Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Global equities remain in a short-term consolidation phase, however we continue to believe the longer-term trend is up and to the right for the MSCI ACWI following the late-October breakout.  In this report we recap important technical levels across all major indexes and highlight actionable opportunities within Global Health Care stocks, which are hitting on all cylinders, with plenty of opportunities across various industries (services, devices/equipment, pharmaceuticals, biotech, etc.) and geographies (Europe, Japan, China, EM, etc.).

Global equities remain in a short-term consolidation phase, however we continue to believe the longer-term trend is up and to the right for the MSCI ACWI following the late-October breakout.  In this report we recap important technical levels across all major indexes and highlight actionable opportunities within Global Health Care stocks, which are hitting on all cylinders, with plenty of opportunities across various industries (services, devices/equipment, pharmaceuticals, biotech, etc.) and geographies (Europe, Japan, China, EM, etc.).

Global Equity Strategy: Health Care Hitting On All Cylinders - Overweight

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

<ul><li>Pet products recorded 9% current value growth to reach sales of PHP1.2 billion in 2017.</li><li>The willingness of pet owners to ensure the overall wellbeing of their pets assisted the growth of pet products.</li><li>Pet healthcare registered the highest current value growth of 12% in 2017.</li><li>Bayer Philippines Inc was the leading player in pet products with a value share of 11% in 2017.</li><li>Pet products are expected to post a CAGR of 8% at constant 2018 prices over the forecast period ending 2023 with value sales of PHP1.9 billion.</li></ul>

Pet products recorded 9% current value growth to reach sales of PHP1.2 billion in 2017.The willingness of pet owners to ensure the overall wellbeing of their pets assisted the growth of pet products.Pet healthcare registered the highest current value growth of 12% in 2017.Bayer Philippines Inc was the leading player in pet products with a value share of 11% in 2017.Pet products are expected to post a CAGR of 8% at constant 2018 prices over the forecast period ending 2023 with value sales of PHP1.9 billion.

Sector Capsule: Pet Products in the Philippines

<ul><li>Pet products in Thailand registered value growth of 14% in current value terms to reach THB2.6 billion in 2017.</li><li>Pet humanisation is the driving factor behind the growth of pet products in Thailand.</li><li>Other pet products recorded the most dynamic value growth in 2017.</li><li>International players dominated pet products.</li><li>Pet products are expected to achieve a value CAGR of 6% at constant 2018 prices over the forecast period, reaching THB3.9 billion in 2023.</li></ul>

Pet products in Thailand registered value growth of 14% in current value terms to reach THB2.6 billion in 2017.Pet humanisation is the driving factor behind the growth of pet products in Thailand.Other pet products recorded the most dynamic value growth in 2017.International players dominated pet products.Pet products are expected to achieve a value CAGR of 6% at constant 2018 prices over the forecast period, reaching THB3.9 billion in 2023.

Information Technology Consultant

Ishita Jain

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a transformation, it has attracted immense funding and attention in the past couple of years. With machines becoming intelligent, medical marvels will be like never before and plenty of medical opportunities will bloom. With the excitement afoot in the investor and research communities, this article highlights applications of machine learning that are worth observing.

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a transformation, it has attracted immense funding and attention in the past couple of years. With machines becoming intelligent, medical marvels will be like never before and plenty of medical opportunities will bloom. With the excitement afoot in the investor and research communities, this article highlights applications of machine learning that are worth observing.

AI & Machine Learning Disrupting The Healthcare Industry

Asia Healthcare Analyst, Pathology Associates Limited

Dion Stéfan Büchner M.D., FCAP

Asia Healthcare Analyst

Pathology Associates Limited

AML represents one of the largest hematologic cancer populations with one of the worst survival rates. Global prevalence is expected to increase at 2015-20 CAGR of ~12% to 434,214 in 2020.The current standard of care for newly diagnosed patients is a combination of daunorubicin and cytarabine, commonly known as 7+3. However, durable remissions occur only in a minority of adult patients. Hence r/r AML remains a disease of high unmet need, especially for “elderly” patients. Treatment landscape…

AML represents one of the largest hematologic cancer populations with one of the worst survival rates. Global prevalence is expected to increase at 2015-20 CAGR of ~12% to 434,214 in 2020.The current standard of care for newly diagnosed patients is a combination of daunorubicin and cytarabine, commonly known as 7+3. However, durable remissions occur only in a minority of adult patients. Hence r/r AML remains a disease of high unmet need, especially for “elderly” patients. Treatment landscape…

Relapsed/Refractory Acute Myeloid Leukemia (R/R AML)

Germany

Bayer AG produces and markets healthcare and agricultural products. The Company manufactures products that include aspirin, antibiotics, anti-infectives, cardiovascular, oncology, central nervous system drugs, over-the-counter medications, diagnostics, and animal health products, as well as crop protection products, plastics, and polyurethanes.

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Bayer (BAYN GR)

Global Equity Strategy: Health Care Hitting On All Cylinders - Overweight

Global equities remain in a short-term consolidation phase, however we continue to believe the longer-term trend is up and to the right for the...

Vermilion Research

Sector Capsule: Pet Products in the Philippines

Pet products recorded 9% current value growth to reach sales of PHP1.2 billion in 2017. The willingness of pet owners to ensure the overall...

Euromonitor International Ltd.

Sector Capsule: Pet Products in Thailand

Pet products in Thailand registered value growth of 14% in current value terms to reach THB2.6 billion in 2017. Pet humanisation is the driving...

Euromonitor International Ltd.

AI & Machine Learning Disrupting The Healthcare Industry

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a...

Ishita Jain

Relapsed/Refractory Acute Myeloid Leukemia (R/R AML)

AML represents one of the largest hematologic cancer populations with one of the worst survival rates. Global prevalence is expected to increase at...

Dion Stéfan Büchner M.D., FCAP

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