Asia Ex-J Consumer/ Transport analyst

Valerie Law, CFA

Thematic (Sector/Industry)

It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that didn't work for me. <blockquote>But first, a note of thanks to the SK community</blockquote>Besides doing an update, it is also an opportunity to thank everyone here at Smartkarma for your wonderful support (especially the Data Desk team) and collaborative work with fellow insight providers. Looking forward to a stellar year ahead together!<h2>Table showing IPO deals covered</h2><table class="table table-striped"><tbody>
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<td>IPO</td>
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It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that didn't work for me. But first, a note of thanks to the SK communityBesides doing an update, it is also an opportunity to thank everyone here at Smartkarma for your wonderful support (especially the Data Desk team) and collaborative work with fellow insight providers. Looking forward to a stellar year ahead together!Table showing IPO deals covered

IPO

…

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.

Last week the immediate shock from the Brexit eased considerably. It has become clear that all the Brexit vote really did was guarantee a prolonged period of uncertainty. It has also become clear that it will take months to gauge the impact that this prolonged period of uncertainty will have on both the Eurozone and global economy.

Last week the immediate shock from the Brexit eased considerably. It has become clear that all the Brexit vote really did was guarantee a prolonged period of uncertainty. It has also become clear that it will take months to gauge the impact that this prolonged period of uncertainty will have on both the Eurozone and global economy.

What Investors Should Be Asking About A Brexit

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund <a href="https://www.smartkarma.com/entities/22754" target="_blank" data-smartkarma-citation="entities:22754">Vietnam Enterprise Investments Limited</a>, which currently trades on the Irish Stock Exchange, may trade on the main market of the London Stock Exchange next month.  The company plans to hold an Extraordinary General Meeting on June the 21st to vote on the approval of this transfer, which is expected to potentially take place next month.  The fund currently manages over $850 million, and is most notable for…

Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund Vietnam Enterprise Investments Limited, which currently trades on the Irish Stock Exchange, may trade on the main market of the London Stock Exchange next month.  The company plans to hold an Extraordinary General Meeting on June the 21st to vote on the approval of this transfer, which is expected to potentially take place next month.  The fund currently manages over $850 million, and is most notable for…

Dragon Capital's VEIL Fund: A 3rd London Listing for Vietnam May Emerge Next Month

Information Technology Consultant

Ishita Jain

Mark Twain once said 'Too much of anything is bad, but too much of good whisky is barely enough'. The 'water of life', as it's colloquially called, is enjoyed the world over in equal measure. Whether you like it smoky, smooth or peaty, whisky has always made good company. And now, over the last few years it's caught the imagination of the general public not only on the taste buds but also in portfolios. New and innovative ways to invest have cropped up in what used to be a drink reserved for the rich and the elite. The article gives an overview of the whisky market and some ways to invest in it. For those unaware of the difference between whisky and whiskey, you can read more <a href="http://www.whiskyforeveryone.com/whisky_basics/whisky_or_whiskey.html" target="_blank">here</a>.

Mark Twain once said 'Too much of anything is bad, but too much of good whisky is barely enough'. The 'water of life', as it's colloquially called, is enjoyed the world over in equal measure. Whether you like it smoky, smooth or peaty, whisky has always made good company. And now, over the last few years it's caught the imagination of the general public not only on the taste buds but also in portfolios. New and innovative ways to invest have cropped up in what used to be a drink reserved for the rich and the elite. The article gives an overview of the whisky market and some ways to invest in it. For those unaware of the difference between whisky and whiskey, you can read more here.

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Samuel Whitbread founded a brewery in London in 1742, which evolved into Premier Inn, the UK's largest hotel brand.</li><li>Premier Inn offers budget accommodations with an average stay of 1.2 nights and a room rate of £80/night.</li><li>The brand operates a vertically integrated model and expanded into Germany in 2018, adding 11,000 rooms.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Samuel Whitbread founded a brewery in London in 1742, which evolved into Premier Inn, the UK's largest hotel brand.Premier Inn offers budget accommodations with an average stay of 1.2 nights and a room rate of £80/night.The brand operates a vertically integrated model and expanded into Germany in 2018, adding 11,000 rooms.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Whitbread (LSE:WTB) - Tuesday, Jul 15, 2025

United Kingdom

Whitbread is a British multinational hotel and restaurant company that operates hotels under brands such as Premier Inn, ZIP by Premier Inn, and hub by Premier Inn. It also runs various restaurant brands including Brewers Fayre, Beefeater, Cookhouse and Pub, Bar+Block Steakhouse, and Table Table. The company is headquartered in Dunstable, UK, and was founded in 1742.

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Whitbread (WTB LN)

A Summary of Stock Calls and Actions

It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...

Valerie Law, CFA

What Investors Should Be Asking About A Brexit

Last week the immediate shock from the Brexit eased considerably. It has become clear that all the Brexit vote really did was guarantee a prolonged...

David Riedel

Dragon Capital's VEIL Fund: A 3rd London Listing for Vietnam May Emerge Next Month

Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund Vietnam Enterprise Investments Limited, which currently...

Nomadic Equity

Whisky - Rarer the Richer

Mark Twain once said 'Too much of anything is bad, but too much of good whisky is barely enough'. The 'water of life', as it's colloquially called,...

Ishita Jain

Whitbread (LSE:WTB) - Tuesday, Jul 15, 2025

Founded in 1742, Samuel Whitbread's brewery evolved into Premier Inn, the UK's largest budget hotel brand, with 86,000 rooms and a focus on short...

Value Investors Club (VIC)

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