RIEDEL RESEARCH REVIEW
This sample of the weekly newsletter highlights recent observations from Riedel Research Group analysts around the world. In addition to actionable investment ideas this newsletter discusses trends, insights and opportunities in the Global Emerging Markets.
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LATIN AMERICA
AMERICA MOVIL (AMX) – INCREASED INVESTMENTS IN 1Q08 TO YIELD POSITIVE RESULTS IN MID TERM – BUY
AMX is the main wireless company in Latin America and the 6th largest worldwide. When AMX was spun out of Telmex (Mexico’s incumbent fixed-line provider), it was serving about 10 million customers.
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EMERGING EUROPE
WATANIYA – GREAT INVESTMENT; UNKNOWN BY MOST – BUY
Wataniya operates in five countries, each of them has a certain macro, penetration level, and different ARPUs.
The company has various stakes in its local partners, most are controlling ownerships through the various local telecom operators in these countries.
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ASIA
PANTALOON – 1.1 MN MKT CAP COMPANY PROVIDES SOLID GROWTH OPPORTUNITY – BUY
Organized retail has been growing quickly in India, but we believe that demographics and changing lifestyles provide many years of continued growth. Pantaloon is a well positioned player in value retail which we believe will benefit significantly from these trends.
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