reports
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Bullish Outlook Intact During the latest pullback, we discussed in mid-April the possibility that further downside was limited on MSCI ACWI (ACWI-US) and the EURO STOXX 50. More recently, in our 5/2/24 Int'l Compass, we discussed how it was "quite possible" that the lows for the pullback had already been established. Since then, the MSCI ACWI, ACWI ex-US, EAFE, and EM indexes have all broken out to new multi-year highs. We continue to view the latest pullback as healthy and normal within the on...
Computer Age Management Services Ltd: 2 directors
Two Directors at Computer Age Management Services Ltd sold 3,200 shares at between 3,228.905INR and 3,279.330INR. The significance rating of the trade was 54/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the com...
Hellenic Telecommunications Organization S.A.: 1 director
A director at Hellenic Telecommunications Organization S.A. bought 15,000 shares at 14.259EUR and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors...
Eurohold Bulgaria AD: 1 director
A director at Eurohold Bulgaria AD sold 3,049,928 shares at 0.945BGN and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...
Envirologic AB: 1 director
A director at Envirologic AB bought 14,806 shares at 21.470SEK and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearl...
Form 8.3 - The Vanguard Group, Inc.: Spirent Communications plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Spirent Communications plc 17-May-2024 / 15:22 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the t...
Form 8.3 - The Vanguard Group, Inc.: Wood Group (John) plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Wood Group (John) plc 17-May-2024 / 15:25 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the truste...
Form 8.3 - The Vanguard Group, Inc.: Anglo American plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Anglo American plc 17-May-2024 / 15:23 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s...
Form 8.3 - The Vanguard Group, Inc.: Tyman plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Tyman plc 17-May-2024 / 15:24 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlo...
Form 8.3 - The Vanguard Group, Inc.: BHP Group Limited
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: BHP Group Limited 17-May-2024 / 15:22 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s)...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
TWI TITAN INTERNATIONAL INC.
TNET TRINET GROUP INC.
RYI RYERSON HOLDING CORPORATION
PZZA PAPA JOHN'S INTERNATIONAL INC.
PII POLARIS INC.
J7Z JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY
JACK JACK IN THE BOX INC.
HURN HURON CONSULTING GROUP INC.
FIVE FIVE BELOW INC.
EXTR EXTREME NETWORKS INC.
EXPE EXPEDIA GROUP INC.
EXEL EXELIXIS INC.
EXAS EXACT SCIENCES CORPORATION
EVH EVOLENT HEALTH INC CLASS A
CLX CLOROX COMPANY
ACAD ACADIA PHARMACEUTICALS INC.
BF.B BROWN-FORMAN CORPORATION CLASS B
COHU COHU INC.
IONS IONIS PHARMACEUTICALS INC.
LEG LEGGETT & PLATT INCORPORATED
TAP MOLSON COORS BEVERAGE COMPANY CLASS B
THS TREEHOUSE FOODS INC.
WH WYNDHAM HOTELS & RESORTS INC.
BMY BRISTOL-MYERS SQUIBB CO. CEDEAR
SUZBY SUZANO SA
PGNY PROGYNY
ODP THE ODP CORPORATION
APA APA CORPORATION
PTLO PORTILLOS INC
STVN STEVANATO GRP SPA
FNA PARAGON 28 INC
SHLS SAKHALIN SHIPPING CO ORD
P RAILPOWER TECHNOLOGIES CORP COM
- Hiroyuki Terada
- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the week to 17 May 2024
Weekly Comment Summary China’s key economic numbers for April show an economy that is producing more but spending less. That’s not necessarily bad news, but the situation does need monitoring. Pelham Smithers discusses PSA Company Visits, Tours and Interviews • Visited: Japan Elevator Service (6544 JT), M&A Research Institutes (9552 JT), Open Up Group (2154 JT) • Conference Calls with: Sanrio (8136 JT), Amvis (7071 JT), Hamee (3134 JT), Hotland (3196 JT), Kyoritsu Maintenance (9616 JT), Park...
Novo Nordisk A/S - share repurchase programme
Novo Nordisk A/S - share repurchase programme Bagsværd, Denmark, 17 May 2024 – On 6 May 2024, Novo Nordisk initiated a share repurchase programme in accordance with Article 5 of Regulation No 596/2014 of the European Parliament and Council of 16 April 2014 (MAR) and the Commission Delegated Regulation (EU) 2016/1052 of 8 March 2016 (the "Safe Harbour Rules"). This programme is part of the overall share repurchase programme of up to DKK 20 billion to be executed during a 12-month period beginning 6 February 2024. Under the programme initiated 6 May 2024, Novo Nordisk will repurchase B share...
- Dave Nicoski
- Ross LaDuke
Vermilion Macro Vision: Sector Synopsis
STRATEGY Since late-February 2024 we have discussed gap support from 2/22/24 at 4983-5050 as a critical support level on the S&P 500. So far, that is precisely where this pullback ended. We discussed our expectations that further downside was limited (4/23/24 Compass), pointing to the mounting evidence that suggested the lows were in for this pullback (4/30/24 Compass). Considering market dynamics remain largely bullish and have only improved, we continue to view the latest pullback to the 100-...
Correction: AB KN Energies financial information reporting dates in 20...
Correction: AB KN Energies financial information reporting dates in 2024 Correction: Interim financial information for the 1st quarter of 2024 will be released on 21 May 2024. AB KN Energies (further – KN) informs that it plans to release financial information in 2024 according to the following schedule: DateReporting information 29 February 2024Unaudited financial statements for the year 202327 March 2024Audited financial statements for the year 202321 May 2024Interim financial information for the 1st quarter of 202414 August 2024Interim financial information for the 6 months of...
Correction: AB „KN Energies“ 2024 m. finansinės informacijos skelbimo ...
Correction: AB „KN Energies“ 2024 m. finansinės informacijos skelbimo kalendorius Patikslinimas: 2024 m. 1 ketvirčio tarpinė finansinė informacija bus skelbiama 2024 m. gegužės 21 d. AB „Klaipėdos nafta“ (toliau – KN) informuoja, kad 2024 metais veiklos rezultatus planuoja skelbti tokia tvarka: DataSkelbiami duomenys 2024 m. vasario 29 d.2023 m. neaudituotos metinės finansinės ataskaitos2024 m. kovo 27 d.2023 m. audituotos metinės finansinės ataskaitos2024 m. gegužės 21 d.2024 m. 1 ketvirčio tarpinė finansinė informacija2024 m. rugpjūčio 14 d.2024 m. 1 pusmečio tarpinė finansinė inf...
Tele2 AB: 1 director
A director at Tele2 AB bought 4,500 shares at 101.150SEK and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...
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