Author: Cornelio Ash

Cornelio Ash is a senior equity analyst and member of the U.S. Focus List and the Global Focus List Committees, which approves all equity recommendations for developed, emerging, and frontier markets. He is also a lead for the Technology sector and specializes in the Americas region. Cornelio joined the firm in 2005 and received his B.A. in Finance from California State University, Northridge. He holds a Series 65 securities license.

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Paccar (PCAR), Tripadvisor (TRIP), Kimberly-Clark Corporation (KMB), Black Stone Minerals Lp (BSM), Fidelity National (FNF), AdaptHealth (AHCO), Davita (DVA), Copart (CPRT), Novanta (NOVT)

Developed: Akzo Nobel (AKZA.NL; AKZA NA), Brenntag (BNRX.DE; BNR GR), Atlas Copco B (ACBF.SE; ATCOB SS), Renault (RENU.FR; RNO FP), Kintetsu Group Holding (KINR.JP; 9041 JP), Tui (TUI1X.DE; TUI1 GR), Beiersdorf (Xet) (BEIX.DE; BEI:GR), Ubs Group (UBSG.CH; UBSG SW), Hexagon B (EKBF.SE; HEXAB SS) 

Emerging: Tong Yang Ind. (TOY.TW, 1319 TT), Turk Hava Yollari (THY.TR; THYAO TI)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

 U.S.: Bunge Global (BG), CRH (CRH), Columbia Sportswear (COLM), Kenvue (KVUE), Warrior Met Coal (HCC), Hamilton Lane Inc (HLNE), Davita (DVA), Bath & Body Works (BBWI), Hillman Solutions (HLMN), Motorola Solutions (MSI), Werner Enterprises (WERN)        

 Developed: Svenska Cellulosa Aktiebolaget Sca B (SW@G.SE; SCAB SS), Pearson (PSON.GB; PSON LN), Sekisui House (SE@N.JP; 1928 JP), Adidas (ADSX.DE; ADS GR), Essity B (ESSI.SE; ESSITYB SS), Park24 (PARR.JP; 4666 JP)

 Emerging: Mediatek (MDT.TW; 2454 TT)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: International Paper Co (IP), Cavco Industries (CVCO), Light and Wonder (LNW), BellRing Brands (BRBR), Molson Coors Beverages (TAP),  ConocoPhillips (COP), Cohen & Steers Inc (CNS), Glaukos (GKOS), Bath & Body Works (BBWI), Gap (GAP), Cognex (CGNX), Bread Financial Holdings (BFH)        

Developed: Rio Tinto (RIO.GB, RIO LN), Subaru (FJ@N.JP; 7270 JP), Sekisui House (SE@N.JP; 1928 JP), Yadea Group Holdings (YADE.HK; 1585 HK), Kintetsu Group Holdings (KINR.JP; 9041 JP), Idemitsu Kosan (IDKO.JP, 5019 JP), Park24 (PARR.JP; 4666 JP), Hexagon B (EKBF.SE; HEXAB SS), Stadler Rail (SRAIL.CH; SRAIL SW)

Emerging: Muangthai Capital Ors (MUTH.TH; MTC TB)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: MP Materials Corp (MP), International Paper Co (IP), Draftkings (DKNG), Taylor Morrison Home (TMHC), Mccormick & Co (MKC), Nomad Foods Ltd. (NOMD), Ovintiv Inc (OVV), F&G Annuities & Life(FG), Marketaxess Holdings Inc (MKTX), Davita (DVA), Cava Group (CAVA), Target (TGT), NXP Semiconductors (NXPI).    

Developed: Volvo B (VOBF.SE; VOLVB SS), Sharp (SH@N.JP; 6753 JP), Shell (SHEL.GB; SHEL LN), Lundbergforetagen B (LNBF.SE; LUNDB SS).

Emerging: Balkrishna Industries (BKS.IN; BIL IN), Mediatek (MDT.TW; 2454 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Axalta Coating Systems (AXTA), Jacobs Solutions (J), Columbia Sportswear (COLM), Norwegian Cruise Line (NCLH), International Flavors and Fragrance (IFF), Church & Dwight (CHD), Ally Financial (ALLY), Genedx Holdings (WGS), Target Corp (TGT), Tractor Supply (TSCO), Logitech (LOGI).

Developed: Tenaris (TEN.IT; TEN IM), Rio Tinto (RIO.GB; RIO LN), Alfa Laval (ALF.SE; ALFA SS), Hino Motors (OM@N.JP; 7205 JP), Aak (AAK.SE; AAK SS), Santos (STO.AU; STO AU), China Shenhua Energy (CSHE.HK; 1088 HK), City Developments (CITY.SG; CIT SP), Koninklijke Philips N.V.(PHIL.NL; PHIA GK)

Emerging: Dabur India (DAB.IN; DABUR IN), Saudi Electricity (SEC.SA; SECO AB), Bank Albilad (ALB.SA; ALBI AB), Pharmaessentia (PHM.TW; 6446 TT)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Packing Corporation of America (PKG), Lincoln Electric Holdings (LECO),  Las Vegas Sands (LVS), Kimberly Clark Corp (KMB),  M & T Bank Corp (MTB), Prologis (PLD), Genedx Holdings (WGS), Academy Sports & Outdoor (ASO), Burlington Stores (BURL), Target (TGT), Tractor Supply (TSCO), Plexus (PLXS), CSX Corp (CSX).

Developed: Svenska Cellulosa Aktiebolaget (SW@G.SE; SCAB SS),  Subaru (FJ@N.JP; 7270 JP),  Shimano (SHMO.JP; 7309 JP); InterContinental Hotels Group (IHG.GB; IHG LN), Lixil Group (LIXI.JP; 5938 JP),  Santos (STO.AU; STO AU), Macquarie Group (MQG.AU; MQG AU), The Swatch Group (UHR.CH; UHR SW), Sanken Electric (SL@N.JP; 6707 JP).

Emerging: None

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Sociedad Quimica Y Minra (SQM), Snap On (SNA), Blackstone Inc (BX), La-Z-Boy (LZB), IPG Photonics (IPGP), Old Dominion Freight Line (ODFL).

Developed: Denka (EC@N.JP; 4061 JP), CCL Industries (CCL/B.CA; CCL/B CN), Daimler Truck Holding (DTGX.DE; DTG GR), Guangzhou Automobile (GAG.HK; 2238 HK), Moncler (MONC.IT; MONC IM), Stella International (STLI.HK; 1836 HK), Reckitt Benckiser Group (RKT.GB; RKT LN), China Petroleum and Chemical (CHPE.HK; 386 HK), Equitable Group (EQB.CA; EQB CN), Sanken Electric (SL@N.JP; 6707 JP).

Emerging: Turkiye Vakiflar Bankasi (TVB.TR; VAKBN TI), Novatek Microelectronics (NOV.TW; 3034 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Graphic Packaging Hldg (GPK), Korn Ferry (KFY), Light & Wonder (LNW), Marriott International (MAR), Wynn Resorts (WYNN), Dime Community Bancshrs (DCOM), Davita (DVA), Academy Sports & Outdoor (ASO), Target (TGT), Avery Dennison (AVY), CSX Corp (CSX).

Developed: Tenaris (TEN.IT; TEN IM), Diploma (DPLM.GB; DPLM LN), Wilmar International (EZYH.SG; WIL SP), China Petroleum and Chemical (CHPE.HK; 386 HK), Equitable Group (EQB.CA; EQB CN), Brunello Cucinelli (BC.IT; BC IM), Deutsche Post (DHLX.DE; DHL GR).

Emerging: Larsen & Toubro (LST.IN; LT IN), Hanwha Life Insurance (KLF.KR; 088350 KS), Naver (NHN.KR; 035420 KS).