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.  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.  See the attached report for a complete list of our recommendations from this list.

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

<ul><li>Cafés/bars increased by 2% in current value terms to HKD8.2 billion in 2017, with a 1% drop in the number of outlets and a marginal decrease in transactions.</li><li>Chained cafés and specialist coffee shops showed signs of consolidation.</li><li>Bars/pubs recorded the highest current value growth in 2017 with 2%.</li><li>Starbucks and Bar Pacific remained the biggest players in cafés/bars and bars/pubs in 2017.</li><li>Cafés/bars are expected to see a positive value CAGR of 1% at constant 2017 prices over the forecast period to reach HKD8.7 billion in 2022.</li></ul>

Cafés/bars increased by 2% in current value terms to HKD8.2 billion in 2017, with a 1% drop in the number of outlets and a marginal decrease in transactions.Chained cafés and specialist coffee shops showed signs of consolidation.Bars/pubs recorded the highest current value growth in 2017 with 2%.Starbucks and Bar Pacific remained the biggest players in cafés/bars and bars/pubs in 2017.Cafés/bars are expected to see a positive value CAGR of 1% at constant 2017 prices over the forecast period to reach HKD8.7 billion in 2022.

Sector Capsule: Cafés/Bars in Hong Kong, China

<ul class=""><li>Convenience stores sales declined by 5% to SGD508 million in 2017</li><li>Supermarkets are gradually eroding the traditional value proposition of convenience stores, but the latter are experimenting with initiatives to differentiate</li><li>Both 7-Eleven and Cheers have been receptive to exploring new concepts and options to adapt to modern consumers</li><li>Convenience stores to post a negative retail value CAGR of 4% at constant 2017 prices over the forecast period to fall to SGD412 million in 2022</li></ul>

Convenience stores sales declined by 5% to SGD508 million in 2017Supermarkets are gradually eroding the traditional value proposition of convenience stores, but the latter are experimenting with initiatives to differentiateBoth 7-Eleven and Cheers have been receptive to exploring new concepts and options to adapt to modern consumersConvenience stores to post a negative retail value CAGR of 4% at constant 2017 prices over the forecast period to fall to SGD412 million in 2022

Sector Capsule: Convenience Stores in Singapore

<ul><li>Price continues to be the primary reason for Singaporeans’ embrace of internet retailing</li><li>Qoo10 still maintains its position as Singapore’s largest internet retailing brand, but Amazon’s entry is expected to give it some competition</li><li>Internet retailing will continue to grow strongly in the coming years as it gradually becomes a habit</li></ul>

Price continues to be the primary reason for Singaporeans’ embrace of internet retailingQoo10 still maintains its position as Singapore’s largest internet retailing brand, but Amazon’s entry is expected to give it some competitionInternet retailing will continue to grow strongly in the coming years as it gradually becomes a habit

Sector Capsule: Internet Retailing in Singapore

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

Equity Bottom-Up

Health And Happiness (H&H) / Equity Bottom-Up

Despite the market showing knee-jerk reaction post the announcement that the <a href="https://www.smartkarma.com/entities/20582" target="_blank" data-smartkarma-citation="entities:20582:1">Health and Happiness (H&amp;H) (1112 HK)</a> acquisition of Swisse will not obtain 100% of the China operation, investors have kept monitoring the development and have hurriedly bought some back after the company announced its HKD 780 million pay-off to PGT to buy China operation. Is it worth paying that much for all the rights for China's operation for Swisse?

Despite the market showing knee-jerk reaction post the announcement that the Health and Happiness (H&amp;H) (1112 HK) acquisition of Swisse will not obtain 100% of the China operation, investors have kept monitoring the development and have hurriedly bought some back after the company announced its HKD 780 million pay-off to PGT to buy China operation. Is it worth paying that much for all the rights for China's operation for Swisse? 

Health & Happiness: Paid the Price for Future Growth?

Singapore

DFI Retail Group Holdings Ltd operates as a holding company. The Company, through its subsidiaries, focuses on retail stores such as supermarkets, drugstores, and convenience stores. DFI Retail Group Holdings serves customers in Asia.

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DFI Retail Group Holdings (DFI SP)

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

Sector Capsule: Cafés/Bars in Hong Kong, China

Cafés/bars increased by 2% in current value terms to HKD8.2 billion in 2017, with a 1% drop in the number of outlets and a marginal decrease in...

Euromonitor International Ltd.

Sector Capsule: Convenience Stores in Singapore

Convenience stores sales declined by 5% to SGD508 million in 2017 Supermarkets are gradually eroding the traditional value proposition of...

Euromonitor International Ltd.

Sector Capsule: Internet Retailing in Singapore

Price continues to be the primary reason for Singaporeans’ embrace of internet retailing Qoo10 still maintains its position as Singapore’s largest...

Euromonitor International Ltd.

Health & Happiness: Paid the Price for Future Growth?

Despite the market showing knee-jerk reaction post the announcement that the Health and Happiness (H&H) (1112 HK) acquisition of Swisse will...

Henry Soediarko

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)