reports
- Dave Nicoski
- Ross LaDuke
Int'l Insights: EM Strategy
EM Outperforming; Favor EM over EAFE With many global markets crumbling last week, one might assume that EM would have underperformed -- but that is not what transpired. What we saw was a decline in the US dollar which, along with improving coronavirus metrics in China, led to EM outperformance. Reiterating our 12/20/19 EM Strategy, we continue to believe EM is a better place to be than EAFE, supported by new highs in the EM vs. EAFE ratio and our ongoing belief that the US dollar is likely not...
012510 DOUZONE BIZON CO.LTD
300482 GUANGZHOU WONDFO BIOTECH CO. LTD. CLASS A
IZZ TAL EDUCATION GROUP SPONSORED ADR CLASS A
N1U NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC. SPONSORED ADR
002111 WEIHAI GUANGTAI AIRPORT (A)
5168 HARTALEGA HOLDINGS BHD.
ESCORTS ESCORTS
TATACONSUM TATA CONSUMER PRODUCTS LIMITED
035720 KAKAO CORP.
036570 NCSOFT CORPORATION
2892 FIRST FINANCIAL HOLDING CO. LTD.
002271 BEIJING ORIENTAL YUHONG WATERPROOF TECHNOLOGY CO. LTD. CLASS A
601567 NINGBO SANXING ELECTRIC (A)
RLF LONGFOR GROUP HOLDINGS LTD.
300070 BEIJING ORIGINWATER TECHNOLOGY CO. LTD. CLASS A
02869 GREENTOWN SERVICE GROUP CO. LTD.
603338 ZHEJIANG DINGLI MACHINERY CO. LTD. CLASS A
5483 SINO-AMERICAN SILICON PRODUCTS INC.
1229 LIEN HWA INDUSTRIAL CORP.
600486 JIANGSU YANGNONG CHEMICAL CO. LTD. CLASS A
6214 SYSTEX CORP.
1227 STANDARD FOODS CORPORATION
00322 TINGYI (CAYMAN ISLANDS) HOLDING CORP.
FROTO FORD OTOMOTIV SANAYI A.S.
7113 TOP GLOVE CORPORATION BHD.
7153 KOSSAN RUBBER INDUSTRIES BHD.
PIDILITIND PIDILITE INDUSTRIES LIMITED
02689 NINE DRAGONS PAPER HOLDINGS LTD.
3532 FORMOSA SUMCO TECHNOLOGY
2049 HIWIN TECHNOLOGIES CORP.
002190 SICHUAN CHENGFEI INTEGRATION TECHNOLOGY (A)
002352 S.F. HOLDING CO. LTD. CLASS A
300122 CHONGQING ZHIFEI BIOLOGICAL PRODUCTS CO. LTD. CLASS A
300012 CENTRE TESTING INTERNATIONAL GROUP CO. LTD. CLASS A
5Z0 ZHONGSHENG GROUP HOLDINGS LTD.
300347 HANGZHOU TIGERMED CONSULTING CO. LTD. CLASS A
300328 DONGGUAN EONTEC (A)
02066 SHENGJING BANK (H)
300450 WUXI LEAD INTELLIGENT EQUIPMENT CO. LTD. CLASS A
300497 JIANGXI FUSHINE PHARMACEUTICAL CO LTD.
0914 ANHUI CONCH CEMENT COMPANY LIMITED CLASS H
002465 GUANGZHOU HAIGE COMMUNICATIONS GROUP INCORPORATED COMPANY CLASS A
EQTL3 EQUATORIAL ENERGIA S.A.
300219 GUANGZHOU HONGLI OPTO ELECTRONIC (A)
ZTO ZTO EXPRESS (CAYMAN) INC. SPONSORED ADR CLASS A
603658 AUTOBIO DIAGNOSTICS CO. LTD. CLASS A
2269 WUXI BIOLOGICS (CAYMAN) INC.
300601 SHENZHEN KANGTAI BIOLOGICAL PRODUCTS CO. LTD. CLASS A
300630 HAINAN POLY PHARM (A)
GDS GDS HOLDINGS LTD. SPONSORED ADR CLASS A
603707 NANJING KING-FRIEND BIOCHEMICAL PHARMACEUTICAL CO. LTD. CLASS A
LUCK SENTRAL MITRA INFORMATIKA
603638 YANTAI EDDIE PRECISION MACHINERY CO. LTD. CLASS A
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Global Equities Dive, Testing Major Support Global equities have gone from extreme bullish sentiment and an extended market to panic and fear over coronavirus concerns. It is virtually impossible to predict what will happen regarding the virus or how much further markets could sell off as a result. Below we explain our outlook based on what we do know, which has been dampened but is not yet dire. • Indexes Testing Major Support. Major indexes are testing long-term base support and/or support...
ALL ARISTOCRAT LEISURE LIMITED
DB1 DEUTSCHE BOERSE AG
J2B EXPERIAN PLC
BARN BARRY CALLEBAUT AG
SGRO SEGRO PLC
HSV HOMESERVE PLC
LSEG LONDON STOCK EXCHANGE GROUP PLC
725180 STADA ARZNEIMITTEL AG
TEP TELEPERFORMANCE SE
RTO RENTOKIL INITIAL PLC
DABUR DABUR INDIA LIMITED
MSI MORNEAU SHEPELL
CWK CRANSWICK PLC
TATACONSUM TATA CONSUMER PRODUCTS LIMITED
CCP CREDIT CORP GROUP
4307 NOMURA RESEARCH INSTITUTE LTD.
TCL.A TRANSCONTINENTAL INC. CL A
XRO XERO LIMITED
RLF LONGFOR GROUP HOLDINGS LTD.
02869 GREENTOWN SERVICE GROUP CO. LTD.
6035 IR JAPAN HOLDINGS
1229 LIEN HWA INDUSTRIAL CORP.
2897 NISSIN FOODS HOLDINGS CO. LTD.
1227 STANDARD FOODS CORPORATION
00322 TINGYI (CAYMAN ISLANDS) HOLDING CORP.
PEO. PEOPLE
BOLSAA BOLSA MEXICANA DE VALORES SAB DE CV
300122 CHONGQING ZHIFEI BIOLOGICAL PRODUCTS CO. LTD. CLASS A
300012 CENTRE TESTING INTERNATIONAL GROUP CO. LTD. CLASS A
300075 BEIJING EGOVA (A)
IEL IDP EDUCATION
CERV CERVED GROUP SPA
CWY CLEANAWAY WASTE MANAGEMENT LTD.
WCN WASTE CONNECTIONS INC.
REAL REAL MATTERS
AT1 AROUNDTOWN SA
BVMF3 B3 SA - BRASIL BOLSA BALCAO
AMOT AMOT INVESTMENTS LTD.
Standard Foods Corp in Packaged Food (Taiwan)
Standard Foods Corp is committed to ensuring food safety and producing quality, and safe health and wellness packaged food. It also plans to expand its portfolio by engaging in further research and development to meet consumers’ changing needs. The company also plans to launch more marketing activities to boost its brand image among consumers. Euromonitor International Local Company Profiles are a concise set of briefings detailing the strategic direction taken by a company. Discover key cont...
Standard Foods Corp in Health and Wellness (Taiwan)
Standard Food Corp is expected to expand its already strong focus on health and wellness through its existing product portfolio and new product development. The company is expected to maintain a strong advertising presence and has been very successful in creating brand awareness and linking its products with health and wellness in the eyes of Taiwanese consumers. Euromonitor International Local Company Profiles are a concise set of briefings detailing the strategic direction taken by a company....
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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