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 foreign holdings of KRX stocks as of May 8th. The aggregated holding was USD1,577.8bn.</li>
<li>We estimate that foreign flows to be inflows of USD196mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in Samsung Electronics, Samsung Elec (PREF), SKSQUARE, SK Hynix, LS ELECTRIC.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of May 8th. The aggregated holding was USD1,577.8bn.
We estimate that foreign flows to be inflows of USD196mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in Samsung Electronics, Samsung Elec (PREF), SKSQUARE, SK Hynix, LS ELECTRIC.


KRX Foreign Holding Weekly (May 8th): Samsung Electronics, Samsung Elec (PREF), SKSQUARE, SK Hynix

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.

Thematic (Sector/Industry)

<ul><li>In 2017 volume sales rise by 3% to approach 5.4 million units</li><li>Freestanding appliances continue to outperform built-in models</li><li>Freestanding washer dryers records the strongest volume growth of 5%</li><li>Average unit price declines by 1% in current terms due to heavy promotional activity</li><li>Indesit remains the leading player with a volume share of 27%</li><li>Volume sales of home laundry appliances set to remain flat over the forecast period</li></ul>

In 2017 volume sales rise by 3% to approach 5.4 million unitsFreestanding appliances continue to outperform built-in modelsFreestanding washer dryers records the strongest volume growth of 5%Average unit price declines by 1% in current terms due to heavy promotional activityIndesit remains the leading player with a volume share of 27%Volume sales of home laundry appliances set to remain flat over the forecast period

Sector Capsule: Home Laundry Appliances in the United Kingdom

<ul>
<li>We analyzed the changes in short interest of KRX stocks as of May 1st. The aggregated short interest was USD18.4bn.</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 LS ELECTRIC, SK Hynix, LG Electronics, LEENO, DWEC.</li>
</ul>


We analyzed the changes in short interest of KRX stocks as of May 1st. The aggregated short interest was USD18.4bn.
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 LS ELECTRIC, SK Hynix, LG Electronics, LEENO, DWEC.


KRX Short Interest Weekly (April 30th): LS ELECTRIC, SK Hynix, LG Electronics, LEENO, DWEC

Global Head of Research, Smartkarma

Mark Artherton

Global Head of Research

LR Research

In this issue:A new industrial policy on the way in India, food wastage, Brexit borders, Nigeria Eurobond issue, Italian SME distortion, S&amp;P downgrades South Africa's debt, French butter shortage, graphene batteries, Southbound connect flows to slow, South Africa downgrade, possible Irish elections, and weak European governments.21 things returns after a holiday.<div class="content-highlight">1.  The <a href="https://economictimes.indiatimes.com/news/economy/policy/new-industrial-policy-coming-early-next-year-suresh-prabhu/articleshow/61823284.cms?utm_source=twitter.com&amp;utm_medium=Social&amp;utm_campaign=ETTWMain" target="_blank">Commerce and Industry minister</a> gave some details about an update to the 1991 Industry Law in India.  Less red tape and special…</div>

In this issue:A new industrial policy on the way in India, food wastage, Brexit borders, Nigeria Eurobond issue, Italian SME distortion, S&amp;P downgrades South Africa's debt, French butter shortage, graphene batteries, Southbound connect flows to slow, South Africa downgrade, possible Irish elections, and weak European governments.21 things returns after a holiday.1.  The Commerce and Industry minister gave some details about an update to the 1991 Industry Law in India.  Less red tape and special…

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%.

The mega-themes that will drive earnings in the global tech hardware space over the next 12 to 24 months are: artificial intelligence, the Cloud, internet of things, digital media, fintech, advanced manufacturing, macroeconomic issues and regulation.Below, we split these “umbrella” themes into over 30 sub-themes and summarise their impact on the consumer electronics sector worldwide.

The mega-themes that will drive earnings in the global tech hardware space over the next 12 to 24 months are: artificial intelligence, the Cloud, internet of things, digital media, fintech, advanced manufacturing, macroeconomic issues and regulation.Below, we split these “umbrella” themes into over 30 sub-themes and summarise their impact on the consumer electronics sector worldwide.

South Korea

LG Electronics Inc. manufactures and markets digital display equipment and home appliances. The Company produces and markets flat panel televisions, A/V products, washing machines, air conditioners and refrigerators as well as telecommunications equipment such as smart phones and tablets.

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LG Electronics (066570 KS)

KRX Foreign Holding Weekly (May 8th): Samsung Electronics, Samsung Elec (PREF), SKSQUARE, SK Hynix

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Samsung Elec (PREF),...

Ke Yan, CFA, FRM

Sector Capsule: Home Laundry Appliances in the United Kingdom

In 2017 volume sales rise by 3% to approach 5.4 million units Freestanding appliances continue to outperform built-in models Freestanding washer...

Euromonitor International Ltd.

KRX Short Interest Weekly (April 30th): LS ELECTRIC, SK Hynix, LG Electronics, LEENO, DWEC

We analyzed KRX short interest report for the past week and highlighted short interest changes in LS ELECTRIC, SK Hynix, LG Electronics, LEENO, DWEC.

Ke Yan, CFA, FRM

21 Things Worth Knowing (#17)

In this issue:A new industrial policy on the way in India, food wastage, Brexit borders, Nigeria Eurobond issue, Italian SME distortion, S&P...

Mark Artherton

Tech Hardware Themes

The mega-themes that will drive earnings in the global tech hardware space over the next 12 to 24 months are: artificial intelligence, the Cloud,...

CM Research

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