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 markets are holding at support levels and we reiterate, our neutral but constructive outlook . In today’s report we highlight actionable stocks within countries that are displaying bullish price and relative strength trends, including Japan, Hong Kong, Italy and Norway.

Global markets are holding at support levels and we reiterate, our neutral but constructive outlook . In today’s report we highlight actionable stocks within countries that are displaying bullish price and relative strength trends, including Japan, Hong Kong, Italy and Norway.

Global Equity Strategy: Overweight TOPIX, Hang Seng

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>Most product areas see slight foodservice volume decline in 2017</li></ul><ul><li>Frozen fruit and prepared salads strongest growth areas with 5% and 4% foodservice volume growth respectively in 2017</li></ul><ul><li>Chewing gum and sunflower oil see sharpest foodservice volume decline of 8% and 6% respectively in 2017</li></ul><ul><li>Number of consumer foodservice outlets declines marginally from 2016 to reach 737,490 in 2017</li></ul><ul><li>Ongoing slow foodservice volume decline expected for most areas of packaged food in forecast period</li></ul>

Most product areas see slight foodservice volume decline in 2017Frozen fruit and prepared salads strongest growth areas with 5% and 4% foodservice volume growth respectively in 2017Chewing gum and sunflower oil see sharpest foodservice volume decline of 8% and 6% respectively in 2017Number of consumer foodservice outlets declines marginally from 2016 to reach 737,490 in 2017Ongoing slow foodservice volume decline expected for most areas of packaged food in forecast period

Sector Briefing: Packaged Food in Japan (Food Service: Key Trends and Developments)

<ul><li>Population decline encourages focus on value-added products and automation</li><li>Players target products at increasing number of elderly consumers</li><li>Concerns over lifestyle diseases boost interest in FFC packaged food</li><li>Consumers seek healthy vegetables amidst busy lifestyles</li></ul>

Population decline encourages focus on value-added products and automationPlayers target products at increasing number of elderly consumersConcerns over lifestyle diseases boost interest in FFC packaged foodConsumers seek healthy vegetables amidst busy lifestyles

Sector Briefing: Packaged Food in Japan  (Key Trends and Development) - Part 2

<ul><li>Sluggish growth continues with sales growth challenged by demographic trends</li><li>Health and wellness drives innovation and sales growth</li><li>Domestic leaders prove proactive in tackling challenges</li><li>Supermarkets lead but convenience stores push for share</li><li>Players use health, convenience and quality to add value in the forecast period</li></ul>

Sluggish growth continues with sales growth challenged by demographic trendsHealth and wellness drives innovation and sales growthDomestic leaders prove proactive in tackling challengesSupermarkets lead but convenience stores push for sharePlayers use health, convenience and quality to add value in the forecast period

Sector Briefing: Packaged Food in Japan - Part 1

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.

It has been a while since we updated the "Hated by the Street" screen. So we thought it would be good to see which names made the list. Usually we only screen for names where the % of BUY recommendations to Total is less than 20%. However, 126 names made that list. We therefore further limited the screen by adding % of SELL recommendations greater than 30% of total recommendations. 26 names met both criteria. At the top of the list is <a href="https://www.smartkarma.com/entities/391" target="_blank" data-smartkarma-citation="entities:391:1">Sharp Corp (6753 JP)</a> with 0 BUY recommendations and 8 SELL…

It has been a while since we updated the "Hated by the Street" screen. So we thought it would be good to see which names made the list. Usually we only screen for names where the % of BUY recommendations to Total is less than 20%. However, 126 names made that list. We therefore further limited the screen by adding % of SELL recommendations greater than 30% of total recommendations. 26 names met both criteria. At the top of the list is Sharp Corp (6753 JP) with 0 BUY recommendations and 8 SELL…

Names that Are Hated and Loved by the Street in Japan....

Japan

YAMAZAKI BAKING CO., LTD. produces baking foods including bread, pastry, and cake.  The Company operates nationwide sales network.  YAMAZAKI BAKING also operates franchised cafeterias and convenience stores.

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Yamazaki Baking (2212 JP)

Global Equity Strategy: Overweight TOPIX, Hang Seng

Global markets are holding at support levels and we reiterate, our neutral but constructive outlook . In today’s report we highlight actionable...

Vermilion Research

Sector Briefing: Packaged Food in Japan (Food Service: Key Trends and Developments)

Most product areas see slight foodservice volume decline in 2017Frozen fruit and prepared salads strongest growth areas with 5% and 4% foodservice...

Euromonitor International Ltd.

Sector Briefing: Packaged Food in Japan (Key Trends and Development) - Part 2

Population decline encourages focus on value-added products and automation Players target products at increasing number of elderly...

Euromonitor International Ltd.

Sector Briefing: Packaged Food in Japan - Part 1

Sluggish growth continues with sales growth challenged by demographic trends Health and wellness drives innovation and sales growth Domestic...

Euromonitor International Ltd.

Names that Are Hated and Loved by the Street in Japan....

It has been a while since we updated the "Hated by the Street" screen. So we thought it would be good to see which names made the list. Usually we...

Custom Products Group

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)