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

The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI EAFE have been able to stabilize from a price perspective in recent weeks despite relative strength weakness vs. MSCI ACWI.  In today’s report we scour the globe for attractive investments, ex-U.S., in an environment where selectivity is key.

The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI EAFE have been able to stabilize from a price perspective in recent weeks despite relative strength weakness vs. MSCI ACWI.  In today’s report we scour the globe for attractive investments, ex-U.S., in an environment where selectivity is key.  

Global Equity Strategy: Where to Hide Outside the U.S.

Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and S&amp;P 500 and MSCI ACWI price trends are showing evidence of early-stage uptrend formations. In today’s report we provide an overview of international markets and highlight our top recommendations.

Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and S&amp;P 500 and MSCI ACWI price trends are showing evidence of early-stage uptrend formations. In today’s report we provide an overview of international markets and highlight our top recommendations.

Price and relative strength trends continue to improve for our international equal-weight Health Care Sector. We recommend adding exposure, and provide charts on numerous actionable stocks across global markets. We also highlight actionable stocks within Materials, beyond metals &amp; mining stocks, that are outperforming.

Price and relative strength trends continue to improve for our international equal-weight Health Care Sector. We recommend adding exposure, and provide charts on numerous actionable stocks across global markets. We also highlight actionable stocks within Materials, beyond metals &amp; mining stocks, that are outperforming. 

Global Strategy: Opportunities in Health Care & Materials Stocks

In our April International Strategy, we explore the recent consolidation across global equity markets and examine the following opportunities within:<ul><li>Defensive Sectors, including an actionable Group within Health Care: Pharmaceuticals</li><li>Japan and Hong Kong</li><li>Emerging Markets</li></ul>Also included are links to in-depth commentary on all 12 sectors

In our April International Strategy, we explore the recent consolidation across global equity markets and examine the following opportunities within:Defensive Sectors, including an actionable Group within Health Care: PharmaceuticalsJapan and Hong KongEmerging MarketsAlso included are links to in-depth commentary on all 12 sectors

Global Equity Strategy: Opportunities in Japan, HK, &  EM

Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Thematic (Sector/Industry)

<ul class=""><li>The drugstore sector is the one Japanese retail sector to show consistent growth over the past decade. </li><li>It is now the leading channel for mass market cosmetics, health and medical supplies, and is fast becoming an important channel for all types of foods, with some chains already selling enough food to qualify as top 20 supermarkets. </li><li>Drugstores already own close to a 40% share in cosmetics. </li><li>With massive consolidation in the sector, leading chains are looking for ways to differentiate their ranges and add value, generating higher returns as a result.</li><li>The sector still has 1000s of small independent stores which will lose share to the big four buying groups over time.</li><li>Plenty of room for expansion still for all the leading chains.</li><li>Their success means significant competition for other retail sectors, especially convenience stores.</li></ul>

The drugstore sector is the one Japanese retail sector to show consistent growth over the past decade. It is now the leading channel for mass market cosmetics, health and medical supplies, and is fast becoming an important channel for all types of foods, with some chains already selling enough food to qualify as top 20 supermarkets. Drugstores already own close to a 40% share in cosmetics. With massive consolidation in the sector, leading chains are looking for ways to differentiate their ranges and add value, generating higher returns as a result.The sector still has 1000s of small independent stores which will lose share to the big four buying groups over time.Plenty of room for expansion still for all the leading chains.Their success means significant competition for other retail sectors, especially convenience stores.

Drugstores in Japan: Still Plenty of Growth Ahead

Japan

SUZUKEN CO., LTD., a subsidiary of Medca Japan, wholesales and manufactures pharmaceutical products mainly to hospitals and practitioners.  The Company also provides medical equipment such as electro-cardiogram and blood pressure measurement.  Suzuken provides construction and repair works to hospitals and maintains patients' clinical records through information systems services.

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Suzuken Co Ltd (9987 JP)

Global Equity Strategy: Where to Hide Outside the U.S.

The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...

Vermilion Research

Global Equity Markets Overview

Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...

Vermilion Research

Global Strategy: Opportunities in Health Care & Materials Stocks

Price and relative strength trends continue to improve for our international equal-weight Health Care Sector.We recommend adding exposure, and...

Vermilion Research

Global Equity Strategy: Opportunities in Japan, HK, & EM

In our April International Strategy, we explore the recent consolidation across global equity markets and examine the following opportunities...

Vermilion Research

Drugstores in Japan: Still Plenty of Growth Ahead

The drugstore sector is the one Japanese retail sector to show consistent growth over the past decade. It is now the leading channel for mass...

Michael Causton

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