Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

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Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

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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

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

<ul><li class="p1">Seismic changes are affecting the consumer packaged goods industry as consumers are becoming less brand loyal and supermarkets are under attack from hard discounters and online competition.</li><li class="p1">The prolonged period of slow economic growth has conditioned consumers to be more price sensitive, and the emergence of the e-commerce channel is rapidly changing consumers' shopping behaviours.</li><li class="p2">In our opinion, the strongest antidote to these pressures is a strong brand.</li><li class="p2">In this report, we quantify the power of each company's brand by its ability to take pricing, using a number of metrics, and conclude that while brand strength varies widely across the consumer packaged goods space, beverages and tobacco generally enjoy stronger positions.</li><li class="p2">We also dive deep into cost advantages and show that while some of the large diversified CPG firms may generate economies of scope, economies of scale are more prevalent in industries with a homogeneous manufacturing process.</li></ul>Lead Analysts: Adam Fleck, CFA; Philip Gorham, CFA, FRM; R.J. Hottovy, CFA; Erin Lash, CFA; Ken Perkins, CFAFull report below the fold...&nbsp;

Seismic changes are affecting the consumer packaged goods industry as consumers are becoming less brand loyal and supermarkets are under attack from hard discounters and online competition.The prolonged period of slow economic growth has conditioned consumers to be more price sensitive, and the emergence of the e-commerce channel is rapidly changing consumers' shopping behaviours.In our opinion, the strongest antidote to these pressures is a strong brand.In this report, we quantify the power of each company's brand by its ability to take pricing, using a number of metrics, and conclude that while brand strength varies widely across the consumer packaged goods space, beverages and tobacco generally enjoy stronger positions.We also dive deep into cost advantages and show that while some of the large diversified CPG firms may generate economies of scope, economies of scale are more prevalent in industries with a homogeneous manufacturing process.Lead Analysts: Adam Fleck, CFA; Philip Gorham, CFA, FRM; R.J. Hottovy, CFA; Erin Lash, CFA; Ken Perkins, CFAFull report below the fold...&nbsp;

Morningstar Consumer Observer: Shopping for the CPG Brands Best Positioned for a New Era in Commerce

Singapore

DFI Retail Group Holdings Ltd operates as a holding company. The Company, through its subsidiaries, focuses on retail stores such as supermarkets, drugstores, and convenience stores. DFI Retail Group Holdings serves customers in Asia.

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DFI Retail Group Holdings (DFI SP)

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

Morningstar Consumer Observer: Shopping for the CPG Brands Best Positioned for a New Era in Commerce

Seismic changes are affecting the consumer packaged goods industry as consumers are becoming less brand loyal and supermarkets are under attack...

Morningstar, Inc.

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