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.: Darling Ingredients (DAR), Ball Corp (BALL), Smurfit WestRock PLC (SW), Rivian (RIVN), Mondelez International (MDLZ), Occidental Petroleum (OXY), Brown & Brown (BRO), Davita (DVA), Gap (GAP), Veeco Instruments (VECO), Canadian Natl Ry Co (CNI).

Developed: Li Auto (LAAU.HK; 2015 HK), Hermes (RMS.FR; RMS FP), Hennes & Mauritz (HMBF.SE; HMB SS), Lifco B (LIFC.SE; LIFCOB SS), Nichirei (RZ@N.JP; 2871:JP), Equital (EQTL.IL; EQTL IT), Castellum (CAST.SE; CAST SS), Inditex (IND.ES; ITX SM).

Emerging: Metalurgica Gerdau (GO4.BR; GOAU4 BZ), Havell’s India (HVI.IN; HAVL IN), Bdo Unibank (BDO.PH; BDO PM), Acer (ASK.TW; 2353 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

 U.S.: Graphic Packaging Holdings (GPK), PPG Industries (PPG), Verisk Analytics (VRSK), Crocs (CROX), Kontoor Brands (KTB), SLB (SLB), Pinnacle Financial (PNFP), Cooper Companies (COO), Gap (GAP), Intel (INTC), Canadian Pacific KanCity (CP).

Developed: Atlas Copco A (SR@G.SE; ATCOA SS), Publicis Groupe (PUB.FR; PUB FP), Kerry Group ‘A’ (KRZ.IE; KYGA:ID), Castellum (CAST.SE; CAST SS), STMicroelectronics (STM.IT; STMMI IM).

Emerging: Fomento Economico Mexicano (FMU.MX; FEMSAUBD MM), Sbi Cards And Payment Services (SC3.IN; SBICARD IN), Evergreen Marine (EVE.TW; 2603 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Otis Worldwide Corporation (OTIS), Cheniere Energy Partners (CQP), Brown & Brown (BRO), Copart (CPRT), Skyworks Solutions (SWKS)

Developed: Brenntag (BNRX.DE; BNR GR), Atlas Copco (ACBF.SE; ATCOB SS), Publicis Groupe (PUB.FR; PUB FP), Richemont N (CFR.CH; CFR SW), Essity B (ESSI.SE; ESSITYB:SS), AGL Energy (AGL.AU; AGL AU), London Stock Exchange Group (LSEG.GB; LSEG LN)

Emerging: International Games System (IGS.TW; 3293 TT), United Spirits (MLC.IN; UNITDSPR:IN), M&M.Financial.Services (MFS.IN; MMFS IN), Compania Sudamericana De Vapores (VPR.CL; VAPORES CI)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Upwork (UPWK), Columbia Sportswear (COLM), Kenvue (KVUE), Diamondback Energy (FANG), RLI Corp (RLI), Corvel Corporation (CRVL), Copart (CPRT), Zto Express  (ZTO)

Developed: Svenska Cellulosa Aktiebolaget (SW@G.SE; SCAB SS), Suzuki Motor (IX@N.JP; 7269 JP), Persimmon (PSN.GB; PSN LN), Moncler (MONC.IT; MONC IM), Agl Energy (AGL.AU; AGL AU), Just Group Plc (JUST.GB; JUST LN), Nokia (NOK1.FI; NOKIA FH)

Emerging: Simplo Technology (SIT.TW; 6121 TT), United Spirits (MLC.IN; UNITDSPR: IN), Shin Kong Financial Holding (SHK.TW; 2888 TT), ASE Technology (AIH.TW; 3711 TT)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

 U.S.: Knife River Holding (KNF), Tesla (TSLA), Tripadvisor (TRIP), Kimberly-Clark Corporation (KMB), Portland General Electric (POR), Independence Realty Trst (IRT), Copart (CPRT), Gap (GAP), Dolby Laboratories (DLB), Werner Enterprises (WERN)                                     

 Developed: Rio Tinto (RIO.GB, RIO LN), Alfa Laval (ALF.SE; ALFA SS), Sumitomo Ruber Inds. (SURI.JP; 5110 JP), Keihan Holdings (KERE.JP; 9045 JP), Essity B (ESSI.SE; ESSITYB:SS), ENEOS Holdings Inc (JXHO.JP; 5020 JP), TC Energy (TRP.CA; TRP CN), Agl Energy (AGL.AU; AGL AU), Japan Exchange Group (OSEX.JP; 8697 JP)

 Emerging: Fusheng Precision (USH.TW; 6670 TT), Hindustan Unilever (HDL.IN; HUVR:IN)

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)