reports
- Dave Nicoski
- Ross LaDuke
Int'l Insights: EM Strategy
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance. Nonetheless, the MSCI EM index is bottoming and remains attractive from a price perspective. We believe this recent RS weakness could very well be part of a longer-term RS bottoming process - especially if the U.S. dollar (DXY) is unable to break above 98. Below we highlight attractive and actionable themes within EM: • EM Countries: China has assumed a...
CHILE BANCO DE CHILE
MELI MERCADOLIBRE INC.
BAP. CREDICORP LTD.
9904 POU CHEN CORPORATION
9921 GIANT MANUFACTURING CO. LTD.
2382 QUANTA COMPUTER INC.
4006 ORIENTAL HOLDINGS
002111 WEIHAI GUANGTAI AIRPORT (A)
SMCHILEB SOCIEDAD MATRIZ BANCO DE CHILE SA CL B
KGH KGHM POLSKA MIEDZ S.A.
BRPT PT BARITO PACIFIC TBK
000719 CENTRAL CHINA LAND MEDIA (A)
000861 GUANGDONG HIGHSUN GROUP (A)
000903 KUNMING YUNNEI POWER (A) (SC SZ)
2820 CHINA BILLS FINANCE CORP.
001696 CHONGQING ZONGSHEN POWER MACHINERY (A)
1368 UEM EDGENTA
051910 LG CHEM LTD.
600528 CHINA RAILWAY HI-TECH INDUSTRY CORP. LTD. CLASS A
000270 KIA MOTORS CORPORATION
6139 SYARIKAT TAKAFUL MALAYSIA KELUARGA BERHAD
002032 ZHEJIANG SUPOR CO. LTD. CLASS A
UPL UPL LIMITED
002099 ZHEJIANG HISOAR PHARMACEUTICAL (A)
002187 GUANGZHOU GRANDBUY (A)
300185 TONGYU HEAVY INDUSTRY (A)
300248 NEWCAPEC ELECTRONICS (A)
SCNR SUNAC CHINA HOLDINGS LTD.
300217 ZHENJIANG DONGFANG ELECTRIC HEATING TECHNOLOGY (A)
A161890 KOREA KOLMAR
9802 FULGENT SUN INTERNATIONAL (HOLDING)
603018 CHINA DESIGN GROUP (A)
603118 SHENZHEN GONGJIN ELECTRONICS (A)
00728 CHINA TELECOM CORP. LTD. CLASS H
600724 NINGBO FUDA (A)
6282 ACBEL POLYTECH INC.
RLC ROBINSONS LAND CORP.
600757 CHANGJIANG PUBLISHING AND MEDIA (A)
000551 CREATE TECHNOLOGY & SCIENCE CO. LTD. A
600790 ZHEJIANG CHINA LIGHT & TEXTILE INDUSTRIAL CITY GROUP CO. LTD. A
600872 JONJEE HI-TECH INDUSTRIAL AND COMMERCIAL HOLDING CO. LTD. CLASS A
LIGT3 LIGHT S.A.
002117 TUNGKONG (A)
002546 NANJING XINLIAN ELECTRONICS (A)
002326 ZHEJIANG YONGTAI TECHNOLOGY (A)
300068 ZHEJIANG NARADA POWER SOURCE (A)
601179 CHINA XD ELECTRIC (A)
002698 HARBIN BOSHI AUTOMATION (A)
01848 CHINA AIRCRAFT LEASING GROUP HOLDINGS (RED CHIP)
002731 SHENYANG CUIHUA GOLD AND SILVER JEWELRY (A)
603444 G-BITS NETWORK TECHNOLOGY (XIAMEN) CO. LTD. CLASS A
603303 HENGDIAN GROUP TOSPO LIGHTING (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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