reports
ITOCHU TECHNO-SOLUTIONS increases its risk exposure and slightly lower...
ITOCHU TECHNO-SOLUTIONS (JP), a company active in the Computer Services industry, now shows a lower overall rating. The independent financial analyst theScreener confirms the fundamental rating of 2 out of 4 stars. However, the market behaviour deterioration triggered a risk requalification, which can be thus described as moderately risky. theScreener believes that increased risk justifies the general evaluation downgrade to Neutral. As of the analysis date January 25, 2022, the closing price wa...
- Dave Nicoski
- Ross LaDuke
Int'l Macro Vision: Sector Synopsis
After numerous trade war escalations and setbacks, it is easy to become resigned to the belief that there will be no end to the trade war. We have come to expect the unexpected when it comes to President Trump's tactics, so the best course of action may be to assume nothing. Last week's “Phase 1†US-China trade agreement is certainly a step in the right direction, and for now we are taking the truce at face value as a positive development while also knowing that the risk of setbacks/escalati...
6146 DISCO CORPORATION
1941 CHUDENKO CORP.
2345 ACCTON TECHNOLOGY CORP.
2802 AJINOMOTO CO. INC.
8572 ACOM CO. LTD.
7862 TOPPAN FORMS CO.
4739 ITOCHU TECHNO-SOLUTIONS CORPORATION
MRF MRF LIMITED
8593 MITSUBISHI UFJ LEASE & FINANCE COMPANY LIMITED
6702 FUJITSU LIMITED
4307 NOMURA RESEARCH INSTITUTE LTD.
8154 KAGA ELECTRONICS CO. LTD.
1959 KYUDENKO CORPORATION
3088 MATSUMOTOKIYOSHI HOLDINGS CO. LTD.
1942 KANDENKO CO. LTD.
2801 KIKKOMAN CORPORATION
6728 ULVAC INC.
6723 RENESAS ELECTRONICS CORPORATION
8056 NIHON UNISYS LTD.
4205 ZEON CORPORATION
6963 ROHM CO. LTD.
8068 RYOYO ELECTRO CORP.
1803 SHIMIZU CORPORATION
5110 SUMITOMO RUBBER INDUSTRIES LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
8035 TOKYO ELECTRON LTD.
7911 TOPPAN PRINTING CO. LTD.
6201 TOYOTA INDUSTRIES CORP.
7203 TOYOTA MOTOR CORP.
3391 TSURUHA HOLDINGS INC.
3231 NOMURA REAL ESTATE HOLDINGS INC.
3626 TIS INC.
7270 SUBARU CORP
RIB SOFTWARE SE
ASML ASML HOLDING NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Buoyed by outperformance in the US, the MSCI ACWI is the only broad global index that has yet to make a lower low relative to the lows set in June. This deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and continued downside volatility in bond yields leads us to remain cautious and concerned that global equities remain vulnerable and could be poised for additional weakness moving forward. • Additional bearish-leaning developments. In addition to the concerns ...
PROX PROXIMUS SA DE DROIT PUBLIC
ACP ASSECO POLAND SA
WKL WOLTERS KLUWER NV
INF INFORMA PLC
BLX. BORALEX INC. CL A
IRE IREN S.P.A.
6947 DIGI.COM BHD
4716 ORACLE CORPORATION JAPAN
ALU ALTIUM
035720 KAKAO CORP.
4739 ITOCHU TECHNO-SOLUTIONS CORPORATION
CESC CESC LTD.
SEA SEABRIDGE GOLD
ALMA ALMA MEDIA OYJ
XRO XERO LIMITED
002410 GLODON COMPANY LIMITED CLASS A
GPSC GLOBAL POWER SYNERGY PUBLIC COMPANY LTD
SCT SOFTCAT PLC
035420 NAVER CORP.
9432 NIPPON TELEGRAPH AND TELEPHONE CORPORATION
600900 CHINA YANGTZE POWER CO. LTD. CLASS A
3738 T-GAIA
SMF SEMAFO INC.
COFORGE COFORGE
3626 TIS INC.
CPS CYFROWY POLSAT SA
WLN WORLDLINE SA
RKET ROCKET INTERNET SE
WTC WISETECH GLOBAL LTD.
RIB SOFTWARE SE
SSRM SSR MINING INC
IG ITALGAS SPA
VOD VODAFONE GROUP PLC
A2DGQ4 THQ NORDIC AB
STORY B STORYTEL AB
- Dave Nicoski
- Ross LaDuke
Int'l Insights: Bullish Developed Markets Stocks
Favor EAFE over EM The U.S. dollar remains elevated and as long as this remains the case we believe developed international equities (EAFE) will continue to outperform relative to emerging markets (MSCI EM)... see charts below. Below we highlight attractive and actionable themes within developed international: • Australia. Australia's All Ordinaries index exhibits bullish price and RS trends, a rarity when it comes to global markets considering most country-specific indexes display neutral o...
ENX EURONEXT NV
AI AIR LIQUIDE SA
VIE VEOLIA ENVIRONNEMENT SA
FRA FRAPORT AG
DG VINCI SA
ALL ARISTOCRAT LEISURE LIMITED
DB1 DEUTSCHE BOERSE AG
BN DANONE SA
SGRO SEGRO PLC
WBC WESTPAC BANKING CORPORATION
MAB MITCHELLS & BUTLERS PLC
EVT EVOTEC SE
NAB NATIONAL AUSTRALIA BANK LIMITED
GMG GOODMAN GROUP
JDW J D WETHERSPOON PLC
ASY ASSYSTEM SA
DPH DECHRA PHARMACEUTICALS PLC
ATE ALTEN SA
00823 LINK REAL ESTATE INVESTMENT TRUST
INVE B INVESTOR AB CLASS B
RWE RWE AG
SAF SAFRAN S.A.
ELIS ELIS SA
INF INFORMA PLC
BTO B2GOLD CORP.
KRX KINGSPAN GROUP PLC
LUND B L E LUNDBERGFORETAGEN AB CLASS B
ASX ASX LIMITED
4716 ORACLE CORPORATION JAPAN
HVN HARVEY NORMAN HOLDINGS LTD
4739 ITOCHU TECHNO-SOLUTIONS CORPORATION
8593 MITSUBISHI UFJ LEASE & FINANCE COMPANY LIMITED
4290 PRESTIGE INTERNATIONAL
8155 MIMASU SEMICONDUCTOR INDUSTRY CO. LTD.
SAX STROEER SE & CO. KGAA
A114P8 FENIX OUTDOOR INTERNATIONAL
FLT FLIGHT CENTRE TRAVEL GROUP LIMITED
7730 MANI
6755 FUJITSU GENERAL LIMITED
9435 HIKARI TSUSHIN INC.
6728 ULVAC INC.
2201 MORINAGA & CO. LTD.
6641 NISSIN ELECTRIC CO. LTD.
6758 SONY CORPORATION
8035 TOKYO ELECTRON LTD.
ALSN ALSO HOLDING AG
ASHM ASHMORE GROUP PLC
AM1 AHLSTROM-MUNKSJO OYJ
CCH COCA-COLA HBC AG
3288 OPEN HOUSE CO. LTD.
WLN WORLDLINE SA
ICP INTERMEDIATE CAPITAL GROUP PLC
6183 BELLSYSTEM24 HOLDINGS
HBH HORNBACH HOLDING AG & CO. KGAA
WCN WASTE CONNECTIONS INC.
ASML ASML HOLDING NV
CCEP COCA-COLA EUROPEAN PARTNERS PLC
IHG INTERCONTINENTAL HOTELS GROUP PLC
EMG MAN GROUP PLC
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Fed cut, now what? The Fed's 25 bps cut and Powell's evasiveness in committing to a new easing cycle was seen as more hawkish than expected. In our opinion Powell was essentially saying the Fed will act as appropriate moving forward, and we can't blame him considering this was largely an “insurance cut†as opposed to a rescue attempt to avoid recession, and we may or may not need additional insurance moving forward. Overall the weight of the evidence supports further consolidation - i.e., n...
ICICIBANK ICICI BANK LIMITED
ELIS ELIS SA
REA REA GROUP LTD
4739 ITOCHU TECHNO-SOLUTIONS CORPORATION
9928 MIROKU JYOHO SERVICE
6278 UNION TOOL CO.
XRO XERO LIMITED
NMTP NOVOROSSIYSK
6035 IR JAPAN HOLDINGS
5483 SINO-AMERICAN SILICON PRODUCTS INC.
9749 FUJI SOFT
IPCALAB IPCA LABORATORIES LIMITED
1982 HIBIYA ENGINEERING LTD.
9744 MEITEC CORPORATION
6728 ULVAC INC.
8068 RYOYO ELECTRO CORP.
6859 ESPEC CORP.
8035 TOKYO ELECTRON LTD.
PEO. PEOPLE
PJP X5 RETAIL GROUP N.V. SPONSORED GDR REGS
3632 GREE INC.
GMKN MMC NORILSK NICKEL PJSC
AVV AVEVA GROUP PLC
6196 STRIKE
6098 RECRUIT HOLDINGS CO. LTD.
SOPH SOPHOS GROUP PLC
ICICIPRULI ICICI PRUDENTIAL LIFE INSURANCE CO. LTD.
ASML ASML HOLDING NV
HDFCLIFE HDFC LIFE INSURANCE CO. LTD.
TSEM TOWER SEMICONDUCTOR LTD
6544 JAPAN ELEVATOR SERVICE HOLDINGS
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Opportunities in Europe, Japan As markets pull back amid the tariff saga we continue to believe this is an attractive time to add exposure. This view is supported by the technicals with all major global indexes (MSCI ACWI, ACWI ex-U.S., EAFE, and EM) pulling back to their respective 200-day moving averages... see charts below. • Actionable Sectors: Services and Consumer Staples in Europe and Japan. We often view the Services Sector as a defensive way to invest in Technology. We also highlig...
DB1 DEUTSCHE BOERSE AG
BNP BNP PARIBAS SA CLASS A
J2B EXPERIAN PLC
HSV HOMESERVE PLC
ADEN ADECCO GROUP AG
DVO DEVRO PLC
RHM RHEINMETALL AG
ALV ALLIANZ SE
GLO GL EVENTS SA
RAND RANDSTAD NV
RTO RENTOKIL INITIAL PLC
BWNG N. BROWN GROUP PLC
SAP.. SAPUTO INC.
INVE B INVESTOR AB CLASS B
GNC GREENCORE GROUP PLC
JSG JOHNSON SERVICE GROUP PLC
COK CANCOM SE
YSN SECUNET SECURITY NETWORKS AG
4921 FANCL CORPORATION
4684 OBIC CO. LTD.
4739 ITOCHU TECHNO-SOLUTIONS CORPORATION
4819 DIGITAL GARAGE INC.
4911 SHISEIDO COMPANY LIMITED
BVIC BRITVIC PLC
2491 VALUECOMMERCE
BRNL BRUNEL INTERNATIONAL N.V.
4326 INTAGE HOLDINGS
9744 MEITEC CORPORATION
4919 MILBON CO. LTD.
1973 NEC NETWORKS & SYSTEM INTEGRATION
2412 BENEFIT ONE INC.
3038 KOBE BUSSAN CO. LTD.
AR4 AURELIUS EQUITY OPPORTUNITIES SE & CO. KGAA
4928 NOEVIR HOLDINGS CO. LTD.
FEVR FEVERTREE DRINKS PLC
3697 SHIFT
SPIE SPIE SA
VACN VAT GROUP AG
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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