoff of environmental unitPotential Risks - Cement price collapse due to reform failure

China Conch Venture - Discount to NAV at Compelling Levels; Close To -2x SD

China

China Conch Venture is an environmental and industrial services company specializing in waste disposal, including industrial solid, hazardous, and domestic waste treatment. It provides waste-to-energy solutions, manufactures environmental equipment and building materials, and offers port logistics services. Headquartered in Wuhu, Anhui, China, the company was founded in 2006.

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China Conch Venture (586 HK)

Actionable Value Ideas with Solid Corporate Governance in China and Hong Kong

We recently screened the HKG and China markets for ideas with below market P/E ratios and Dividend Yields above 2% that traded more than US$1 mn...

David Riedel

CV: Great Outlook for 'waste Not, Want Not' Energy Saver

More attractive to analysts, share price is less volatile, and cheap on a PE basis relative to its sector CV targets a 350% long-term capacity...

A. Stotz Investment Research

China Conch Venture - Discount to NAV at Compelling Levels; Close To -2x SD

China Conch Venture's discount to NAV has widened close to -2x Standard Deviations (SD), below its 180D mean. This is a significant dislocation and...

Zhen Zhou, Toh

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52-week Range

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