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

MSCI Emerging Markets Index / Technical Analysis

Emerging markets remain leadership. While many of the world's developed markets in correction or consolidation mode, EM markets continue to remain immune to the disruption occurring elsewhere.  Price and relative strength uptrends intact remain, and we reiterate our overweight recommendation.  In today’s report we provide a collection of the better looking company charts across the emerging markets universe.

Emerging markets remain leadership. While many of the world's developed markets in correction or consolidation mode, EM markets continue to remain immune to the disruption occurring elsewhere.  Price and relative strength uptrends intact remain, and we reiterate our overweight recommendation.  In today’s report we provide a collection of the better looking company charts across the emerging markets universe.

Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Thematic (Sector/Industry)

We do understand the cultural need for upward bias in Analyst Recommendations, but 191 out of 395 companies in China only have BUY recommendations. That means that 48% of companies with 4 or more Analysts only have BUY recommendations. We define "BUY" as any positive analyst rating. Now we looked back in time to see if this was an anomaly and it really is not. Earlier this year 44% of companies only had BUY recommendations and back in 2015 55% of companies only had BUY recommendations in China…

We do understand the cultural need for upward bias in Analyst Recommendations, but 191 out of 395 companies in China only have BUY recommendations. That means that 48% of companies with 4 or more Analysts only have BUY recommendations. We define "BUY" as any positive analyst rating. Now we looked back in time to see if this was an anomaly and it really is not. Earlier this year 44% of companies only had BUY recommendations and back in 2015 55% of companies only had BUY recommendations in China…

Hated Names in China and It Is Difficult to Be Hated in China....

Differentiated global TMT & Internet Research

New Street Research Insights

New Street Research

Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
US Healthcare
Japanese Healthcare

We also provide debt research on:
Pan European Telecom Services and Cable

Recently, <a href="https://www.smartkarma.com/entities/11369" target="_blank" data-smartkarma-citation="entities:11369:1">Alphabet (GOOG US)</a> reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company attributes that to AI-driven interest match but other growth drivers include the rise in smartphone usage and its vast content library. YouTube’s daily usage is 5x that of all the China online video platforms (OVP) combined but the factors that boosted YouTube globally are largely also in place in China. Daily usage: YouTube, NFLX, and China<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/022/426/original/OVP%20daily%20usage%20global%20v%20china.jpg?1489377873" class="editor-image img-responsive" data-smartkarma-image-id="22426"></figure>We see the…

Recently, Alphabet (GOOG US) reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company attributes that to AI-driven interest match but other growth drivers include the rise in smartphone usage and its vast content library. YouTube’s daily usage is 5x that of all the China online video platforms (OVP) combined but the factors that boosted YouTube globally are largely also in place in China. Daily usage: YouTube, NFLX, and ChinaWe see the…

China's Online Video Platforms Are Likely to Emulate YouTube's Growth.

In addition to headline numbers like the GDP growth target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to Internet and Telecoms at the National People’s Congress. We think the read-across to Internet is positive as policy positions like rural eCommerce expansion and integration of online/ offline largely reflect industry action whilst less positive statements on counterfeit goods and real estate pricing stability have been discussed before. On the…

In addition to headline numbers like the GDP growth target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to Internet and Telecoms at the National People’s Congress. We think the read-across to Internet is positive as policy positions like rural eCommerce expansion and integration of online/ offline largely reflect industry action whilst less positive statements on counterfeit goods and real estate pricing stability have been discussed before. On the…

China NPC17: Read Across to Telecoms and Internet

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

This June China’s TaihuLight replaced its Tianhe-2 as the world’s fastest supercomputer. The new leader outperforms the latter “<a href="https://www.top500.org/news/china-tops-supercomputer-rankings-with-new-93-petaflop-machine/" target="_blank">by a factor of three</a>”. Specialist media say that the new machine "is <a href="http://www.theverge.com/2016/6/20/11975356/chinese-supercomputer-worlds-fastes-taihulight" target="_blank">capable of performing some 93 quadrillion calculations per second"</a> (otherwise known as petaflops), making it roughly five times more powerful than the speediest American system, which is now ranked third worldwide. that makes it about as powerful as two million laptop computers.Such is the power of the…

This June China’s TaihuLight replaced its Tianhe-2 as the world’s fastest supercomputer. The new leader outperforms the latter “by a factor of three”. Specialist media say that the new machine "is capable of performing some 93 quadrillion calculations per second" (otherwise known as petaflops), making it roughly five times more powerful than the speediest American system, which is now ranked third worldwide. that makes it about as powerful as two million laptop computers.Such is the power of the…

China

Inspur Electronic Information Industry Co., Ltd. manufactures and markets computer servers, computer terminal products, electronic products, and telecommunication equipment.  The Company also develops computer software, provides system integration services, and operates in import and export trading.

Inspur Electronic Infmtn Indtry (000977 CH)

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Inspur Electronic Infmtn Indtry (000977 CH)

Attractive EM Charts

Emerging markets remain leadership. While many of the world's developed markets in correction or consolidation mode, EM markets continue to remain...

Vermilion Research

Hated Names in China and It Is Difficult to Be Hated in China....

We do understand the cultural need for upward bias in Analyst Recommendations, but 191 out of 395 companies in China only have BUY recommendations....

Custom Products Group

China's Online Video Platforms Are Likely to Emulate YouTube's Growth.

Recently, Alphabet (GOOG US) reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company...

New Street Research

China NPC17: Read Across to Telecoms and Internet

In addition to headline numbers like the GDP growth target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to...

New Street Research

China Keeps Its Lead in Supercomputing

This June China’s TaihuLight replaced its Tianhe-2 as the world’s fastest supercomputer. The new leader outperforms the latter “by a factor of...

Bixmoor

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