Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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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

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

AAB International / Equity Capital Markets

AAB International Holdings Limited (AAB) is one of the largest manufacturer of baby disposable diapers in China. AAB plans to raise US$300m through its IPO, which is slated for 2Q16, as per media reports.Our aim in this insight is to take an early look at some of the factors that could impact the deal.The company enjoys strong tailwinds from the change in one child policy. However, the track record leaves a lot to be desired. While the company's efforts to move towards the premium segment remain in early stages.

AAB International Holdings Limited (AAB) is one of the largest manufacturer of baby disposable diapers in China. AAB plans to raise US$300m through its IPO, which is slated for 2Q16, as per media reports.Our aim in this insight is to take an early look at some of the factors that could impact the deal.The company enjoys strong tailwinds from the change in one child policy. However, the track record leaves a lot to be desired. While the company's efforts to move towards the premium segment remain in early stages. 

AAB International Pre-IPO Review - Stuck with a Dirty Diaper

Japan

UNICHARM CORPORATION is a manufacturer of sanitary napkins and baby products. Products include infant & adult diapers, household cleaning wipes, and feminine hygienic products.  The Company also produces pet food and pet toiletries as well as operates educational and finance businesses.

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Unicharm Corp (8113 JP)

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

AAB International Pre-IPO Review - Stuck with a Dirty Diaper

AAB International Holdings Limited (AAB) is one of the largest manufacturer of baby disposable diapers in China. AAB plans to raise US$300m through...

Sumeet Singh

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52-week Range

Market Cap (USDm)

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