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CEZ AS (CEZ CP)
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9
Analysis
Utilities
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Czech Republic
CEZ, a. s. provides integrated energy services. The Company generation, distribution, trade in, and sales of electricity and heat, as well as sales of natural gas, and coal extraction. CEZ serves customers in Europe.
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bullish
•
Nexon
•
14 May 2022 00:19
Japan Emerging as Leadership; Actionable Themes: Japan and Defensives
Despite the intact downtrend on Japan's TOPIX, relative strength is reversing topside a 4.5-year downtrend; this tells us Japan is emerging as...
Vermilion Research
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545 Views
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bullish
•
Petroleo Brasileiro
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29 Jan 2022 05:22
Broad Indexes Violate Support But Bright Spots Remain; Buying Energy, Staples, and Utilities
We are highlighting Energy again because it is easily our favorite Sector. Additionally, defensive Sectors including Staples and Utilities display...
Vermilion Research
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242 Views
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bullish
•
Taiwan Semiconductor (TSMC)
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07 Sep 2021 22:21
Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
Vermilion Research
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281 Views
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bearish
•
Crude Oil
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20 Aug 2021 23:39
Crude Oil and Copper Breakdowns Reinforce Our Concerns; Defensive Sectors Remain Attractive
Our cautious outlook is reinforced by ongoing developments. Relative strength improvement for defensives (Utilities, Staples, Real Estate, Health...
Vermilion Research
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212 Views
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