reports
MATSUMOTOKIYOSHI sees its risk increased and a downgrade to Neutral
MATSUMOTOKIYOSHI (JP), a company active in the Drug Retailers industry, increases its market risk and lowers its general evaluation. The independent financial analyst theScreener just requalified the stock market behaviour as moderately risky. On the other hand, theScreener awards a fundamental star to the title, but the new risk assessment downgrades the general evaluation to Neutral. As of the analysis date April 1, 2022, the closing price was JPY 4,320.00 and its expected value was estimated ...
- Dave Nicoski
- Ross LaDuke
Int'l Insights: Bullish Developed Markets Stocks
Overweight Global Technology & Industrials The absence of breakdowns in both the US dollar (DXY) and the MSCI EAFE vs. EM ratio along with the positive correlation between the two allows us to continue sticking with EAFE over EM... see charts below. As long as the DXY's uptrend remains intact, we expect EAFE to continue outperforming EM. Below we highlight attractive and actionable themes within developed int'l markets: • Technology and Industrial Manufacturing. Technology and Industrials ...
VONN VONTOBEL HOLDING AG
AI AIR LIQUIDE SA
ALL ARISTOCRAT LEISURE LIMITED
BNP BNP PARIBAS SA CLASS A
TRI THOMSON REUTERS
BOO BOOHOO GROUP PLC
GLE SOCIETE GENERALE S.A. CLASS A
ATC ALTICE EUROPE NV CLASS A
NA NATIONAL BANK OF CANADA
EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DLG DIALOG SEMICONDUCTOR PLC
WIZZ WIZZ AIR HOLDINGS PLC
DAE DAETWYLER HOLDING AG
GEN GENMAB A/S
CGO. COGECO INC.
CSU. CONSTELLATION SOFTWARE INC.
ENGH ENGHOUSE SYSTEMS LTD.
CRG CRH PLC
KXS KINAXIS INC.
SAAB B SAAB AB CLASS B
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ZOT ZARDOYA OTIS S.A.
4704 TREND MICRO INCORPORATED
9449 GMO INTERNET INC.
8331 CHIBA BANK LTD.
8951 NIPPON BUILDING FUND INC.
4530 HISAMITSU PHARMACEUTICAL CO. INC.
6752 PANASONIC CORPORATION
4182 MITSUBISHI GAS CHEMICAL COMPANY INC.
3088 MATSUMOTOKIYOSHI HOLDINGS CO. LTD.
EDW EDP RENOVAVEIS SA
CON CONZZETA AG
7966 LINTEC CORPORATION
8096 KANEMATSU ELECTRONICS LTD.
2801 KIKKOMAN CORPORATION
6370 KURITA WATER INDUSTRIES LTD.
5333 NGK INSULATORS LTD.
6996 NICHICON CORPORATION
9759 NSD
6594 NIDEC CORPORATION
9432 NIPPON TELEGRAPH AND TELEPHONE CORPORATION
4205 ZEON CORPORATION
1802 OBAYASHI CORPORATION
8251 PARCO CO. LTD.
6963 ROHM CO. LTD.
ALSN ALSO HOLDING AG
2127 NIHON M&A CENTER INC.
2175 SMS CO. LTD.
AVV AVEVA GROUP PLC
3295 HULIC REIT INC.
BOSN BOSSARD HOLDING AG
VIFN VIFOR PHARMA AG
REY REPLY S.P.A.
TSEM TOWER SEMICONDUCTOR LTD
8919 KATITAS CO LTD
ENRG ENERGIX RENEWABLE ENERGIES
FORTY FORMULA SYSTEMS (1985) LTD.
- 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
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
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Squarely in the neutral camp At this point in time the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, EM) have failed to break above their respective resistance levels, leaving us squarely in the neutral camp. • We need to see more from cyclical value. We believe the aforementioned major global indexes are likely to remain below resistance or have limited upside unless and until we see more definitive signs of bottoming within cyclical value areas of the market (e.g., Materials, Energy, ...
AC ACCOR SA
SEV SUEZ SA
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
SECH ALBIOMA
CPG COMPASS GROUP PLC
TUI1 TUI AG
CARL B CARLSBERG A/S CLASS B
EZJ EASYJET PLC
WES WESFARMERS LIMITED
WMH WILLIAM HILL PLC
CWK CRANSWICK PLC
ACmx ARCA CONTINENTAL SAB DE CV
2802 AJINOMOTO CO. INC.
2502 ASAHI GROUP HOLDINGS LTD.
3088 MATSUMOTOKIYOSHI HOLDINGS CO. LTD.
ENT ENTAIN PLC
FLT FLIGHT CENTRE TRAVEL GROUP LIMITED
600519 KWEICHOW MOUTAI CO. LTD. CLASS A
2222 KOTOBUKI SPIRITS CO. LTD.
9989 SUNDRUG CO. LTD.
10G4 WOOLWORTHS HOLDINGS LIMITED
PJP X5 RETAIL GROUP N.V. SPONSORED GDR REGS
FLTR FLUTTER ENTERTAINMENT PLC
BRFS3 BRF SA
DMART AVENUE SUPERMARTS LTD.
IHG INTERCONTINENTAL HOTELS GROUP PLC
UN01 UNIPER SE
DNP DINO POLSKA S.A.
CCEP COCA-COLA EUROPEAN PARTNERS 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...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.