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:

Regular company coverage reports
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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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Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

Thematic (Sector/Industry)

A surprisingly poor employment report in the US became the central focus among investors across the globe on Friday. In May the US added just 38,000 jobs, well under the expected 156,000.A poor jobs report has triggered widespread concerns that a weak external environment is starting to feed through to infect the US economy. These concerns reflect the risk of what we define as a ‘bad de-polarization’ playing out in the global economy.Currently the global economy is extremely polarized (there is a large divergence between the health of the worlds strongest and weakest economies). As the global economy de-polarizes the health of the weakest economies will rise to converge with that of the strongest economies (a good de-polarization) or vice versa.

A surprisingly poor employment report in the US became the central focus among investors across the globe on Friday. In May the US added just 38,000 jobs, well under the expected 156,000.A poor jobs report has triggered widespread concerns that a weak external environment is starting to feed through to infect the US economy. These concerns reflect the risk of what we define as a ‘bad de-polarization’ playing out in the global economy.Currently the global economy is extremely polarized (there is a large divergence between the health of the worlds strongest and weakest economies). As the global economy de-polarizes the health of the weakest economies will rise to converge with that of the strongest economies (a good de-polarization) or vice versa.

Bad Jobs Report Good For Some EMs, Great For Others

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>This insight is part of a series of M&amp;A guides our Quiddity* team are publishing to aid investors in understanding the rules, parameters, possibilities, and processes when companies conduct M&amp;A.</li>
<li>The initial guide - <a href="https://skr.ma/FtCrw" target="_blank" rel="noopener">Quiddity Malaysia M&amp;A Guide 2019</a> - was published in May 2019. Since that time, there have been various new developments. </li>
<li>This is an update. These insights are designed to be used as a reference. They are not actionable. For a list of Quiddity M&amp;A Guides, click <a href="https://www.smartkarma.com/search?q=%22quiddity%20M%26A%20Guide%22" target="_blank" rel="noopener">here</a>.</li>
</ul>


This insight is part of a series of M&amp;A guides our Quiddity* team are publishing to aid investors in understanding the rules, parameters, possibilities, and processes when companies conduct M&amp;A.
The initial guide - Quiddity Malaysia M&amp;A Guide 2019 - was published in May 2019. Since that time, there have been various new developments. 
This is an update. These insights are designed to be used as a reference. They are not actionable. For a list of Quiddity M&amp;A Guides, click here.


Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of Jan 16th. The aggregated short interest is USD488m.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in VS Industry, Datasonic, Greatech Technology, UEM Sunrise, Genting Malaysia.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Jan 16th. The aggregated short interest is USD488m.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in VS Industry, Datasonic, Greatech Technology, UEM Sunrise, Genting Malaysia.


Bursa Short Interest Weekly (Jan 16th): VS Industry, Datasonic, Greatech Technology, UEM Sunrise

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of Dec 19th. The aggregated short interest is USD461m.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Guan Chong, VS Industry, Datasonic, Genting Malaysia, Yinson.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Dec 19th. The aggregated short interest is USD461m.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Guan Chong, VS Industry, Datasonic, Genting Malaysia, Yinson.


Bursa Short Interest Weekly (Dec 19th): Guan Chong, VS Industry, Datasonic, Genting Malaysia, Yinson

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of Dec 12th. The aggregated short interest is USD460m.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in CIMB, Public Bank, Gamuda, Datasonic, Guan Chong.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Dec 12th. The aggregated short interest is USD460m.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in CIMB, Public Bank, Gamuda, Datasonic, Guan Chong.


Bursa Short Interest Weekly (Dec 12th): CIMB, Public Bank, Gamuda, Datasonic, Guan Chong

Malaysia

Kuala Lumpur Kepong Berhad produces and processes palm products, natural rubber, and cocoa on its plantations. Through its subsidiaries, the Company mills and refines oil palm products, cultivates ramie, and manufactures oleochemicals, soap, esters, latex gloves, toiletries, and parquet flooring products. Kuala Lumpur Kepong also develops properties and operates holiday bungalows.

Price Gauge
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Kuala Lumpur Kepong (KLK MK)

Bad Jobs Report Good For Some EMs, Great For Others

A surprisingly poor employment report in the US became the central focus among investors across the globe on Friday. In May the US added just...

David Riedel

Quiddity M&A Guide 2026: Malaysia

This insight is part of a series of M&A guides our Quiddity* team are publishing to aid investors in understanding the rules, parameters,...

David Blennerhassett

Bursa Short Interest Weekly (Jan 16th): VS Industry, Datasonic, Greatech Technology, UEM Sunrise

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in VS Industry, Datasonic, Greatech...

Ke Yan, CFA, FRM

Bursa Short Interest Weekly (Dec 19th): Guan Chong, VS Industry, Datasonic, Genting Malaysia, Yinson

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Guan Chong, VS Industry, Datasonic,...

Ke Yan, CFA, FRM

Bursa Short Interest Weekly (Dec 12th): CIMB, Public Bank, Gamuda, Datasonic, Guan Chong

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in CIMB, Public Bank, Gamuda, Datasonic,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)