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

Our original bull theme in material shares issued in May 2017 has become a play we have been peddling in late Q4 for a bullish carry through in Q1 2018. Posco's breakout of flat congestion flagged a fresh buy signal as a laggard to the likes of RIO, FCX (recent long picks) and steel and aluminum plays (Chalco and Maanshan Iron). Material stocks are expected to make further headway in line with our bullish China and bearish USD view.The weekly chart cycle displays bullish potential to test the…

Our original bull theme in material shares issued in May 2017 has become a play we have been peddling in late Q4 for a bullish carry through in Q1 2018. Posco's breakout of flat congestion flagged a fresh buy signal as a laggard to the likes of RIO, FCX (recent long picks) and steel and aluminum plays (Chalco and Maanshan Iron). Material stocks are expected to make further headway in line with our bullish China and bearish USD view.The weekly chart cycle displays bullish potential to test the…

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.

<ul><li>Global mining stocks offer an attractive, mid-cycle pullback opportunity. From steel to copper and aluminum stocks, retracements over the past three months have stabilized at support, which we view as timely entry points that will lead to upside resumptions.  This report highlights actionable charts, sorted by market capitalization.</li></ul>

Global mining stocks offer an attractive, mid-cycle pullback opportunity. From steel to copper and aluminum stocks, retracements over the past three months have stabilized at support, which we view as timely entry points that will lead to upside resumptions.  This report highlights actionable charts, sorted by market capitalization.

Pullback Opportunities in Global Metals & Mining Stocks

TSE Tokyo Price Index TOPIX / Technical Analysis

Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync.  We see the bullish advance in equities continuing well into 2018, a continuation of a long-term trend. However, the Sectors that propel this trend may be different.In our December International Strategy, we explore these and the following themes in further detail: <ul><li>Overweight Japan. </li><li>Cyclicals continue to lead, defensive continues to lag. </li><li>Actionable Sector/Group themes:<ol><li>Global banks are breaking out/bullishly inflecting. </li><li>Energy is bottoming – still a non-consensus view. </li><li>Pullback opportunity in metals &amp; mining.</li></ol></li></ul>

Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync.  We see the bullish advance in equities continuing well into 2018, a continuation of a long-term trend. However, the Sectors that propel this trend may be different.In our December International Strategy, we explore these and the following themes in further detail: Overweight Japan. Cyclicals continue to lead, defensive continues to lag. Actionable Sector/Group themes:Global banks are breaking out/bullishly inflecting. Energy is bottoming – still a non-consensus view. Pullback opportunity in metals &amp; mining.

International Equity Strategy: Bullish Big Picture

Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Event-Driven

Samsung Electronics Pref Shares / Event-Driven

Let's do one interesting study here. In the last month (Oct 10-Nov 3), <a href="https://www.smartkarma.com/entities/23591" target="_blank" data-smartkarma-citation="entities:23591:1">Samsung Electronics Pref Shares (005935 KS)</a> ranked fifth in the local institutional top net buying list. Thanks to local institutions which have gone aggressive on SamE Pref in the last month, SamE Common-SamE Pref spread peaked at 81.63% on Nov 2, and it is now at 81.59% (as of Nov 3).<div>
<table class="table table-striped"><tbody>
<tr><td colspan="4">Local institutional investors' top 14 net buying stocks in KOSPI &amp; KOSDAQ between Oct 10-Nov 3</td></tr>
<tr>
<td>Rank</td>
<td>Stock</td>
<td>Net trade volume</td>
<td>Net trade value (₩)</td>
</tr>
<tr>
<td>1</td>
</tr>
</tbody></table>…</div>

Let's do one interesting study here. In the last month (Oct 10-Nov 3), Samsung Electronics Pref Shares (005935 KS) ranked fifth in the local institutional top net buying list. Thanks to local institutions which have gone aggressive on SamE Pref in the last month, SamE Common-SamE Pref spread peaked at 81.63% on Nov 2, and it is now at 81.59% (as of Nov 3).

Local institutional investors' top 14 net buying stocks in KOSPI &amp; KOSDAQ between Oct 10-Nov 3

Rank
Stock
Net trade volume
Net trade value (₩)


1

…

Samsung Electronics Common-Pref Spread - Data & Situational Study

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

Nippon Steel Corporation / Equity Capital Markets

<a href="https://www.smartkarma.com/entities/961" target="_blank" data-smartkarma-citation="entities:961:1">Nippon Steel &amp; Sumitomo Metal Corp (5401 JP)</a> 's strategic alliance partner <a href="https://www.smartkarma.com/entities/208" target="_blank" data-smartkarma-citation="entities:208:1">POSCO (005490 KS)</a> is selling USD200 worth of shares in NSSM after market close today. In this insight, we will have a look at NSSM's fundamentals, the background of the deal and score the deal in our ECM Framework. <h2>Placement specifics</h2><ul>
<li>Company Name: Nippon Steel &amp; Sumitomo Metal Corp</li>
<li>Ticker: 5401 JP</li>
<li>Secondary offering</li>
<li>Settlement date: 6 Nov, 2017</li>
<li>Bookrunner: BAML, NOMURA</li>
<li>Indicative deal price: JPY2,676 - 2,758 per share</li>
<li>Last…</li>
</ul>

Nippon Steel &amp; Sumitomo Metal Corp (5401 JP) 's strategic alliance partner POSCO (005490 KS) is selling USD200 worth of shares in NSSM after market close today. In this insight, we will have a look at NSSM's fundamentals, the background of the deal and score the deal in our ECM Framework. Placement specifics
Company Name: Nippon Steel &amp; Sumitomo Metal Corp
Ticker: 5401 JP
Secondary offering
Settlement date: 6 Nov, 2017
Bookrunner: BAML, NOMURA
Indicative deal price: JPY2,676 - 2,758 per share
Last…


Nippon Steel Placement: Fundamentals Improving but Nothing Too Exciting

South Korea

POSCO Holdings Inc. manufactures and distributes steel products. The Company produces crude steel, hot rolled steel, cold rolled steel, stainless steel, steel plates, wire rods, galvanized steel, electrical steel, and other related products. POSCO Holdings markets its products worldwide.

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POSCO Holdings (005490 KS)

Posco Breakout to See Power Rally

Our original bull theme in material shares issued in May 2017 has become a play we have been peddling in late Q4 for a bullish carry through in Q1...

Thomas Schroeder

Pullback Opportunities in Global Metals & Mining Stocks

Global mining stocks offer an attractive, mid-cycle pullback opportunity. From steel to copper and aluminum stocks, retracements over the past...

Vermilion Research

International Equity Strategy: Bullish Big Picture

Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...

Vermilion Research

Samsung Electronics Common-Pref Spread - Data & Situational Study

Let's do one interesting study here. In the last month (Oct 10-Nov 3), Samsung Electronics Pref Shares (005935 KS) ranked fifth in the local...

Sanghyun Park

Nippon Steel Placement: Fundamentals Improving but Nothing Too Exciting

Nippon Steel & Sumitomo Metal Corp (5401 JP) 's strategic alliance partner POSCO (005490 KS) is selling USD200 worth of shares in NSSM after...

Ke Yan, CFA, FRM

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52-week Range

Market Cap (USDm)

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