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DAIWA OFFICE INVESTMENT reduced its risk exposure resulting in an upgr...
DAIWA OFFICE INVESTMENT (JP), a company active in the Real Estate Holding & Development 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 March 19, 2...
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
After failing to break above resistance, global equities (MSCI ACWI) have had a rough start to the third quarter. Tuesday's 10-year low reading for September's US ISM manufacturing index further spooked investors and reignited global growth concerns. Continued weakness in global manufacturing and the US-EU tariff escalation raises the potential for a breakdown in global equities, however our outlook remains neutral as long as the MSCI ACWI remains confined to its horizontal range. • Prevailin...
SGRO SEGRO PLC
GFC GECINA SA
PARAUCO PARQUE ARAUCO SA
CRG CRH PLC
HUFV A HUFVUDSTADEN AB CLASS A
KRX KINGSPAN GROUP PLC
LUND B L E LUNDBERGFORETAGEN AB CLASS B
1925 DAIWA HOUSE INDUSTRY CO. LTD.
1959 KYUDENKO CORPORATION
8802 MITSUBISHI ESTATE COMPANY LIMITED
SPI S IMMO AG
8975 ICHIGO OFFICE REIT INVESTMENT CORPORATION
VOLTAS VOLTAS LTD.
C2PU PARKWAY LIFE REAL ESTATE INVESTMENT TRUST
5273 MITANI SEKISAN
8251 PARCO CO. LTD.
1719 HAZAMA ANDO CORP.
6963 ROHM CO. LTD.
1803 SHIMIZU CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
WSP WSP GLOBAL INC.
8976 DAIWA OFFICE INVESTMENT CORPORATION
SAFE SAFESTORE HOLDINGS PLC
3626 TIS INC.
3288 OPEN HOUSE CO. LTD.
3289 TOKYU FUDOSAN HOLDINGS CORP.
3445 RS TECHNOLOGIES CO. LTD.
ASML ASML HOLDING NV
HOME NEINOR HOMES SA
FABG FABEGE AB
FUNO11 FIBRA UNO ADMINISTRACION SA DE CV
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
MSCI EAFE inflecting, aided by strength in Japan Developed international (MSCI EAFE, local currency) is displaying a change in trend, bullishly inflecting topside its downtrend and putting an end to the YTD pattern of lower highs. Despite this incrementally positive development, our outlook remains neutral for MSCI EAFE as there are still many additional resistance areas the index needs to overcome before we would turn outright bullish... see chart below. • Japan: Not too late to add exposur...
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DNB DNB ASA
HUSKF HUSKY ENERGY INC.
1Q6 PROSAFE S.E.
EFX. ENERFLEX
STB STOREBRAND ASA
CEVI CELLAVISION AB
BURE BURE EQUITY AB
LUND B L E LUNDBERGFORETAGEN AB CLASS B
BPT BEACH ENERGY LIMITED
6958 CMK CORPORATION
4746 TOUKEI COMPUTER
5902 HOKKAN HOLDINGS
8920 TOSHO
7874 LEC
7277 DIALOG GROUP BHD.
NONG SPAREBANK 1 NORD-NORGE
2491 VALUECOMMERCE
HNSA HANSA BIOPHARMA AB
8952 JAPAN REAL ESTATE INVESTMENT CORP.
010950 S-OIL CORPORATION
8586 HITACHI CAPITAL CORP.
8345 BANK OF IWATE LTD.
8766 TOKIO MARINE HOLDINGS INC.
4912 LION CORPORATION
5017 FUJI OIL
7744 NORITSU KOKI CO. LTD.
7250 PACIFIC INDUSTRIAL CO. LTD.
NHC NEW HOPE CORP. LTD.
6462 RIKEN CORP.
6957 SHIBAURA ELECTRONICS
8132 SINANEN CO. LTD.
4004 SHOWA DENKO K.K.
7911 TOPPAN PRINTING CO. LTD.
2009 TORIGOE CO. LTD.
9474 ZENRIN CO. LTD.
LTS GRUPA LOTOS S.A.
2453 JAPAN BEST RESCUE SYSTEM
8976 DAIWA OFFICE INVESTMENT CORPORATION
PTTEP PTT EXPLORATION & PRODUCTION PLC
TRAC B TRACTION AB B
ACAN B ACANDO AB SERIES B
7821 MAEDA KOSEN
3630 DENSAN SYSTEM CO. LTD.
8630 SOMPO HOLDINGS INC.
AKSOO AKER SOLUTIONS ASA
5021 COSMO ENERGY HOLDINGS CO. LTD.
PONY PAINTED PONY ENERGY
MOH MOHO RESOURCES NL
SVOL B SVOLDER AB B
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Our outlook remains neutral - bordering on cautious - on the MSCI ACWI ex-U.S. index (local currency) on an absolute basis with horizontal support continuing to hold for now. Our concern stems from the recent pattern of lower highs and continued underperformance relative to MSCI ACWI - remain underweight... see chart below. • Bullish developments in Japan. We have been fairly downbeat recently on Japan given the TOPIX's descending triangle pattern and underperformance relative to the MSCI ACW...
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
T. TELUS CORPORATION
CP. CANADIAN PACIFIC RAILWAY LIMITED
AIA AUCKLAND INTERNATIONAL AIRPORT LIMITED
AHT ASHTEAD GROUP PLC
SW SIERRA WIRELESS INC.
CTT CTT - CORREIOS DE PORTUGAL SA
4206 AICA KOGYO COMPANY LIMITED
4676 FUJI MEDIA HOLDINGS INC.
3407 ASAHI KASEI CORPORATION
BAJAJHLDNG BAJAJ HOLDINGS & INVESTMENT
9437 NTT DOCOMO INC.
4719 ALPHA SYSTEMS INC.
MAQ MACQUARIE TELECOM GROUP
SPK SPARK NEW ZEALAND LIMITED
RCI.B ROGERS COMMUNICATIONS INC. CLASS B
WTE WESTSHORE TERMINALS INVESTMENT
SHOPERSTOP SHOPPERS STOP
AIAENG AIA ENGINEERING
JET2 JET2 PLC
06823 HKT TRUST AND HKT LTD
A114JK COM HEM HOLDING AB
SRCG SUNRISE COMMUNICATIONS GROUP LTD.
7013 IHI CORPORATION
1951 KYOWA EXEO CORPORATION
030200 KT CORPORATION
SUNPHARMA SUN PHARMACEUTICAL INDUSTRIES LIMITED
2768 SOJITZ CORP.
8058 MITSUBISHI CORPORATION
3861 OJI HOLDINGS CORP.
9065 SANKYU INC.
6340 SHIBUYA
9474 ZENRIN CO. LTD.
2633 TAIWAN HIGH SPEED RAIL CORPORATION
PEL PIRAMAL ENTERPRISES LTD.
PIDILITIND PIDILITE INDUSTRIES LIMITED
8976 DAIWA OFFICE INVESTMENT CORPORATION
PAGEIND PAGE INDUSTRIES LIMITED
01883 CITIC TELECOM INTERNATIONAL HOLDINGS
ASTRAL ASTRAL POLY TECHNIK LTD.
6178 JAPAN POST HOLDINGS CO. LTD.
9416 VISION INC. ( JAPAN)
TFII TFI INTERNATIONAL INC.
RBLBANK RBL BANK
TELIA TELIA COMPANY AB
9143 SG HOLDINGS CO. LTD.
BMCL-F BANGKOK EXPRESSWAY AND METRO (FGN)
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
The MSCI ACWI advanced to another new high yesterday - to levels not seen since mid-March - as global markets have shrugged off the Italian political situation. Both the U.S. and Emerging Markets are leading the move to new highs (more on EM later). While potential resistance levels exist, these recent developments only improve on our already positive outlook... see charts below. • Major themes: Opportunities within Technology and Real Estate. Global Technology stocks are breaking out to new ...
SGRO SEGRO PLC
ATHM AUTOHOME INC. SPONSORED ADR CLASS A
BTG BTG PLC
NXT NEXTDC LIMITED
CDR CD PROJEKT S.A.
NOKIA NOKIA OYJ
BLND BRITISH LAND COMPANY PLC
TECHM TECH MAHINDRA LIMITED
CPU COMPUTERSHARE LIMITED
CAP CAPGEMINI SE
SUI SUN COMMUNITIES INC.
AP_U ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST
DLN DERWENT LONDON PLC
UTG UNITE GROUP PLC
ENGH ENGHOUSE SYSTEMS LTD.
FPAR FAST PARTNER AB
WDP WAREHOUSES DE PAUW SCA
4684 OBIC CO. LTD.
01109 CHINA RESOURCES LAND LIMITED
GMT GOODMAN PROPERTY TRUST
6908 IRISO ELECTRONICS CO. LTD.
066970 L&F
8960 UNITED URBAN INVESTMENT CORPORATION
006400 SAMSUNG SDI CO. LTD
SPI S IMMO AG
8966 HEIWA REAL ESTATE REIT INC.
8975 ICHIGO OFFICE REIT INVESTMENT CORPORATION
CAST CASTELLUM AB
DWNI DEUTSCHE WOHNEN SE
SXC SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.
078340 COM2USCORP
020150 ILJIN MATERIALS
SCH SAFECHARGE INTERNATIONAL GROUP
000660 SK HYNIX INC
2337 ICHIGO INC.
6981 MURATA MANUFACTURING CO. LTD.
8056 NIHON UNISYS LTD.
6462 RIKEN CORP.
6758 SONY CORPORATION
8976 DAIWA OFFICE INVESTMENT CORPORATION
SAFE SAFESTORE HOLDINGS PLC
P8X PAX GLOBAL TECHNOLOGY LIMITED
LMP LONDONMETRIC PROPERTY PLC
COL INMOBILIARIA COLONIAL SOCIMI SA
3289 TOKYU FUDOSAN HOLDINGS CORP.
MERLIN MERLIN PROPERTIES SOCIMI S.A.
TLG TLG IMMOBILIEN AG
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
GPOR GREAT PORTLAND ESTATES PLC
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
As support levels continue to hold for the MSCI ACWI and S&P 500, our neutral but constructive outlook remains. Additionally, we reiterate our expectation for more consolidation and volatility. In today's report we highlight actionable stocks within countries that are displaying bullish price and relative strength trends. • Asia/Pacific. In Japan, the TOPIX continues to exhibit leadership characteristics. Stay overweight. Broadly speaking, global Consumer Staples stocks are lagging, but Japan...
EQNR EQUINOR ASA
AS7 ANTA SPORTS PRODUCTS LTD.
EBS ERSTE GROUP BANK AG
MAS MELCO RESORTS & ENTERTAINMENT LIMITED SPONSORED ADR
UNIQA INSURANCE GROUP AG
EVN EVN AG
MB MEDIOBANCA SPA
00683 KERRY PROPERTIES LIMITED
LSG LEROY SEAFOOD GROUP ASA
CAI CA IMMOBILIEN ANLAGEN AG
8572 ACOM CO. LTD.
9832 AUTOBACS SEVEN CO. LTD.
2607 FUJI OIL HOLDINGS INC.
4917 MANDOM CORPORATION
7956 PIGEON CORPORATION
SPI S IMMO AG
ATEA ATEA ASA
3098 COCOKARA FINE INC.
8WY WYNN MACAU LTD.
SBO SELVAAG BOLIG AS
01308 SITC INTERNATIONAL HOLDINGS
FBK FINECOBANK SPA
00008 PCCW LIMITED
4666 PARK24 CO. LTD.
9003 SOTETSU HOLDINGS INC.
8616 TOKAI TOKYO FINANCIAL HOLDINGS INC.
9715 TRANSCOSMOS INC.
MOWI MOWI ASA
3769 GMO PAYMENT GATEWAY INC.
00200 MELCO INTERNATIONAL DEVELOPMENT LIMITED
8976 DAIWA OFFICE INVESTMENT CORPORATION
POST OSTERREICHISCHE POST AG
3227 MCUBS MIDCITY INVESTMENT CORPORATION
1333 MARUHA NICHIRO CORP.
LUX LUXOTTICA GROUP S.P.A.
2212 YAMAZAKI BAKING CO.
LTD.
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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