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ML Rural Crafts Laboratory News

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26 From Technology into Technology Sector 5

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19 Home Electronics Repair 5

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Craft News
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  • Why An Effective Digital-First Strategy Puts Technology Second
  • 'Addictive Technology' Is the New Reefer Madness
  • The biggest lie tech people tell themselves — and the rest of us 18
    October 10, 2019
    24

    Top Longs Based on Momentum

    35
    25

    Top Shorts Based on Momentum

    35
    6f3
    MLIndexnameytd1monthFy1PE
    NDUCIT Index MSCIInformation Technology28.543.92-
    STRQTC Index New York Stock Exchange (NYSE)STRATAQUANT TECHNOLOGY27.120.8117.6
    FTSEIT Index FTSEFTSE ASX TECHNOLOGY INDX7.97-6.2114.5
    MXEF Index MSCIMSCI EM6.325.8611.4
    MIGUBTEC Index MSCIMSCI World Biotechnology-0.380.35-

    Commodities YTD Performance

    1f40
    NameUnitsKeyLastPriceCurrencyYTDChange USDpct1month
    NickelUSD/MTNickel17555USD59.373.42
    Palladium SpotUSD/t oz.Palladium1672.06USD33.245.09
    Silver (Comex)USD/t oz.Silver17.77USD19.10-1.33
    Gold SpotUSD/t oz.Gold1505.17USD18.21-0.20
    Brent Crude (ICE)USD/bbl.Oil58.13USD15.75-9.53
    Ethanol (CBOT)USD/gal.Ethanol1.44USD13.395.11
    Rough Rice (CBOT)USD/cwtRough Rice11.90USD13.33-3.72
    Platinum SpotUSD/t oz.Platinum891.93USD12.40-4.68
    Lean Hogs (CME)USd/lb.Lean Hogs0.674USD11.770.07
    Lumber (CME)USD/1000 board feetLumber362.00USD6.97-6.00
    Cocoa (ICE)USD/MTCocoa2448.00USD5.751.83
    Corn (CBOT)USd/bu.Corn3.955USD4.707.40
    Oats (CBOT)USd/bu.Oats2.8475USD3.261.97
    Soybean (CBOT)USd/bu.Soybean9.2225USD2.813.97
    Sugar #11 (ICE)USd/lb.Sugar0.1246USD0.482.89
    Feeder Cattle (CME)USd/lb.Feeder Cattle1.4125USD-2.952.54
    Wheat (CBOT)USd/bu.Wheat5.01USD-3.002.87
    Copper (Comex)USd/lb.Copper2.5705USD-3.15-1.72
    Canola (ICE)CAD/MTCanola465.30CAD-3.762.35
    Rubber (Tokyo)JPY/kgRubber158.50JPY-5.60-7.09
    Coffee 'C' (ICE)USd/lb.Coffee0.9570000000000001USD-6.36-4.49
    3Mo Zinc (LME)USD/MT3Mo Zinc2298.00USD-7.11-2.17
    3Mo Aluminum (LME)USD/MT3Mo Aluminum1751.50USD-7.47-2.26
    Live Cattle (CME)USd/lb.Live Cattle1.1085USD-9.725.24
    Cocking CoalCNY/MTCocking Coal1260CNY-10.06-6.67
    SteelUSD/MTSteel407USD-12.47-2.16
    3Mo Tin (LME)USD/MT3Mo Tin16395.00USD-15. 3ed 38-2.70
    Cotton #2 (ICE)USd/lb.Cotton0.6115999999999999USD-15.700.81
    Orange Juice (ICE)USd/lb.Orange Juice1.023USD-20.052.40
    Natural Gas (Nymex)USD/MMBtuNatural Gas2.29USD-35.67-13.26

    Country USD Yields Ordered By YTD Yield Change

    1f40
    countryYieldYieldChange
    Argentina21.0915.27
    Jamaica14.508.35
    Zambia14.608.20
    Lebanon15.538.15
    Switzerland10.403.26
    Tunisia8.542.75
    Israel7.391.94
    Sri Lanka6.551.50
    Turkey6.791.28
    Kazakhstan6.021.25
    Ecuador7.590.72
    Gabon6.730.68
    China5.530.67
    Iraq6.860.47
    Oman5.310.36
    Nigeria6.180.36
    Angola7.280.30
    Senegal5.810.29
    Cote D'Ivoire (Ivory Coast)5.980.28
    United States5.600.27
    Costa Rica6.310.20
    Bolivia5.180.20
    Egypt6.200.17
    India4.730.13
    Ethiopia5.820.01
    Ghana6.08-0.01
    Pakistan6.25-0.07
    Kenya5.53-0.16
    South Africa4.81-0.19
    El Salvador6.28-0.24
    Dominican Republic4.67-0.26
    Mexico4.28-0.31
    Italy3.63-0.32
    Slovak Republic2.12-0.36
    Mongolia5.06-0.36
    Jordan5.81-0.37
    Trinidad and Tobago3.78-0.39
    Ukraine6.53-0.40
    Macau4.61-0.42
    Panama3.78-0.50
    Lithuania1.96-0.51
    Romania2.80-0.53
    Hong Kong3.42-0.55
    Morocco3.37-0.58
    Uruguay3.12-0.59
    Singapore3.41-0.62
    Paraguay4.53-0.63
    Indonesia3.31-0.67
    Kuwait3.17-0.67
    Chile3.65-0.69
    Canada4.98-0.69
    Malaysia2.96-0.70
    Hungary2.54-0.71
    Saudi Arabia3.98-0.72
    Serbia2.41-0.75
    Peru3.35-0.76
    Russian Federation3.71-0.77
    Poland1.97-0.77
    Guatemala3.95-0.78
    Finland3.26-0.78
    United Arab Emirates3.33-0.79
    Australia3.88-0.82
    Taiwan2.60-0.85
    Ireland3.54-0.87
    Belgium4.53-0.87
    Azerbaijan3.85-0.91
    Philippines2.51-0.91
    Vietnam2.79-0.93
    Colombia3.61-0.96
    United Kingdom3.82-1.01
    Croatia (Hrvatska)2.31-1.03
    Qatar2.83-1.05
    Thailand3.00-1.07
    Netherlands3.77-1.08
    Brazil3.95-1.10
    Korea (South)2.71-1.11
    Sweden2.79-1.25
    Bahrain4.89-1.42
    France4.92-1.76
    Luxembourg6.40-3.28
    Venezuela0.00-53.30
  • Technology Regional Performance Last Month

    aac
    SubindustryEuropeEMUGEMWorld
    Technology Hardware & Equipment: Technology Hardware, Storage & Peripherals0.000.000.32-0.61
    Technology Hardware & Equipment Industry Group-2.26-2.680.80-1.53
    Technology Hardware & Equipment: Electronic Equipment & Instruments & Components-4.62-0.401.96-1.76
    Information Technology Sector-2.81-2.821.92-1.96
    Software & Services: IT Services-2.82-2.82-1.95-1.99
    Software & Services Industry Group-2.85-2.71-1.74-2.02
    Software & Services: Software-2.87-2.640.34-2.04
    Semiconductors & Semiconductor Equipment Industry Group-3.00-3.004.54-2.44
    Semiconductors & Semiconductor Equipment: Semiconductors & Semiconductor Equipment-3.00-3.004.54-2.44
    Technology Hardware & Equipment: Communications Equipment-1.03-3.150.84-4.69

    Technology Regional Performance YTD

    ac3
    SubindustryEuropeEMUGEMWorld
    Technology Hardware & Equipment: Technology Hardware, Storage & Peripherals0.000.0015.5235.34
    Software & Services: IT Services4.354.357.8827.49
    Technology Hardware & Equipment Industry Group-5.19-6.4313.1826.17
    Software & Services Industry Group10.8911.028.8326.00
    Information Technology Sector15.7618.5118.5025.88
    Semiconductors & Semiconductor Equipment Industry Group37.6237.6229.3125.55
    Semiconductors & Semiconductor Equipment: Semiconductors & Semiconductor Equipment37.6237.6229.3125.55
    Software & Services: Software14.3815.4934.5124.84
    Technology Hardware & Equipment: Electronic Equipment & Instruments & Components14.2871.617.4420.95
    Technology Hardware & Equipment: Communications Equipment-11.46-14.6232.844.19

    Technology Performance in Various Countries Last Month

    85

    Technology Valuation and Growth in Various Countries (Simple Averages)

    e28
    CountryPEFy0PEFy12019Growth
    CYPRUS16.8013.8848.17
    CANADA8.019.2934.50
    RUSSIA10.9323.2931.44
    UNITED STATES19.2616.2219.81
    JAPAN15.6914.9119.76
    TAIWAN10.7110.018.80
    IRELAND26.9323.626.81
    FRANCE15.9311.953.33
    CHINA10.4110.892.66
    INDIA12.8411.882.14
    HONG KONG1.843.210.00
    FINLAND0.000.00-1.99
    SPAIN26.1123.82-2.08
    SWEDEN19.6918.82-2.16
    GERMANY21.7719.57-2.45
    NETHERLANDS22.4936.52-8.45
    SWITZERLAND12.7317.25-17.03
    BRITAIN21.5523.03-17.95
    AUSTRALIA14.8415.70-21.22
    SOUTH KOREA8.1715.06-28.92
    BRAZIL7.2210.55-47.84
    154e
    Emerging Markets Design, Mfg & Distribution
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  • Cigars and Cigarillos Market 2019 – 2024: Global Size, Share .../---/
    Emerging Markets Hardware
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  • Blacklists And Delisting Threats Are Not Scaring Investors Away ...
  • Hardware Encryption Devices Market Report Forecast by Industry ...
  • Architectural Hardware in Hospitality Market 2019 Global Analysis .../---/
    Emerging Markets Semiconductors
  • Semiconductor Electrostatic Chuck Market by Verticals, by ...
  • Semiconductor Production Equipment Market: A Latest Research ...
  • The semiconductor market will reach US$573 billion by 2024
  • Semiconductor and IC Packaging Materials Market Report (2019 .../---/
    Emerging Markets Software
  • Is software a significant theme for emerging markets?
  • 3PL Software Market 2019 Emerging Trends and Recent ...
  • Online Backup Software Market Emerging Trends and Competitive ...
  • Bank Accounting Software Market Emerging Trends, Highlights and .../---/
    Emerging Markets Technology Services
  • Tactics for Insurance Technology Market outlook and Key Business ...
  • Pitney Bowes Parcel Shipping Index Reports Continued Growth ...
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  • Stationary Fuel Market Technology Innovations, Business .../---/

    Valuation and Growth of Various Sectors in Technology

    35
    3cd
  • Stocks Climb on Trade Optimism
  • Stocks are dropping after China hints at retaliation after the US ...
  • Opinion: Get into China stocks now before a relief rally begins
  • Stocks Finish at Lows as Trade Tensions Escalate: Markets Wrap
  • Is a Bubble Forming in Tech Stocks?
    428
  • Stocks to Buy as Earnings Growth Slows, According to Goldman Sachs
  • Salesforce.com: This Could Be The 'New Normal' For High-Growth ...
  • Charts Suggest Large-Cap Growth Stocks Are Headed Higher
  • Here's What to Expect as Q3 Earnings Season Revs Up
  • Infosys Q2 earnings: It major likely to revise FY20 guidance upward
    502
  • Satoshi Nakaboto: 'Bitcoin market cap rivals HSBC, Europe's largest ...
  • Tech 'break-up value' analysis seeks to make the stocks look cheap ...
  • Big Tech Loses $56 Billion in Market Cap After Trump's UN Speech
  • The hottest stock-market sector in the past year beats technology ...
  • Investing in Tech Stocks: What You Need to Know

    Link to Technology Macro Page

    Technology sector trades at 2019 simple average 1d PE Fy1 of 17.2 x and 2020 4b PE Fy2 of 14.8 x

    Technology sector trades at 2019 simple average 20 EV/EBITDA of 9.5 x and 2020 5a EV/EBITDA of 8.6 x

    In terms of Dividend yield Technology sector trades at 2019 1c Yield of 1.8 % and 2020 51 Dividend Yield of 1.9 %

    On ROE basis Technology sector trades at 2019 1a ROE of 7.0 % and 2020 4a ROE of 11.9 %

    Technology subindustries by 2019 EBITDA Margin %

    7b

    Technology most profitable companies by 2019 EBITDA Margin %

    68

    Companies in Technology By Market Share %

    67

    Countries Market Share in Technology %

    35
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    Largest Companies in Technology by Market Capitalisation mn$

    18c8
    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    MSFT USMicrosoft CorpUNITED STATESSoftware & ServicesSystems Software1055519.0
    AAPL USApple IncUNITED STATESTechnology Hardware & EquipmenTechnology Hardware, Storage &1025989.4
    GOOG USAlphabet IncUNITED STATESSoftware & ServicesInternet Software & Services833708.8
    GOOGL USAlphabet IncUNITED STATESSoftware & ServicesInternet Software & Services833708.8
    FB USFacebook IncUNITED STATESSoftware & ServicesInternet Software & Services513103.2
    BABA USAlibaba Group Holding LtdCHINASoftware & ServicesInternet Software & Services430083.9
    700 HKTencent Holdings LtdCHINASoftware & ServicesInternet Software & Services388251.1
    V USVisa IncUNITED STATESSoftware & ServicesData Processing & Outsourced S346947.0
    MA USMastercard IncUNITED STATESSoftware & ServicesData Processing & Outsourced S276203.7
    SMSN LISamsung Electronics Co LtdSOUTH KOREATechnology Hardware & EquipmenTechnology Hardware, Storage &243567.1
    005930 KSSamsung Electronics Co LtdSOUTH KOREATechnology Hardware & EquipmenTechnology Hardware, Storage &242792.0
    2330 TTTaiwan Semiconductor Manufacturing Co LtdTAIWANSemiconductors & SemiconductorSemiconductors238180.1
    INTC USIntel CorpUNITED STATESSemiconductors & SemiconductorSemiconductors223626.4
    CSCO USCisco Systems IncUNITED STATESTechnology Hardware & EquipmenCommunications Equipment198849.4
    ORCL USOracle CorpUNITED STATESSoftware & ServicesSystems Software178995.7
    SAP GRSAP SEGERMANYSoftware & ServicesApplication Software141213.9
    ADBE USAdobe Systems IncUNITED STATESSoftware & ServicesApplication Software132768.2
    CRM USsalesforce.com IncUNITED STATESSoftware & ServicesApplication Software128962.9
    IBM USInternational Business Machines CorpUNITED STATESSoftware & ServicesIT Consulting & Other Services123730.2
    TXN USTexas Instruments IncUNITED STATESSemiconductors & SemiconductorSemiconductors118980.5

    Number of Companies in Technology by Country by SubIndustry and Market Capitalisation mn$

    1478
    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREATechnology Hardware & EquipmenTechnology Hardware, Storage &4540912.1
    SOUTH KOREATechnology Hardware & EquipmenElectronic Components426903.6
    HONG KONGTechnology Hardware & EquipmenElectronic Components12758.1
    TAIWANTechnology Hardware & EquipmenTechnology Hardware, Storage &1957354.8
    TAIWANTechnology Hardware & EquipmenElectronic Components1045439.1
    TAIWANTechnology Hardware & EquipmenElectronic Manufacturing Servi265599.9
    TAIWANTechnology Hardware & EquipmenTechnology Distributors24216.0
    JAPANTechnology Hardware & EquipmenTechnology Hardware, Storage &578308.1
    JAPANTechnology Hardware & EquipmenElectronic Equipment & Instrum239819.4
    JAPANTechnology Hardware & EquipmenElectronic Components471347.9
    CHINATechnology Hardware & EquipmenCommunications Equipment117951.6
    CHINATechnology Hardware & EquipmenTechnology Hardware, Storage &17995.2
    UNITED STATESTechnology Hardware & EquipmenTechnology Hardware, Storage &81099463.0
    FRANCETechnology Hardware & EquipmenCommunications Equipment10.0
    UNITED STATESTechnology Hardware & EquipmenElectronic Components249966.4
    UNITED STATESTechnology Hardware & EquipmenTechnology Distributors210034.2
    CANADATechnology Hardware & EquipmenTechnology Hardware, Storage &12735.5
    UNITED STATESTechnology Hardware & EquipmenCommunications Equipment6263666.8
    SWEDENTechnology Hardware & EquipmenCommunications Equipment127673.5
    UNITED STATESTechnology Hardware & EquipmenElectronic Manufacturing Servi14910.5

    Top Companies Technology by Dividend Yield

    73a
    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    3702 TTWPG Holdings LtdTAIWANTechnology Hardware & EquipmenTechnology Distributors7.5
    2356 TTInventec CorpTAIWANTechnology Hardware & EquipmenTechnology Hardware, Storage &7.3
    2382 TTQuanta Computer IncTAIWANTechnology Hardware & EquipmenTechnology Hardware, Storage &6.6
    2324 TTCompal Electronics IncTAIWANTechnology Hardware & EquipmenTechnology Hardware, Storage &6.6
    2357 TTAsustek Computer IncTAIWANTechnology Hardware & EquipmenTechnology Hardware, Storage &6.5

    Cheapest Companies in Technology on FY1 PE

    b71
    TickerCompanyCountryIndustrySubIndustryPE_fy1
    CSIQ USCanadian Solar IncCANADASemiconductors & SemiconductorSemiconductors5.9
    ADS USAlliance Data Systems CorpUNITED STATESSoftware & ServicesData Processing & Outsourced S6.2
    148 HKKingboard Chemical Holdings LtdHONG KONGTechnology Hardware & EquipmenElectronic Components6.4
    3765 JPGungHo Online Entertainment IncJAPANSoftware & ServicesHome Entertainment Software7.0
    HPQ USHP IncUNITED STATESTechnology Hardware & EquipmenTechnology Hardware, Storage &7.4
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