Amareos

Federico Bagiotti, CFA

Equity Bottom-Up

After the long awaited spin-off of its technology solutions division into Hewlett Packard Enterprises Co (HPE) back in November 2015, both HPQ and HPE have performed well - not only beating the broader market but many of their peers as well.Looking at recent trends in crowd-sourced sentiment indicators we assess whether the positive performance of HPQ can continue.* * *On February 22, HP Inc. announced Q1 2018<a href="#_ftn1" target="_blank">[1]</a> revenue and profits above analysts’ estimates. They also increased their full year…

After the long awaited spin-off of its technology solutions division into Hewlett Packard Enterprises Co (HPE) back in November 2015, both HPQ and HPE have performed well - not only beating the broader market but many of their peers as well.Looking at recent trends in crowd-sourced sentiment indicators we assess whether the positive performance of HPQ can continue.* * *On February 22, HP Inc. announced Q1 2018[1] revenue and profits above analysts’ estimates. They also increased their full year…

HP Inc., Keep Reinventing. What About Keep Reinvesting?

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

It was announced today that President Trump plans to meet the North Korean dictator Kim Jong-Un. This is remarkable since it would be the first time ever that a "serving" US President would meet any of the North Korean dictators (Kim Il-Sung, Kim Jong-Il, or the current thug Kim Jong-Un). (A former US President Jimmy Carter met with Kim Il-Sung, prior to his death in 1994). The meeting between Trump and Kim Jong-Un would certainly be historic and all eyes around the world will be centered on…

It was announced today that President Trump plans to meet the North Korean dictator Kim Jong-Un. This is remarkable since it would be the first time ever that a "serving" US President would meet any of the North Korean dictators (Kim Il-Sung, Kim Jong-Il, or the current thug Kim Jong-Un). (A former US President Jimmy Carter met with Kim Il-Sung, prior to his death in 1994). The meeting between Trump and Kim Jong-Un would certainly be historic and all eyes around the world will be centered on…

A Historic Meeting Between Trump and Kim Jong-Un

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
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

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.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

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.

News of easing tensions on the Korean peninsula could be a major positive for global markets.Past diplomatic solutions failed but this could be different as Beijing appears to be engaged and motivated to find a solution.US investors more concerned about risk of a trade war and the growth and interest rate trajectory in the US.China is important in this equation - If the US, South Korea and China work together the chances of success are much higher.Getting the US and China working towards a…

News of easing tensions on the Korean peninsula could be a major positive for global markets.Past diplomatic solutions failed but this could be different as Beijing appears to be engaged and motivated to find a solution.US investors more concerned about risk of a trade war and the growth and interest rate trajectory in the US.China is important in this equation - If the US, South Korea and China work together the chances of success are much higher.Getting the US and China working towards a…

Riedel Research PBS Nightly Business Review Interview - Market Impact of Easing Tensions in Korea.

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

SEC (Samsung Electronics) has lifted off of our 2.2m buy support zone twice now but the lead-lag cycle with the similar pattern breakout in SK Hynix stands out as a good telegraph lead for SEC. There is still risk that SEC re visits the 2.2m support area on the back of external drivers (S&amp;P secondary decline). SK Hynix has weathered such draw downs with an incredible relative outperform bias (we placed a buy in SK Hynix on February 12).SEC exhibits some compelling bullish chart points that bodes…

SEC (Samsung Electronics) has lifted off of our 2.2m buy support zone twice now but the lead-lag cycle with the similar pattern breakout in SK Hynix stands out as a good telegraph lead for SEC. There is still risk that SEC re visits the 2.2m support area on the back of external drivers (S&amp;P secondary decline). SK Hynix has weathered such draw downs with an incredible relative outperform bias (we placed a buy in SK Hynix on February 12).SEC exhibits some compelling bullish chart points that bodes…

Samsung Electronics Bullish/Bottoming with SK Hynix Cycle Leader

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

After last year’s Mobile World Congress (MWC) proved to be something of a damp squib, this year’s looks set to see a slew of flagship releases for Android. Top of the pile are the <a href="https://www.smartkarma.com/entities/191" target="_blank" data-smartkarma-citation="entities:191:1">Samsung (005930 KS)</a>Galaxy S9 and S9 Plus, while of significance to investors into Japan are the offerings from <a href="https://www.smartkarma.com/entities/563" target="_blank" data-smartkarma-citation="entities:563:1">Sony (6758 JP),</a> which is believed to also be unveiling two flagship handsets at the event: the Xperia XZ2 and the Xperia XZ2 Pro.According to leaked images, the S9 design is going to be very similar to the…

After last year’s Mobile World Congress (MWC) proved to be something of a damp squib, this year’s looks set to see a slew of flagship releases for Android. Top of the pile are the Samsung (005930 KS)Galaxy S9 and S9 Plus, while of significance to investors into Japan are the offerings from Sony (6758 JP), which is believed to also be unveiling two flagship handsets at the event: the Xperia XZ2 and the Xperia XZ2 Pro.According to leaked images, the S9 design is going to be very similar to the…

Mobile World Congress 2018 - Samsung Galaxy S9 Vs Sony Xperia XZ2 Pro Vs IPhone X

South Korea

Samsung Electronics Co., Ltd. manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Samsung Electronics (SMSD LI)

HP Inc., Keep Reinventing. What About Keep Reinvesting?

After the long awaited spin-off of its technology solutions division into Hewlett Packard Enterprises Co (HPE) back in November 2015, both HPQ and...

Amareos

A Historic Meeting Between Trump and Kim Jong-Un

It was announced today that President Trump plans to meet the North Korean dictator Kim Jong-Un. This is remarkable since it would be the first...

Douglas Kim

Riedel Research PBS Nightly Business Review Interview - Market Impact of Easing Tensions in Korea.

News of easing tensions on the Korean peninsula could be a major positive for global markets.Past diplomatic solutions failed but this could be...

David Riedel

Samsung Electronics Bullish/Bottoming with SK Hynix Cycle Leader

SEC (Samsung Electronics) has lifted off of our 2.2m buy support zone twice now but the lead-lag cycle with the similar pattern breakout in SK...

Thomas Schroeder

Mobile World Congress 2018 - Samsung Galaxy S9 Vs Sony Xperia XZ2 Pro Vs IPhone X

After last year’s Mobile World Congress (MWC) proved to be something of a damp squib, this year’s looks set to see a slew of flagship releases for...

Pelham Smithers Associates

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)