Int'l Insights: Bullish Stocks
Remain Overweight Taiwan, China, and KoreaThe MSCI Emerging Markets index (local currency) and EEM-US (USD) are both trading within 4.5-month uptrends, and we remain bullish. We expect support at the uptrend, which also coincides with the 50-day MA and $50.65 horizontal support on EEM-US. While a more signigicant pullback is not our expectation, we would view any pullback to $48 support on EEM-US as a buying opportunity.
Below we highlight attractive and actionable themes within EM. On page 4 we include a table of all 110 stocks highlighted in this report.
EM Countries. While price remains attractive, we are downgrading Greece to market weight due to RS deterioration. As discussed in our weekly Int'l Compass reports, EM countries that we remain overweight include Taiwan, China, and South Korea. We recently upgraded Taiwan (TAIEX) to overweight in our 9/16/25 Int'l Macro Vision, though Taiwanese Technology stocks have been a major focus of ours since June. Additional leadership c
KEBODA TECHNOLOGY CO., LTD. is a China-based company mainly engaged in the research, development, production and sales of automotive electronics and related products. The Company's main products include lighting control systems, such as main light source controllers, auxiliary light source controllers, ambient light controllers, motor control systems, such as small and medium motor control systems, auxiliary electric oil pumps, energy management systems, automotive electronics and electronics, such as scrubbers, solenoid valve controllers and other automotive parts such as wire harnesses. The Company conducts businesses within the domestic market and to overseas markets, including Europe and North America.
Nexteer Automotive Group is an investment holding company. Co., together with its subsidiaries is engaged in the design and manufacture of steering and driveline systems and components for automobile manufacturers and other automotive-related companies. Co.'s primary operations are in the United States of America, Mexico, Poland and the People's Republic of China.
Tencent Holdings Limited is an investment holding company principally involved in the provision of value-added services (VAS) and online advertising services. The Company operates through three main segments. The VAS segment is mainly involved in provision of online/mobile games, community value-added services and applications across various Internet and mobile platforms. The Online Advertising segment is mainly engaged in display based and performance based advertisements. The Others segment is mainly involved in provision of payment related services, cloud services and other services.
Vermilion Research delivers timely, actionable, and unique research inputs to professional investors. Our research strategists highlight securities which we believe are at major inflection points, based on our various proprietary technical indicators, and offer asymmetric risk/return profiles. We believe our research methodology, which is not limited by industry sector or market capitalization, enables us to deliver superior investment recommendations.
Our process begins by organizing all actively traded stocks into coherent sectors, then into logical industry groups. We then apply our proprietary relative strength tools to identify developing price trends. Once attractive trends are identified within a selected sectors or groups, we screen for individual stocks which we believe offer the best risk/reward profile. Vermilion offers U.S. and global equity market research products. Vermilion’s research team, which has received numerous awards and accolades, has a combined 70 year of experience in the analysis of investment securities.
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