reports
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
CEVA, MU, NVDA, POWI, SITM, COHR, RTX, DELL, HPQ, SONYT, TM, SMP, PATK, SWK, PATK, SWK, MOV, HUN, SSL, ELAN, GSK, LIVN, OMI, SHC, BGS, MKC, TSN, UVV, CHD Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons...
TSN TYSON FOODS INC. CLASS A
TM.N TOYOTA MOTOR ADS
SSL SASOL LTD. ADS
SMP STANDARD MOTOR PRODUCTS INC.
POWI POWER INTEGRATIONS INC.
OMI OWENS & MINOR INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
MKC MCCORMICK & COMPANY INCORPORATED
LIVN LIVANOVA PLC
CHD CHURCH & DWIGHT CO. INC.
CEVA CEVA INC.
BGS B&G FOODS INC.
PATK PATRICK INDUSTRIES INC.
UVV UNIVERSAL CORP
HPOL B HEXPOL AB CLASS B
MOV MOVADO GROUP INC.
GSK. GLAXOSMITHKLINE PLC CEDEAR
ELAN ELANCO ANIMAL HEALTH INC.
DELL DELL TECHNOLOGIES INC CLASS C
SITM SITIME
RTX RAYTHEON TECHNOLOGIES CORPORATION
HUN HORIZONS NATURAL GAS ETF
SWKA THE STANLEY WORKS LTD.
SHC LYXOR ETF SHORT CAC 40
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
SWK STANLEY BLACK & DECKER INC.
TSN TYSON FOODS INC. CLASS A
SMTC SEMTECH CORPORATION
SCCO SOUTHERN COPPER CORPORATION
RGR STURM RUGER & COMPANY INC.
NEOG NEOGEN CORPORATION
MMS MAXIMUS INC.
KN KNOWLES CORP.
INTC INTEL CORPORATION
FTNT FORTINET INC.
FMS FRESENIUS MEDICAL CARE AG & CO. KGAA ADS
EBS EMERGENT BIOSOLUTIONS INC.
BLL BALL CORPORATION
BGS B&G FOODS INC.
ACCO ACCO BRANDS CORPORATION
NPWA SMITH & NEPHEW PLC
MWA MUELLER WATER PRODUCTS INC. CLASS A
PHG KONINKLIJKE PHILIPS
TREX TREX COMPANY INC.
VFC V.F. CORPORATION
MX MAGNACHIP SEMICONDUCTOR CORP.
CVU COMPANIA CERVECERIAS UNIDAS S.A.
JELD JELD-WEN HOLDING INC.
MED MEDIFAST INC.
BKR BAKER HUGHES COMPANY CLASS A
GEY GARMIN LTD.
GSK. GLAXOSMITHKLINE PLC CEDEAR
ELAN ELANCO ANIMAL HEALTH INC.
RAMP LIVERAMP HOLDINGS INC.
YETI YETI HOLDINGS
BV BRIGHTVIEW HOLDINGS
HLIO HELIOS TECHNOLOGIES INC.
NVAX NOVAVAX INC.
CRNC CERENCE
IMAB I-MAB ADS (N SHARES)
TSE TRINSEO PLC
DCT DONGNAI ROOFSHEET & CONSTRUCTION MATERIAL JSC
- Sid Rajeev
GRG GOLDEN ARROW RESOURCES CORP.
AMY. AMERICAN MANGANESE INC
KOR CORVUS GOLD
DNG DYNACOR GOLD MINES INC.
ISX ISIGNTHIS
LKE LAKE RESOURCES NL
NXXGF NEXUS GOLD CORP
BLEVF BELEAVE INC
KNR. KONTROL ENERGY CORP
TSLA34 TESLA MOTORS
GSK. GLAXOSMITHKLINE PLC CEDEAR
CHTM CHATHAM CORP.
- Jean-Christophe Dourret
- Oussema Denguir
GlaxoSmithKline : Bad news for Nucala in the US in COPD
>US experts recommend against Nucala in COPD - Yesterday morning, the FDA expert panel (Pulmonary Allergy Drugs Advisory Committee) voted against approving Nucala (mepolizumab) in COPD (chronic obstructive pulmonary disease): 3 votes for / 16 against on the drug’s risk-benefit profile. The experts are not convinced of the treatment’s efficacy (3 for / 16 against) but believe there is adequate evidence of its safety (17 for / 2 against). The PDUFA date (FDA approval de...
- Oussema Denguir
GlaxoSmithKline : Mauvaise nouvelle pour Nucala aux USA dans la BPCO
>Les experts US ne recommandent pas Nucala pour la BPCO - Hier matin, le panel d’experts de la FDA (Pulmonary Allergy Drugs Advisory Committee) a voté en défaveur d’une potentielle approbation de Nucala (mepolizumab) dans la BPCO (Bronchopneumopathie chronique obstructive) : 3 votes pour / 16 contre sur le profil du bénéfice / risque du traitement. Les experts ne sont pas convaincus de l’efficacité du traitement (3 pour / 16 contre) mais considèrent le traitement sûr ...
- Ahmed Ben Salem
- Anis Zgaya
- Antoine Boivin-Champeaux
- Baptiste Lebacq
- Benoit Valleaux
- Delphine Brault
- Emira Sagaama
- Fatma Agnès Hamdani
- Johanna Jourdain
- Louis Boujard
- CFA
- Matthias Desmarais
- Nicolas David
- Olfa Taamallah
- Oussema Denguir
- Philippe Ourpatian
- Pierre Tegner
- Roland Pfaender
- MBA
- CFA
- CCRA
- Salma Bouraoui
- Sven Edelfelt
- Yan Derocles
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/27/2018
Which stocks should be picked over the summer? We have sought to answer this question by screening the Stoxx 600 using simple criteria: buy stocks with positive 1m, 3m and 6m EPS revision and that are not expensive (maximum premium of 20% on P/E and P/B) relative to their respective sectors. We have selected stocks on which our analysts have Buy recommendations and our chart analyst (Rémy Colombero) has a positive opinion: Ahold, Aegon, Alten, Arkema, Eiffage and Ipsen. Applying a sym...
O2D TELEFONICA DEUTSCHLAND HOLDING AG
DG VINCI SA
CA CARREFOUR SA
RDSA ROYAL DUTCH SHELL PLC CLASS A
NK IMERYS SA
SU SCHNEIDER ELECTRIC SE
CNP CNP ASSURANCES SA
SEV SUEZ SA
KPN ROYAL KPN NV
MTX MTU AERO ENGINES AG
VCT VICAT-CIMENTS VICAT SA
SCR SCOR SE
CPG COMPASS GROUP PLC
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
TEP TELEPERFORMANCE SE
KER KERING SA
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
CAP CAPGEMINI SE
REP REPSOL SA
CRH. CRH MEDICAL
FCMC SOCIETE FERMIERE DU CASINO MUNICIPAL DE CANNES S.A.
EC TOTAL GABON
GAS NATURGY ENERGY GROUP S.A.
PUM PUMA EXPLORATION INC.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
ITKA ANHEUSER-BUSCH INBEV N.V. ADS
ENBR3 EDP - ENERGIAS DO BRASIL S.A.
TEC TECHNIPFMC PLC
AIR AIRBUS GROUP SE
DCX. DAIMLER AG CEDEAR
FERG FERGUSON PLC
BVINV BUREAU VERITAS REGISTRE INTERNATIONAL DE CLASSIFICATION DE NAVIRES ET D'AERONEFS
000028 CHINA NATIONAL ACCORD MEDICINES CORPORATION LTD CLASS A
L'OREAL PRIME FIDEL 2020
GSK. GLAXOSMITHKLINE PLC CEDEAR
DEO.. DIAGEO PLC
LHBL LAFARGEHOLCIM BANGLADESH
- Ahmed Ben Salem
- Anis Zgaya
- Antoine Boivin-Champeaux
- Baptiste Lebacq
- Benoit Valleaux
- Delphine Brault
- Emira Sagaama
- Fatma Agnès Hamdani
- Johanna Jourdain
- Louis Boujard
- CFA
- Matthias Desmarais
- Nicolas David
- Olfa Taamallah
- Oussema Denguir
- Philippe Ourpatian
- Pierre Tegner
- Salma Bouraoui
- Sven Edelfelt
- Yan Derocles
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 27/07/2018
Quels titres favoriser pour l’été ? Nous avons tenté de répondre à cette question en criblant sur des critères simples le Stoxx 600 : acheter les titres qui connaissent une dynamique de révision de BPA positive à 1m, 3m et 6m et qui ne sont pas « chers » (prime maximale de 20% en P/E et P/B) par rapport à leurs secteurs de rattachement respectifs. Nous retenons les titres recommandés à l’Achat par nos analystes et pour lesquels notre chartiste (R. Colombero) a une opinion po...
O2D TELEFONICA DEUTSCHLAND HOLDING AG
DG VINCI SA
CA CARREFOUR SA
RDSA ROYAL DUTCH SHELL PLC CLASS A
NK IMERYS SA
SU SCHNEIDER ELECTRIC SE
CNP CNP ASSURANCES SA
SEV SUEZ SA
KPN ROYAL KPN NV
MTX MTU AERO ENGINES AG
VCT VICAT-CIMENTS VICAT SA
CPG COMPASS GROUP PLC
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
TEP TELEPERFORMANCE SE
KER KERING SA
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
CAP CAPGEMINI SE
REP REPSOL SA
CRH. CRH MEDICAL
EC TOTAL GABON
GAS NATURGY ENERGY GROUP S.A.
PUM PUMA EXPLORATION INC.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
ITKA ANHEUSER-BUSCH INBEV N.V. ADS
ENBR3 EDP - ENERGIAS DO BRASIL S.A.
TEC TECHNIPFMC PLC
AIR AIRBUS GROUP SE
DCX. DAIMLER AG CEDEAR
FERG FERGUSON PLC
BVINV BUREAU VERITAS REGISTRE INTERNATIONAL DE CLASSIFICATION DE NAVIRES ET D'AERONEFS
000028 CHINA NATIONAL ACCORD MEDICINES CORPORATION LTD CLASS A
L'OREAL PRIME FIDEL 2020
GSK. GLAXOSMITHKLINE PLC CEDEAR
DEO.. DIAGEO PLC
LHBL LAFARGEHOLCIM BANGLADESH
- Ahmed Ben Salem
- Delphine Brault
- Emira Sagaama
- Emmanuel Matot
- Fatma Agnès Hamdani
- Hela Zarrouk
- Johanna Jourdain
- Louis Boujard
- CFA
- Matthias Desmarais
- Michael Foundoukidis
- Nicolas David
- Oussema Denguir
- Philippe Ourpatian
- Pierre Tegner
- Stephane Houri
IPN IPSEN SA
SU SCHNEIDER ELECTRIC SE
SEV SUEZ SA
STMICROELECTRONICS N.V. ADS
DSY DASSAULT SYSTEMES SA
DEC JCDECAUX SA
NESN NESTLE S.A.
RF EURAZEO SA
INGC INGENICO GROUP SA
FR VALEO SE
ISP INTESA SANPAOLO S.P.A.
UCB UCB S.A.
EC TOTAL GABON
EDW EDP RENOVAVEIS SA
IBE IBERDROLA SA
ITKA ANHEUSER-BUSCH INBEV N.V. ADS
OREG ORANGE EGYPT FOR TELECOMMUNICATIONS
VODJ VODAFONE GROUP PLC (ADR)
TI. TELECOM ITALIA S.P.A. CEDEAR
SIC SWISSCANTO (CH) REAL ESTATE FUND IFCA
BVINV BUREAU VERITAS REGISTRE INTERNATIONAL DE CLASSIFICATION DE NAVIRES ET D'AERONEFS
SAAG11 FUNDO DE INVESTIMENTO IMOBILIARIO SANTANDER AGENCIAS
000028 CHINA NATIONAL ACCORD MEDICINES CORPORATION LTD CLASS A
GSK. GLAXOSMITHKLINE PLC CEDEAR
QFUNO UNICREDITO IMMOBILIARE UNO
- Ahmed Ben Salem
- Delphine Brault
- Emira Sagaama
- Emmanuel Matot
- Fatma Agnès Hamdani
- Hela Zarrouk
- Johanna Jourdain
- Louis Boujard
- CFA
- Matthias Desmarais
- Michael Foundoukidis
- Nicolas David
- Oussema Denguir
- Philippe Ourpatian
- Pierre Tegner
- Stephane Houri
IPN IPSEN SA
SU SCHNEIDER ELECTRIC SE
SEV SUEZ SA
STMICROELECTRONICS N.V. ADS
DSY DASSAULT SYSTEMES SA
DEC JCDECAUX SA
NESN NESTLE S.A.
RF EURAZEO SA
INGC INGENICO GROUP SA
FR VALEO SE
ISP INTESA SANPAOLO S.P.A.
UCB UCB S.A.
EC TOTAL GABON
EDW EDP RENOVAVEIS SA
IBE IBERDROLA SA
ITKA ANHEUSER-BUSCH INBEV N.V. ADS
OREG ORANGE EGYPT FOR TELECOMMUNICATIONS
VODJ VODAFONE GROUP PLC (ADR)
TI. TELECOM ITALIA S.P.A. CEDEAR
SIC SWISSCANTO (CH) REAL ESTATE FUND IFCA
BVINV BUREAU VERITAS REGISTRE INTERNATIONAL DE CLASSIFICATION DE NAVIRES ET D'AERONEFS
SAAG11 FUNDO DE INVESTIMENTO IMOBILIARIO SANTANDER AGENCIAS
000028 CHINA NATIONAL ACCORD MEDICINES CORPORATION LTD CLASS A
GSK. GLAXOSMITHKLINE PLC CEDEAR
QFUNO UNICREDITO IMMOBILIARE UNO
- Oussema Denguir
GlaxoSmithKline : Moving towards a more innovative GSK ... but not imm...
>Good Q2 2018 numbers. Upgraded full-year guidance. - GSK reported its Q2 2018 earnings midday yesterday. It is a good set of figures, with sales growth of 4% cc (Pharma +1% cc/ Vaccines +16% cc/ CHC +3% cc), 1% better than the consensus. Note an excellent showing from the new vaccine Shingrix against zona which posted sales of £ 167m in the quarter (vs £ 117m expected by the consensus), prompting management to forecast full-year sales of between £ 600m and £ 650m (co...
- Oussema Denguir
GlaxoSmithKline : Vers un GSK plus innovant… Mais il faudra attendre...
>Une bonne publication T2 18 : Guidance FY relevée - Hier à la mi-journée, GSK a publié ses résultats T2 18. Il s’agit de bons résultats avec une croissance des ventes de 4% à tcc (Pharma +1% tcc / Vaccins +16% tcc / CHC +3% tcc) supérieur de 1% aux attentes du Cs. Soulignons la très belle performance du nouveau vaccin Shingrix contre le zona qui affiche des ventes de 167 M£ sur le trimestre (vs 117 M£ attendus par le Cs) ce qui conduit le management à tabler sur des ...
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