reports
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
After failing to break above resistance, global equities (MSCI ACWI) have had a rough start to the third quarter. Tuesday's 10-year low reading for September's US ISM manufacturing index further spooked investors and reignited global growth concerns. Continued weakness in global manufacturing and the US-EU tariff escalation raises the potential for a breakdown in global equities, however our outlook remains neutral as long as the MSCI ACWI remains confined to its horizontal range. • Prevailin...
SGRO SEGRO PLC
GFC GECINA SA
PARAUCO PARQUE ARAUCO SA
CRG CRH PLC
HUFV A HUFVUDSTADEN AB CLASS A
KRX KINGSPAN GROUP PLC
LUND B L E LUNDBERGFORETAGEN AB CLASS B
1925 DAIWA HOUSE INDUSTRY CO. LTD.
1959 KYUDENKO CORPORATION
8802 MITSUBISHI ESTATE COMPANY LIMITED
SPI S IMMO AG
8975 ICHIGO OFFICE REIT INVESTMENT CORPORATION
VOLTAS VOLTAS LTD.
C2PU PARKWAY LIFE REAL ESTATE INVESTMENT TRUST
5273 MITANI SEKISAN
8251 PARCO CO. LTD.
1719 HAZAMA ANDO CORP.
6963 ROHM CO. LTD.
1803 SHIMIZU CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
WSP WSP GLOBAL INC.
8976 DAIWA OFFICE INVESTMENT CORPORATION
SAFE SAFESTORE HOLDINGS PLC
3626 TIS INC.
3288 OPEN HOUSE CO. LTD.
3289 TOKYU FUDOSAN HOLDINGS CORP.
3445 RS TECHNOLOGIES CO. LTD.
ASML ASML HOLDING NV
HOME NEINOR HOMES SA
FABG FABEGE AB
FUNO11 FIBRA UNO ADMINISTRACION SA DE CV
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Defensive posture warranted Our outlook for global equity markets remains cautious and we expect additional weakness and consolidation, notwithstanding shorter-term countertrend rallies. Indexes throughout Europe and Asia continue their struggle to gain a firm footing, and, unsurprisingly, the same can be said of broad developed and emerging market indexes (i.e., MSCI EAFE, EM, ACWI, ACWI ex-U.S.) which are all in downtrends or have recently broken down. In light of continued global market weak...
VIRP VIRBAC SA
MRK MERCK KGAA
ACO.X ATCO LTD. CLASS I
BEI_U BOARDWALK REIT
600116 CHONGQING THREE GORGES WATER CONSERVANCY & ELECTRIC POWER(A)
SANOFI SANOFI INDIA
9503 KANSAI ELECTRIC POWER COMPANY INCORPORATED
9508 KYUSHU ELECTRIC POWER COMPANY INCORPORATED
8958 GLOBAL ONE REAL ESTATE INVESTMENT CORPORATION
PFI PROPERTY FOR INDUSTRY LIMITED
8960 UNITED URBAN INVESTMENT CORPORATION
4507 SHIONOGI & CO. LTD.
REI_U RIOCAN REAL ESTATE INVESTMENT TRUST
SRU_U SMARTCENTRES REAL ESTATE INVESTMENT TRUST
8966 HEIWA REAL ESTATE REIT INC.
8977 HANKYU HANSHIN REIT INC.
8975 ICHIGO OFFICE REIT INVESTMENT CORPORATION
8987 JAPAN EXCELLENT INC.
3226 NIPPON ACCOMMODATIONS FUND INC.
MER MANILA ELECTRIC CO.
TENERGY TERNA ENERGY S.A.
3269 ADVANCE RESIDENCE INVESTMENT CORPORATION
APLLTD ALEMBIC PHARMACEUTICALS
AESGENER AES GENER S.A.
3282 COMFORIA RESIDENTIAL REIT INC.
RFF RURAL FUNDS GROUP
8952 JAPAN REAL ESTATE INVESTMENT CORP.
7476 AS ONE CORP.
4547 KISSEI PHARMACEUTICAL CO. LTD.
8953 JAPAN METROPOLITAN FUND INVESTMENT CORPORATION
8954 ORIX JREIT INC.
8956 PREMIER INVESTMENT CORPORATION
8957 TOKYU REIT INC.
GLENMARK GLENMARK PHARMACEUTICALS LIMITED
8129 TOHO HOLDINGS CO. LTD.
00270 GUANGDONG INVESTMENT LIMITED
600483 FUJIAN NANFANG TEXTILE CO. LTD. A
8972 KENEDIX OFFICE INVESTMENT CORPORATION
FGEN FIRST GEN CORP
3278 KENEDIX RESIDENTIAL NEXT INVESTMENT CORPORATION
MCY MERCURY NZ LTD.
3292 AEON REIT INVESTMENT CORP.
3296 NIPPON REIT INVESTMENT CORP
MEL MERIDIAN ENERGY LIMITED
3463 ICHIGO HOTEL REIT INVESTMENT
TPW TRUSTPOWER
GULF GULF ENERGY DEVELOPMENT PUBLIC COMPANY LIMITED
VITR VITROLIFE AB
VRX CN BAUSCH HEALTH COMPANIES INC.
HR_U H&R REAL ESTATE INVESTMENT TRUST
ENRG ENERGIX RENEWABLE ENERGIES
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
The MSCI ACWI advanced to another new high yesterday - to levels not seen since mid-March - as global markets have shrugged off the Italian political situation. Both the U.S. and Emerging Markets are leading the move to new highs (more on EM later). While potential resistance levels exist, these recent developments only improve on our already positive outlook... see charts below. • Major themes: Opportunities within Technology and Real Estate. Global Technology stocks are breaking out to new ...
SGRO SEGRO PLC
ATHM AUTOHOME INC. SPONSORED ADR CLASS A
BTG BTG PLC
NXT NEXTDC LIMITED
CDR CD PROJEKT S.A.
NOKIA NOKIA OYJ
BLND BRITISH LAND COMPANY PLC
TECHM TECH MAHINDRA LIMITED
CPU COMPUTERSHARE LIMITED
CAP CAPGEMINI SE
SUI SUN COMMUNITIES INC.
AP_U ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST
DLN DERWENT LONDON PLC
UTG UNITE GROUP PLC
ENGH ENGHOUSE SYSTEMS LTD.
FPAR FAST PARTNER AB
WDP WAREHOUSES DE PAUW SCA
4684 OBIC CO. LTD.
01109 CHINA RESOURCES LAND LIMITED
GMT GOODMAN PROPERTY TRUST
6908 IRISO ELECTRONICS CO. LTD.
066970 L&F
8960 UNITED URBAN INVESTMENT CORPORATION
006400 SAMSUNG SDI CO. LTD
SPI S IMMO AG
8966 HEIWA REAL ESTATE REIT INC.
8975 ICHIGO OFFICE REIT INVESTMENT CORPORATION
CAST CASTELLUM AB
DWNI DEUTSCHE WOHNEN SE
SXC SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.
078340 COM2USCORP
020150 ILJIN MATERIALS
SCH SAFECHARGE INTERNATIONAL GROUP
000660 SK HYNIX INC
2337 ICHIGO INC.
6981 MURATA MANUFACTURING CO. LTD.
8056 NIHON UNISYS LTD.
6462 RIKEN CORP.
6758 SONY CORPORATION
8976 DAIWA OFFICE INVESTMENT CORPORATION
SAFE SAFESTORE HOLDINGS PLC
P8X PAX GLOBAL TECHNOLOGY LIMITED
LMP LONDONMETRIC PROPERTY PLC
COL INMOBILIARIA COLONIAL SOCIMI SA
3289 TOKYU FUDOSAN HOLDINGS CORP.
MERLIN MERLIN PROPERTIES SOCIMI S.A.
TLG TLG IMMOBILIEN AG
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
GPOR GREAT PORTLAND ESTATES PLC
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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