Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Thematic (Sector/Industry)

<p>We think the National Development and Reform Commission’s, or NDRC’s, decision to unify residential and nonresidential city-gate prices will have limited earnings impact on city gas operators, as we believe these distributors will be able to pass through the city-gate price hikes to their customers. We maintain our fair value estimates for <a href="https://www.smartkarma.com/entities/14315" target="_blank" data-smartkarma-citation="entities:14315:1">China Gas Holdings Ltd (384 HK)</a>, <a href="https://www.smartkarma.com/entities/20525" target="_blank" data-smartkarma-citation="entities:20525:1">China Resources Gas Group Ltd (1193 HK)</a>, and <a href="https://www.smartkarma.com/entities/316" target="_blank" data-smartkarma-citation="entities:316:1">ENN Energy Holdings Ltd (2688 HK)</a>. Our narrow moat ratings on all three…</p>

We think the National Development and Reform Commission’s, or NDRC’s, decision to unify residential and nonresidential city-gate prices will have limited earnings impact on city gas operators, as we believe these distributors will be able to pass through the city-gate price hikes to their customers. We maintain our fair value estimates for China Gas Holdings Ltd (384 HK), China Resources Gas Group Ltd (1193 HK), and ENN Energy Holdings Ltd (2688 HK). Our narrow moat ratings on all three…

Unification of City-Gate Prices Has Muted Impact on City Gas Operators; Positive for PetroChina

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

<p>Our bullish call in November 2017 on Petrochina has rewarded by nearly 25% from our <a href="https://www.smartkarma.com/insights/buying-petrochina-bull-breakout" target="_blank" data-smartkarma-citation="insights:14971">Buying Petrochina Bull Breakout</a> insight where we did get the lull to buy at 5.25 and 5.10. After the initial thrust up in December that met our 6.20 target, was followed by a hard fade. We want to alert you to levels that would induce a higher degree rise or yet another hard fade cycle.</p><p>WTI holding above 72 would open the way for a test on the 77 MT level where we see a cycle rejection unfolding. Below 69.50 would…</p>

Our bullish call in November 2017 on Petrochina has rewarded by nearly 25% from our Buying Petrochina Bull Breakout insight where we did get the lull to buy at 5.25 and 5.10. After the initial thrust up in December that met our 6.20 target, was followed by a hard fade. We want to alert you to levels that would induce a higher degree rise or yet another hard fade cycle.WTI holding above 72 would open the way for a test on the 77 MT level where we see a cycle rejection unfolding. Below 69.50 would…

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<p>This is a new H/A Spread monitor project which attempts to give a brief look at recent changes in H-Share and A-Share spreads based on various influences and sector patterns. </p>
<h2>H-Share/A-Share Discounts, Changes over 1wk, 4wks and Changes in Southbound Flow</h2>
<p>The first set of tables below show...</p>
<ul>
<li class="">the discount of the major H-share listed companies to their respective A-share,</li>
<li class="">the change in discount over 1-week and 4-weeks (positive number means the H has outperformed the A),</li>
<li class="">a measure of decile…</li>
</ul>

This is a new H/A Spread monitor project which attempts to give a brief look at recent changes in H-Share and A-Share spreads based on various influences and sector patterns. 
H-Share/A-Share Discounts, Changes over 1wk, 4wks and Changes in Southbound Flow
The first set of tables below show...

the discount of the major H-share listed companies to their respective A-share,
the change in discount over 1-week and 4-weeks (positive number means the H has outperformed the A),
a measure of decile…


Quiddity Weekly H/A: Shares Discounts & Southbound Flows 20180112

<div style="text-align: left;"><strong>Energy inflection points</strong></div><div style="text-align: left;"><strong> </strong></div><p>To view click on this link: <strong><a href="https://www.screencast.com/t/vSEpXQFaLq" target="_blank">https://www.screencast.com/t/vSEpXQFaLq</a></strong>4:06 min.</p><figure class="editor-figure mceNonEditable"><img class="editor-image img-responsive" src="https://static-prod.smartkarma.com/images/media/000/041/400/original/CPG%20INSERT.png?1515053952" data-smartkarma-image-id="41400"></figure><p>Energy plays have been  a core long theme from Q4 and touted to roll into early Q1 to complete the rally cycle. Here we take a look at key pivot points in WTI, Brent and XOP. If we were to see oil fade near current levels, one would expect for energy plays to continue higher in line with the current risk on cycle but start to lose momentum. A break above key barriers in WTI and Brent would…</p>

Energy inflection points To view click on this link: https://www.screencast.com/t/vSEpXQFaLq4:06 min.Energy plays have been  a core long theme from Q4 and touted to roll into early Q1 to complete the rally cycle. Here we take a look at key pivot points in WTI, Brent and XOP. If we were to see oil fade near current levels, one would expect for energy plays to continue higher in line with the current risk on cycle but start to lose momentum. A break above key barriers in WTI and Brent would…

Oil Inflection Points that Will Mushroom Energy Plays

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.

<ul><li>Gas production to drive growth as oil production continues to fall.</li><li>Natural gas output grows, supported by increasing domestic demand.</li><li>China remains a large importer of crude petroleum and natural gas.</li></ul>

Gas production to drive growth as oil production continues to fall.Natural gas output grows, supported by increasing domestic demand.China remains a large importer of crude petroleum and natural gas.

Industrial Capsule: Extraction of Crude Petroleum and Natural Gas in China

China

PetroChina Company Limited operates as an oil and gas company. The Company offers crude oil and oil products exploration, development, production and marketing. PetroChina also markets petrochemical products and derivative chemicals.

Price Gauge
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PetroChina (601857 CH)

Unification of City-Gate Prices Has Muted Impact on City Gas Operators; Positive for PetroChina

We think the National Development and Reform Commission’s, or NDRC’s, decision to unify residential and nonresidential city-gate prices will have...

Morningstar, Inc.

Petrochina Fade/Fresh Breakout Levels

Our bullish call in November 2017 on Petrochina has rewarded by nearly 25% from our Buying Petrochina Bull Breakout insight where we did get the...

Thomas Schroeder

Quiddity Weekly H/A: Shares Discounts & Southbound Flows 20180112

This is a new H/A Spread monitor project which attempts to give a brief look at recent changes in H-Share and A-Share spreads based on various...

Travis Lundy

Oil Inflection Points that Will Mushroom Energy Plays

Energy inflection points To view click on this link: https://www.screencast.com/t/vSEpXQFaLq4:06 min.Energy plays have been a core long theme from...

Thomas Schroeder

Industrial Capsule: Extraction of Crude Petroleum and Natural Gas in China

Gas production to drive growth as oil production continues to fall. Natural gas output grows, supported by increasing domestic demand. China...

Euromonitor International Ltd.

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)