Cornelio Ash – Page 10 – WILLIAM O'NEIL+CO

Global Laggards

Posted on November 9, 2023November 10, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Dupont (DD), Rockwell Automation (ROK), Korn Ferry (KFY), Tesla (TSLA), Cinemark Holdings (CNK), Airbnb (ABNB), Mattel (MAT), Boyd Gaming (BYD), JM Smucker (SJM), R P C (RES), Valaris Limited (VAL), Weyerhaeuser (WY), HDFC Bank Ltd Adr (HDB), Charles River Laboratories (CRL), Floor & Decor (FND), Papa Johns (PZZA), Entegris (ENTG), CH Robinson Worldwide (CHRW).

Developed: Sumitomo Chemical (SC@N.JP, 4005 JP), Bureau Veritas (BVI.FR; BVI FP), Mitsubishi Motors (MMOT.JP; 7211 JP), David Campari Milano (CPR.IT; CPR IM), Uni Charm (UNRM.JP; 8113 JP), CK Assets Holdings (CKPH.HK; 1113 HK), Welcia Holdings (WELH.JP; 3141 JP).

Emerging: Havells India (HVI.IN; HAVL IN), Abdullah Al Othaim (AOM.SA; AOTHAIM AB), Unimicron Technology (WWE.TW; 3037 TT).

Global Laggards

Posted on November 2, 2023November 3, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Element Solutions (ESI), Deere & Co (DE), Tesla (TSLA), Allison Transmission (ALSN), MGM Resorts (MGM), Red Rock Resorts (RRR), International Game Technology (IGT), Boyd Gaming Corp (BYD), ELF Cosmetics (ELF), Fluence Energy (FLNC), HDFC Bank Ltd Adr (HDB), Equitable Holdings (EQH), R H (RH), Entegris (ENTG), CSX Corp (CSX).

Developed: Nippon Paint (NPPT.JP; 4612 JP), Rexel (RXL.FR; RXL FP), NSK (NSKC.JP; 6471 JP), David Campari Milano (CPR.IT; CPR IM), ING Groep (INGA.NL; INGA NA), Abc-Mart (ITCP.JP; 2670 JP).

Emerging: Westlife Foodworld (WDL.IN; WESTLIFE IN).

Global Laggards

Posted on October 26, 2023October 27, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Westlake Corporation (WLK), Tesla (TSLA), Rivian Automotive (RIVN), L C I Industries (LCII), Fox Factory (FOXF), Boyd Gaming Corp (BYD), YPF Sociedad Anonima (YPF), Brighthouse Financial (BHF), Bath & Body Works (BBWI), Axcelis Technologies (ACLS), Marvell Technology (MRVL), GXO Logistics (GXO).

Developed: Tokai Carbon (EL@N.JP, 5301 JP), Ferrovial (FERC.ES; FER SM), Continental (CONX.DE; CON GR), Sumitomo Electric (SUEL.JP; 5802 JP), Suntory Beverage & Food (SBFL.JP; 2587 JP), Hong Kong Exchange & Clearing (HKEX.HK; 388 HK), Dunelm Group (DNLM.GB; DNLML IX).

Emerging: Hindustan Petroleum (HPT.IN; HPCL IN), Hotai Motor (HOT.TW; 2207 TT).

Global Laggards

Posted on October 19, 2023October 20, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Arcelor Mittal (MT), Kennametal (KMT), Bright Horizons Family Solutions (BFAM), MGM Resorts(MGM), WYNN Resorts(WYNN) Anheuser Busch Inbev (BUD), Green Plains (GPRE), Ormat Technologies (ORA), HDFC Bank Ltd Adr (HDB), Shift4 Payments Cl A (FOUR), Repligen (RGEN), Yum Brands (YUM), Carmax (KMX) Cohu (COHU), Qorvo (QRVO), Zillow Group (Z), CH Robinson Worldwide (CHRW).

Developed: Solvay (SOL.BE, SOLB BB), Hamamatsu Photonics (PHOT.JP; 6965 JP), Kioto Manufacturing (PF@N.JP; 7276 JP), Geberit (GEBN.CH; GEBN SW), Asx (ASX.AU, ASX AU).

Emerging: Taiwan Cement (TCM.TW; 1101 TT), Uni President Enterprises (PRE.TW; 1216TT).

Global Laggards

Posted on October 5, 2023October 6, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Corteva (CTVA), Boeing (BA), General Motors (GM), Borgwarner (BWA), Boyd Gaming Corporation (BYD), MSG Sports Corporation (MSGS), ELF Beauty (ELF), Helen of Troy (HELE) , Antero Resources Corp (AR), Magnolia O&G Corp (MGY), Affiliated Managers Group (AMG), Raymond James Financial (RJF), Elanco Animal Health (ELAN), Dicks Sporting Goods (DKS), Teradyne (TER), Qualcomm (QCOM), Zillow Group (Z), Asana (ASAN), CH Robinson Worldwide (CHRW).

Developed: Bluescope Steel (BSL.AU; BSL AU), Keyence (KEYE.JP; 6861 JP), Sumitomo Electric Industries (SUEL.JP; 5802 JP), Galaxy Entertainment (PIPE.HK; 27 HK), Heineken Holding(HBA.NL; HEIO NA), Aegon (AGN.NL; AGN NA), Pets at Home Group (PETS.GB; PETS LN), Topcon (TOPC.JP, 7732 JP).

Emerging: Taiwan Cement (TCM.TW; 1101 TT), Hotai Motor (HOT.TW; 2207 TT), Large Precision (LPC.TW; 3008 TT).

Global Laggards

Posted on September 28, 2023September 29, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Tronox Holdings (TROX), Maximus (MMS), Robert Half (RHI), Sony Group Corp (SONY), Warner Bros Discovery (WBD), Columbia Sportswear (COLM), Levi Strauss & Co (LEVI), Freshpet (FRPT), Bloom Energy Corp (BE), Green Plains (GPRE), Brookfield Corp (BN), Bio Rad Labs (BIO), Starbucks Corp (SBUX), Teradyne (TER), Electronic Arts (EA), Norfolk Southern Corp (NSC).

Developed: Evolution Mining (EVN.AU, EVN AU), Dentsu (DENN.JP; 4324 JP), Schindler (SCHP.CH; SCHP SW), Koito Manufacturing (PF@N.JP; 7276 JP), Carlsberg (CAB.DK; CARLB DC), Ping An Insurance (PING.HK; 2318 HK), Brunello Cucinelli (BC.IT; BC IM), Topcon (TOPC.JP, 7732 JP), Sg Holdings (SGHS.JP, 9143 JP).

Emerging: El Puerto De Liverpool (PLC.MX; LIVEPOLC MM).

Global Laggards

Posted on September 21, 2023September 22, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Mosaic (MOS), L G I Homes (LGIH), Warner Bros Discovery (WBD), Las Vegas Sands(LVS), Seaworld Entertainment(SEAS), Playa Hotels & Resorts(PLYA), ELF Cosmetics(ELF), Campbell Soup(CPB), Antero Resources Corp (AR), Daqo New Energy Corp (DQ), American Financial Group (AFG), QuidelOrtho (QDEL), Target (TGT), Lumentum Holdings (LITE), TE Connectivity (TEL), Cargurus (CARG), Unity Software (U), RXO (RXO).

Developed: Bluescope Steel (BSL.AU, BSL AU), Keyence (KEYE.JP; 6861 JP), Dentsu (DENN.JP; 4324 JP), Koito Manufacturing (PF@N.JP; 7276 JP), LVMH(LVMH.FR; MC FP), Endeavour Group(EDV.AU; EDV AU), Bank of Ireland (BIRG.IE; BIRG ID), The Swatch Group (UHRN.CH; UHRN SW), Easyjet (EZJ.GB, EZJ LN).

Emerging: Poya International (POY.TW; 5904 TT), LG Display (LGL.KR; 034220 KS).

Global Laggards

Posted on September 14, 2023September 15, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Agnico Eagle (AEM), Manpowergroup (MAN), Omnicom Group (OMC), Interpublic Group (IPG), Fox Corporation (FOXA), Nike (NKE), Las Vegas Sands (LVS), McCormick (MKC), Hershey (HSY), Hormel Foods (HRL), Daqo New Energy Corp (DQ), Equifax (EFX), Repligen (RGEN), Jack In The Box (JACK), HP (HPQ), Spirit Airlines (SAVE), Teradyne (TER).

Developed: IMCD Group (IMCD.NL, IMCD NA), Toto (TOTO.JP; 5332 JP), Internet Initiative Japan (IIJI.JP; 3774 JP), Burberry Group (BRBY.GB; BRBY LN), LVMH (LVMH.FR; MC FP), Pernod Ricard (RCD.FR; RI FP), Hang Seng Bank (HSBA.HK; 11 HK), The Swatch Group (UHRN.CH; UHRN SW).

Emerging: Sk Innovation (SBG.KR; 096770 KS), Qatar National Bank (QNB.QA; QNBK QD), Jarir Marketing (JMC.SA; JARIR AB).

Global Laggards

Posted on September 7, 2023September 8, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Agnico Eagle (AEM), Robert Half Inc (RHI), Borgwarner (BWA), Endeavour Group (EDR), Simply Good Foods (SMPL), World Kinect Corporation (WKC), B O K Financial Corp (BOKF), Envista Holdings (NVST), Five Below (FIVE), Ambarella (AMBA), Cognex (CGNX), American Airlines (AAL).

Developed: IMCD Group (IMCD.NL, IMCD NA), Eiffage (FGR.FR; FGR FP), Seek (SEK.AU; SEK AU), LVMH (LVMH.FR; MC FP), Essity (ESSI.SE; ESSITYB SS), Pernod Ricard (RCD.FR; RI FP), Erg (ERG.IT; ERG IM), Nippon Prologis Reit (NPPR.JP; 3283 JP), Shanghai Pharmaceuticals (SPHC.HK; 2607 HK), Hexagon B (EKBF.SE; HEXAB SS), Seek (SEK.AU; SEK AU).

Emerging: El Puerto De Liverpool (PLC.MX; LIVEPOLC MM), Samsung SDI (SCT.KR; 006400 KS).

Global Laggards

Posted on August 31, 2023September 1, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Royal Gold (RGLD), Insperity (NSP), Omnicom Group (OMC), Borgwarner (BWA), SeaWorld Entertainment (SEAS), Six Flags Entertainment (SIX), Hershey Company (HSY), Daqo New Energy Corp (DQ), World Kinect Corporation (WKC), Discover Financial Services (DFS), Centene Corp (CNC), Ingles Markets (IMKTA), HP (HPQ), Synaptics (SYNA), Spirit Airlines (SAVE).

Developed: IMCD Group (IMCD.NL, IMCD NA), Thk (THAK.JP; 6481 JP), Dentsu (DENN.JP; 4324 JP), Genting Singapore (GINT.SE; GENS SP), Endeavour Group (EDV.AU; EDV AU), Ageas (AGS.BE; AGSB IX), Supersol (SAE.IL; SAE IT), Cellnex Telecom (CLNX.ES; CLNX SM), Qantas Airways (QAN.AU, QAN AU).

Emerging: Taiwan Cement (TCM.TW; 1101 TT), Chailease Holding (CLI.TW; 5871 TT), Bgf Retail (BGR.KR; 282330 KS).