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.

Thematic (Sector/Industry)

We are entering the period when Japanese company love to tweak their full-year guidance in front of the fiscal year-end in March. We looked back over the last 9 years to identify companies that are always revising up and those that always revising down company guidance. We put together 3 screens. The first are companies that have revised up full-year company EPS guidance more than 60% of the time over the last 9 years. The biggest names that made the screen are  <a href="https://www.smartkarma.com/entities/73" target="_blank" data-smartkarma-citation="entities:73:1">Toyota Motor Corp (7203 JP)</a>…

We are entering the period when Japanese company love to tweak their full-year guidance in front of the fiscal year-end in March. We looked back over the last 9 years to identify companies that are always revising up and those that always revising down company guidance. We put together 3 screens. The first are companies that have revised up full-year company EPS guidance more than 60% of the time over the last 9 years. The biggest names that made the screen are  Toyota Motor Corp (7203 JP)…

Which Companies Tend to Revise Company Guidance in January / February....

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.  Notable themes include:<ul><li>Add exposure to Energy and Materials. </li><li>Financial stocks are strengthening. </li><li>Avoid Australian banks. </li></ul>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.  Notable themes include:Add exposure to Energy and Materials. Financial stocks are strengthening. Avoid Australian banks. See the attached report for a complete list of our recommendations from this list.

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Equity Capital Markets

Shibaura Mechatronics / Equity Capital Markets

<a href="https://www.smartkarma.com/entities/637" target="_blank" data-smartkarma-citation="entities:637:1">Toshiba Corp (6502 JP)</a> has been involved with what is now a very small cap company, <a href="https://www.smartkarma.com/entities/8763" target="_blank" data-smartkarma-citation="entities:8763:1">Shibaura Mechatronics Corp (6590 JP)</a> for almost 80 years since the precursor to Toshiba - a company called Tokyo Shibaura Electric - formed that same year in the merger between Shibaura Seisakusho (a maker of heavy electrical machinery) and Tokyo Denki (Japan's first lightbulb maker) - transferred part of its electrical motor business to a new company. That new company became Shibaura Mechatronics. Now, of…

Toshiba Corp (6502 JP) has been involved with what is now a very small cap company, Shibaura Mechatronics Corp (6590 JP) for almost 80 years since the precursor to Toshiba - a company called Tokyo Shibaura Electric - formed that same year in the merger between Shibaura Seisakusho (a maker of heavy electrical machinery) and Tokyo Denki (Japan's first lightbulb maker) - transferred part of its electrical motor business to a new company. That new company became Shibaura Mechatronics. Now, of…

Toshiba Selldown of Shibaura Mechatronics (6590)

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

According to the latest forecast from SEMI, details <a href="http://www.semi.org/en/wafer-shipments-forecast-increase-2017-2018-and-2019" target="_blank">here</a>, silicon wafer shipments are set to increase 8.2% in 2017, up from 3.2% in 2016. Furthermore, the sector is forecast to grow a further 3.2% in 2018 and 3.6% in 2019."Silicon shipment volumes are expected to ship at historic highs for this year and into 2019," said Dan Tracy, senior director of Industry Research &amp; Statistics at SEMI. "The expectation is for steady annual growth due to the proliferation of connected devices required for…

According to the latest forecast from SEMI, details here, silicon wafer shipments are set to increase 8.2% in 2017, up from 3.2% in 2016. Furthermore, the sector is forecast to grow a further 3.2% in 2018 and 3.6% in 2019."Silicon shipment volumes are expected to ship at historic highs for this year and into 2019," said Dan Tracy, senior director of Industry Research &amp; Statistics at SEMI. "The expectation is for steady annual growth due to the proliferation of connected devices required for…

Silicon Wafers- The Golden Goose That Keeps on Giving

French SOI silicon wafer manufacturer <a href="https://www.smartkarma.com/entities/24934" target="_blank" data-smartkarma-citation="entities:24934:1">SOITEC (SOI NQ)</a>, global #6 by market share, announced strong results on October 18'th 2017 with second quarter revenues of €73.3m, up 31% compared with Q2'17. On a sequential basis, second quarter FY'18 revenues were up 9% compared to the first quarter of FY'18.Shares were up sharply on high volume the following day, rising almost 11% before pulling back to close up 6.5%. For the first half of FY'18, revenues reached €143.0 million. Compared with the first…

French SOI silicon wafer manufacturer SOITEC (SOI NQ), global #6 by market share, announced strong results on October 18'th 2017 with second quarter revenues of €73.3m, up 31% compared with Q2'17. On a sequential basis, second quarter FY'18 revenues were up 9% compared to the first quarter of FY'18.Shares were up sharply on high volume the following day, rising almost 11% before pulling back to close up 6.5%. For the first half of FY'18, revenues reached €143.0 million. Compared with the first…

Silicon Wafer Soitec Up Sharply on Strong Earnings

Japan

Shin-Etsu Chemical Co., Ltd. produces and distributes synthetic resins and other chemical products such as fertilizers. The Company also manufactures electronic materials such as semiconductor silicon, synthetic, and rare earth quartz. Shin-Etsu Chemical operates in Japan and overseas.

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Shin Etsu Chemical (4063 JP)

Which Companies Tend to Revise Company Guidance in January / February....

We are entering the period when Japanese company love to tweak their full-year guidance in front of the fiscal year-end in March. We looked back...

Custom Products Group

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

Toshiba Selldown of Shibaura Mechatronics (6590)

Toshiba Corp (6502 JP) has been involved with what is now a very small cap company, Shibaura Mechatronics Corp (6590 JP) for almost 80 years since...

Travis Lundy

Silicon Wafers- The Golden Goose That Keeps on Giving

According to the latest forecast from SEMI, details here, silicon wafer shipments are set to increase 8.2% in 2017, up from 3.2% in 2016....

William Keating

Silicon Wafer Soitec Up Sharply on Strong Earnings

French SOI silicon wafer manufacturer SOITEC (SOI NQ), global #6 by market share, announced strong results on October 18'th 2017 with second...

William Keating

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