reports
TOHO HOLDINGS reduced its risk exposure resulting in an upgrade to Sli...
TOHO HOLDINGS (JP), a company active in the Drug Retailers industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 3 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date October 15, 2021, the closing price was ...
- Dave Nicoski
- Ross LaDuke
Global Equity Strategy
Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Investors' primary sources of angst continue to revolve around concerns of (1) the global shift toward tighter monetary policy and the potential for perceived policy missteps, (2) trade and tariffs, and (3) the potential negative effects both (1) and (2) may have on global growth. Comments from Fed Chair Powell that interest rates are “just below†the neutral rate and the 90-day t...
EDF ELECTRICITE DE FRANCE SA
NOVN NOVARTIS AG
A117ME ALIBABA GROUP HOLDING LTD. SPONSORED ADR
BCE. BCE INC.
00941 CHINA MOBILE LIMITED
ORSTED ORSTED
SAN SANOFI
DTE DEUTSCHE TELEKOM AG
9974 BELC
2607 FUJI OIL HOLDINGS INC.
9508 KYUSHU ELECTRIC POWER COMPANY INCORPORATED
002746 SHANDONG XIANTAN (A)
603338 ZHEJIANG DINGLI MACHINERY CO. LTD. CLASS A
7476 AS ONE CORP.
2801 KIKKOMAN CORPORATION
2613 J-OIL MILLS INC.
9506 TOHOKU ELECTRIC POWER COMPANY INCORPORATED
8129 TOHO HOLDINGS CO. LTD.
00270 GUANGDONG INVESTMENT LIMITED
8279 YAOKO CO. LTD.
TRN TERNA S.P.A.
601186 CHINA RAILWAY CONSTRUCTION CORPORATION LIMITED CLASS A
601668 CHINA STATE CONSTRUCTION ENGINEERING CORP. LTD. CLASS A
002714 MUYUAN FOODS CO. LTD. CLASS A
00700 TENCENT HOLDINGS LTD.
M4B CHINA MERCHANTS BANK CO. LTD. CLASS H
AZN ASTRAZENECA PLC
RCI/A ROGERS COMMUNICATIONS INC. CL A
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Defensive posture warranted Our outlook for global equity markets remains cautious and we expect additional weakness and consolidation, notwithstanding shorter-term countertrend rallies. Indexes throughout Europe and Asia continue their struggle to gain a firm footing, and, unsurprisingly, the same can be said of broad developed and emerging market indexes (i.e., MSCI EAFE, EM, ACWI, ACWI ex-U.S.) which are all in downtrends or have recently broken down. In light of continued global market weak...
VIRP VIRBAC SA
MRK MERCK KGAA
ACO.X ATCO LTD. CLASS I
BEI_U BOARDWALK REIT
600116 CHONGQING THREE GORGES WATER CONSERVANCY & ELECTRIC POWER(A)
SANOFI SANOFI INDIA
9503 KANSAI ELECTRIC POWER COMPANY INCORPORATED
9508 KYUSHU ELECTRIC POWER COMPANY INCORPORATED
8958 GLOBAL ONE REAL ESTATE INVESTMENT CORPORATION
PFI PROPERTY FOR INDUSTRY LIMITED
8960 UNITED URBAN INVESTMENT CORPORATION
4507 SHIONOGI & CO. LTD.
REI_U RIOCAN REAL ESTATE INVESTMENT TRUST
SRU_U SMARTCENTRES REAL ESTATE INVESTMENT TRUST
8966 HEIWA REAL ESTATE REIT INC.
8977 HANKYU HANSHIN REIT INC.
8975 ICHIGO OFFICE REIT INVESTMENT CORPORATION
8987 JAPAN EXCELLENT INC.
3226 NIPPON ACCOMMODATIONS FUND INC.
MER MANILA ELECTRIC CO.
TENERGY TERNA ENERGY S.A.
3269 ADVANCE RESIDENCE INVESTMENT CORPORATION
APLLTD ALEMBIC PHARMACEUTICALS
AESGENER AES GENER S.A.
3282 COMFORIA RESIDENTIAL REIT INC.
RFF RURAL FUNDS GROUP
8952 JAPAN REAL ESTATE INVESTMENT CORP.
7476 AS ONE CORP.
4547 KISSEI PHARMACEUTICAL CO. LTD.
8953 JAPAN METROPOLITAN FUND INVESTMENT CORPORATION
8954 ORIX JREIT INC.
8956 PREMIER INVESTMENT CORPORATION
8957 TOKYU REIT INC.
GLENMARK GLENMARK PHARMACEUTICALS LIMITED
8129 TOHO HOLDINGS CO. LTD.
00270 GUANGDONG INVESTMENT LIMITED
600483 FUJIAN NANFANG TEXTILE CO. LTD. A
8972 KENEDIX OFFICE INVESTMENT CORPORATION
FGEN FIRST GEN CORP
3278 KENEDIX RESIDENTIAL NEXT INVESTMENT CORPORATION
MCY MERCURY NZ LTD.
3292 AEON REIT INVESTMENT CORP.
3296 NIPPON REIT INVESTMENT CORP
MEL MERIDIAN ENERGY LIMITED
3463 ICHIGO HOTEL REIT INVESTMENT
TPW TRUSTPOWER
GULF GULF ENERGY DEVELOPMENT PUBLIC COMPANY LIMITED
VITR VITROLIFE AB
VRX CN BAUSCH HEALTH COMPANIES INC.
HR_U H&R REAL ESTATE INVESTMENT TRUST
ENRG ENERGIX RENEWABLE ENERGIES
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
The U.S. has continued to separate itself from broad emerging market and developed international indexes. Thankfully, one positive is that MSCI EM and MSCI EAFE have been able to stabilize from a price perspective despite relative strength weakness vs. MSCI ACWI... see charts below. In today's report we scour the globe for attractive investments in an environment where selectivity is key. • Emerging markets. There is still not much to like about broad EM as the MSCI Emerging Markets index ...
IPN IPSEN SA
EQNR EQUINOR ASA
INFY INFOSYS LIMITED
J2B EXPERIAN PLC
LONN LONZA GROUP AG
ERF ENERPLUS CORPORATION
CLIN CLINIGEN GROUP PLC
HUSKF HUSKY ENERGY INC.
AIA AUCKLAND INTERNATIONAL AIRPORT LIMITED
PMO PREMIER OIL PLC
OXB OXFORD BIOMEDICA PLC
3JDA RIGHTMOVE PLC
NOVO B NOVO NORDISK A/S CLASS B
ALA ALTAGAS LTD.
SOBI SWEDISH ORPHAN BIOVITRUM AB
CJ5A CGI
CPU COMPUTERSHARE LIMITED
CAP CAPGEMINI SE
ABC ABCAM PLC
PXT PAREX RESOURCES INC.
FAE FAES FARMA S.A.
AMS ADVANCED MEDICAL SOLUTIONS GROUP PLC
KEY. KEYERA CORP.
GUD KNIGHT THERAPEUTICS
BPT BEACH ENERGY LIMITED
4559 ZERIA PHARMACEUTICAL CO. LTD.
COH COCHLEAR LIMITED
FSX FUTURE CORP
9682 DTS CORP.
4812 INFORMATION SERVICES INTERNATIONAL-DENTSU LTD.
6869 SYSMEX CORPORATION
STMN STRAUMANN HOLDING AG
2427 OUTSOURCING INC.
SKIS B SKISTAR AB
NAN NANOSONICS
FLRY3 FLEURY SA
NMC NMC HEALTH PLC
DIM SARTORIUS STEDIM BIOTECH SA
FPH FISHER & PAYKEL HEALTHCARE CORPORATION LIMITED
7730 MANI
WOR WORLEY LIMITED
7459 MEDIPAL HOLDINGS CORPORATION
9987 SUZUKEN CO. LTD.
8129 TOHO HOLDINGS CO. LTD.
7747 ASAHI INTECC CO. LTD.
2412 BENEFIT ONE INC.
3769 GMO PAYMENT GATEWAY INC.
5020 ENEOS HOLDINGS INC.
DHG DALATA HOTEL GROUP PLC
4503 ASTELLAS PHARMA INC.
POX PANDOX AB CLASS B
AZN ASTRAZENECA PLC
VIFN VIFOR PHARMA AG
145720 DENTIUM
- 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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