reports
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Conditions Improving; Watching Cyclicals, 10-Yr Yield Market conditions have started to improve, and the bottom line is that all Sectors and major indexes remain above critical supports. The absence of breakdowns continues to support our overall constructive outlook, and we are watching the 10-year Treasury yield, small-caps (IWM), Financials (XLF), and Industrials (XLI) closely for signs that a new broad-based rally is upon us. Conditions Improving. The 10-year Treasury yield displays early s...
PENN PENN NATIONAL GAMING INC.
ON ON SEMICONDUCTOR CORPORATION
MTD METTLER-TOLEDO INTERNATIONAL INC.
MPWR MONOLITHIC POWER SYSTEMS INC.
MCHP MICROCHIP TECHNOLOGY INCORPORATED
KEYS KEYSIGHT TECHNOLOGIES INC
CNTY CENTURY CASINOS INC.
CHDN CHURCHILL DOWNS INCORPORATED
BYD BOYD GAMING CORPORATION
A AGILENT TECHNOLOGIES INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
RRR RED ROCK RESORTS INC. CLASS A
GDEN GOLDEN ENTERTAINMENT
STM STABILUS SA
ARLP ALLIANCE RESOURCE PARTNERS L.P.
COHU COHU INC.
UMCB UNITED MICROELECTRONICS CORP (ADR)
YANZHOU COAL MINING CO. LTD. ADS
HCC WARRIOR MET COAL INC.
BTU PEABODY ENERGY CORPORATION
AMD ADVANCED MICRO DEVICES INC.
CZR CAESARS ENTERTAINMENT INC
ARCH ARCH RESOURCES INC. CLASS A
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Status Quo: Bullish Outlook Intact Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. With a lack of breakdowns across Sectors and major indexes, small- and mid-caps outperforming, and new price highs in the S&P 500, Nasdaq 100, Technology, and Discretionary, it is hard to be anything but bullish. · Sector Relative Strength Rankings & Weighting Recommendations. A portion of our bullish outlook has been supported by the fact that ...
XLNX XILINX INC.
UCTT ULTRA CLEAN HOLDINGS INC.
TER TERADYNE INC.
PDFS PDF SOLUTIONS INC.
MPWR MONOLITHIC POWER SYSTEMS INC.
MKSI MKS INSTRUMENTS INC.
LRCX LAM RESEARCH CORPORATION
DQ DAQO NEW ENERGY CORP SPONSORED ADR
AMAT APPLIED MATERIALS INC.
AKAM AKAMAI TECHNOLOGIES INC.
AEIS ADVANCED ENERGY INDUSTRIES INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
SWKS SKYWORKS SOLUTIONS INC.
STM STABILUS SA
ACLS AXCELIS TECHNOLOGIES INC.
ENTG ENTEGRIS INC.
KLAC KLA CORPORATION
MXIM MAXIM INTEGRATED PRODUCTS INC.
SITE SITEONE LANDSCAPE SUPPLY INC.
UMCB UNITED MICROELECTRONICS CORP (ADR)
XPER XPERI HOLDING CORPORATION
ICHR ICHOR HOLDINGS LTD.
ASML ASML HOLDING N.V.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
AMD ADVANCED MICRO DEVICES INC.
AMKR AMKOR TECHNOLOGY INC.
ONTO ONTO INNOVATION
INC.
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Growth Surging Relative to Value Note: This report is presented in an abbreviated format, as we are in production of our January US Macro Vision book. As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted below: • Price Trends Remain Bullish. Price trends for major indexes in the US (large-, mid-, and small-caps) and abroad (MSCI EM and EAFE) remain on bullish trajectories. • Internals are Healthy. Advance/dec...
STMICROELECTRONICS N.V. ADS
WYNN WYNN RESORTS LIMITED
SNPS SYNOPSYS INC.
SLAB SILICON LABORATORIES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RMBS RAMBUS INC.
POWI POWER INTEGRATIONS INC.
ON ON SEMICONDUCTOR CORPORATION
MPWR MONOLITHIC POWER SYSTEMS INC.
MAS MELCO RESORTS & ENTERTAINMENT LIMITED SPONSORED ADR
MCHP MICROCHIP TECHNOLOGY INCORPORATED
LVS LAS VEGAS SANDS CORP.
IPHI INPHI CORPORATION
HIMX HIMAX TECHNOLOGIES INC. SPONSORED ADR
DIOD DIODES INCORPORATED
CREE CREE INC.
CDNS CADENCE DESIGN SYSTEMS INC.
ASX ASE TECHNOLOGY HOLDING
ANSS ANSYS INC.
AMBA AMBARELLA INC.
ADSK AUTODESK INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
SWKS SKYWORKS SOLUTIONS INC.
CRUS CIRRUS LOGIC INC.
LSCC LATTICE SEMICONDUCTOR CORPORATION
MGM MGM RESORTS INTERNATIONAL
SMI SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORP. ADS (REP 50 ORD SHS)
MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC.
UMCB UNITED MICROELECTRONICS CORP (ADR)
DASTY DASSAULT SYSTEMES SA
SGH SMART GLOBAL HOLDINGS INC.
AMD ADVANCED MICRO DEVICES INC.
TSEM TOWER SEMICONDUCTOR LTD
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
MSCI ACWI, STOXX 600 Breaking Out The market continues to feed off of optimism surrounding the US-China “phase one†trade deal. Boris Johnson's UK election victory has added an additional tailwind, particularly in the UK and Europe, where the UK's FTSE 250 and the STOXX Europe 600 indexes are breaking out to all-time highs. At some point the euphoria is likely to wear off, but with continued global bullish developments, it remains our belief that pullbacks should be bought and that global e...
QRVO QORVO INC.
NXPIN NXP SEMICONDUCTORS NV
STMICROELECTRONICS N.V. ADS
ADI ANALOG DEVICES INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TECH BIO-TECHNE CORPORATION
SGEN SEAGEN INC.
RGEN REPLIGEN CORPORATION
QURE UNIQURE NV
ON ON SEMICONDUCTOR CORPORATION
NVDA NVIDIA CORPORATION
MYOK MYOKARDIA INC.
MU MICRON TECHNOLOGY INC.
MTRX MATRIX SERVICE COMPANY
MPWR MONOLITHIC POWER SYSTEMS INC.
MCHP MICROCHIP TECHNOLOGY INCORPORATED
IRWD IRONWOOD PHARMACEUTICALS INC. CLASS A
INTC INTEL CORPORATION
IMMU IMMUNOMEDICS INC.
HZNP HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
HALO HALOZYME THERAPEUTICS INC.
GBT GLOBAL BLOOD THERAPEUTICS INC
FGEN FIBROGEN INC.
EDIT EDITAS MEDICINE INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BGNE BEIGENE LTD. SPONSORED ADR
ASX ASE TECHNOLOGY HOLDING
ALNY ALNYLAM PHARMACEUTICALS INC
AIMT AIMMUNE THERAPEUTICS INC
AGIO AGIOS PHARMACEUTICALS INC.
ACAD ACADIA PHARMACEUTICALS INC.
SWKS SKYWORKS SOLUTIONS INC.
IONS IONIS PHARMACEUTICALS INC.
UMCB UNITED MICROELECTRONICS CORP (ADR)
CRSP CRISPR THERAPEUTICS AG
ARNA ARENA PHARMACEUTICALS INC.
IOVA IOVANCE BIOTHERAPEUTICS INC
AMD ADVANCED MICRO DEVICES INC.
EIDX EIDOS THERAPEUTICS
UMC Files Form 20-F for 2017 with US Securities and Exchange Commissio...
TAIPEI, Taiwan--(BUSINESS WIRE)-- United Microelectronics Corporation (NYSE:UMC)(TWSE:2303) (“UMC”), today filed its 2017 annual report on Form 20-F with the US Securities and Exchange Commission. The report is available at http://www.umc.com/english/investors/Reports/2010-present_report.asp. Shareholders may request a hard copy of the Form 20-F free of charge. Please contact UMC-IR at [email protected]. About UMC UMC (NYSE:UMC)(TWSE:2303) is a leading global semiconductor foundry that provides advanced IC producti...
UMC Reports First Quarter 2018 Results
TAIPEI, Taiwan--(BUSINESS WIRE)-- United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC” or “The Company”), a leading global semiconductor foundry, today announced its consolidated operating results for the first quarter of 2018. First quarter consolidated revenue was NT$37.50 billion, up 2.4% from NT$36.63 billion in 4Q17 and flat YoY from NT$37.42 billion in 1Q17. Consolidated gross margin for 1Q18 was 12.4%. Net income attributable to stockholders of the parent was NT$3.40 billion, with earnings per ordi...
UMC Files Patent Infringement Lawsuit against Micron
HSINCHU, Taiwan--(BUSINESS WIRE)-- United Microelectronics Corporation (NYSE:UMC; TWSE:2303) ("UMC"), a leading global semiconductor foundry, today announced that the company has filed a patent infringement lawsuit against Micron Semiconductor (Xi'an) Co., Ltd. and Micron Semiconductor (Shanghai) Co., Ltd. in the Fuzhou Intermediate People's Court of the People’s Republic of China (PRC). The lawsuit covers three areas that allegedly infringe upon UMC’s patent rights in China, including specific memory applications that relate to DDR4,...
UMC Announces Availability of 40nm SST Embedded Flash Process
HSINCHU, Taiwan--(BUSINESS WIRE)-- United Microelectronics Corporation (NYSE:UMC;TWSE:2303) ("UMC"), a leading global semiconductor foundry, today announced the availability of the company’s 40nm process platform that incorporates Silicon Storage Technology’s (SST) embedded SuperFlash® non-volatile memory. The newly available 40nm SST process features a >20% reduction in eFlash cell size and 20-30% macro area over UMC’s mass production 55nm SST technology. Toshiba Electronic Devices & Storage Corporation has started studying technical...
UMC Obtains LEED Gold Certification for Fab 12X
HSINCHU, Taiwan--(BUSINESS WIRE)-- United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) ("UMC"), a leading global semiconductor foundry, today announced that its 300mm Fab 12X in Xiamen China, has gained LEED (Leadership in Energy and Environmental Design) Gold recognition from the U.S. Green Building Council. The state-of-the-art fab achieved the highest combined score among all 300mm foundry fabs in China, including a perfect score for Water Efficiency. This milestone further demonstrates UMC’s commitment to green building an...
UMC Reports Third Quarter 2017 Results
TAIPEI, Taiwan--(BUSINESS WIRE)-- United Microelectronics Corporation (NYSE:UMC; TWSE:2303) (“UMC” or “The Company”), a leading global semiconductor foundry, today announced its consolidated operating results for the third quarter of 2017. Third quarter consolidated revenue was NT$37.70 billion, flat from NT$37.54 billion in 2Q17 and down 1.2% YoY from NT$38.16 billion in 3Q16. 3Q17 consolidated gross margin was 17.5%. Net income attributable to the stockholders of the parent was NT$3.47 billion, with earnings per ordi...
UMC Selected as a DJSI Global Component for 10th Consecutive Year
HSINCHU, Taiwan--(BUSINESS WIRE)-- United Microelectronics Corporation (NYSE:UMC; TWSE:2303) ("UMC"), a leading global semiconductor foundry, today announced that Dow Jones Sustainability Index (DJSI) has selected UMC as a global component for the 10th consecutive year. DJSI awarded UMC with the industry’s highest scores for “Environmental Policy & Management System” and “Environmental Report,” with the foundry earning perfect scores in multiple other categories. UMC’s overall scores have continued to increase in recent years, illustr...
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