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.: Stepan (SCL), Silgan Holdings (SLGN), Omnicom Group (OMC), Interpublic Group (IPG), Nike (NKE), Planet Fitness (PLNT), Six Flags Entertainment (SIX), Hostess Brands (TWNK), Jinkosolar Holding Company Ads (JKS), A E S Corp (AES),    Merit Medical Systems (MMSI), Chewy (CHWY), Silicon Laboratories (SLAB).

Developed: Northern Star Resources (NST.AU, NST AU), Georg Fisher (GF.CH; GF SW), Deutsche Telekom (DTEX.DE; DTE GR), Essity (ESSI.SE; ESSIB SS), Equinor (EQNR.NO; EQNR NO), Baloise Holding (BALN.CH; BALN SW), D leteren Group (DIE.BE; DIE BB), Alps Alpine (AL@N.JP; 6770 JP), MTR (MTRC.HK; 66 HK).

Emerging: Airtac International Gp. (AIG.TW; 1590 TW), Pepco Group (PEG.PL; PCO PW), Zhen Ding Tech (ZHE.TW; 4958 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Cabot Corp (CBT), Northrop Grumman Corp (NOC), Lions Gate (LGFB), Nike(NKE), Seaworld Entertainment(SEAS), Callon Petroleum (CPE), Erie Indemnity (ERIE), Quidelortho (QDEL), Bath & body Works (BBWI), Agilysys (AGYS), Lumentum Holdings (LITE), Tencent Music (TME).

Developed: Denka (EC@N.JP; 4061 JP), Smiths (Ds) (SMDS.GB; SMDS LN), Stanley Electric (STAN.JP; 6923 JP), Genting Singapore Limited (GINT.SG; GENS SP), Yakult Honsha (YAHO.JP; 2267 JP), Barry Callebaut(BARN.CH; BARN SW), Imperial Oil (IMO.CA; IMO CN), BOC Hong Kong (BOC.HK; 2388 HK), Weston George (WN.CA; WN CN), MTR (MTRC.HK; 66 HK).

Emerging: Airtac International Gp. (AIG.TW; 1590 TW), Hotel Shilla (SHI.KR; 008770 KS), Zhen Ding Tech (ZHE.TW; 4958 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Albany International (AIN), Unifirst Corp (UNF), Nike(NKE) General Mills(GIS), Peabody Energy Corp (BTU), Jinkosolar Holding Company Ads (JKS), Erie Indemnity (ERIE), Centene (CNC), Target (TGT),  Brady Corporation (BRC).

Developed: Grupo Bruxelles Lambert (GBLN.BE, GBLB BB), Spirax Sarco Engineering (SPX.GB; SPX LN), Stanley Electric (STAN.JP; 6923 JP), Burberry Group(BRBY.GB; BRBY LN), Yakult Honsha(YAHO.JP; 2267 JP), China Resource Beer(CHRE.HK; 291 HK), Sun Hung Kai Properties (SHKP.HK; 16 HK), Weston George (WN.CA; WN CN), Alps Alpine (AL@N.JP; 6770 JP), Brother Industries (BI@N.JP;  6448 JP), MTR (MTRC.HK; 66 HK).

Emerging: Samsung C&T (CLZ.KR; 028260 KS), Eicher Motors (ECH.IN; EIM IN), Grupo Aeroportuario Del Sureste (AUS.MX; ASURB MM), Jubilant Foodworks (JF1.IN; JUBI IN).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Olin Corp (OLN), Genpact (G), Nike (NKE), Marriott Vacations World (VAC), General Mills (GIS), A P A Corp (APA), Arch Resources (ARCH), S B A Communications (SBAC), Nuvasive (NUVA), Target Corp (TGT), Avery Dennison Corp (AVY), Evolent Health (EVH), Kanzhun (BZ), Weibo Corp (WB).

Developed: Arcelormittal (MT.NL; MT NA), Technopro Holdings (TPRO.JP; 6028 JP), Michelin (MCL.FR; ML FP), Burberry Group (BRBY.GB; BRBY LN), Genting Singapore (GINT.SG; GENS SP), China Resources Beer (CHRE.HK; 291 HK), Christian Hansen Holding (CHR.DK; CHR DC), Kinnevik B (KIVB.SE; KINVB SS), Kingfisher (KGF.GB; KGF LN), MTR (MTRC.HK; 66 HK).

Emerging: Saudi Basic Industries (BIC.SA; SABIC AB), Eicher Motors (ECH.IN; EIM IN), Bgf Retail (BGR.KR; 282330 KS).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Corteva (CTVA), U Haul Holdings (UHAL), Adtalem Global Education (ATGE), Grand Canyon (LOPE), Marriott Vacations(VAC), Oxford Industries (OXM), Planet Fitness (PLNT), Archer Daniels Midland (ADM), Viper Energy Partners (VNOM), Magnolia O&G Corp (MGY), American Financial Group (AFG), Qiagen (QGEN), Sea Limited (SE), Brady Corporation (BRC), Avery Dennison Corp (AVY), United Parcel (UPS).

Developed: Imcd Group (IMCD.NL; IMCD NA), Geberit (GEBN.CH; GEBN SW), China Unicom (UNIC.HK; 762 HK), A2 Milk(A2M.AU; A2M AU), Citic Securities ‘H’ (CSCY.HK; 6030 HK), The Swatch Group (UHRN.CH; UHRN SW).

Emerging: Lotte Chemical (HPL.KR; 011170 KS), Thai Union Group (TUFP.TH, TU TB), Bandhan Bank (NDB.IN; BANDHAN IN), Central Retail Corporation (CRCP.TH; CRC TB), HIC (HIC.TW; 2498 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Cleveland Cliffs (CLF), Mercury Systems Inc (MRCY), Warner Bros Discovery (WBD), Oxford Industries (OXM), Kontoor Brands(KTB), Estee Lauder(EL), Jinkosolar Holding Company Ads (JKS), R P C (RES), Xenia Hotels & Resorts (XHR), Qiagen (QGEN), Academy Sports & Outdoor (ASO), Avery Dennison Corp (AVY), Bilibili (BILI), Spirit Airlines (SAVE).

Developed: Svenska Cellulosa (SW@G.SE, SCAB SS), Acciona (ANA.ES; ANA SM), Michelin (MCL.FR; ML FP), De Longhi (DLG.IT; DLG IM), A2 Milk (A2M.AU; A2M AU), China Mengniu Dairy (MNDA.HK; 2319 HK), Ageas (AGS.BE; AGSB IX), The Swatch Group (UHRN.CH; UHRN SW).

Emerging: Ptt Global Chemical (PTTG.TH, PTTGC TB), Central Retail Corporation (CRCP.TH; CRC TB).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Olin Corp (OLN), General Dynamics (GD), Archer Daniels Midland (ADM), Campbell Soup(CPB), Magnolia O&G Corp Cl A (MGY), Scorpio Tankers (STNG), Principal Financial Group (PFG), Quidelortho (QDEL), American Eagle Outfitters (AEO), Spirit Airlines (SAVE).

Developed: Arkema (AKE.FR, AKE FP), Randstad (RAND.NL; RAND NA), Entain (ENT.GB; ENT LN), Beazley (BEZ.GB; BEZ LN), Kingfisher (KGF.GB; KGF LN),  Venture (VEMA.SG; VMS SP), Seek (SEK.AU; SEK AU), Jd logistics (JDL.HK, 2618:HK).

Emerging: Saudi Basic Industries (BIC.SA, SABIC AB), FF Co (FF.KR; 383220 KS), Federal Bank (FED.IN; FB IN), GS Retail (GRD.KR; 007070 KR), Zhen Ding Tech (ZHE.TW; 4958 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: HB Fuller (FUL), Silgan Holdings (SLGN), Autoliv (ALV), Borgwarner (BWA), Magna International (MGA), Visteon (VC), Marriott Vacations (VAC), Estee Lauder (EL), Imperial Oil (IMO), Magnolia O&G Corp Cl A (MGY), State Street Corp (STT), BGC Partners (BGCP), Henry Schein (HSIC), Dillards (DDS), Corning (GLW), Trimble (TRMB), Spirit Airlines (SAVE).

Developed: Asahi Kasei (AC@N.JP, 3407 JP), Nabtesco (NACO.JP; 6268 JP), Vivendi (EX@F.FR; VIV FP), Rightmove (RMV.GB; RMV LN), Renault (RENU.FR; RNO FP), Michelin (MCL.FR; ML FP), Samsonite (SAM.HK; 1910 HK), Kyoritsu Maintenance (KTOR.JP; 9616 JP), Treasury Wine Estate(TWE.AU; TWE AU ), Tsingtao Brewery(TSIN.HK; 168 HK), DBS Group Holdings (DBSS.SG; DBS SP), Premier Investment (PMV.AU; PMV AU),.

Emerging: Saudi Basic Industries (BIC.SA, SABIC AB), El Puerto De Liverpool (PLC.MX; LIVEPOLC MM).