reports
- Dave Nicoski
- Ross LaDuke
Int'l Macro Vision: Sector Synopsis
Int'l Equity Strategy In using technical analysis, we let the market be our guide. That is, we analyze what is true in the market, utilizing the vast array of tools in our technical analysis toolbox which we then formulate into our outlook using a weight of the evidence approach. In a world where there are no shortages of things to worry about (trade wars, central banks, Trump impeachment, negative interest rates, low global growth, Brexit, Manufacturing weakness, elections, Hong Kong protests,...
BMW BAYERISCHE MOTOREN WERKE AG
DEMANT DEMANT A/S
3044 TRIPOD TECHNOLOGY CORP.
NOVO B NOVO NORDISK A/S CLASS B
6146 DISCO CORPORATION
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
2345 ACCTON TECHNOLOGY CORP.
8060 CANON MARKETING JAPAN INC.
4519 CHUGAI PHARMACEUTICAL CO. LTD.
4506 SUMITOMO DAINIPPON PHARMA CO. LTD.
5434 TOPCO SCIENTIFIC CO. LTD.
9682 DTS CORP.
4768 OTSUKA CORPORATION
5803 FUJIKURA LTD
6702 FUJITSU LIMITED
4307 NOMURA RESEARCH INSTITUTE LTD.
4530 HISAMITSU PHARMACEUTICAL CO. INC.
4507 SHIONOGI & CO. LTD.
KCHOL KOC HOLDING A.S.
DIM SARTORIUS STEDIM BIOTECH SA
4849 EN-JAPAN INC.
7267 HONDA MOTOR CO. LTD.
8096 KANEMATSU ELECTRONICS LTD.
9744 MEITEC CORPORATION
5333 NGK INSULATORS LTD.
4516 NIPPON SHINYAKU CO. LTD.
8056 NIHON UNISYS LTD.
1802 OBAYASHI CORPORATION
8068 RYOYO ELECTRO CORP.
9719 SCSK CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
1860 TODA CORPORATION
6201 TOYOTA INDUSTRIES CORP.
7203 TOYOTA MOTOR CORP.
2344 WINBOND ELECTRONICS CORP.
RIB SOFTWARE SE
- 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
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
Not too bullish, not too bearish Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical resistance, and indicators continue to send mixed signals. As a result we are hesitant to get too bullish or bearish. Instead we want to focus on Sector/Group/industry themes where we bottoming price and RS, or attractive pullback opportunities within established price and RS uptrends. Below we highlight some of these theme...
AMS AMS AG
J2B EXPERIAN PLC
3044 TRIPOD TECHNOLOGY CORP.
6146 DISCO CORPORATION
QSR RESTAURANT BRANDS INTERNATIONAL INC
ELIS ELIS SA
SOI SOITEC SA
4716 ORACLE CORPORATION JAPAN
7739 CANON ELECTRONICS INC.
8060 CANON MARKETING JAPAN INC.
HVN HARVEY NORMAN HOLDINGS LTD
5483 AMADEUS IT GROUP SA CLASS A
4901 SINO-AMERICAN SILICON PRODUCTS INC.
9435 FUJIFILM HOLDINGS CORP
4062 HIKARI TSUSHIN INC.
6723 IBIDEN CO. LTD.
7974 RENESAS ELECTRONICS CORPORATION
9843 NINTENDO CO. LTD.
JBH NITORI HOLDINGS CO. LTD.
8068 JB HI-FI LIMITED
6758 RYOYO ELECTRO CORP.
8035 SONY CORPORATION
2344 TOKYO ELECTRON LTD.
601933 WINBOND ELECTRONICS CORP.
ABI YONGHUI SUPERSTORES CO. LTD. CLASS A
STM ANHEUSER-BUSCH INBEV SA/NV
BESI STMICROELECTRONICS NV
03690 BE SEMICONDUCTOR INDUSTRIES N.V.
IHG MEITUAN CLASS B
INTERCONTINENTAL HOTELS GROUP 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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