reports
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Global equities consolidating We remain constructive on global equities as the MSCI ACWI, ACWI ex-U.S., and EAFE indexes consolidate above their respective 200-day moving averages. On the other hand, the MSCI EM index is breaking below its 200-day moving average and is flirting with a breakdown below 56,000 support (local currency). Weakness within EM raises concerns that global equities may also succumb to weakness... see charts below. • Global equities consolidating. We take a look at the...
SGO COMPAGNIE DE SAINT-GOBAIN SA
FRA FRAPORT AG
KNEBV KONE OYJ CLASS B
GFTU GRAFTON GROUP PLC
DIA DIALIGHT
MRN MERSEN SA
ATA. ATS AUTOMATION TOOLING SYSTEMS INC.
NOLA B NOLATO AB CLASS B
IFCN INFICON HOLDING AG
000733 CHINA ZHENHUA (GROUP) SCIENCE & TECHNOLOGY CO. LTD. A
9304 SHIBUSAWA WAREHOUSE CO. LTD.
5805 SWCC SHOWA HOLDINGS
2006 TUNG HO STEEL ENTERPRISES CO.
002801 HANGZHOU WEIGUANG ELECTRONIC (A)
PLP POLYPIPE GROUP
1717 ETERNAL CHEMICAL CO. LTD.
6501 HITACHI LTD.
7011 MITSUBISHI HEAVY INDUSTRIES LTD.
4403 NOF CORPORATION
1504 TECO ELECTRIC & MACHINERY CO. LTD.
1815 TEKKEN CORP.
6104 SHIBAURA MACHINE CO. LTD.
EMSN EMS-CHEMIE HOLDING AG
VBG B VBG GROUP AB SERIES B
MAITHANALL MAITHAN ALLOYS LTD
002476 SHANDONG POLYMER BIOCHEMICALS (A)
002698 HARBIN BOSHI AUTOMATION (A)
ALIG ALIMAK GROUP AB
ELTR ELECTRA LTD.
BEL BHARAT ELECTRONICS LTD.
BZU BUZZI UNICEM S.P.A.
ATCO A ATLAS COPCO AB CLASS A
BHP BHP GROUP PLC
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
MSCI ACWI hitting multi-month highs, U.S. remains leadership Note: This week's report is presented in an abbreviated format, as we are publishing the June International Macro Vision book this week (available next Tues. AM). Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and S&P 500 and MSCI ACWI price trends are showing evidence of early-stage uptrend formations. In today's report we provide an overview o...
HTHT CHINA LODGING GROUP ADS (N SHARES)
K3SD BAIDU INC SPONSORED ADR CLASS A
ATHM AUTOHOME INC. SPONSORED ADR CLASS A
OXB OXFORD BIOMEDICA PLC
ABC ABCAM PLC
UTG UNITE GROUP PLC
VCT VICTREX PLC
COPEC EMPRESAS COPEC S.A.
ALICORI1 ALICORP SA
00308 CHINA TRAVEL INTERNATIONAL INVESTMENT HONG KONG LIMITED
00011 HANG SENG BANK LIMITED
EMBR3 EMBRAER S.A.
SXC SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.
4HQ WANT WANT CHINA HOLDINGS LIMITED
01299 AIA GROUP LIMITED
NLMK NOVOLIPETSK STEEL
01308 SITC INTERNATIONAL HOLDINGS
NMC NMC HEALTH PLC
CRDA CRODA INTERNATIONAL PLC
00003 HONG KONG & CHINA GAS CO. LTD.
4403 NOF CORPORATION
4091 NIPPON SANSO HOLDINGS CORPORATION
7459 MEDIPAL HOLDINGS CORPORATION
9987 SUZUKEN CO. LTD.
8129 TOHO HOLDINGS CO. LTD.
4043 TOKUYAMA CORPORATION
AKER AKER ASA CLASS A
SAFE SAFESTORE HOLDINGS PLC
MULTIFOO MULTIEXPORT FOODS
3BD BOSIDENG INTERNATIONAL HOLDINGS LIMITED
4503 ASTELLAS PHARMA INC.
0914 ANHUI CONCH CEMENT COMPANY LIMITED CLASS H
QGEPF ENAUTA PARTICIPACOES SA
FIBR3 FIBRIA CELULOSE S.A.
GOAU3 METALURGICA GERDAU S/A ORD
0338 SINOPEC SHANGHAI PETROCHEMICAL CO. LTD. CLASS H
RAIL3 RUMO SA
01112 HEALTH AND HAPPINESS (H&H) INTERNATIONAL HOLDINGS LIMITED
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Not much has changed over the past week when looking at the MSCI ACWI and S&P 500, with prices generally trending sideways and no material changes in our primary breadth indicators. Therefore, our outlook remains positive given breadth and price action improvements on both the ACWI and S&P 500 relative to mid-April (both developments that we highlighted in the 5/17/18 International Compass). • Major themes: Opportunities within Health Care and Materials. Price and relative strength trends con...
EFERT ENGRO FERTILIZERS
UPM UPM-KYMMENE OYJ
WFT. WEST FRASER TIMBER CO. LTD.
MOR MORPHOSYS AG
1326 FORMOSA CHEMICALS & FIBRE CORPORATION
MX. METHANEX CORPORATION
OXB OXFORD BIOMEDICA PLC
ABC ABCAM PLC
AMP AMPLIFON S.P.A.
BERGEPAINT BERGER PAINTS INDIA LIMITED
VCT VICTREX PLC
CFP CANFOR CORPORATION
REC RECTICEL SA
IFP/A INTERNATIONAL FOREST PRODUCTS LTD. CL A
METSB METSA BOARD OYJ CLASS B
4617 CHUGOKU MARINE PAINTS LTD.
COH COCHLEAR LIMITED
1312 GRAND PACIFIC PETROCHEMICAL CORP.
4612 NIPPON PAINT HOLDINGS CO.LTD.
IVL INDORAMA VENTURES PUBLIC CO. LTD.
NMC NMC HEALTH PLC
OCI OCI NV
DIM SARTORIUS STEDIM BIOTECH SA
CRDA CRODA INTERNATIONAL PLC
069260 HUCHEMS FINE CHEMICAL CORP.
4403 NOF CORPORATION
4091 NIPPON SANSO HOLDINGS CORPORATION
3861 OJI HOLDINGS CORP.
4046 OSAKA SODA
4078 SAKAI CHEMICAL INDUSTRY CO. LTD.
7459 MEDIPAL HOLDINGS CORPORATION
4203 SUMITOMO BAKELITE CO. LTD.
9987 SUZUKEN CO. LTD.
8129 TOHO HOLDINGS CO. LTD.
4043 TOKUYAMA CORPORATION
1313 UPC TECHNOLOGY CORP.
PIDILITIND PIDILITE INDUSTRIES LIMITED
BIOT BIOTAGE AB
4503 ASTELLAS PHARMA INC.
FIBR3 FIBRIA CELULOSE S.A.
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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