reports
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
EM Remains In Favor; Shanghai Comp Breaking Out A weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving price and RS trends for these risk-on areas of the market are among the many characteristics consistent with historical bull markets. Therefore, we continue to label this a bull market and we believe global equities are still in the early innings of a broad-based advance. • EM Equities. Price action has remained weak for the US...
SCCO SOUTHERN COPPER CORPORATION
STERV STORA ENSO OYJ CLASS R
FMG FORTESCUE METALS GROUP LTD
FUR FUGRO NV CERT OF SHS
KCO KLOECKNER & CO SE
120110 KOLON INDUSTRIES
MEG. MEG ENERGY CORP.
ARX. ARC RESOURCES LTD.
ELM ELEMENTIS PLC
VCT VICTREX PLC
FR. FIRST MAJESTIC SILVER CORP.
8030 CHUO GYORUI
5714 DOWA HOLDINGS CO. LTD.
4182 MITSUBISHI GAS CHEMICAL COMPANY INC.
NVA NUVISTA ENERGY LTD.
8097 SAN-AI OIL CO. LTD.
PAAS PAN AMERICAN SILVER CORP.
YRI YAMANA GOLD INC.
KCHOL KOC HOLDING A.S.
C44 CHINA RESOURCES CEMENT HOLDINGS LIMITED
LKOH OIL COMPANY LUKOIL PJSC
603799 ZHEJIANG HUAYOU COBALT CO. LTD. CLASS A
600583 OFFSHORE OIL ENGINEERING CO. LTD. CLASS A
JINDALSTEL JINDAL STEEL & POWER LTD.
4099 SHIKOKU CHEMICALS CORP.
3101 TOYOBO CO. LTD.
4208 UBE INDUSTRIES LTD.
BHARATFORG BHARAT FORGE LTD
03323 CHINA NATIONAL BUILDING MATERIAL CO. LTD. CLASS H
1605 INPEX CORPORATION
002318 ZHEJIANG JIULI HI-TECH METALS (A)
5021 COSMO ENERGY HOLDINGS CO. LTD.
LUCK LUCKY CEMENT LTD.
0914 ANHUI CONCH CEMENT COMPANY LIMITED CLASS H
VALE. COMPANHIA VALE DO RIO DOCE CEDEAR
GOAU3 METALURGICA GERDAU S/A ORD
SSRM SSR MINING INC
CGG CGG
300618 NANJING HANRUI COBALT (A)
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
The Pause that Refreshes? We continue to believe the weight of the evidence points to a new leg higher for global equities, a viewpoint that is supported by the several international markets that are breaking out to new highs or making bullish inflections since our previous Int'l Compass (10/31/19). While developments continue to lean bullish, global equities have rallied substantially since the start of October, making it perfectly reasonable to expect some consolidation of recent gains which ...
STERV STORA ENSO OYJ CLASS R
OMV OMV AG
BAS BASF SE
REP REPSOL SA
ELM ELEMENTIS PLC
VCT VICTREX PLC
IFP/A INTERNATIONAL FOREST PRODUCTS LTD. CL A
NDA AURUBIS AG
5482 AICHI STEEL CORP.
3407 ASAHI KASEI CORPORATION
5471 DAIDO STEEL CO. LTD.
5714 DOWA HOLDINGS CO. LTD.
4061 DENKA CO. LTD.
4182 MITSUBISHI GAS CHEMICAL COMPANY INC.
8097 SAN-AI OIL CO. LTD.
4188 MITSUBISHI CHEMICAL HOLDINGS CORPORATION
TATN TATNEFT PJSC
7966 LINTEC CORPORATION
4088 AIR WATER INC.
BSL BLUESCOPE STEEL LIMITED
4183 MITSUI CHEMICALS INC.
4205 ZEON CORPORATION
4203 SUMITOMO BAKELITE CO. LTD.
4208 UBE INDUSTRIES LTD.
5451 YODOGAWA STEEL WORKS LTD.
PETRONET PETRONET LNG LIMITED
02689 NINE DRAGONS PAPER HOLDINGS LTD.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
CGG CGG
- Dave Nicoski
- Ross LaDuke
Int'l Insights: Bullish Stocks
EAFE > EM; Add exposure to Japan Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership position relative to EM (MSCI EM). Below we highlight attractive and actionable themes within developed int'l: • Japan, Switzerland, Australia, Canada. Major Japanese indexes have been underperforming for nearly two years but are making bullish price and RS inflections and exhibit early signs of bottoming. Switzer...
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
DG VINCI SA
J2B EXPERIAN PLC
WBC WESTPAC BANKING CORPORATION
GIVN GIVAUDAN SA
NAB NATIONAL AUSTRALIA BANK LIMITED
NA NATIONAL BANK OF CANADA
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
RTO RENTOKIL INITIAL PLC
MSI MORNEAU SHEPELL
EZJ EASYJET PLC
HIK HIKMA PHARMACEUTICALS PLC
GEN GENMAB A/S
TLX TALANX AG
EIF EXCHANGE INCOME CORPORATION
HM B H&M HENNES & MAURITZ AB CLASS B
2802 AJINOMOTO CO. INC.
8572 ACOM CO. LTD.
2502 ASAHI GROUP HOLDINGS LTD.
7581 SAIZERIYA CO. LTD.
CSL CSL LIMITED
4519 CHUGAI PHARMACEUTICAL CO. LTD.
2659 SAN-A CO. LTD.
4307 NOMURA RESEARCH INSTITUTE LTD.
8097 SAN-AI OIL CO. LTD.
2501 SAPPORO HOLDINGS LIMITED
8963 INVINCIBLE INVESTMENT CORP.
3088 MATSUMOTOKIYOSHI HOLDINGS CO. LTD.
ENT ENTAIN PLC
CMBN CEMBRA MONEY BANK AG
6240 YAMASHIN-FILTER CORP.
TRP TOWER RESOURCES PLC
4368 FUSO CHEMICAL CO. LTD.
6755 FUJITSU GENERAL LIMITED
8308 RESONA HOLDINGS INC.
7244 ICHIKOH INDUSTRIES LTD.
5273 MITANI SEKISAN
2201 MORINAGA & CO. LTD.
6723 RENESAS ELECTRONICS CORPORATION
6641 NISSIN ELECTRIC CO. LTD.
8604 NOMURA HOLDINGS INC.
9843 NITORI HOLDINGS CO. LTD.
8566 RICOH LEASING CO. LTD.
3738 T-GAIA
9989 SUNDRUG CO. LTD.
7911 TOPPAN PRINTING CO. LTD.
6845 AZBIL CORPORATION
3626 TIS INC.
7148 FINANCIAL PRODUCTS GROUP CO. LTD.
3288 OPEN HOUSE CO. LTD.
9090 MARUWA UNYU KIKAN CO. LTD.
LOV LOVISA HOLDINGS
ICP INTERMEDIATE CAPITAL GROUP PLC
7270 SUBARU CORP
7186 CONCORDIA FINANCIAL GROUP LTD.
VIFN VIFOR PHARMA AG
UN01 UNIPER SE
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
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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