Cornelio Ash – Page 12 – WILLIAM O'NEIL+CO

Global Laggards

Posted on May 18, 2023May 19, 2023 by Cornelio Ash

Highlighted Charts

U.S.: DuPont de Nemours (DD), Korn Ferry (KFY), Tesla (TSLA), Gildan Activewear (GIL), Columbia Sportswear (COLM), Nexstar (NXST), Walt Disney (DIS), Warner Bros Discovery (WBD), Archer Daniels Midland (ADM), A P A Corp (APA), Halliburton (HAL), Equitable Holdings (EQH), Henry Schein (HSIC), Papa Johns (PZZA), Skyworks Solutions (SWKS), Spirit Airlines (SAVE).

Developed: Tosoh (TSHC.JP; 4042 JP), Nordex (Xet) (NDX1X.DE; NDX1 GR), Renault (RENU.FR; RNO FP), Anta Sports (ANIT.HK; 2020 HK), Budweiser Brewing Co. APAC (BBCA.HK;1876 HK), Swedbank (SWED.SE; SWEDA SS), Pacific Basin Shipping (PBSH.HK, 2343:HK).

Emerging: Tata Steel (TIS.IN; TATA IN), Shoprite (SHPJ.ZA; SHP SJ).

Global Laggards

Posted on May 11, 2023May 12, 2023 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).

Global Laggards

Posted on May 4, 2023May 5, 2023 by Cornelio Ash

Highlighted Charts

U.S.: FMC Corp (FMC), Spirit Aerosystems (SPR), Tesla (TSLA), Li Auto (LI), Capri Holdings Ltd (CPRI), Columbia Sportswear (COLM), Six Flags Entertainment (SIX), Nu Skin Enterprises (NUS), CNX Resources Corp (CNX), Halliburton (HAL), Valaris Limited (VAL), Cullen Frost Bankers (CFR), Raymond James Financial (RJF), American Financial Group (AFG), Illumina (ILMN), Bath & Body Works (BBWI), Trimble (TRMB), Splunk (SPLK), Spirit Airlines (SAVE).

Developed: Sumitomo Chemical (SC@N.JP, 4005 JP), Mondi (MNDI.GB; MNDI LN), Renault (RENU.FR; RNO FP), A2 Milk(A2M.AU; A2M AU), Nomura Holdings (NM@N.JP; 8604 JP), Aixtron (AIXAX.DE; AIXA GR).

Emerging: Mk Restaurant Group (MKRP.TH; M TB).

Global Laggards

Posted on April 27, 2023April 28, 2023 by Cornelio Ash

Highlighted Charts

U.S.: HB Fuller (FUL), Paychex Inc (PAYX), Ryder System Inc (R), Tesla (TSLA), General Motors (GM), Li Auto (LI), Nexstar (NXST), Fox Corporation (FOXA), Avis Budget Group Inc (CAR), Live Nation Entertainment (LYV), Vista Outdoor Inc (VSTO), SeaWorld Entertainment (SEAS), Capri Holdings Ltd (CPRI), RPC (RES), Ovintiv (OVV), TranUnion (TRU), Steris (STE), Buckle (BKE), Seagate (STX), Intl Business Machines (IBM), and Jetblue Airways (JBLU).

Developed: Sumitomo Chemical (SC@N.JP, 4005 JP), Nabtesco (NACO.JP; 6268 JP), Renault (RENU.FR; RNO FP), A2 Milk (A2M.AU; A2M AU), National Australia Bank (NAB.AU; NAB AU), and Kusuri No Aoki (KNAK.JP; 3549 JP).

Emerging: Bharat Forge (BHA.IN, BHFC IN), Mk Restaurant Group (MKRP.TH; M TB), and Eva Airways (EAA.TW, 2618 TT).

Global Laggards

Posted on April 20, 2023April 21, 2023 by Cornelio Ash

Highlighted Charts

U.S.: CF Industries Holdings (CF), Mercury Systems (MRCY), Aramark (ARMK), Tesla (TSLA), Yeti Holdings (YETI), Levi Strauss & Co Cl A (LEVI), Hormel Foods (HRL), Callon Petroleum (CPE), Marathon Oil Corporation (MRO), H & R Block (HRB), Steris (STE), Bath & Body Works (BBWI), C V S Health Corp (CVS), Trimble (TRMB), Southwest Airlines (LUV).

Developed: Sumitomo Chemical (SC@N.JP, 4005 JP), IHI (IH@N.JP; 7013 JP), Pearson (PSON.GB; PSON LN), China Mengniu Dairy (MNDA.HK; 2319 HK), DBS Group Holdings (DBSS.SG; DBS SP), ULVAC (ULVA.JP; 6728 JP).

Emerging: Hyundai Glovis (GLV.KR, 086280 KS).

Global Laggards

Posted on April 13, 2023April 14, 2023 by Cornelio Ash

Highlighted Charts

U.S.: CF Industries (CF), Manpowergroup (MAN), Unifirst Corp (UNF), General Motors (GM), Wyndham Hotels & Resorts (WH), Capri Holdings Ltd (CPRI), Constellation Energy Corp (CEG), Nabors Industries (NBR), Jones Lang Lasalle (JLL), WSFS Financial (WSFS), Pathward Financial (CASH), Globus Medical (GMED), CVS Health Corp (CVS), Ambarella (AMBA), Kanzhun (BZ), American Airlines (AAL).

Developed: Sumitomo Chemical (SC@N.JP, 4005 JP), Randstad (RAND.NL; RAND NA), Pearson (PSON.GB; PSON LN), China Mengiu Dairy (MNDA.HK; 2319 HK), Worldline (WLN.FR; WLN FP), Metro Ag (B4BX.DE; B4B GR).

Emerging: Bharat Forge (BHA.IN, BHFC IN), Jollibee Foods (JFC.PH; JFC PM), Eva Airways (EAA.TW, 2618:TT).

Global Laggards

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

Highlighted Charts

U.S.: Eastman chemical (EMN), Xpel (XPEL), General Motors (GM), Trex Company Inc(TREX), Advanced Drainage Systems (WMS), Wyndham Hotels & Resorts(WH), YETI Holdings(YETI), Capri Holdings Ltd(CPRI), Brown Forman Corp (BFB), A P A Corp (APA), Constellation Energy Corp (CEG), Ventas (VTR), W S F S Financial (WSFS), Qiagen (QGEN), Bath & Body Works (BBWI), Ambarella (AMBA), Spirit Airlines (SAVE).

Developed: Denka (EC@N.JP, 4061 JP), Fujikara (GG@N.JP; 5803 JP), Isuzu Motors (IM@N.JP; 7202 JP), Nikon (OU@N.JP; 7731 JP), China Mengiu Dairy(MNDA.HK; 2319 HK), Man Group (EMG.GB; EMG LN), Deutsche Bank (Xet) (DBKX.DE; DBK GR), Metcash (MTS.AU; MTS AU), SK Hynix (HYI.KR; 000660 KS).

Emerging: Bharat Forge (BHA.IN, BHFC IN), Mk Restaurant Group (MKRP.TH; M TB), Container Corp. Of India (CNC.IN, CCRI IN).

Global Laggards

Posted on March 30, 2023March 31, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Huntsman Corp (HUN), Fluor Corp (FLR), Unifirst Corp (UNF), Ford (F), Xpel (XPEL), General Motors (GM), Paramount (PARA), Fox Corporation (FOXA), Vail Resorts (MTN), YETI Holdings (YETI), Brown Forman Corp (BFB), A P A Corp (APA), Magnolia O&G Corp Cl A (MGY), BOK Financial Corp (BOKF), First Commonwealth (FCF), Unitedhealth (UNH), Grocery Outlet (GO), Ubiquiti Inc (UI), XPO Logistics (XPO).

Developed: Asahi Kasei (AC@N.JP, 3407 JP), Pearson (PSON.GB; PSON LN), Entain (ENT.GB; ENT LN), Toto (TOTO.JP; 5332 JP), Calbee(CALB.JP; 2229JP), Fukuoka Financial Group (FUKU.JP), Seiko Epson (SEEP.JP; 6724 JP).

Emerging: Kt&G(KTB.KR; 033780 KS), Firstrand (FSRJ.ZA; FSR SJ), Avenue Supermarts (AS.IN; DMART IN), Interglobe Aviation (VGA.IN, INDIGO:IN).

Global Laggards

Posted on March 23, 2023March 24, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Huntsman Corp (HUN), Fluor Corp (FLR), Exponent (EXPO), Costar Group (CSGP), Ford Motor (F), Xpel (XPEL), Trex Company (TREX), Brown Forman Corp (BFB), Constellation Energy Corp (CEG), Murphy Oil Corp (MUR), Ormat Technologies (ORA), Ventas (VTR), Jones Lang Lasalle (JLL), C B R E Group (CBRE), Welltower (WELL), Avalonbay Communities (AVB), Invitation Homes (INVH), Chubb Limited (CB), Prosperity Bancshares (PB), Commerce Bancshares (CBSH), Perkinelmer (PKI), Albertsons Companies (ACI), Pool Corp (POOL), Knowles Corp (KN), Viavi Solutions (VIAV), Blackline (BL), Black Knight (BKI), Atlassian Corp (TEAM), Frontier Group Holdings (ULCC).

Developed: GBL New (GBLN.BE, GBLB BB), Securitas B (SUBF.SE; SECUB SS), Daifuku (DFUK.JP; 6383 JP), Pearson (PSON.GB; PSON LN), Entain (ENT.GB; ENT LN), Resort Trust (RESO.JP; 4681 JP), Treasury Wine Estates (TWE.AU; TWE AU), Japan Hotel Reit (JHRC.JP; 8985 JP), Experian (EXPN.GB; EXPN LN), Metcash (MTS.AU; MTS AU), Seiko Epson (SEEP.JP; 6724 JP), Japan Airlines (JAPL.JP, 9201 JP).

Emerging: Bharat Forge (BHA.IN, BHFC IN), Bajaj Finance (BJF.IN; BAF IN), Avenue Supermarts (AS.IN; DMART IN), Hyundai Glovis (GLV.KR, 086280 KS).

Global Laggards

Posted on March 16, 2023March 17, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Celanese (CE) Korn Ferry (KFY), Ball Corporation (BALL), Comcast (CMCSA), General Motors (GM), Ford (F), Li Auto (LI), Vail Resorts(MTN), Norwegian Cruise Line(NCLH), Levi Strauss(LEVI), Hormel Foods(HRL), New Fortress Energy (NFE), Markel (MKL), Glacier Bancorp (GBCI), Charles River Labs (CRL), Bath & Body Works (BBWI), Micron (MU), Knowles (KN), Ambarella (AMBA), CSX Corp (CSX).

Developed: Acerinox (ACX.ES, ACX SM), Smurfit Kappa Group (SK3.IE; SKG ID), Denso (DE@N.JP; 6902 JP), Bandai Namco Holdings (N@MB.JP; 7832 JP), Corporacion Acciona (CAER.ES, ANE:SM), AIA Group (AGP.HK; 1299 HK), Skandinaviska Enskilda Banken (SEA.SE; SEAB SS), Bic Camera (BIC.JP; 3048 JP), Xiaomi (XIAI.HK; 1810 HK), Aurizon Holdings (AZJ.AU, AZJ:AU).

Emerging: Ptt Global Chemical (PTTG.TH, PTTGC TB), SCG Packaging (SCGP.TH; SCGP TB), Studio Dragon (DRG.KR; 253450 KS), Thai Union Group (TUFP.TH; TU TB), Kotak Mahindra Bank (KOK.IN; KMB IN), Avenue Supermarts (AS.IN; DMART IN).