Industry/Sectors December 20, 2019
image
If your are viewing this document on a mobile device click here to skip part with data and go directly to content part

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

Read More

Mount Maple
Souvenirs
Cons. Cyclicals

Consumer Cyclicals

View the souvenir producer one pager

Read More

Midlincoln
Craft Fund

Midlincoln Craft Fund

View Midlincoln Craft Fund Description

Read More

TamaraAvia
Automotive

Engineering

View intro for this automotive producer

Read More

Wrestling, Healthcare and
Entertainment

ITI RTS ETF Report

Read about wrestling craft business

Read More

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
Health Care8.58
Consumer Discretionary8.09
Information Technology8.02
Energy7.57
Materials7.49
Industrials7.48
Financials7.32
Real Estate6.61
Communication5.76
Consumer Staples3.89
Utilities2.70

Global Sector YTD

Sectormonthchangepct
Information Technology6.25
Consumer Discretionary4.91
Real Estate4.78
Consumer Staples3.30
Industrials2.22
Communication1.69
Utilities0.47
Financials0.36
Health Care0.11
Energy-1.63
Materials-3.49

Global Bond Yields By Sector Last Month

sectorAverageYTMYieldChange
Cash and/or Derivatives1.57-0.40
Financial Other3.02-1.50
Supranational3.30-0.03
Banking3.60-0.27
Capital Goods4.17-0.46
Electric4.17-0.53
Local Authority4.48-0.25
Technology4.55-0.46
Financial Institutions4.56-0.19
Agency4.60-0.02
Finance Companies4.71-0.50
Insurance4.92-0.16
Basic Industry5.00-0.45
Reits5.07-0.28
Communications5.08-0.28
Consumer Cyclical5.08-0.39
Owned No Guarantee5.150.08
Consumer Non-Cyclical6.18-0.87
Industrial6.45-0.26
Transportation6.59-0.30
Sovereign6.660.15
Industrial Other8.310.18
Energy8.710.06
Utility9.85-0.13

Global Bond Yields By Yield Change YTD

sectorAverageYTMYieldChange
Energy8.821.57
Utility8.990.93
Sovereign6.97-0.13
Industrial Other8.31-0.16
Consumer Non-Cyclical6.76-0.43
Cash and/or Derivatives1.57-0.49
Reits5.63-0.89
Transportation7.66-1.28
Industrial6.11-1.31
Basic Industry4.98-1.49
Owned No Guarantee4.60-1.73
Insurance3.90-1.77
Communications5.15-1.82
Agency4.55-1.85
Banking3.63-2.01
Supranational3.09-2.02
Technology4.49-2.09
Consumer Cyclical4.63-2.31
Capital Goods4.03-2.36
Electric3.93-2.54
Financial Institutions4.68-2.76
Finance Companies4.44-2.81
Local Authority4.72-3.07
Financial Other2.85-4.03

Fund flows Last Month

FocusObjectiveAsset ClassFlow USD mn
industryUTILITIES SECTOREquity1763.15
industryENERGY SECTOREquity432.12
industryINDUSTRIAL SECTOREquity218.71
industryCOMMUNICATIONS SECTOREquity103.65
industryREAL ESTATE SECTOREquity23.54
industryBASIC MATERIALS SECTOREquity22.75
industryMULTIPLE SECTOREquity2.90
industryENERGY SECTORMixed Allocation0.28
industryFINANCIAL SECTOREquity-50.28
industryNATURAL RESOURCES SECTOREquity-195.75
industryTECHNOLOGY SECTOREquity-2015.51
CommoditiesPRECIOUS METAL SECTOREquity-2898.58
industryHEALTH CARE SECTOREquity-6285.75

Fund flows YTD

FocusObjectiveAsset ClassFlow USD mn
industryUTILITIES SECTOREquity6983.62
CommoditiesPRECIOUS METAL SECTOREquity1181.56
industryMULTIPLE SECTOREquity-0.10
industryENERGY SECTORMixed Allocation-1.05
industryINDUSTRIAL SECTOREquity-365.15
industryENERGY SECTOREquity-450.20
industryCOMMUNICATIONS SECTOREquity-620.80
industryNATURAL RESOURCES SECTOREquity-3171.62
industryFINANCIAL SECTOREquity-3623.18
industryREAL ESTATE SECTOREquity-4322.47
industryBASIC MATERIALS SECTOREquity-4894.24
industryTECHNOLOGY SECTOREquity-7735.24
industryHEALTH CARE SECTOREquity-9572.72

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

  • This Indoor Garden Is the Easiest Way to Get Fresh Herbs In the ...
  • 5 herbs that can help you fight stress and anxiety
  • Harvesting Cold-Hardy Herbs
  • A tribute to a fellow gardener: Founder of O'Toole's Herb Farm, Bluebird Trail dies at 69

    From Souvenirs into Consumer Discretionary Sector

    Mount Maple Souvenirs Cons. Cyclicals

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

  • How to Get Souvenirs from Your Buddy in Pokémon Go
  • Holyoke man collects souvenirs from long-gone Mount Tom Summit ...
  • "Destination: Bucharest" - Souvenirs from Romania
  • Chinese City Accused of Plagiarizing Disney’s Logo for Tourist Souvenirs

    From Automobiles into Industrials Sector

    TamaraAvia Heavy Duty Automotive

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

  • Nvidia announces a host of advances in AI and Automobiles at GTC 2019
  • In Firozabad, miscreants set hearth to a number of automobiles, firing
  • Automobile Woes Cast Cloud Over Eastern Europe
  • Seven percent of all automobiles sold in the world are electric

    From Biogas into Energy Sector

    Small Scale Energy


    Craft News

  • China vows industrial development of biogas in new guideline ...
  • Biogas Generator Market Forces Analysis, Revenue, Challenges ...
  • Global Biogas Market 2019 Swedish Biogas, Air Liquide Advanced ...
  • Govt planning to set up 100 biogas plants to tackle crop-burning pollution

    From Water into Utilities Sector

    Heating, Water, Electrics Installation and Repair


    Craft News

  • NSW town of Gloucester told river that supplies drinking water could run dry for first time
  • Running on empty: Tamborine Mountain and the growing anger over water mining
  • California vs. Trump hits boiling point over water, high-speed rail
  • Tiny graphene sheets can start or stop ice crystals growing in water

    From Coins into Financials Sector

    Midlincoln Research Financials

  • Down Load Craft Business Presentation
    Craft News

  • Builders discover 200-year-old coins worth £400,000 while renovating a building in Poland
  • Secret Santa donates gold coins worth thousands of dollars to ...
  • Whales Still Control Leading Coins, Most Tokens
  • How to buy Roger Federer commemorative coins

    From Pigeon post into Telecommunication Services Sector

    Village Telecoms and Media


    Craft News

  • Someone is gluing miniature cowboy hats on pigeons in Las Vegas
  • People Keep Spotting Pigeons Wearing Tiny Cowboy Hats In Las Vegas
  • Someone in Vegas Glued Cowboy Hats to a Bunch of Pigeons' Heads
  • Cowboy pigeon 'Cluck Norris' captured, 'Coolamity Jane' still on the ...

    From Ancient Fertilizers into Materials Sector

    Small Scale Materials


    Craft News

  • Global Phosphate Rock Market Analysis & Trends During the ...
  • Biochar: Ancient Method for Long-Term Soil-Building
  • The iron ocean
  • Global Phosphate Rock Market Analysis, Trends & Forecast 2015 ...

    From Technology into Technology Sector

    Home Electronics Repair


    Craft News

  • What We Learned About the Technology That Times Journalists Use
  • Terrible ‘Cats,’ Aging Technology, and More News
  • Giving tech to wheels: How Technology is transforming the logistics sector
  • TiVo merges with technology licensor Xperi in $3 billion deal

    From Food into Consumer Staples Sector

    Verical Agri and Food Production


    Craft News

  • I didn't buy any food for a year – and I'm healthier than I've ever been
  • Food Startups Reinventing Nostalgic Confectionery Snacks Gain Steam Among Private Investors
  • 16 ways to reduce food waste at home, school, and more
  • Ultra-processed foods may raise the risk of type 2 diabetes

    Rural Craft Center Highlights

    MidLincoln Rural Craft Piece
    		MidLincoln Rural Craft Piece
    		MidLincoln Rural Craft Piece
    MidLincoln Rural Craft Piece

    • Chart: November Sector Strategy

    Source:

    Download All Slides in Power Point
  • UK retail sales fall sharply in November
  • Vantage 2020 Preview – what’s in store for the biopharma sector?
  • 5 Beaten-Down Chinese Stocks Set to Rebound in 2020
  • Micron Yesterday, Nike Today: Earnings Keep Rolling In As Week ...
  • ETFs in Focus on Upbeat November Housing Starts Update
  • Views given on updated strategy for the private rented sector
  • Federal deputy CIO Graves to move on to private sector
  • Assets Invested in ETFs/ETPs Listed in US Reach Record $4.28 Trillion At End of November 2019

    Strategy

    SectorPEFy1PEFy22019Growth
    Consumer Discretionary12.6911.3512.27
    Consumer Staples16.6915.0811.53
    Energy9.599.279.62
    Financials9.649.028.28
    Health Care14.0812.5710.78
    Industrials12.4311.768.27
    Information Technology15.0913.0516.51
    Materials10.389.0520.11
    Real Estate11.2211.046.64
    Telecommunication Services10.789.9010.24
    Utilities10.9710.553.97


    • Key Topics and News

    Consumer discretionary the only sector imune to IT expansion
    Materials rebound
    Greta sincere revelation weighs on Energy
    Banking and retail marketshare shrinks losing to Internet




    Consumer Discretionary: Sectors tied to economic growth top U.S. strategists' picks for 2020


    		Consumer Staples: Luxury goods are like the new consumer staples in China, fund manager says


    		Energy: Energy Stocks Entering 'Fight For Sustainability': Goldman's Singer


    Financials: D-Street expects moderate index returns in 2020, financial stocks most preferred


    		Health Care: 3 Health Care Stocks Announced Dividend Hikes This Week


    		Industrials: ‘I’m 100% in equities. … You’re never going to make enough money if you have 40% of your money in bonds,’ says CNBC anchor


    Materials: Outlook 2020: Here's where the experts think the TSX will end up one year from now


    		Technology: Tech Stocks Dominated the 2010s. Winning Stocks for the 2020s.


    		Telecommunication Services: Telecom Stock Roundup: AT&T's Financial Update, Verizon's 5G Deployment & More


    Utilities: Utility Stocks: Is There Any Steam Left in These Defensives?


    Performance is between 2019-11-01 and 2019-09-30

    Top Longs Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyQUORVO INC United States 40.09%
    Consumer DiscretionaryALTUS SAN NICOLAS CORP Philippines 900.00%
    Health CareBEIGENE ADR REPRESENTING LTD Hong Kong 65.12%
    FinancialsYES BANK LTD India 45.31%
    EnergySURGUTNEFTEGAS PUBLIC JOINT ADR Russian Federation 34.00%
    Consumer StaplesAMOREPACIFIC CORP Korea (South) 34.49%
    IndustrialsSNC LAVALIN INC Canada 52.07%
    MaterialsFIRST QUANTUM MINERALS LTD Canada 33.90%
    UtilitiesCHINA RESOURCES GAS GROUP LTD China 17.03%
    Real EstateSOHO CHINA LTD China 31.03%

    Top Shorts Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyNOKIA Finland -26.07%
    Consumer DiscretionaryALTUS SAN NICOLAS CORP Philippines -84.38%
    Health CareAURORA CANNABIS INC Canada -13.29%
    FinancialsCATHAY FINL HLDG RIGHTS Taiwan -87.50%
    EnergyIRPC NON-VOTING DR PCL Thailand -8.33%
    Consumer StaplesANHEUSER BUSCH INBEV NV Belgium -13.79%
    IndustrialsINTERGLOBE AVIATION LTD India -19.70%
    MaterialsMESAIEED PETROCHEMICAL HOLDING Qatar -15.00%
    UtilitiesAGUAS ANDINAS SA Chile -14.81%
    Real EstateVENTAS REIT INC United States -14.65%

    Recent Industry/Sectors Ideas

    November Sector Strategy

    Download file in Power Point    		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

    Recent ML Rural Highlights. Small Towns and Villages

    Vaskoh-Romania
    		Artvin-Turkey
    		Gorishkino-Russia

    Latest ML Comics

    Rob is penetrating wrestling craft
    		 Rob is penetrating consumer discretionary sector
    		Rob is penetrating consumer discretionary sector
    Markets have been rising on fears of attack on North Korea, then they were rising as the threat of North Korea risk off was less. After some huff and puff - Rob decided to try and raise some money for his future automotive engineering business.
    		Initial Team
    		4 Wheel drive and thoughts about business
    Rear Engine Transmission Shift Problem
    		6 Wheeler in the Making
    		Rob has a new plan