Cornelio Ash | WILLIAM O'NEIL+CO

Global Laggards

Posted on June 21, 2024June 21, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Olin Corp (OLN),ASGN (ASGN), Terex (TEX), I A C Inc (IAC), Stellantis N V (STLA),Brunswick Corp (BC), Wynn Resorts Ltd (WYNN), Interparfums (IPAR), APA Corp (APA),MSCI Inc (MSCI),Avantor (AVTR),RH (RH), Power Integrations (POWI), Synaptics (SYNA), Canadian National Railway (CNI)

Developed: Hitachi Con. Mch. (HTCM.JP; 6305 JP),Wpp (WPP.GB; WPP LN), Kuaishou Technology (KUAT.HK; 1024 HK),Anta Sports Products (ANIT.HK; 2020 HK), Japan Post Bank (JPBC.JP; 7182 JP), B&M European Value Retail (BME.GB; BME LN), Cellnex Telecom (CLNX.ES; CLNX SM)

Emerging: Orion (OIN.KR; 271560 KS), Equatorial Energia (EQO.BR)

Global Laggards

Posted on June 13, 2024June 14, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Arcelor MIttal (MT), ASGN (ASGN), American Woodmark (AMWD), I A C Inc (IAC), Interpublic Group of Cos (IPG), Brunswick Corp (BC), Wynn Resorts Ltd (WYNN), Interparfums (IPAR), Webster Financial Corp (WBS), Option Care Health (OPCH), Academy Sports & Outdoor (ASO), Cisco (CSCO).

Developed: Hitachi Con. Mch. (HTCM.JP; 6305 JP), Dentsu (DENN.JP; 4324 JP), Flutter Entertainment (FLTR.GB; FLUT LN), Oriental land (ORIE.JP; 4661 JP), Kerry Group (KRZ.IE; KYGA ID), City Developments (CITY.SG; CIT SP), Sushiro Global (SSHI.JP; 3536 JP), Macnica Fuji Elec. (MNCA.JP; 3132 JP), Ryanair (RYA.IE, RYA ID).

Emerging: Ambev (AVS.BR; ABEV3 BZ), Vibra Energia (PRB.BR; VBBR3 BZ), Iguatemi (IG9.BR; IGTI11 BZ), Advantech (ADV.TW; 2395 TT).

Global Laggards

Posted on June 6, 2024June 7, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Quaker Houghton (KWR),Winnebago Industries (WGO), I A C Inc (IAC), Las Vegas Sands (LVS), Mattel (MAT), Wyndham Hotels & Resorts (WH), Brown Forman Corporation (BFB), Vermilion Energy (VET), Webster Financial Corp (WBS), Option Care Health (OPCH), Rush Enterprises (RUSHA), Skyworks Solutions (SWKS), CSX Corp (CSX).

Developed: Lixil Group (LIXI.JP; 5938 JP), Dentsu (DENN.JP; 4324 JP), Diageo (DGE.GB; DGE LN), Aozora Bank (AOZR.JP; 8304 JP), Sushira Global (SSHI.JP; 3563 JP).

Emerging: Fomento Mexicano (FMU.MX; FEMSAUBD MM), Sercomm (SCO.TW; 5388 TT).

Global Laggards

Posted on May 30, 2024May 31, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Quaker Houghton (KWR), Graco (GGG), Lincoln Electric (LECO), MGM Resorts (MGM), Red Rock Resorts (RRR), Wyndham Hotels & Resorts (WH), Lamb Weston (LW), Helmerich & Payne (HP), MSCI (MSCI), Bio Rad (BIO), Sysco Corp (SYY), Lumentum Holdings (LITE), Dynatrace Inc (DT), IAC Inc (IAC), Adobe Inc (ADBE), Landstar (LSTR).

Developed: Elbit Systems (ESLT.IL; ESLT IT), Kyoritsu Maintenance (KTOR.JP; 9616 JP), Diageo (DGE.GB; DGE LN), Airport City (ARPT.IL; ARPT IT), Shimamura (SHIM.JP; 8227 JP), STMicroelectronics (STM.IT; STMMI IM).

Emerging: Airtac International (AIG.TW; 1590TT), Hyundai Mobis (HAC.KR; 012330 KS), Ambev (AVS.BR; AVEB3 BZ), Fomento Mexicano (FMU.MX; FEMSAUBD MM), Ultrapar (U3G.BR), Jabal Omar Development (JAB.SA; JOMAR AB), Globalwafers (GWC.TW; 6488 TT).

Global Laggards

Posted on May 23, 2024June 7, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Winnebago (WGO), Molson Coors (TAP), COTY (COTY), Helmerich & Payne (HP), Rexford Industrial Realty (REXR), Repligen (RGEN), O Reilly Automotive (ORLY), Kulicke and Soffa Industries (KLIC), Zillow Group (Z).

Developed: Croda International (CRDA.GB), Kyocera (CQ@N.JP; 6971 JP), Hugo Boss (BOSSX.DE; BEI GR), Kinetsu Group (KINR.JP; 9041 JP), Sanrio (SRIO.JP; 8136 JP), Scor Se (SCO.FR; SCR FP), Shimamura (SHIM.JP; 8277 JP), Easyjet (EZJ.GB, EZJ LN).

Emerging: Hankook Tire & Technology (OOK.KR; 161390 KS), Fomento Economico Mexicano (FMU.MX; FEMSAUBD MM), Winbond Electronics (WIN.TW; 2344 TT).

Global Laggards

Posted on May 16, 2024June 7, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Stericycle (SRCL), Wyndham Hotels & Resorts (WH), Middleby Corp (MIDD), Estee Lauder (EL), Treehouse Foods (THS), RLJ Lodging trust (RLJ), Penumbra (PEN), Dollar Tree (DLTR), Jack in the Box (JACK), Arcbest (ARCB).

Developed: Bluescope Steel (BSL.AU), Kyocera (CQ@N.JP; 6971 JP), Keisei Electri Railway (KSER.JP; 9009 JP), Seven Bank (SEVN.JP; 8410 JP), Seek (SEK.AU; SEK AU).

Emerging: 3R Petroleum (3PO.BR; RRRP3 BZ), First Abu Dhabi Bank (FAB.AE; FAB UH), Globalwafers (GWC.TW; 6488 TT).

Global Laggards

Posted on May 9, 2024June 7, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Cleveland-Cliffs Inc. (CLF), Winnebago Industries (WGO), Interpublic Group of Companies Inc (IPG), Expedia (EXPE), Estee Lauder (EL), Treehouse Foods (THS), Helmerich & Payne (HP), SBA Communications (SBAC), Baxter (BAX), Dollar Tree (DLTR), Skyworks (SWKS), Twilio (TWLO), Arcbest (ARCB).

Developed: Kyocera (CQ@N.JP; 6971 JP), Toyota Boshoku (TYBS.JP; 3116 JP), Oriental Land (ORIE.JP; 4661 JP), CK Assets Holdings (CKPH.HK; 1113 HK), Yoshinoya Holdings (YDAC.JP; 9861 JP), Infrastrutture Wireless Italiane (INW.IT; INW IM), STMicroelectronics (STM.IT; STMMI IM).

Emerging: Eclat Textile (ECT.TW; 1476 TT), Titan Company (TIT.IN; TTAN IN), Advantech (ADV.TW; 2395 TT).

Global Laggards

Posted on May 2, 2024June 7, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Factset Research Sys (FDS), Interpublic Group of Companies Inc (IPG), Yeti Holdings Inc (YETI), Brunswick Corp (BC), Estee Lauder (EL), Brown Forman Group (BFB), Helmerich & Payne (HP), Credit Acceptance Corp (CACC), Dollar Tree (DLTR), Logitech (LOGI), Rambus (RMBS), Jabil (JBL), Power Integrations (POWI), AutoDesk (ADSK), CSX Corp (CSX)

Developed: Nissan Chemical Industries (NH@N.JP), Kyocera (CQ@N.JP; 6971 JP), Toyota Boshoku (TYBS.JP; 3116 JP), Oriental Land (ORIE.JP; 4661 JP), Schroders (SDR.GB; SDR LN), Eagers Automotive (APE.AU; APE AU), Infrastrutture Wireless, Italiane (INW.IT; INW IM)
Emerging: Jarir Marketing (JMC.SA; JARIR AB), Via (VIT.TW; 2388 TT), Tata Communications (VIS.IN; TCOM IN)

Global Laggards

Posted on April 25, 2024June 7, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Arcelor Mittal (MT), Berry Global Group (BERY), IAC Inc (IAC), Capri Holding (CPRI), Par Pacific Holdings (PARR), Remitly Global (RELY), Lithia Motors (LAD), Doubleverify (DV), RXO (RXO)

Developed: Spirax-Sarco Engr. (SPX.GB; SPX LN), Nestle (NESN.CH; NESN SW), Ito En (ITOE.JP; 2593 JP), Julius Baer Gruppe (BAER.CH; BAER SW), Matsumotokiyoshi (MAYI.JP; 3088 JP), Infrastrutture Wireless Italiane (INW.IT; INW IM)

Emerging: Cyrela Brazil Realty On (3CY.BR; CYRE3 BZ), Saudi Telecom (STC.SA; STC AB), Bata India (BIN.IN; BATA IN ), Abdullah Al Othaim (AOM.SA; AOTHAIM AB), Auo (ADT.TW; 2409 TT)

Global Laggards

Posted on April 18, 2024June 7, 2024 by Cornelio Ash

Highlighted Charts

U.S.: New York Times (NYT), Winnebago Industries (WGO), Victoria’s Secret (VSCO), Brown Forman Group (BFB), Par Pacific Holdings (PARR), SBA Communications (SBAC), Repligen (RGEN), Jack In The Box (JACK), Sensata Tech (ST), Doubleverify (DV), Twilio (TWLO), Bill Holdings (BILL), IAC Inc (IAC), RXO (RXO).

Developed: Lixil Group (LIXI.JP; 5938 JP), Keisei Electric Railway (KSER.JP; 9009 JP), L’Oreal (OR@F.FR; OR FP), Ito En (ITOE.JP; 2593 JP), Tryg (TRY.DK; TRYG DC), Toridoll Holdings (TRDL.JP; 3397 JP), Cellnex Telecom (CLNX.ES; CLNX SM), Quebecor (QBR/B.CA; QBR/B CN).

Emerging: China Steel (CST.TW), Localiza Rent (LOC.BR; RENT3 BZ), Electrobras (EL3.BR, ELET3 BZ), Shoprite (SHPJ.ZA; SHP SJ), Kinsus Interconn (KTT.TW; 3189 TT).