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A double requalification allows SUNDRUG to improve to Slightly Positiv...

SUNDRUG (JP), a company active in the Drug Retailers industry, has received a double requalification by the independent financial analyst theScreener. Its fundamental valuation is now 3 out of 4 stars while its market behaviour can be considered as defensive. theScreener believes that the gain of a star(s) and an improvement in the market risk perception allows upgrading the general evaluation to Slightly Positive. As of the analysis date January 25, 2022, the closing price was JPY 2,923.00 and ...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Stay Defensive With Technology, Health Care, Staples Upside momentum continues to wane for global equities, a trend we mentioned in last week's Int'l Compass. In that report we highlighted early signs of lower highs forming in the major global indexes. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI ex-US, EAFE, and EM indexes. These lower highs increase the probability for breakdowns and a deeper pullback, but we do not want to get ahead of ourselves. Unt...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Global Rally Losing Upside Momentum The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and EAFE indexes ended up breaking down. Additionally, the aforementioned indexes and major indexes in Europe, Japan, and Hong Kong have been unable to break above longer-term resistance. While we believe global equities remain vulnerable to a pullback, some near-term consolidation is another possibility. For now we belie...

Dave Nicoski ... (+2)
  • 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...

ENX EURONEXT NV
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 ... (+2)
  • 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, ...

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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