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.: 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).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Dupont de Nemours (DD), W N S Holdings (WNS), Fluor Corp (FLR), Tesla (TSLA), Adient (ADNT), Nexstar Media Group (NXST), Mariott Vacations World (VAC), International Flavors and Fragrance (IFF), Magnolia O&G Corp (MGY), Valaris Limited (VAL), Raymond James Financial (RJF), Envestnet (ENV), Stifel Financial Corp (SF), Henry Schein (HSIC), Burlington Stores (BURL), Lithia Motors (LAD), Teradyne (TER), Skyworks Solutions (SWKS), Kanzhun (BZ), Spirit Airlines (SAVE).

Developed: Novozymes (NZY.DK, NZYMB DC), Randstad (RAND.NL; RAND NA), Anta Sport Prodcuts (ANIT.HK; 2020 HK), DBS Group Holdings (DBSS.SG; DBS SP).

Emerging: Bharat Forge (BHA.IN, BHFC IN), Shoprite (SHPJ.ZA; SHP SJ), Via Technologies (VIT.TW; 2388 TT).