Industry/Sectors October 10, 2019
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Tockenising Midlincoln Crafts

This section contains links to materials about Midlincoln Rural Crafts Initiatives

Midlincoln is testing rural co-working model as its core business. Half of the co-working space is dedicated to investment analytics service and half of the space is industrial, creative environment with machines and tools which can be used in product development and small scale production.

Investing into Midlincoln Craft fund tokens is a comprehensive investment into all of the portfolio companies and funds. But each of the mentioned companies and funds are also accessible for investment directly also via tokens. Each of the portfolio company or a fund can be considered as a standalone franchise and Stoken could provide security token investment for qualified investors in any of them.

Midlincoln Research
Financials

Investment Research

View Midlincoln Research One Pager

Mount Maple
Souvenirs
Cons. Cyclicals

Consumer Cyclicals

View the souvenir producer one pager

Midlincoln
Craft Fund

Midlincoln Craft Fund

View Midlincoln Craft Fund Description

TamaraAvia
Automotive

Engineering

View intro for this automotive producer

Wrestling, Healthcare and
Entertainment

ITI RTS ETF Report

Read about wrestling craft business

Village Telecoms
and Media

Telecoms

Coming up and not ready yet

Small Scale
Energy

Energy

Coming up and not ready yet

Small Scale
Materials

Materials

Coming up and not ready yet

Verical Agri
and Food Production

Consumer Staples

Coming up and not ready yet

Heating, Water, Electrics
Installation and Repair

Utilities

Coming up and not ready yet

Home Electronics
Repair

technology

Coming up and not ready yet

Global Sector Last Month Performance

SectorMonthChangePct
Energy Sector-4.42
Financials Sector-3.69
Industrials Sector-3.23
Materials Sector-3.17
Consumer Discretionary Sector-2.40
Health Care Sector-1.93
Information Technology Sector-1.54
Consumer Staples Sector-1.48
Communication Services Sector-1.12
Utilities Sector-1.10
Real Estate Sector-0.27

Global Sector YTD

SectorYTDChangePct
Energy Sector-0.87
Materials Sector3.39
Health Care Sector4.47
Financials Sector6.28
Industrials Sector12.33
Communication Services Sector12.62
Consumer Discretionary Sector13.77
Utilities Sector14.56
Consumer Staples Sector14.93
Real Estate Sector16.78
Information Technology Sector25.05

Global Bond Yields By Sector Last Month

sectorAverageYTMYieldChange
Cash and/or Derivatives1.970.06
Supranational3.260.26
Banking3.670.13
Agency4.56-0.23
Financial Other4.58-0.12
Capital Goods4.590.13
Local Authority4.730.01
Technology4.750.41
Electric4.750.25
Financial Institutions4.76-0.27
Owned No Guarantee5.070.28
Reits5.090.31
Finance Companies5.140.41
Basic Industry5.240.65
Communications5.280.29
Insurance5.450.25
Consumer Cyclical5.480.20
Sovereign6.510.07
Transportation6.630.54
Industrial6.770.06
Consumer Non-Cyclical6.980.41
Industrial Other8.130.10
Energy8.890.89
Utility9.87-0.26

Global Bond Yields By Yield Change YTD

sectorAverageYTMYieldChange
Energy9.111.55
Utility8.630.72
Consumer Non-Cyclical7.660.51
Cash and/or Derivatives1.97-0.09
Industrial Other8.13-0.34
Sovereign6.74-0.35
Reits5.49-0.83
Industrial6.52-0.89
Insurance4.73-1.09
Basic Industry5.20-1.14
Transportation7.47-1.14
Communications5.36-1.55
Banking3.67-1.72
Owned No Guarantee4.59-1.73
Technology4.67-1.75
Electric4.71-1.76
Agency4.54-1.86
Consumer Cyclical5.06-1.90
Capital Goods4.44-1.94
Supranational3.14-1.97
Finance Companies4.90-2.28
Financial Other4.49-2.39
Financial Institutions4.89-2.54
Local Authority5.01-2.78

Fund flows Last Month

FocusObjectiveAsset ClassFlow USD mn
industryTECHNOLOGY SECTOREquity4032.31
industryHEALTH CARE SECTOREquity3913.72
industryUTILITIES SECTOREquity3173.19
industryENERGY SECTOREquity1919.22
industryREAL ESTATE SECTOREquity398.13
industryENERGY SECTORMixed Allocation-0.78
industryMULTIPLE SECTOREquity-0.87
industryINDUSTRIAL SECTOREquity-85.50
industryFINANCIAL SECTOREquity-385.30
industryNATURAL RESOURCES SECTOREquity-596.83
industryCOMMUNICATIONS SECTOREquity-768.51
CommoditiesPRECIOUS METAL SECTOREquity-787.80
industryBASIC MATERIALS SECTOREquity-1320.75

Fund flows YTD

FocusObjectiveAsset ClassFlow USD mn
industryUTILITIES SECTOREquity6363.54
industryENERGY SECTOREquity400.03
CommoditiesPRECIOUS METAL SECTOREquity295.65
industryENERGY SECTORMixed Allocation-1.29
industryMULTIPLE SECTOREquity-2.02
industryINDUSTRIAL SECTOREquity-412.03
industryCOMMUNICATIONS SECTOREquity-990.80
industryHEALTH CARE SECTOREquity-2396.95
industryFINANCIAL SECTOREquity-3002.03
industryNATURAL RESOURCES SECTOREquity-3045.38
industryBASIC MATERIALS SECTOREquity-4066.26
industryREAL ESTATE SECTOREquity-4216.15
industryTECHNOLOGY SECTOREquity-5499.94

ML Rural Crafts Laboratory News

From Herbs into Health Care Sector

Wrestling, Healthcare and Entertainment

  • View Craft Comics
  • Down Load Craft Business Presentation
    Craft News

  • Herbs and spices brand set for year of consolidation
  • High blood pressure: Herbal remedies may inspire future treatments
  • Dried Herbs Market Growth Prospects, Traders, Opportunities with ...

    From Souvenirs into Consumer Discretionary Sector

    Mount Maple Souvenirs Cons. Cyclicals

  • View Craft Comics
  • Down Load Craft Business Presentation
    Craft News

  • Cubs fan sues the team over ivy trinket
  • The Coolest Airline Souvenirs And How You Can Get Them
  • Blue Ridge Institute features souvenirs in new exhibit

    From Automobiles into Industrials Sector

    TamaraAvia Heavy Duty Automotive

  • View Craft Comics
  • Down Load Craft Business Presentation
    Craft News

  • What's Driving the Future of Automobiles?, with Ellen Hughes ...
  • The Guardian view on transport emissions: the trouble with planes ...
  • Is This a 'Government Tracking Device' for Automobiles?

    From Biogas into Energy Sector

    Small Scale Energy


    Craft News

  • Scientists design graphene filter to purify methane from biogas
  • Biogas Market 2019-2023 | Evolving Opportunities with Ameresco ...
  • UNSW scientists design graphene filter to purify methane from biogas

    From Water into Utilities Sector

    Heating, Water, Electrics Installation and Repair


    Craft News

    From Coins into Financials Sector

    Midlincoln Research Financials

  • Down Load Craft Business Presentation
    Craft News

  • A Brexit delay could leave 10 million commemorative coins spinning
  • Did you solve it? Getting coins out of the bank
  • Treasure hunters uncover pristine gold coins in wreckage of ship ...

    From Pigeon post into Telecommunication Services Sector

    Village Telecoms and Media


    Craft News

  • Arthur Ransome fans read out Pigeon Post at Coniston
  • Dead pigeons falling from sky near Bristol still a mystery as ...
  • Kitchener woman nurses lost racing pigeon back to health

    From Ancient Fertilizers into Materials Sector

    Small Scale Materials


    Craft News

  • How ancient ingredients and revamped recipes are rewriting India's ...
  • GUEST EDITORIAL: DeSantis keeping water policy promises
  • Why we can't get water safely to billions of people

    From Technology into Technology Sector

    Home Electronics Repair


    Craft News

  • 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

    From Food into Consumer Staples Sector

    Verical Agri and Food Production


    Craft News

  • Food Companies Add AI to Their Recipes
  • Why US Cities Are Banning New Fast-Food Drive-Throughs
  • Ban eating and drinking on public transport to cut child obesity, says ...

    Rural Craft Center Highlights

    MidLincoln Rural Craft Piece
    MidLincoln Rural Craft Piece
    MidLincoln Rural Craft Piece
    MidLincoln Rural Craft Piece
  • Chart: Sector Strategy

    October 2019

    Source: ML

    Download All Slides in Power Point

    Strategy

    SectorPEFy1PEFy22019Growth
    Consumer Discretionary12.4110.6214.56
    Consumer Staples16.4214.6412.93
    Energy9.168.359.49
    Financials9.248.499.11
    Health Care13.9112.3111.78
    Industrials11.7610.759.48
    Information Technology14.2412.8612.36
    Materials9.658.1118.12
    Real Estate11.1210.826.66
    Telecommunication Services9.989.146.97
    Utilities10.6910.084.87


    Key Topics and News

    Energy sector unusually high EPS growth projections
    Counterintuitively - materials show highest EPS growth on average. It is also the least expensive
    Information technology sector - despite volatile year - still a leader
    Consumer discretionary sector attractive valuations and robust growth this year




    Consumer Discretionary: Should You Invest in the First Trust Consumer Discretionary ...


    Consumer Staples: 3 Consumer-Focused Stocks to Build Your Portfolio Around


    Energy: GUSH For A Short-Term Bounce In Energy Equities


    Financials: Sensex snaps six-day losing streak, rises 646 points as financial ...


    Health Care: Investors should use the recent decline to allocate to equities


    Industrials: European Equities: No Economic Data Leaves Trade War Chatter in ...


    Materials: Materials Select Sector SPDR Fund Shares See a Change of -0.11 ...


    Technology: Stocks Climb on Trade Optimism


    Telecommunication Services: Hot Stocks Roundup: Magyar Telekom Telecommunications Plc ...


    Utilities: Utilities Select Sector SPDR Fund (:XLU) Stock Sees Movement of ...


    Performance is between 2019-09-30 and 2019-07-31

    Top Longs Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyDOCUSIGN INC United States 38.40%
    Consumer DiscretionaryALTUS SAN NICOLAS CORP Philippines 900.00%
    Health CareSILLAJEN INC Korea (South) 58.02%
    FinancialsCAPITEC LTD South Africa 21.68%
    EnergyBHARAT PETROLEUM LTD India 39.03%
    Consumer StaplesAMOREG Korea (South) 25.09%
    IndustrialsLATAM AIRLINES GROUP SA Chile 33.37%
    MaterialsCHINA MOLYBDENUM LTD H China 22.22%
    UtilitiesHUANENG RENEWABLES CORPORATION COR China 35.71%
    Real EstateKAISA GROUP HOLDINGS LTD China 31.43%

    Top Shorts Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyDXC TECHNOLOGY United States -20.74%
    Consumer DiscretionaryALTUS SAN NICOLAS CORP Philippines -69.70%
    Health CareHELIXMITH LTD Korea (South) -40.39%
    FinancialsIRB BRASIL RESSEGUROS SA Brazil -66.91%
    EnergyCOSCO SHIPPING ENERGY TRANSPORTATI China -28.07%
    Consumer StaplesBRITANNIA INDUSTRIES LTD India -70.00%
    IndustrialsALLIANCE GLOBAL GROUP INC Philippines -16.67%
    MaterialsJASTRZEBSKA SPOLKA WEGLOWA SA Poland -35.16%
    UtilitiesCENTRAIS ELETR BRAS-ELETROBRAS Brazil -20.68%
    Real EstatePAKUWON JATI Indonesia -20.00%

    Recent Industry/Sectors Ideas

    Sector Strategy

    Download file in Power Point
    Midlincoln Sector Strategy

    Download file in Power Point
    February Sector strategy Materials In Focus

    Download file in Power Point
    South Africa Materials Companies Deliver Stellar Performance on the back on strength in Palladium

    Download file in Power Point
    European Materials Companies In the Lead - doesn't really mean positive news for European economic growth

    Download file in Power Point
    Abstract Materials sector market share by countries

    Download file in Power Point
    Major Commodities for Underlying Materials

    Download file in Power Point
    Silver, Gold Producers generate very healthy margins – aluminium trails

    Download file in Power Point
    More Specifically Steel, Copper, Gold and Silver margins support the sector in general, aluminium and chemicals lag

    Download file in Power Point

    Recent ML Rural Highlights. Small Towns and Villages

    Vaskoh-Romania
    Artvin-Turkey
    Gorishkino-Russia

    Latest ML Comics

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