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Increased risk weighs on KRUNGTHAI CARD, penalising its rating down t...
The independent financial analyst theScreener just lowered the general evaluation of KRUNGTHAI CARD (TH), active in the Consumer Finance 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 22, 2022, the closing ...
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
More cracks begin to show Weaker than expected data out of China and an as-expected 0.1% preliminary GDP contraction for the 2nd quarter in Germany has global equities back on the defensive, with the MSCI ACWI, ACWI ex-US, and EAFE back near logical support. In last week's Int'l Compass we noted that some cracks are beginning to show in the form of STOXX 600 Banks and Brent crude breakdowns, which led us to believe global equities are vulnerable to a breakdown. Below we highlight more cracks th...
ENX EURONEXT NV
DB1 DEUTSCHE BOERSE AG
WBC WESTPAC BANKING CORPORATION
KOTAKBANK KOTAK MAHINDRA BANK LIMITED
NAB NATIONAL AUSTRALIA BANK LIMITED
AGS AGEAS SA/NV
ALV ALLIANZ SE
HYQ HYPOPORT SE
MCX MULTI COMMODITY EXCHANGE OF INDIA
SDF K+S AG
002142 BANK OF NINGBO CO. LTD. CLASS A
INVE B INVESTOR AB CLASS B
TLX TALANX AG
FN. FIRST NATIONAL FINANCIAL CORPORATION
LUND B L E LUNDBERGFORETAGEN AB CLASS B
511196 CAN FIN HOMES LTD.
8593 MITSUBISHI UFJ LEASE & FINANCE COMPANY LIMITED
8766 TOKIO MARINE HOLDINGS INC.
SECB SECURITY BANK CORP. (PHILIPPINES)
BBCA PT BANK CENTRAL ASIA TBK
8424 FUYO GENERAL LEASE
RKET ROCKET INTERNET SE
EXO EXOR N.V.
MOEX MOSCOW EXCHANGE MICEX-RTS PJSC
HDFCAMC HDFC ASSET MANAGEMENT CO. LTD.
KTC KRUNGTHAI CARD PUBLIC CO. LTD.
EMG MAN GROUP PLC
IRBR3 IRB BRASIL RESSEGUROS SA
IAG. IA FINANCIAL CORPORATION INC.
Q* QUALITAS CONTROLADORA Y VESTA
- 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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