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)

Alibaba continues to expand Double 11, its shopping event around Singles’ Day, a consumerist holiday meant for treating oneself. The 2016 version of the event was the retailer’s most extravagant and successful one yet. This year, Alibaba rebranded the shopping event from “Double 11” to “The 11/11 Global Shopping Festival”. Based on this rebranding and its surrounding marketing and promotional events as well as the integration of the most up-and-coming technology, it is clear that the retailer does not simply plan on expanding the shopping event but instead plans on leveraging the event to expand its business globally.

Alibaba continues to expand Double 11, its shopping event around Singles’ Day, a consumerist holiday meant for treating oneself. The 2016 version of the event was the retailer’s most extravagant and successful one yet. This year, Alibaba rebranded the shopping event from “Double 11” to “The 11/11 Global Shopping Festival”. Based on this rebranding and its surrounding marketing and promotional events as well as the integration of the most up-and-coming technology, it is clear that the retailer does not simply plan on expanding the shopping event but instead plans on leveraging the event to expand its business globally.

How Alibaba's 11/11 Global Shopping Festival Represents the Future of Ecommerce

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<ul><li>The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake Axis and UMS Holdings. </li><li>These three stocks have averaged a 19.2% total return in the 2016 year-to-date.</li><li>These three current leaders of the Sector have also had to embrace innovation and transformation for the last 25-30 years. The foundations of the trio track back to the 1980s.</li></ul>

The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake Axis and UMS Holdings. These three stocks have averaged a 19.2% total return in the 2016 year-to-date.These three current leaders of the Sector have also had to embrace innovation and transformation for the last 25-30 years. The foundations of the trio track back to the 1980s.

Innovative Transformation of Singapore's Technology Sector

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Event-Driven

Japan Aviation Electronics / Event-Driven

<a href="https://www.smartkarma.com/entities/9095" target="_blank" data-smartkarma-citation="entities:9095:1">Japan Aviation Electronics (6807 JP)</a> reports earnings October 26th.Parent <a href="https://www.smartkarma.com/entities/17084" target="_blank" data-smartkarma-citation="entities:17084:1">NEC Corp (6701 JP)</a> announced at the end of May that it would launch a tender offer to buy 10 million shares in order to take its stake from 39.8% to just over 50%. The original expectation was that the tender would start in November.It is a small partial offer, somewhat misunderstood. And for the next week arbitrageurs are faced with much greater binary risk than they faced a few months ago. More below the fold for subscribers.

Japan Aviation Electronics (6807 JP) reports earnings October 26th.Parent NEC Corp (6701 JP) announced at the end of May that it would launch a tender offer to buy 10 million shares in order to take its stake from 39.8% to just over 50%. The original expectation was that the tender would start in November.It is a small partial offer, somewhat misunderstood. And for the next week arbitrageurs are faced with much greater binary risk than they faced a few months ago. More below the fold for subscribers.

At the end of May this year, <a href="https://www.smartkarma.com/entities/17084" target="_blank" data-smartkarma-citation="entities:17084:1">NEC Corp</a> (NEC) announced it would spend JPY 19.2bn (~US$170mm) to purchase 10 million shares or approximately 11% of shares outstanding in affiliate <a href="https://www.smartkarma.com/entities/9095" target="_blank" data-smartkarma-citation="entities:9095:1">Japan Aviation Electronics</a> (JAE) through a tender offer which is expected to begin in November 2016 after the receipt of approvals from various anti-trust authorities and regulatory bodies. The stated goal is to make JAE a subsidiary of NEC (it is currently an equity-method affiliate) and reap synergies in cooperating in…

At the end of May this year, NEC Corp (NEC) announced it would spend JPY 19.2bn (~US$170mm) to purchase 10 million shares or approximately 11% of shares outstanding in affiliate Japan Aviation Electronics (JAE) through a tender offer which is expected to begin in November 2016 after the receipt of approvals from various anti-trust authorities and regulatory bodies. The stated goal is to make JAE a subsidiary of NEC (it is currently an equity-method affiliate) and reap synergies in cooperating in…

Japan Aviation Electronics Partial Tender Update:  Launch Expected Next Month

Founder and CEO, Europacifica Consulting

Naomi Fink

Founder and CEO

Europacifica Consulting

Macroeconomics

The under-performance of Japan's non-IT sector was our focus last time (see <a href="https://www.smartkarma.com/insights/japan-non-it-industries-overcoming-deflation-not-enough" target="_blank" data-smartkarma-citation="insights:4491">Japan Non-IT Industries: Overcoming Deflation Not Enough</a> ), where we demonstrated why overcoming deflation alone will not resolve Japan's economic problems.  We observed clear out-performance of the "deflationary" IT vs non-IT sector in terms of productivity.  We then examined the role of Investment-Specific Technology (relative capital vs consumer goods deflation) in productivity growth and found it responsible for…

The under-performance of Japan's non-IT sector was our focus last time (see Japan Non-IT Industries: Overcoming Deflation Not Enough ), where we demonstrated why overcoming deflation alone will not resolve Japan's economic problems.  We observed clear out-performance of the "deflationary" IT vs non-IT sector in terms of productivity.  We then examined the role of Investment-Specific Technology (relative capital vs consumer goods deflation) in productivity growth and found it responsible for…

Overcoming Deflation Is Not Enough Part II: Japanese Services

Japan

NEC Corporation manufactures and markets computers, telecommunication equipment, electronic devices, semiconductors, and software.  The Company's products include printers, modems, cellular phones, plasma display panels (PDP), network systems, memory, integrated circuits (IC), thin film transistor-liquid crystal display (TFT-LCD), and printed circuit boards (PCB). NEC operates worldwide.

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NEC Corp (6701 JP)

How Alibaba's 11/11 Global Shopping Festival Represents the Future of Ecommerce

Alibaba continues to expand Double 11, its shopping event around Singles’ Day, a consumerist holiday meant for treating oneself. The 2016 version...

Euromonitor International Ltd.

Innovative Transformation of Singapore's Technology Sector

The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake...

Singapore Exchange Ltd (SGX)

JAE (6807 JP) - One Week Risk

Japan Aviation Electronics (6807 JP) reports earnings October 26th.Parent NEC Corp (6701 JP) announced at the end of May that it would launch a...

Travis Lundy

Japan Aviation Electronics Partial Tender Update: Launch Expected Next Month

At the end of May this year, NEC Corp (NEC) announced it would spend JPY 19.2bn (~US$170mm) to purchase 10 million shares or approximately 11% of...

Travis Lundy

Overcoming Deflation Is Not Enough Part II: Japanese Services

The under-performance of Japan's non-IT sector was our focus last time (see Japan Non-IT Industries: Overcoming Deflation Not Enough ), where we...

Naomi Fink

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