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Increased risk weighs on FUYAO GLASS INDUSTRY GP. CO.'H', penalising ...
The independent financial analyst theScreener just lowered the general evaluation of FUYAO GLASS INDUSTRY GP. CO.'H' (CN), active in the Auto Parts industry. As regards its fundamental valuation, the title still shows 1 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date March 15, 2022, t...
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Add exposure to cyclicals Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip†strategy is warranted. We recommend taking advantage of recent weakness -- where applicable -- by adding exposure to cyclical Sectors. • Actionable Sectors: Consumer Discretionary and Manufacturing. Today's recommendations focus on autos, auto parts, and machinery which span the Discretionary and Manufacturing Sectors. We initially recommend...
SGO COMPAGNIE DE SAINT-GOBAIN SA
RNO RENAULT SA
EO FAURECIA SA
DAI DAIMLER AG
RHM RHEINMETALL AG
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
FR VALEO SE
WEIR WEIR GROUP PLC
FI-N GEORG FISCHER AG
BRE BREMBO S.P.A.
6118 AIDA ENGINEERING LTD.
6407 CKD CORPORATION
6383 DAIFUKU CO. LTD.
6954 FANUC CORPORATION
6479 MINEBEAMITSUMI INC.
7222 NISSAN SHATAI CO. LTD.
6481 THK CO. LTD.
PIA PIAGGIO & C. S.P.A.
MOCORP METSO OUTOTEC OYJ
6165 PUNCH INDUSTRY
01958 BAIC MOTOR CORPORATION LIMITED CLASS H
ROR ROTORK PLC
6277 HOSOKAWA MICRON CORP.
012330 HYUNDAI MOBIS CO. LTD
6966 MITSUI HIGH-TEC INC.
6141 DMG MORI CO. LTD.
6594 NIDEC CORPORATION
6103 OKUMA CORP.
6273 SMC CORPORATION
1319 TONG YANG INDUSTRY CO.
7261 MAZDA MOTOR CORP.
KCR KONECRANES OYJ
2049 HIWIN TECHNOLOGIES CORP.
TATAMOTORS TATA MOTORS LIMITED
2115 LU HAI HOLDING CORP
603023 HARBIN VITI ELECTRONIC (A)
03606 FUYAO GLASS INDUSTRY GROUP CO. LTD. CLASS H
- Dave Nicoski
- Ross LaDuke
Int'l Insights: Emerging Markets Strategy
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. RS for the MSCI EM index is consolidating when compared to the MSCI EAFE index, which we believe is largely due to consolidation in the U.S. dollar. Therefore, the direction of the dollar will be critical for EM equities. A breakout in the USD may begin to create problems for EM, whereas a failure to break above 97.70-98 resistance and a gradual weakening of the USD should be an environm...
157W KUMBA IRON ORE LIMITED
BAJFINANCE BAJAJ FINANCE LIMITED
RELIANCE RELIANCE INDUSTRIES LIMITED
DCB DCB BANK
W9N WNS (HOLDINGS) LIMITED SPONSORED ADR
ELPE HELLENIC PETROLEUM SA
2308 DELTA ELECTRONICS INC.
002062 HONGRUN CONSTRUCTION GROUP (A)
000667 MILORD REAL ESTATE DEVELOPMENT GROUP (A)
600009 SHANGHAI INTERNATIONAL AIRPORT CO. LTD. CLASS A
SBER SBERBANK RUSSIA PJSC
ELHA ELVALHALCOR HELLENIC COPPER AND ALUMINIUM INDUSTRY SA
2345 ACCTON TECHNOLOGY CORP.
100V AFRICAN RAINBOW MINERALS LIMITED
600132 CHONGQING BREWERY CO.LTD CLASS A
000719 CENTRAL CHINA LAND MEDIA (A)
600183 SHENGYI TECHNOLOGY CO. LTD. CLASS A
TITAN TITAN COMPANY LIMITED
033290 COWELL FASHION
5434 TOPCO SCIENTIFIC CO. LTD.
ICT INTERNATIONAL CONTAINER TERMINAL SERVICES INC.
CKS2 GOME RETAIL HOLDINGS LIMITED
UPL UPL LIMITED
00818 HI SUN GROUP (P CHIP)
002128 HUOLINHE OPENCUT COAL INDUSTRY (A)
00285 BYD ELECTRONIC (INTERNATIONAL) CO. LTD.
RLF LONGFOR GROUP HOLDINGS LTD.
002363 SHANDONG LONGJI MACHINERY (A)
600519 KWEICHOW MOUTAI CO. LTD. CLASS A
000404 CHANGHONG HUAYI COMPRESSOR (A)
600887 INNER MONGOLIA YILI INDUSTRIAL GROUP CO. LTD. CLASS A
064960 S&T MOTIV
600327 WUXI COMMERCIAL MANSION GRAND ORIENT (A)
00604 SHENZHEN INVESTMENT LIMITED
600551 TIME PUBLISHING AND MEDIA (A)
FAB FIRST ABU DHABI BANK P.J.S.C.
RLC ROBINSONS LAND CORP.
600757 CHANGJIANG PUBLISHING AND MEDIA (A)
600820 SHANGHAI TUNNEL ENGINEERING CO. LTD. CLASS A
200418 WUXI LITTLE SWAN CO. LTD. B
OTP OTP BANK NYRT
601933 YONGHUI SUPERSTORES CO. LTD. CLASS A
601888 CHINA TOURISM GROUP DUTY FREE CORPORATION LIMITED CLASS A
002326 ZHEJIANG YONGTAI TECHNOLOGY (A)
002302 CHINA WEST CONSTRUCTION GROUP (A)
6409 VOLTRONIC POWER TECHNOLOGY
000333 MIDEA GROUP CO. LTD. CLASS A
603288 FOSHAN HAITIAN FLAVOURING & FOOD CO. LTD. CLASS A
002129 TIANJIN ZHONGHUAN SEMICONDUCTOR CO. LTD. CLASS A
03606 FUYAO GLASS INDUSTRY GROUP CO. LTD. CLASS H
603298 HANGCHA GROUP (A)
KTC KRUNGTHAI CARD PUBLIC CO. LTD.
601966 SHANDONG LINGLONG TYRE CO. LTD. CLASS A
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