reports
- Dave Nicoski
- Ross LaDuke
Int'l Insights: Bullish Stocks
Buying Japanese Drug Store Names: Welcia (3141-JP) and Sundrug (9989-JP) Below we lay out what we believe is a compelling case to add exposure to two Japanese drug store stocks at current levels. Japan Remains Leadership. Likely owing to easy monetary policy from the Bank of Japan and the lowest inflation rate of all major economies, Japanese market indexes including the TOPIX, Nikkei 225, and TOPIX Small remain in 7+ month RS uptrends -- remain overweight. Japan has been a favorite country si...
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Major Indexes Testing Resistance Positive news flow surrounding COVID-19 is encouraging on many fronts, notably from a human and economic perspective (e.g., peaking infections/deaths in Italy & Spain, certain European governments making plans to ease lockdowns, and that US death projections were likely overestimated). Still, despite encouraging news and the relief rally in global equities, history tells us that this is a fairly standard bear market rally in terms of its magnitude, making us bel...
4001 ABDULLAH AL OTHAIM MARKETS CO.
IZZ TAL EDUCATION GROUP SPONSORED ADR CLASS A
JD JD.COM INC. SPONSORED ADR CLASS A
D8Q BANCO LATINOAMERICANO DE COMERCIO EXTERIOR S.A. CLASS E
002157 JIANGXI ZHENGBANG TECHNOLOGY CO. LTD. CLASS A
MRU METRO INC.
4966 C. UYEMURA & CO. LTD.
A0M368 BEIJING SHUNXIN AGRICULTURE CO. LTD. CLASS A
HGNC HENGAN INTERNATIONAL GROUP CO. LTD.
ATM A2 MILK COMPANY LTD.
6702 FUJITSU LIMITED
NEL NEL ASA
002410 GLODON COMPANY LIMITED CLASS A
002511 C&S PAPER CO. LTD. CLASS A
TOM TOMIZONE
7947 FP CORPORATION
6920 LASERTEC CORP.
8194 LIFE
600486 JIANGSU YANGNONG CHEMICAL CO. LTD. CLASS A
02280 HC GROUP INC.
8113 UNICHARM CORPORATION
3038 KOBE BUSSAN CO. LTD.
002352 S.F. HOLDING CO. LTD. CLASS A
GMKN MMC NORILSK NICKEL PJSC
5Z0 ZHONGSHENG GROUP HOLDINGS LTD.
603288 FOSHAN HAITIAN FLAVOURING & FOOD CO. LTD. CLASS A
3697 SHIFT
603027 QIANHE CONDIMENT & FOOD CO. LTD. CLASS A
PDD PINDUODUO INC. SPONSORED ADR CLASS A
IHP INTEGRAFIN HOLDINGS
03141 BMO ASIA USD INVESTMENT GRADE BOND ETF
3323 CHINA NATIONAL BUILDING MATERIAL CO.
914 LTD.
603605 ANHUI CONCH CEMENT CO.
LTD.
PROYA COSMETICS (A)
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Global Equities Stumbling Again We continue to believe global equities (ACWI-US) are likely to test the recent low made on March 23, with an undercut of roughly 10% also in the cards. This expectation is supported by price action during prior major waterfall declines in past recessionary periods. It is also worth noting that 15-25% rallies are to be expected within bear markets -- potentially multiple. During 2001-2002 the S&P 500 had two 20-25% rallies, and both ended up failing and breaking t...
4001 ABDULLAH AL OTHAIM MARKETS CO.
NXT NEXTDC LIMITED
DRREDDY DR. REDDY'S LABORATORIES LTD.
HIK HIKMA PHARMACEUTICALS PLC
600073 SHANGHAI MALING AQUARIUS (A) (SC SH)
000830 LUXI CHEMICAL GROUP CO. LTD. CLASS A
A0M368 BEIJING SHUNXIN AGRICULTURE CO. LTD. CLASS A
NESTLEIND NESTLE INDIA LTD.
9697 CAPCOM CO. LTD.
600429 BEIJING SANYUAN FOODS CO. LTD.
3349 COSMOS PHARMACEUTICAL CORPORATION
002511 C&S PAPER CO. LTD. CLASS A
002568 SHANGHAI BAIRUN INVESTMENT HOLDING GROUP CO. LTD. CLASS A
002697 CHENGDU HONGQI CHAIN (A)
01579 YIHAI INTERNATIONAL HOLDING LTD.
3293 AZUMA HOUSE
300529 JAFRON BIOMEDICAL CO. LTD. CLASS A
8194 LIFE
600486 JIANGSU YANGNONG CHEMICAL CO. LTD. CLASS A
7974 NINTENDO CO. LTD.
000061 SHENZHEN AGRICULTURAL PRODUCTS GROUP (A)
600872 JONJEE HI-TECH INDUSTRIAL AND COMMERCIAL HOLDING CO. LTD. CLASS A
7113 TOP GLOVE CORPORATION BHD.
A068270 CELLTRION INC.
3038 KOBE BUSSAN CO. LTD.
31V VINDA INTERNATIONAL HOLDINGS LIMITED
6AH AUSNUTRIA DAIRY CORP LTD
CNU CHORUS LIMITED
SSMS PT SAWIT SUMBERMAS SARANA TBK
603288 FOSHAN HAITIAN FLAVOURING & FOOD CO. LTD. CLASS A
SF STILLFRONT GROUP AB
MIPS MIPS AB
603233 DASHENLIN PHARMACEUTICAL GROUP CO. LTD. CLASS A
1579 NIKKEI225 BULL 2X ETF
603707 NANJING KING-FRIEND BIOCHEMICAL PHARMACEUTICAL CO. LTD. CLASS A
6669 WIWYNN CORP.
01765 HOPE EDUCATION GROUP (P CHIP)
BGA BIONEUTRA GLOB/D
300595 OVCTEK CHINA INC. CLASS A
03141 BMO ASIA USD INVESTMENT GRADE BOND ETF
002907 CHONGQING PHARSCIN PHARMACEUTICAL (A)
300783 THREE SQUIRRELS (A)
603605 PROYA COSMETICS (A)
300699 WEIHAI GUANGWEI COMPOSITES CO. LTD. CLASS A
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