| RECENT RESEARCH and ANALYSIS Vietnam: Market Commentary
"Time for a Shake-Out?"
"Recent debate has concentrated almost
exclusively on the Vietnamese economy with little attention given to the dire state of the
stock market, and in a still nominally communist country where for every person driving a
Rolls Royce or Bentley Continental a million people live below the poverty line (roughly;
that’s not an actual statistic) that is entirely understandable.."
Kevin Snowball, Director, PXP Vietnam Asset
Management Limited
Saigon, Vietnam
2008.06.09 | 2 pages | download
EXTERNAL RESEARCH SOURCES
Most of the research, analysis, and projections
produced by Laguna Research Partners are prepared for the private use of specific
investment, corporate, government, and individual clients. In this section
of LRPonline.net, we provide our public research users with links to some of the
"secondary" research sources that our firm has found useful in the course of our
research activities.
China - On a roll: To be a Chinese tire
manufacturer is glorious (The
Economist)
Iran - Iran's annualized inflation rate
rose to 26.4% in June (ArabianBusiness.com)
Technology - Internet gridlock: Video is
clogging the Internet and how we choose to unclog it will have far-reaching implications (MIT
Tech Review)
Homeland Defense - Pakistani PM wants
Fata (federally-administered tribal areas) action to be result-oriented; operation
launched with allies’ consent (Pakistan Dawn)
Economy - US Treasury Secretary Henry
Paulson: US policy responses to global economic challenges (Chatham House)
Management - Innovation lessons from
Pixar: An interview with Oscar-winning director Brad Bird (McKinsey
& Co.)
China - Report: China IPO funding set to
drop by half in 2008 (China
Economic Review)
Thailand - Bank of Thailand: 6.0% growth
still possible in 2008, but projection assumes lower crude oil price (Bangkok Post)
Japan - When East meets West: Tokyo
Disneyland thrives after 25 years (Japan Times)
China - Avoiding the 10 most common
mistakes that corporations make when doing business in China (The University of Chicago GSB) 
Energy - The BP Statistical Review of
World Energy 2007: "The pattern of recent years, which has seen robust demand in Asia
Pacific and China in particular, was repeated..." (BP)
LRP ARCHIVES: FEATURED COMPANY
RESEARCH
Vietnam Dairy Products Joint Stock Company
("Vinamilk"): An Update Report
"We view the likely direction of surprise in 2006
operating results at Saigon-based Vinamilk, Vietnam's largest dairy products company, as
being to the upside..."
2006.09.01 | 70 pages | complimentary download
(Founded in 1976, Vinamilk is the largest dairy products
company and, according to the 2007 United Nations Development Programme Annual Report, the
15th largest corporate entity in Vietnam. LRP estimates that Vinamilk commands a
75.0% share of the Vietnamese milk market.)
InVision Technologies, Inc.: Basic Report
"We estimate that InVision generated revenue and EPS
of $70.3 million and $0.09, respectively, in 2001. We are projecting revenue and EPS of
$235.0 million and $1.20, respectively, in 2002 and $445.0 million and $2.99 in 2003. We
expect that this performance will be driven primarily by new EDS installations, EDS
replacement sales, and service contracts for installed EDS units..."
2002.02.05 | 48 pages | complimentary
download
(Following the terrorist attacks of 2001.09.11, LRP was
the first Wall Street research firm to identify, define, and initiate coverage of the
Homeland Defense Industry. LRP was also the first firm to identify InVision
Technologies, Inc. as a major beneficiary of the sudden surge in homeland defense-related
government spending. InVision was acquired by General Electric Company for a
substantial premium on 2004.12.06.)
LRP ARCHIVES: FEATURED
GEO-ECONOMIC RESEARCH
Crisis on the China Rim: An Economic, Crude Oil,
and Military Analysis
"There is a crisis rising on the China Rim, a crisis
made of economic imbalances, energy insecurities, ancient hatreds, and unsettled scores.
The catalyst for this crisis is success itself, the success of the People’s Republic
of China in its de facto rejection of a failed experiment in communism and its
rapid transformation into a thriving market economy. The inseparable companion of this
success, though, is an insatiable hunger and thirst for precious resources... most
important among these, crude oil."
2005.04.14 | 85 pages | complimentary download
(LRP's "Crisis on the China Rim..." analysis
has been quoted by online financial publications including Bloomberg News and was
the subject of a dedicated article in Oil & Gas Journal. On its first
full day of release, LRP's "Crisis on the China Rim..." set a one-day download
record at ResearchConnect.com by more than 100%.)
LRP: SPECIAL RESEARCH COVERAGE
Laguna Research Partners produces research, analysis, and
forecasting regarding a wide range of companies, industries, and geographic
regions. From time to time, though, we identify a compelling subject area that is not
covered effectively by traditional research sources, and we make that area the subject of
"Special Coverage".
Currently, LRP's areas of special coverage include Homeland
Defense, LRP's Project Asia, LRP Vietnam, Digital
Cinema, and Nanotechnology. |
