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

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform using the Discovery Tool.  See the attached report for a complete list of our recommendations from this list.

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform using the Discovery Tool.  See the attached report for a complete list of our recommendations from this list.

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Asean (Thailand) Focused Independent Research

M Corp Review

M Corp is led by Athaporn Arayasantiparb who served as Head of Research for UOB and ANZ in Thailand and was an award-winning telecoms analyst at UBS in 2010 (AsiaMoney Thailand category) and Regional Strategist for DMG in Singapore. Prior to that, he also served as Kasikornbank credit analyst and scholar. He has a total work experience of 17 years, of which 14 were in research and 4 in research management roles. He started his career as an engineer for PTT and currently manages family investments. He holds an MBA from Stern (NYU) and CFA Charter since 2006. Apart from IPO Radar, which focuses on future listings, MCorp Review also provides six on-going thematic series ranked by frequency in descending order, namely: 1) Silicon Stories (technology) 2) Sathorn Series (financial services) 3) Thai-Coons (billionaire origin stories) 4) Reality Check (data-driven, investigative) 5) Thai Media Spotlight; and 6) Thai Macro Watch (global market drivers).

Thematic (Sector/Industry)

As mentioned earlier in <a href="https://www.smartkarma.com/insights/the-greying-of-thailand" target="_blank" data-smartkarma-citation="insights:6048">The Greying of Thailand</a>, Thailand's low population growth (0.8%) can be attributed to many reasons such as gender imbalance and an increasing trend of city people living as singles (In upcountry Thailand, the household size of 5-7 is not uncommon), but this presents both a problem and opportunity. On one hand, expecting high sales volume can be a problem in this product niche, simply because there aren't many customers...ie kids, as a demographic group compared to...say…

As mentioned earlier in The Greying of Thailand, Thailand's low population growth (0.8%) can be attributed to many reasons such as gender imbalance and an increasing trend of city people living as singles (In upcountry Thailand, the household size of 5-7 is not uncommon), but this presents both a problem and opportunity. On one hand, expecting high sales volume can be a problem in this product niche, simply because there aren't many customers...ie kids, as a demographic group compared to...say…

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>Nappies/diapers/pants registered current value growth of 5% in 2017, to reach sales of PHP18.8 billion.</li><li>Consistent aggressive promotions and new product launches drive category growth.</li><li>Average unit price increased by 2% in 2017.</li><li>Local brand, EQ, extends its category lead, increasing its value share to 32%.</li><li>Value sales are expected to rise at a CAGR of 4% at constant 2017 prices over the forecast period, reaching PHP22.8 billion in 2022.</li></ul>

Nappies/diapers/pants registered current value growth of 5% in 2017, to reach sales of PHP18.8 billion.Consistent aggressive promotions and new product launches drive category growth.Average unit price increased by 2% in 2017.Local brand, EQ, extends its category lead, increasing its value share to 32%.Value sales are expected to rise at a CAGR of 4% at constant 2017 prices over the forecast period, reaching PHP22.8 billion in 2022.

Sector Capsule: Nappies/Diapers/Pants in the Philippines

<ul><li>Nappies/diapers/pants current value sales grew 7% in 2017, to reach IDR18.9 trillion</li><li>Indonesia offers many potential newcomers to enter the category in 2017</li><li>Average unit price of nappies kept increasing marginally in 2017</li><li>Mamy Poko by Uni Charm lead in 2017 with a value share of 52%, followed by Sweety by Softex with 22%</li><li>Nappies/diapers/pants is expected to post a value CAGR of 16% at constant 2017 prices over the forecast period, to reach IDR40.3 trillion in 2022</li></ul>

Nappies/diapers/pants current value sales grew 7% in 2017, to reach IDR18.9 trillionIndonesia offers many potential newcomers to enter the category in 2017Average unit price of nappies kept increasing marginally in 2017Mamy Poko by Uni Charm lead in 2017 with a value share of 52%, followed by Sweety by Softex with 22%Nappies/diapers/pants is expected to post a value CAGR of 16% at constant 2017 prices over the forecast period, to reach IDR40.3 trillion in 2022

Sector Capsule: Nappies/Diapers/Pants in Indonesia

<ul><li>Nappies/diapers/pants recorded retail current value growth of 10% in 2017, as value sales rise to CNY54.0 billion</li><li>The two-child policy supported the healthy growth of nappies/diapers/pants in 2017</li><li>The average unit price of nappies/diapers/pants declined slightly in 2017, due to the fierce competition</li><li>Procter &amp; Gamble (Guangzhou) maintained its lead within nappies/diapers/pants in 2017, with a 22% retail value share</li><li>Nappies/diapers/pants is expected to record an 11% retail value CAGR at constant 2017 prices over the forecast period, to reach CNY91.3 billion in 2022</li></ul>

Nappies/diapers/pants recorded retail current value growth of 10% in 2017, as value sales rise to CNY54.0 billionThe two-child policy supported the healthy growth of nappies/diapers/pants in 2017The average unit price of nappies/diapers/pants declined slightly in 2017, due to the fierce competitionProcter &amp; Gamble (Guangzhou) maintained its lead within nappies/diapers/pants in 2017, with a 22% retail value shareNappies/diapers/pants is expected to record an 11% retail value CAGR at constant 2017 prices over the forecast period, to reach CNY91.3 billion in 2022

Sector Capsule: Nappies/Diapers/Pants in China

Japan

UNICHARM CORPORATION is a manufacturer of sanitary napkins and baby products. Products include infant & adult diapers, household cleaning wipes, and feminine hygienic products.  The Company also produces pet food and pet toiletries as well as operates educational and finance businesses.

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Unicharm Corp (8113 JP)

Popular Stocks, Attractive Charts

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...

Vermilion Research

Kid's Stuff in Thai Equities

As mentioned earlier in The Greying of Thailand, Thailand's low population growth (0.8%) can be attributed to many reasons such as gender imbalance...

Athaporn Arayasantiparb, CFA

Sector Capsule: Nappies/Diapers/Pants in the Philippines

Nappies/diapers/pants registered current value growth of 5% in 2017, to reach sales of PHP18.8 billion. Consistent aggressive promotions and new...

Euromonitor International Ltd.

Sector Capsule: Nappies/Diapers/Pants in Indonesia

Nappies/diapers/pants current value sales grew 7% in 2017, to reach IDR18.9 trillion Indonesia offers many potential newcomers to enter the...

Euromonitor International Ltd.

Sector Capsule: Nappies/Diapers/Pants in China

Nappies/diapers/pants recorded retail current value growth of 10% in 2017, as value sales rise to CNY54.0 billion The two-child policy supported...

Euromonitor International Ltd.

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