Global Head of Research, Smartkarma

Mark Artherton

Global Head of Research

LR Research

Thematic (Sector/Industry)

Note:  The weekend edition of '21 things' tends to be lighter with less analysis.<div class="content-highlight">1.  <a href="https://www.smartkarma.com/entities/6290" target="_blank" data-smartkarma-citation="entities:6290:1">Li &amp; Fung Ltd (494 HK)</a> parent the Fung Group is revamping its <a href="https://www.fungacademy.com/stories/innovation-experimentation/explorium-%E2%80%93-playground-future-retail" target="_blank">Explorium project</a> in Shanghai - a space that allows tech startups that focus on supply chain management and fashion to experiment.  Despite a recent recovery, the Li &amp; Fung share price remains well below its highs.  The revamp has been labeled as a soft launch, but a new push in this direction could be beneficial to Fung group companies.  Li &amp; Fung…</div>

Note:  The weekend edition of '21 things' tends to be lighter with less analysis.1.  Li &amp; Fung Ltd (494 HK) parent the Fung Group is revamping its Explorium project in Shanghai - a space that allows tech startups that focus on supply chain management and fashion to experiment.  Despite a recent recovery, the Li &amp; Fung share price remains well below its highs.  The revamp has been labeled as a soft launch, but a new push in this direction could be beneficial to Fung group companies.  Li &amp; Fung…

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

Compelling chart points below align with some sort for cycle shift for Li &amp; Fund (LF) for late 2017 and 2018. The most notable bullish chart points stems from dual trend line resistance upside breakouts at the 3.20 and 3.50 levels representing a longer term trend point and nearer term tactical pivot. Retracement levels also  show a good degree of synergy with price level suggesting the recent summer 2017 low is of importance and a likely macro turning point.The weekly MACD cycle is supportive…

Compelling chart points below align with some sort for cycle shift for Li &amp; Fund (LF) for late 2017 and 2018. The most notable bullish chart points stems from dual trend line resistance upside breakouts at the 3.20 and 3.50 levels representing a longer term trend point and nearer term tactical pivot. Retracement levels also  show a good degree of synergy with price level suggesting the recent summer 2017 low is of importance and a likely macro turning point.The weekly MACD cycle is supportive…

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.

Today’s report is a bottom-up compilation of technically attractive EAFE stocks, with one fundamental kicker: each name is accompanied by positive momentum in their FY EPS estimates.  While the list is broad-based, metals &amp; miners and energy-related names are most prevalent.

Today’s report is a bottom-up compilation of technically attractive EAFE stocks, with one fundamental kicker: each name is accompanied by positive momentum in their FY EPS estimates.  While the list is broad-based, metals &amp; miners and energy-related names are most prevalent.

Technically Attractive EAFE Stocks, with Positive EPS Momentum

Transport Sector, China and Asia-focused Research

Charles De Trenck

Equity Bottom-Up

In this piece I want to discuss the shifting perceptions of <a href="https://www.smartkarma.com/entities/6290" target="_blank" data-smartkarma-citation="entities:6290:1">Li &amp; Fung Ltd (494 HK)</a>. What was wrong with the Company and how changes are now coming through. There are some potentially amazingly strong numbers and metrics to look at.***I was a big critic of Li &amp; Fung for more than a decade. My gut told me in the mid-00s that the Fung Brothers acted like they were walking on water. And HBR Business/Case Studies were put out with such frequency that there was a "been there, done that" quality to the…

In this piece I want to discuss the shifting perceptions of Li &amp; Fung Ltd (494 HK). What was wrong with the Company and how changes are now coming through. There are some potentially amazingly strong numbers and metrics to look at.***I was a big critic of Li &amp; Fung for more than a decade. My gut told me in the mid-00s that the Fung Brothers acted like they were walking on water. And HBR Business/Case Studies were put out with such frequency that there was a "been there, done that" quality to the…

It's Been Time to Revisit Li & Fung in Recent Weeks

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

China Logistics Property Holdings / Equity Bottom-Up

After <a href="https://www.smartkarma.com/entities/2894" target="_blank" data-smartkarma-citation="entities:2894:1">Global Logistic Properties Ltd (GLP SP)</a> was sold at a rich valuation in July, we decided to revisit <a href="https://www.smartkarma.com/entities/22799" target="_blank" data-smartkarma-citation="entities:22799:1">China Logistics Property Holdings Co Ltd (1589 HK)</a> in <a href="https://www.smartkarma.com/insights/glp-wannabe-revisiting-china-logistics-property-holdings-after-sale-of-global-logistic-properties" target="_blank" data-smartkarma-citation="insights:12806">‘GLP Wannabe?’ Revisiting China Logistics Property Holdings After Sale of Global Logistic Properties</a>. Our sense was that GLP's rich valuation -- based mainly on its leading position in China's modern warehouse segment -- might eventually rub off on China Logistics Property Holdings (CLPH), which is a much smaller company, but a "pure"…

After Global Logistic Properties Ltd (GLP SP) was sold at a rich valuation in July, we decided to revisit China Logistics Property Holdings Co Ltd (1589 HK) in ‘GLP Wannabe?’ Revisiting China Logistics Property Holdings After Sale of Global Logistic Properties. Our sense was that GLP's rich valuation -- based mainly on its leading position in China's modern warehouse segment -- might eventually rub off on China Logistics Property Holdings (CLPH), which is a much smaller company, but a "pure"…

'GLP Wannabe' China Logistics Property Holdings: Still Some Concerns Post H1 Results, Unfortunately

Hong Kong

Li & Fung Limited, through its subsidiaries, operates an export trading business.  The Company exports consumer products such as garments, fashion accessories, toys, games, sporting goods, home furnishings, handicrafts, shoes, travel goods, and tableware.

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Li & Fung Ltd (494 HK)

21 Things Worth Knowing Today (Issue 3)

Note: The weekend edition of '21 things' tends to be lighter with less analysis.1. Li & Fung Ltd (494 HK) parent the Fung Group is revamping...

Mark Artherton

Li & Fung Chart Turn Around Points

Compelling chart points below align with some sort for cycle shift for Li & Fund (LF) for late 2017 and 2018. The most notable bullish chart...

Thomas Schroeder

Technically Attractive EAFE Stocks, with Positive EPS Momentum

Today’s report is a bottom-up compilation of technically attractive EAFE stocks, with one fundamental kicker: each name is accompanied by positive...

Vermilion Research

It's Been Time to Revisit Li & Fung in Recent Weeks

In this piece I want to discuss the shifting perceptions of Li & Fung Ltd (494 HK). What was wrong with the Company and how changes are now...

Charles De Trenck

'GLP Wannabe' China Logistics Property Holdings: Still Some Concerns Post H1 Results, Unfortunately

After Global Logistic Properties Ltd (GLP SP) was sold at a rich valuation in July, we decided to revisit China Logistics Property Holdings Co Ltd...

Daniel Hellberg

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