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

Sunny Optical Technology Group / Technical Analysis

Sunny Optical (SO) remains on a path to new chart highs but does face a pullback from the overhead tough resistance area with fresh buy levels featured here and our primary rally target outlined in our original insight - <a href="https://www.smartkarma.com/insights/sunny-optical-buy-zone" target="_blank" data-smartkarma-citation="insights:16245">Sunny Optical Buy Zone</a> issued in December 2017.SO faces the topside of the volatility band range or standard deviation high along with resistance tops formed in March. A fade cycle is probable in this resistance zone after a good run from support outlined at 125-128. Once again…

Sunny Optical (SO) remains on a path to new chart highs but does face a pullback from the overhead tough resistance area with fresh buy levels featured here and our primary rally target outlined in our original insight - Sunny Optical Buy Zone issued in December 2017.SO faces the topside of the volatility band range or standard deviation high along with resistance tops formed in March. A fade cycle is probable in this resistance zone after a good run from support outlined at 125-128. Once again…

Sunny Optical Remains Bullish - Pick up Levels and New High Target

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

A month or so ago it was officially revealed that a China Depositary Receipt program was on its way (it had been mooted unofficially for many months before that). Various officials at the CSRC and indeed even Premier Li Keqiang made supportive comments on the return of Internet+ stocks to a Chinese listing. Caixin, Xinhua, and China Daily saw a flurry of articles supporting the concept in mid-March, and in an article just before the Two Sessions, the China Daily suggested rules would come out…

A month or so ago it was officially revealed that a China Depositary Receipt program was on its way (it had been mooted unofficially for many months before that). Various officials at the CSRC and indeed even Premier Li Keqiang made supportive comments on the return of Internet+ stocks to a Chinese listing. Caixin, Xinhua, and China Daily saw a flurry of articles supporting the concept in mid-March, and in an article just before the Two Sessions, the China Daily suggested rules would come out…

Pilot Program on China Depositary Receipts Launched - Expect the Big 5 to Prep Quickly

Our take on Asian tech remains bullish stemming from the strong NDX lead and expected SOX follow through to challenge new highs. We placed buys on some of the tech giants in Asia on December 7-8 and now see Sunny Optical as moving into more attractive territory.Sunny Optical faces upside challenges stemming from the pick up in sell volume on this decline and minor bear divergence that is taking shape with a fresh high likely to nail down a stronger inflection point for divergence. We would also…

Our take on Asian tech remains bullish stemming from the strong NDX lead and expected SOX follow through to challenge new highs. We placed buys on some of the tech giants in Asia on December 7-8 and now see Sunny Optical as moving into more attractive territory.Sunny Optical faces upside challenges stemming from the pick up in sell volume on this decline and minor bear divergence that is taking shape with a fresh high likely to nail down a stronger inflection point for divergence. We would also…

Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

Thematic (Sector/Industry)

Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and image sensor names up 3-4x.The MSCI auto component sector continues to outperform carmakers as auto complexity grows - Valeo estimates its powertrain content for a plug-in hybrid is 9x more valuable than a regular car.Volvo’s announcement that it was making all its output at least hybrid from 2019 was less significant than Baidu offering its AI…

Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and image sensor names up 3-4x.The MSCI auto component sector continues to outperform carmakers as auto complexity grows - Valeo estimates its powertrain content for a plug-in hybrid is 9x more valuable than a regular car.Volvo’s announcement that it was making all its output at least hybrid from 2019 was less significant than Baidu offering its AI…

Electrification and Autonomous Trends Reshaping Auto Industry…

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

Equity Bottom-Up

AAC Technologies Holdings / Equity Bottom-Up

Being the best performer attract plenty of envious stares and others tend to think the top performer must have done something illegal to get ahead of its competitors. <blockquote>"We’re intrigued by it because its margins are higher, smoother than some of the best companies in the world,” Yu said in a phone interview. “In my experience, that usually means that the company is a truly world-changing, excellent, high-competitive company -- or something else. And based on our investigation, we think the facts…</blockquote>

Being the best performer attract plenty of envious stares and others tend to think the top performer must have done something illegal to get ahead of its competitors. "We’re intrigued by it because its margins are higher, smoother than some of the best companies in the world,” Yu said in a phone interview. “In my experience, that usually means that the company is a truly world-changing, excellent, high-competitive company -- or something else. And based on our investigation, we think the facts…

China

Sunny Optical Technology Group Co., Limited designs and manufactures optical and optical related products. The Company's products include glass/plastic lenses, prisms, mobile phone camera modules, microscopes, surveying instruments, and other analytical instruments.

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Sunny Optical Technology Group (2382 HK)

Sunny Optical Remains Bullish - Pick up Levels and New High Target

Sunny Optical (SO) remains on a path to new chart highs but does face a pullback from the overhead tough resistance area with fresh buy levels...

Thomas Schroeder

Pilot Program on China Depositary Receipts Launched - Expect the Big 5 to Prep Quickly

A month or so ago it was officially revealed that a China Depositary Receipt program was on its way (it had been mooted unofficially for many...

Travis Lundy

Sunny Optical Buy Zone

Our take on Asian tech remains bullish stemming from the strong NDX lead and expected SOX follow through to challenge new highs. We placed buys on...

Thomas Schroeder

Electrification and Autonomous Trends Reshaping Auto Industry…

Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and...

Sean Maher

AAC Tech: A Short Seller Target?

Being the best performer attract plenty of envious stares and others tend to think the top performer must have done something illegal to get ahead...

Henry Soediarko

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