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

Foxconn Industrial Internet / Technical Analysis

<ul>
<li>We remain near-term bullish SPX and ACWI since 4/22/25, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass), with Int’l Compass reports all echoing this sentiment.</li>
<li>We discussed in our July 31, 2025 Int'l Compass how $128, $125-$126, and $123-$123.50 were short-term supports to watch on ACWI-US, and ACWI-US found support at $128 the next day.</li>
<li>Europe (EURO STOXX 50) is the last of the major countries (from a global market cap perspective) to break out; we expect it to be next</li>
</ul>


We remain near-term bullish SPX and ACWI since 4/22/25, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass), with Int’l Compass reports all echoing this sentiment.
We discussed in our July 31, 2025 Int'l Compass how $128, $125-$126, and $123-$123.50 were short-term supports to watch on ACWI-US, and ACWI-US found support at $128 the next day.
Europe (EURO STOXX 50) is the last of the major countries (from a global market cap perspective) to break out; we expect it to be next


Europe Next to Break Out?; Bullish Outlook Intact; Remain Overweight Korea, Greece, and the U.S.

Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Oversold tech/SPE/AI surging after Trump delayed reciprocal tariffs on all but China, with the SOX up the most of all time.</li>
<li>Expect similar moves with oversold tech beta likely to open &gt;+10%.</li>
<li>Banks and life insurance  should continue to fare well given the persistently high yields, and names with high export ratios to the US.</li>
</ul>


Oversold tech/SPE/AI surging after Trump delayed reciprocal tariffs on all but China, with the SOX up the most of all time.
Expect similar moves with oversold tech beta likely to open &gt;+10%.
Banks and life insurance  should continue to fare well given the persistently high yields, and names with high export ratios to the US.


Japan Morning Connection: Trump Pulls off One of the Greatest Ruses of All Time

Rubber News Specialist, Helixtap

Vinod Nedumudy

Rubber News Specialist

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

<ul><li>Trelleborg plant in the US to shut down in April, 2025</li><li> Israel, Prague plants too stop working in 2025</li><li>Hangzhou to have car tire plant producing 9 million tires a year</li></ul>

Trelleborg plant in the US to shut down in April, 2025 Israel, Prague plants too stop working in 2025Hangzhou to have car tire plant producing 9 million tires a year

Yokohama Shuts Three Plants In Quick Succession, Relaunches Another In China

<ul><li>Zeon will develop BR and Yokohama will make tires with it</li><li> Facility to be installed at Zeon’s Tokuyama Plant in Shunan City in Japan</li><li>Trial production scheduled for 2026 and mass production by 2030</li></ul>

Zeon will develop BR and Yokohama will make tires with it Facility to be installed at Zeon’s Tokuyama Plant in Shunan City in JapanTrial production scheduled for 2026 and mass production by 2030

Plant-based Butadiene Emerges, Thanks To Zeon And Yokohama

<ul>
<li>TSMC higher on news from the day before it is investing heavily in US fab capacity.</li>
<li>Continental AG -11.6% after earnings miss sets a poor tone for JP tire makers Bridgestone, Toyo, Yokohama and Sumitomo.</li>
<li>All eyes on Trumps speech to congress this morning, although markets should be firm off the open.</li>
</ul>


TSMC higher on news from the day before it is investing heavily in US fab capacity.
Continental AG -11.6% after earnings miss sets a poor tone for JP tire makers Bridgestone, Toyo, Yokohama and Sumitomo.
All eyes on Trumps speech to congress this morning, although markets should be firm off the open.


Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop

Japan

The Yokohama Rubber Company Limited produces rubber products including automobile tires, tubes, and conveyor belt for industrial use.  The Company also produces golf clubs and passenger aircraft parts such as restroom units and tanks for drinking water.

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Yokohama Rubber (5101 JP)

Europe Next to Break Out?; Bullish Outlook Intact; Remain Overweight Korea, Greece, and the U.S.

Europe Next to Break Out?; China and Japan Remain Attractive and a big focus since our July 3rd report titled "China and Japan Breaking Out;"...

Vermilion Research

Japan Morning Connection: Trump Pulls off One of the Greatest Ruses of All Time

Oversold Tech surging after delay on reciprocal tariffs, with SOX hitting record highs. Expect gains in oversold tech beta and strong performance...

Andrew Jackson

Yokohama Shuts Three Plants In Quick Succession, Relaunches Another In China

As the first quarter of 2025 comes to an end, the tire major Yokohama is seen downing shutters on three plants back-to-back around the globe...

Helixtap

Plant-based Butadiene Emerges, Thanks To Zeon And Yokohama

In a joint bid to promote circular economy in the synthetic rubber spectrum, Zeon Corporation and Yokohama Rubber Co., Ltd. are set to...

Helixtap

Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop

TSMC rises on news of investment in US fab capacity, Continental AG drops after earnings miss sets poor tone for JP tire makers.

Andrew Jackson

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Europe Next to Break Out?; Bullish Outlook Intact; Remain Overweight Korea, Greece, and the U.S.

Europe Next to Break Out?; China and Japan Remain Attractive and a big focus since our July 3rd report titled "China and Japan Breaking Out;"...

Vermilion Research

Japan Morning Connection: Trump Pulls off One of the Greatest Ruses of All Time

Oversold ​Tech surging after delay on reciprocal tariffs, with SOX hitting record highs. Expect gains in oversold tech beta and strong performance...

Andrew Jackson

Yokohama Shuts Three Plants In Quick Succession, Relaunches Another In China

​​​​​​​As the first quarter of 2025 comes to an end, the tire major Yokohama is seen downing shutters on three plants back-to-back around the globe...

Helixtap

Plant-based Butadiene Emerges, Thanks To Zeon And Yokohama

​​​​​​​In a joint bid to promote circular economy in the synthetic rubber spectrum, Zeon Corporation and Yokohama Rubber Co., Ltd. are set to...

Helixtap

Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop

​TSMC rises on news of investment in US fab capacity, Continental AG drops after earnings miss sets poor tone for JP tire makers.

Andrew Jackson

Oversold Tech surging after delay on reciprocal tariffs, with SOX hitting record highs. Expect gains in oversold tech beta and strong performance...

As the first quarter of 2025 comes to an end, the tire major Yokohama is seen downing shutters on three plants back-to-back around the globe...

In a joint bid to promote circular economy in the synthetic rubber spectrum, Zeon Corporation and Yokohama Rubber Co., Ltd. are set to...

TSMC rises on news of investment in US fab capacity, Continental AG drops after earnings miss sets poor tone for JP tire makers.