Strategy

July 11  2014

MidLincoln Emerging Markets Charts and Datamine

Mining for Emerging Markets  Ideas

Portuguese bond yields rise

Portuguese Equities Fall

OIL Price Technicals Point UP

Gold Price Surges on ME Instability

Silver Price Surges on ME Instability

US home purchase applications growth slower despite lower rates

Canadian dollar is stronger

RTS Technicals weaker

Irone ore price growth stalling

GEM Worst performers 52 wks

Average By  Sector

Average By Country

Change in earnings estimates

Dividend Yield Changes - Last Week Dynamics

Change in 30 Day Average Volume

Top Div Growth

Closest Dividend Dates

Cheapest on PE 

Cheapest Price/Book

Cheapest Price/Sales

Charts

Worst 52 wks Stocks (MSCI  GEM  Universe + some additions) local  currency

Company

Country

Ticker

Price

Ch1 year

Est_PEG_Ratio

Est_PE

Profile

Bumi Resources Tbk PT

ID

BUMI IJ

-66.11

-

-

PT Bumi Resources Tbk operates in the exploration and exploitation of coal deposits, including coal mining, and oil exploration activities. The Company offers its services to cement companies and powe....

Oi SA

BZ

OIBR4 BZ

-51.01

-

75.4545

Oi S.A. offers fixed-line and mobile telecommunications services in Brazil. The Company provides fixed-line and mobile telecommunica tions, data transmission, and Internet access and other service....

Wumart Stores Inc

CH

1025 HK

-48.37

-

12.8946

Wumart Stores, Inc. operates and manages supermarkets and convenience stores in Beijing, Tianjin, and Hebei. The Company also operates a hypermarket in Beijing.....

Daphne International Holdings Ltd

CH

210 HK

-45.39

0.6697

12.0543

Daphne International Holdings Limited, through its subsidiaries, manufactures markets, and retails footwear products.....

FGC UES JSC

RU

FEES RM

-41.93

-

3.2850

Federal Grid Co Unified Energy System JSC provides long-haul electricity transmission.....

China Overseas Grand Oceans Group Ltd

HK

81 HK

-41.51

0.1739

3.6671

China Overseas Grand Oceans Group Ltd. is a property development and sales company. The Compnay's operations include the entire property development process, comprising land acquisition and investmen....

African Bank Investments Ltd

SA

ABL SJ

-36.62

-

-

African Bank Investments Limited is a bank holding company. The Group provides financial services such as loans and microlending to the underserviced areas of the South African population through its....

Hyundai Merchant Marine Co Ltd

SK

011200 KS

-36.29

-

-

Hyundai Merchant Marine Co., Ltd. provides marine transportation services. The Company commands different types of vessels including full container vessels, oil tankers, car carriers, LNG carriers, b....

Wockhardt Ltd

IN

WPL IN

-34.27

-

13.0369

Wockhardt Limited, spun off from Wockhardt Li fe Sciences Limited, specializes in the production of pharmaceuticals, in both generic and prescription forms. The Company has develop brands in a vari....

Marcopolo SA

BZ

POMO4 BZ

-33.90

1.3125

12.5545

Marcopolo S.A. manufactures truck and luxury coach and city bus bodies. The Company's sales mix includes body parts for buses, spare parts, chassis, and other related products. Marcopolo sells its p....

                           

Average by Sector                 (Simple averages)                  

AvgYield

AvgChYr

AvgPB

Avg_PEG

AvgPE

AvgROE

AvgNetMargin

AvgPS

Total

2,1

12,4

3,2

1,9

17,4

17,75%

18,6

3,1

Aerospace & Defense

0,6

1,8

2,2

1,6

21,7

10,07%

5,2

1,1

Apparel & Textile Products

3,2

5,1

3,9

1,1

16,4

21,04%

21,2

3,1

Automotive

1,7

10,5

2,8

0,9

14,7

22,31%

18,2

2,3

Banking

2,7

7,5

1,4

1,3

10,1

14,02%

na

na

Biotech & Pharma

1,1

18,8

4,4

0,9

21,7

19,53%

19,4

5,3

Chemicals

2,1

1,8

2,2

1,2

17,1

12,39%

9,3

1,6

Construction Materials

2,1

10,6

2,3

1,5

na

16,02%

15,6

2,6

Consumer Discretionary Srvcs

1,2

41,2

8,0

0,8

20,1

44,76%

22,1

4,3

Consumer Products

1,7

4,7

6,6

2,1

24,6

26,73%

21,7

4,9

Containers & Packaging

3,2

4,3

1,9

1,3

13,0

13,23%

6,9

0,9

Design, Mfg & Distribution

4,7

25,3

1,8

7,3

12,4

14,95%

16,5

2,0

Dist/Whsl - Consumer Staples

1,9

-3,6

6,7

0,7

8,1

18,72%

3,3

3,3

Distributors

2,2

11,4

1,9

1,7

15,4

12,90%

4,0

0,6

Electrical Equipment

1,7

15,2

2,6

0,6

15,6

11,84%

38,8

4,7

Engineering & Const Srvcs

2,6

5,5

2,4

2,2

14,6

15,97%

13,0

1,9

Forest & Paper Products

1,4

3,4

1,1

1,4

21,6

6,49%

7,1

1,3

Hardware

2,6

2,9

1,9

1,4

19,5

12,72%

13,2

1,8

Health Care Facilities/Srvcs

1,4

10,4

4,0

1,4

22,8

18,79%

10,3

2,6

Home & Office Products

2,6

2,2

1,4

0,5

10,2

17,51%

43,7

3,9

Industrial Distribution

2,2

15,2

1,5

1,6

11,4

12,82%

6,1

0,8

Institutional Financial Srvc

1,2

-4,6

1,2

1,5

20,2

7,58%

41,5

6,2

Insurance

2,0

16,9

2,0

1,0

13,2

14,72%

38,4

5,0

Iron & Steel

3,0

15,5

1,3

1,0

10,6

13,57%

10,4

1,0

Leisure Products

2,7

17,7

6,3

1,5

20,6

31,39%

19,1

3,9

Machinery

2,1

22,5

3,7

0,7

16,8

19,56%

20,1

3,6

Manufactured Goods

2,3

39,4

2,4

2,0

15,3

15,74%

48,7

7,2

Media Content

0,9

20,4

8,0

1,8

25,7

30,18%

26,1

6,8

Medical Equipment/Devices

1,0

-28,8

2,9

2,0

23,3

12,30%

23,3

5,4

Metals & Mining

1,7

-1,0

1,9

5,9

25,7

11,44%

11,3

2,0

Oil, Gas & Coal

3,1

7,7

1,6

12,1

12,0

13,97%

19,2

1,9

Real Estate Oper & Srvcs

3,8

-12,6

1,3

1,0

12,6

12,82%

22,2

3,0

REIT

5,4

0,1

1,1

0,8

15,0

7,81%

35,9

6,5

Renewable Energy

0,0

23,4

2,3

0,3

17,9

12,67%

8,0

1,4

Retail Discretionary

2,0

2,6

3,7

1,3

17,4

19,95%

11,2

1,8

Retail Staples

1,9

2,3

5,0

1,3

22,7

21,21%

6,9

1,3

Semiconductors

3,0

24,5

3,8

0,7

17,8

21,23%

24,6

4,4

Software

1,7

35,0

5,0

1,0

18,2

26,91%

18,7

3,3

Specialty Finance

2,8

15,7

2,3

1,9

11,5

17,58%

26,3

2,8

Technology Services

1,3

73,9

10,7

1,2

19,1

49,15%

22,8

4,4

Telecom

3,2

5,8

4,5

1,5

16,1

25,17%

10,1

1,6

Transportation & Logistics

1,8

12,8

2,2

1,2

20,3

12,07%

29,3

5,0

Transportation Equipment

1,3

0,4

1,2

5,9

24,0

8,43%

3,5

0,6

Travel, Lodging & Dining

1,4

-3,9

3,0

2,7

19,3

16,02%

9,8

1,9

Utilities

2,4

13,2

1,8

1,3

13,8

13,03%

14,9

2,0

Waste&Envrnmt Srvc Equip&Fac

1,4

66,3

5,0

1,5

24,4

21,41%

22,5

5,7

Averages by Country        (simple average)                  

AvgYield

AvgChYr

AvgPB

Avg_PEG

AvgPE

AvgROE

AvgNetMargin

AvgPS

BZ

2,3

4,8

3,4

1,3

14,9

21,44%

18,6

2,7

CH

3,2

-0,6

1,8

1,0

12,2

14,87%

13,0

1,5

CL

2,1

-2,9

1,9

1,7

17,1

11,91%

11,6

1,8

CO

2,4

8,6

1,5

0,9

na

9,15%

11,0

1,9

CZ

5,9

11,5

0,0

0,0

9,6

0,00%

0,0

0,0

EG

0,0

17,3

0,0

0,2

13,9

0,00%

0,0

0,0

HK

2,7

3,9

1,7

0,7

12,8

13,67%

16,9

2,1

HU

1,6

-7,4

0,0

1,0

5,1

0,00%

0,0

0,0

ID

2,2

-1,7

4,5

1,7

18,7

22,89%

18,5

3,0

IN

1,4

31,3

4,3

1,2

19,7

20,10%

15,1

2,8

MA

2,4

3,9

5,4

2,8

18,4

26,53%

16,5

3,0

MX

1,3

4,0

3,5

2,9

21,3

17,01%

16,2

3,2

PE

1,4

-4,2

5,4

58,2

16,9

32,16%

25,5

4,3

PH

1,7

12,5

3,7

2,5

20,4

18,03%

19,8

3,8

PW

0,0

-43,9

0,0

1,5

12,4

0,00%

0,0

0,0

RU

2,7

14,5

2,1

16,3

10,3

15,08%

12,4

1,5

SA

3,2

19,0

3,6

1,7

18,9

22,78%

13,6

2,0

SK

1,1

6,0

1,8

1,5

16,2

11,01%

49,4

5,7

TA

3,2

11,3

2,6

1,8

18,0

15,13%

547,1

75,3

TH

2,8

1,7

4,4

1,9

16,9

22,10%

16,3

2,6

TU

2,1

6,1

2,5

1,3

12,7

18,69%

13,4

1,5

                                                                      

Notable EPS Changes Last Week

                  

Company

Country

Ticker

New EPS

Old EPS

EPS_Est_Change_Pct

EPS

Currency

Profile

Samsung Securities Co Ltd

SK

016360 KS

1957.0000

1671.0000

17.12

KRW

Samsung Securities Co., Ltd. provides brokerage, investment trust, and underwriting services. The Company also provides services in the areas of cyber trading, mutual funds, asset backed securities (....

Yang Ming Marine Transport Corp

TA

2609 TT

-1.0740

-0.9620

11.64

TWD

Yang Ming Marine Transport provides transportation services and handles domestic and foreign maritime services on cargos. The Company also operates warehouse, wharf, tug, barge, and container freight....

AU Optronics Corp

TA

2409 TT

0.5420

0.5000

8.40

TWD

AU Optronics Corp. manufactures and markets thin film transistor-liquid crystal displays (TFT-LCDs) and plasma display panels (PDPs). The Company sells its products in Taiwan and exports worldwide.....

Rusal

RU

486 HK

0.0300

0.0280

7.14

USD

United Company RUSAL is a primary aluminium producer. The Company's main products are primary aluminium (including alloys and value-added products, such as aluminium sheet ingots and aluminium billet)....

Ruentex Industries Ltd

TA

2915 TT

5.0640

4.7700

6.16

TWD

Ruentex Industries Limited manufactures and markets textile products. The Company produces gingham, denim, co tton yarns, chambray, oxford, and flannel. Ruentex also sells and leases commercial and....

Innolux Corp

TA

3481 TT

0.7540

0.7130

5.75

TWD

Innolux Corporation manufactures TFT-LCD, LCD models and LCD monitors. The company also provides research, development, manufacturing and retails business.....

Shougang Fushan Resources Group Ltd

HK

639 HK

0.1290

0.1360

-5.15

HKD

Shougang Fushan Resources Group Ltd. produces and sells coking coal products and side products in China. The Company is principally engaged in mining of coking coal and production and sales of raw and....

Dividend Yield Changes - Last Week Dynamics

Company

Country

Ticker

New Div Yield

Old Div Yield

DivYield_ChangePct

Ex-Date

Profile

Telefonica Czech Republic AS

CZ

TEE GR

7.30%

6.64%

9.94

10/23/2014

Telefonica Czech Republic a.s. is a leading integrated operator in the Czech Republic and Slovakia, with eight million fixed and mobile lines. The company offers the most comprehensive portfolio of vo....

SK Innovation Co Ltd

SK

096770 KS

3.18%

2.90%

9.66

12/27/2013

SK Innovation Co., Ltd. refines, markets, and distributes oil. The Company produces a variety of petroleum products, such as gasoline, kerosene, liquefied petroleumgas (LPG), and diesel oil. SK Ener....

Oi SA

BZ

OIBR4 BZ

18.37%

17.03%

7.87

09/30/2013

Oi S.A. offers fixed-line and mobile telecommunications services in Brazil. The Company provides fixed-line and mobile telecommunica tions, data transmission, and Internet access and other service....

Sanlam Ltd

SA

SLM SJ

3.22%

2.99%

7.69

04/07/2014

Sanlam Limited is a financial services group in South Africa. Through its subsidiaries, Sanlam is a provider of life insurance, retirement annuities, unit trusts, health insurance, and employee benef....

Vanguard International Semiconductor Cor

TA

5347 TT

3.81%

3.58%

6.42

07/04/2014

Vanguard International Semiconductor Corporation offers integrated circuit foundry services. The Company manufactures 0.18um logic, mixed-signal, analog, high voltage, low power, CMOS RF, flash, embe....

Formosa Chemicals & Fibre Corp

TA

1326 TT

3.50%

3.29%

6.38

07/04/2014

Formosa Chemicals & Fibre Corporation manufactures and markets petrochemical products, nylon fiber, and rayon staple fiber. Formosa sells its products in Taiwan and exports to Asia.....

Coal India Ltd

IN

COAL IN

9.00%

8.46%

6.38

01/17/2014

Coal India Limited produces and markets coal and coal products, as well as provides related consulting services.....

Woolworths Holdings Ltd/South Africa

SA

WHL SJ

3.19%

3 00006000 .11%

6.33

03/03/2014

Woolworths Holdings Limited is a South African-based retail group. The Group, operates a chain of retail stores offering a selected range of clothing, food, homeware, beauty and financial services und....

Bank of Communications Co Ltd

CH

3328 HK

6.27%

5.90%

6.27

07/03/2014

Bank of Communications Co. Ltd. provides a full range of commercial banking services including RMB and foreign currency deposit, loan, international and domestic settlement, discount, currency trading....

Imperial Holdings Ltd

SA

IPL SJ

4.45%

4.19%

6.21

03/24/2014

Imperial Holdings Limited is a diversified holding company for a group of companies which provide car rental, leasing, coach touring, motor vehicle retailing, aviation leasing, commercial transport, w....

30 Day Average Volume Changes

Company

Country

Ticker

New Volume

Old Volume

Volume_Change

2 Week Price Change*

Profile

Datang International Power Generation Co

CH

991 HK

14199100

7571367

87.54

25.76

Datang International Power Generation Company Limited develops and operates power plants, sells electricity, repairs and maintains power equipment, and provides power-related technical services.....

Steinhoff International Holdings Ltd

SA

SHF SJ

10799320

6432164

67.90

-2.42

Steinhoff International Holdings Limited is the holding company for a group of companies that manufacture and distribute household goods and related timber products throughout southern Africa and Euro....

Moscow Exchange

RU

MOEX RM

7992386

5634099

41.86

-2.30

The Moscow Exchange operates public trading markets for equity, bond, derivative, foreign exchange and money market products. The Company provides clearing, settlement and depositary services. The M....

Grupo de Inversiones Suramericana SA

CO

PFGRUPSU CB

232915

166003

40.31

0.05

Grupo de Inversiones Suramericana holds investments in leading Colombian companies as well as other important stakes in other countries of the Americas. This portfolio is mainly concentrated in strate....

Kangwon Land Inc

SK

035250 KS

522791

378846

38.00

12.31

....

Merida Industry Co Ltd

TA

9914 TT

883957

662584

33.41

6.33

Merida Industry Co., Ltd. manufactures and markets bicycles, related parts, and magnesium alloy castings.....

Telefonica Czech Republic AS

CZ

TEE GR

1421

2755

-48.42

-15.39

Telefonica Czech Republic a.s. is a leading integrated operator in the Czech Republic and Slovakia, with eight million fixed and mobile lines. The company offers the most comprehensive portfolio of vo....

* 2 Week Price Change - is a price change week prior to the week of eps upgrades and week during the eps upgrade

Top Div Growth  5 year average

Company

Country

Ticker

Div_Growth5yr

Ex_Date

Div Yield

Profile

Liberty Holdings Ltd

SA

LBH SJ

94.26%

03/24/2014

4.46%

Liberty Holdings Limited is an investment holding company whose primary asset is a controlling interest in Liberty Group Limited.....

China BlueChemical Ltd

CH

3983 HK

9.99%

05/27/2014

4.18%

China BlueChemical Ltd. manufactures nitrogen fertilizers. The Company produces ammonia and urea.....

WEG SA

BZ

WEGE3 BZ

9.98%

03/26/2014

0.71%

WEG S.A. manufactures and distributes industrial machinery. The Company's products include electric motors, power and distribution transformers, large motors, DC motors, generators, drives, programma....

Airports of Thailand PCL

TH

AOT TB

9.92%

12/19/2013

2.28%

Airports of Thailand Public Company Ltd. operates the Bangkok International Airport (Don Muang). The Company also operates provincial airports in Chiang Mai, Chiang Rai, Hat Yai, and Phuket. It is d....

LG Chem Ltd

SK

051910 KS

9.86%

12/27/2013

1.45%

LG Chem Ltd. is a chemical manufacturer. The Company's products include petrochemicals, plastic resins, and engineering plastics. LG Chem also produces industrial and electronic materials.....

Oil & Natural Gas Corp Ltd

IN

ONGC IN

9.77%

1.59%

Oil and Natural Gas Corporation Limited specializes in the exploration and production of crude oil and gas. The Company has joint ventures in oil fields in Vietnam, Norway, Egypt, Tunisia, Iran and Au....

Barloworld Ltd

SA

BAW SJ

9.64%

06/09/2014

2.89%

Kasikornbank PCL

TH

KBANK/F TB

9.51%

04/11/2014

1.72%

Kasikornbank Public Company Limited provides commercial banking services including personal and commercial banking, international trade, as well as investment banking services, to its customers throug....

Kasikornbank PCL

TH

KBANK TB

9.51%

04/11/2014

1.73%

Kasikornbank Public Company Limited provides commercial banking services including personal and commercial banking, international trade, as well as investment banking services, to its customers throug....

Tingyi Cayman Islands Holding Corp

CH

322 HK

9.40%

05/22/2014

1.30%

Tingyi (Cayman Islands) Holding Corporation, through its subsidiaries, manufactures and sells instant noodles, baked goods, and beverages in China.....

Closest ex-Dividend Dates

Company

Country

Ticker

onemoreyear

ex_Date

Div_Yield

Profile

Alliance Global Group Inc

PH

AGI PM

2014-09-04

55

1.29%

Alliance Global Group, Inc. is a holding company with interests in food and beverage, real estate development, and fast food restaurant businesses. The Company distills brandy, manufactures glass con....

African Rainbow Minerals Ltd

SA

ARI SJ

2014-09-20

71

2.71%

African Rainbow Minerals Ltd. is a diversified South African mining company with long-life, low unit cost assets. The Company mines and beneficiates iron ore, manganese ore and alloys, platinum group ....

Oi SA

BZ

OIBR4 BZ

2014-09-30

81

17.03%

Oi S.A. offers fixed-line and mobile telecommunications services in Brazil. The Company provides fixed-line and mobile telecommunica tions, data transmission, and Internet access and other service....

Steinhoff International Holdings Ltd

SA

SHF SJ

2014-11-25

137

1.35%

Steinhoff International Holdings Limited is the holding company for a group of companies that manufacture and distribute household goods and related timber products throughout southern Africa and Euro....

AMMB Holdings Bhd

MA

AMM MK

2014-11-27

139

3.10%

AMMB Holdings Berhad is an investment holding company. The Company, through its subsidiaries, provides merchant and commercial banking, retail financing, stock and futures broking, and investment adv....

El Puerto de Liverpool SAB de CV

MX

LIVEPOLC MM

2014-12-03

145

1.57%

El Puerto de Liverpool SA de CV owns and operates retail stores and shopping centers located throughout the major cities of Mexico. The stores sell apparel, novelties, and home items. The Company al....

Alfa SAB de CV

MX

ALFAA MM

2014-12-04

146

1.08%

Alfa, S.A.B., through subsidiaries, operates petrochemical, food processing, automotive and telecommunication businesses. The Company produces refrigerated food products, high-tech engine aluminum he....

Fomento Economico Mexicano SAB de CV

MX

FEMSAUBD MM

2014-12-13

155

3.28%

Fomento Economico Mexicano, S.A.B. de C.V. (FEMSA) is a Company that through its subsidiaries produces, distributes and markets non-alcoholic beverages throughout Latin America as part of the Coca-Col....

Arca Continental SAB de CV

MX

AC* MM

2014-12-18

160

1.69%

Arca Continental SAB de CV bottles non-alcoholic branded beverages. The Company produces carbonated soft drinks, bottled water, iced tea, and fruit drinks as well as branded snack foods. Arca Contine....

Airports of Thailand PCL

TH

AOT TB

2014-12-19

161

2.34%

Airports of Thailand Public Company Ltd. operates the Bangkok International Airport (Don Muang). The Company also operates provincial airports in Chiang Mai, Chiang Rai, Hat Yai, and Phuket. It is d....

* 2 Week Price Change - is a price change week prior to the week of eps upgrades and week during the eps upgrade

Cheapest_PE

Company

Country

Ticker

Est_PE

Est_PEG_Ratio

Rel_PE

Profile

Greentown China Holdings Ltd

CH

3900 HK

2.59

0.1506

0.2504

Greentown China Holdings Ltd. develops real estate. The Company builds residential villas, low-rise apartment buildings, and high-rise apartment buildings for middle and high-income people.....

Gazprom OAO

RU

GAZP RM

2.74

-

0.4366

Gazprom OAO operates gas pipeline systems, produces and explores gas, and transports high pressure gas in the Russian Federation and European countries. The Company is also engaged in oil production, ....

FGC UES JSC

RU

FEES RM

3.34

-

-

Federal Grid Co Unified Energy System JSC provides long-haul electricity transmission.....

China Overseas Grand Oceans Group Ltd

HK

81 HK

3.55

0.1683

0.3453

China Overseas Grand Oceans Group Ltd. is a property development and sales company. The Compnay'ss operations include the entire property development process, comprising land acquisition and investmen....

Agile Property Holdings Ltd

CH

3383 HK

3.57

0.1749

0.2968

Agile Property Holdings Limited develops and operates real estate. The Company primarily develops, owns and manages commercial and hotel properties. Agile has projects in various states of completio....

Gazpromneft

RU

SIBN RM

3.81

0.9843

0.6061

Gazprom Neft JSC is an integrated oil company engaged in the exploration, development, production, transportation, and sale of crude oil and gas. The Company is involved in oil refining, marketing of ....

Cia Energetica de Sao Paulo

BZ

CESP6 BZ

3.88

-

1.7238

CESP - Companhia Energetica de Sao Paulo plans, constructs, and operates electricity generation and distribution systems in the State of Sao Paulo, Brazil. The Company generates electricity through h....

Guangzhou R&F Properties Co Ltd

CH

2777 HK

3.97

0.3763

0.3040

Guangzhou R&F Properties Company Limited, through its subsidiaries, develops, sells, and leases property in Guangzhou and Beijing, China. The Company also provides property management and agency servi....

Chongqing Rural Commercial Bank

CH

3618 HK

4.05

0.3128

0.4102

Chongqing Rural Commercial Bank Co.,Ltd. provides various types of personal and corporate banking and financial services. The Company's services including deposits, loans and bonds, domestic clearing....

Surgutneftegas OAO

RU

SNGS RM

4.07

1.5830

0.5234

Surgutneftegas explores for, extracts, transports, refines, and markets oil and natural gas from fields mainly in Western Siberia. The Company operates oil and gas fields, dehydrates gas, extracts liq....

* 2 Week Price Change - is a price change week prior to the week of eps upgrades and week during the eps upgrade

Cheapest Price/Book

Company

Country

Ticker

Price_Book

Est_PEG_Ratio

Est_PE

Profile

FGC UES JSC

RU

FEES RM

0.14

-

3.3417

Federal Grid Co Unified Energy System JSC provides long-haul electricity transmission.....

Centrais Eletricas Brasileiras SA

BZ

ELET3 BZ

0.16

-

11.5824

Centrais Eletricas Brasileiras S.A. (Eletrobras) generates, transmits, and markets electricity through regional companies in Brazil. The Company plans, finances, coordinates, and supervises expansion....

Oi SA

BZ

OIBR4 BZ

0.30

-

15.3846

Oi S.A. offers fixed-line and mobile telecommunications services in Brazil. The Company provides fixed-line and mobile telecommunications, data transmission, and Internet access and other service....

Hyundai Securities Co Ltd

SK

003450 KS

0.34

-

24.1816

Hyundai Securities Co., Ltd. provides a wide range of financial services, such as brokerage, securities dealing, underwriting, corporate finance, mutual funds, online trading, and derivatives. The Co....

Shui On Land Ltd

CH

272 HK

0.35

0.2272

11.2136

Shui On Land Limited engages principally in the development, sale, leasing, management and ownership of residential, office, retail, entertainment and cultural properties in the PRC.....

Gazprom OAO

RU

GAZP RM

0.37

-

2.7401

Gazprom OAO operates gas pipeline systems, produces and explores gas, and transports high pressure gas in the Russian Federation and European countries. The Company is also engaged in oil production, ....

Shougang Fushan Resources Group Ltd

HK

639 HK

0.40

-

10.8383

Shougang Fushan Resources Group Ltd. produces and sells coking coal products and side products in China. The Company is principally engaged in mining of coking coal and production and sales of raw and....

Poly Property Group Co Ltd

HK

119 HK

0.42

0.2089

5.0148

Poly Property Group Co., Ltd. develops, invests in, and manages properties in China. The Company develops mid- to high-end residential and commercial projects in first-tier and second-tier provincial....

Harmony Gold Mining Co Ltd

SA

HAR SJ

0.44

0.9669

71.0491

Harmony Gold Mining Company Limited is a mining company which produces gold from its operations in the district of Virginia, Orange Free State. Harmony owns and operates the Harmony, Randfontein, Eva....

Kingboard Chemical Holdings Ltd

HK

148 HK

0.46

-

6.1102

Kingboard Chemical Holdings Limited, through its subsidiaries, manufactures laminates, copper foil, glass fabric, glass yarn, bleached kraft paper, printed circuit boards, and chemicals.....

* 2 Week Price Change - is a price change week prior to the week of eps upgrades and week during the eps upgrade

Cheapest Price/Sales

Company

Country

Ticker

Price_Sales

Est_PEG_Ratio

Est_PE

Profile

SK Networks Co Ltd

SK

001740 KS

0.11

-

14.3566

SK Networks Co., Ltd. is a general trading company. The Company trades general merchandise, such as steel, oil, timber, petrochemical, household appliances, clothing, textile products, and informatio....

Wistron Corp

TA

3231 TT

0.11

69.1367

14.1730

Wistron Corporation manufactures and markets notebook computers, personal computers, and other related information products.....

Korea Gas Corp

SK

036460 KS

0.12

0.7239

9.5480

Korea Gas Corporation manufactures, wholesales, and distributes liquefied natural gas (LNG) and liquefied petroleum gas (LPG) throughout South Korea. The Company also constructs and operates LNG recei....

China Railway Group Ltd

CH

390 HK

0.12

0.5034

6.3625

China Railway Group Ltd. offers transportation systems construction services. The Company builds railroads, roads, tunnels, and bridges.....

China Railway Construction Corp Ltd

CH

1186 HK

0.12

0.4972

5.8511

....

Oi SA

BZ

OIBR4 BZ

0.13

-

15.3846

Oi S.A. offers fixed-line and mobile telecommunications services in Brazil. The Company provides fixed-line and mobile telecommunica tions, data transmission, and Internet access and other service....

Bharat Petroleum Corp Ltd

IN

BPCL IN

0.16

1.3673

15.3202

Bharat Petroleum Corporation Limited explores for and refines crude oil. The Company manufactures petroleum, petroleum products, lubricants, liquefied petroleum gas, aromatics like benzene and toluene....

China Agri-Industries Holdings Ltd

HK

606 HK

0.16

0.8655

14.6701

China Agri-Industries Holdings Ltd. produces biofuel and biochemical. The Company also processes oilseed and wheat, and produces malt used for beer brewage.....

Evraz

RU

EVR LN

0.17

-

-

Evraz PLC mines iron ore and coal, and manufactures steel. The Company mines iron ore in Russia and Ukraine, and coal in Western Siberia. Evraz produces steel beams, channels, reinforcement bars, sl....

Acer Inc

TA

2353 TT

0.17

-

-

Acer Inc. manufactures and distributes semiconductor products, personal computers, computer peripherals, multimedia products, and computer software. The Company also provides maintenance and repair se....

* 2 Week Price Change - is a price change week prior to the week of eps upgrades and week during the eps upgrade

 

Charts

Portuguese bond yields rise

Portugal shares collapse

Brent Oil price - Technicals paint bullish picture

Silver, Gold prices bounce on ME instability

Silver, Gold Prices Rise on Middle East Instability

US mortgage applications comatose despite lower rates

200 and 50 day moving averages cross for Canadian dollar

RTS support is down sloping while MSCI GEM support is stronger, Russia is likely underperformer on this technical view, despite the recent run.

Irone Ore Price bounce is stalling

Ovanes Oganisyan

research@midlincoln.com

July 11  2014·  midlincoln.com