reports
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
EM Breakout -- Add Exposure The laundry list of market characteristics consistent with historical bull markets continues to grow, helping support our ongoing belief that global equities are in the early stages of a broad-based advance. • US Dollar; EM Equities. The US dollar (DXY) exhibits signs of rolling over, something we outlined as increasingly likely in our 12/10/19 Int'l Macro Vision strategy. This is bullish for global equities -- especially EM -- and has paved the way for the MSCI E...
EO FAURECIA SA
SSAB A SSAB AB CLASS A
AFX CARL ZEISS MEDITEC AG
FMG FORTESCUE METALS GROUP LTD
DIVISLAB DIVI'S LABORATORIES LIMITED
KOMN KOMAX HOLDING AG
6118 AIDA ENGINEERING LTD.
6324 HARMONIC DRIVE SYSTEMS INC.
2689 KAWANISHI HOLDINGS INC.
4530 HISAMITSU PHARMACEUTICAL CO. INC.
4536 SANTEN PHARMACEUTICAL CO. LTD.
6463 TPR
002131 LEO GROUP CO. LTD. CLASS A
LKOH OIL COMPANY LUKOIL PJSC
6005 MIURA CO. LTD.
4534 MOCHIDA PHARMACEUTICAL CO. LTD.
4541 NICHI-IKO PHARMACEUTICAL CO. LTD.
4516 NIPPON SHINYAKU CO. LTD.
6594 NIDEC CORPORATION
7279 HI-LEX
POL PAKISTAN OILFIELDS LTD.
MOTHERSUMI MOTHERSON SUMI SYSTEMS LIMITED
BHARATFORG BHARAT FORGE LTD
1605 INPEX CORPORATION
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ADRO PT ADARO ENERGY TBK
4581 TAISHO PHARMACEUTICAL HOLDINGS CO. LTD.
4578 OTSUKA HOLDINGS CO. LTD.
002353 YANTAI JEREH OILFIELD SERVICES GROUP CO. LTD. CLASS A
00700 TENCENT HOLDINGS LTD.
VALE. COMPANHIA VALE DO RIO DOCE CEDEAR
CGG CGG
With a more favourable environment, AIDA ENGINEERING LTD. improves to ...
AIDA ENGINEERING LTD. (JP), a company active in the Industrial Machinery industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date November 22, 2019, the closing price was JPY 979.00 a...
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Add exposure to cyclicals Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip†strategy is warranted. We recommend taking advantage of recent weakness -- where applicable -- by adding exposure to cyclical Sectors. • Actionable Sectors: Consumer Discretionary and Manufacturing. Today's recommendations focus on autos, auto parts, and machinery which span the Discretionary and Manufacturing Sectors. We initially recommend...
SGO COMPAGNIE DE SAINT-GOBAIN SA
RNO RENAULT SA
EO FAURECIA SA
DAI DAIMLER AG
RHM RHEINMETALL AG
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
FR VALEO SE
WEIR WEIR GROUP PLC
FI-N GEORG FISCHER AG
BRE BREMBO S.P.A.
6118 AIDA ENGINEERING LTD.
6407 CKD CORPORATION
6383 DAIFUKU CO. LTD.
6954 FANUC CORPORATION
6479 MINEBEAMITSUMI INC.
7222 NISSAN SHATAI CO. LTD.
6481 THK CO. LTD.
PIA PIAGGIO & C. S.P.A.
MOCORP METSO OUTOTEC OYJ
6165 PUNCH INDUSTRY
01958 BAIC MOTOR CORPORATION LIMITED CLASS H
ROR ROTORK PLC
6277 HOSOKAWA MICRON CORP.
012330 HYUNDAI MOBIS CO. LTD
6966 MITSUI HIGH-TEC INC.
6141 DMG MORI CO. LTD.
6594 NIDEC CORPORATION
6103 OKUMA CORP.
6273 SMC CORPORATION
1319 TONG YANG INDUSTRY CO.
7261 MAZDA MOTOR CORP.
KCR KONECRANES OYJ
2049 HIWIN TECHNOLOGIES CORP.
TATAMOTORS TATA MOTORS LIMITED
2115 LU HAI HOLDING CORP
603023 HARBIN VITI ELECTRONIC (A)
03606 FUYAO GLASS INDUSTRY GROUP CO. LTD. CLASS H
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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