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

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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).

Global Laggards

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Highlighted Charts

U.S.: Nutrien (NTR), West Fraser Timber (WFG), Sony (SONY), Borgwarner (BWA), MSG Sports Corporation (MSGS), Playa Hotels & Resorts (PLYA), Lancaster Colony (LANC), Green Plains (GPRE), Ormat Technologies (ORA), American Financial Group (AFG), Globus Medical (GMED), Nuvasive (NUVA), Target (TGT), Southwest Airlines (LUV), RXO (RXO).

Developed: Stora Enso (EGR.FI; STERV FH),     Sig Group (SIGN.CH; SIGN SW), Dentsu (DENN.JP; 4324 JP), Yamaha (IN@N.JP; 7951 JP), Essity (ESSI.SE; ESSITYB SS), Hang Sang Bank (HSBA.HK; 11 HK), The Swatch Group (UHRN.CH; UHRN SW), Alps Alpine (AL@N.JP; 6770 JP), Cellnex Telecom (CLNX.ES; CLNX SM).

Emerging: Qatar National Bank (QNB.QA; QNBK QD), SM Investments (SNV.PH; SM PM).

Global Laggards

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Highlighted Charts

 

U.S.: Nutrien (NTR), RTX Corporation (RTX), Aptiv (APTV), Sony (SONY), Planet Fitness (PLNT), Green Plains (GPRE), World Kinect Corporation (WKC), Ryman Hospitality Prop (RHP), Teleflex (TFX), LKQ Corp (LKQ), Viavi (VIAV), Evolent Health (EVH), Southwest Airlines (LUV).

 

Developed: IMCD Group (IMCD.NL; IMCD NA), Ck Hutchison Holdings (CHGK.HK; 1 HK), Thk (THAK.JP; 6481 JP), Valeo (FR.FR; FR FP), Richemont (CFR.CH; CFR SW), Yakult Honsha (YAHO.JP; 2267 JP), Ageas (AGS.BE; AGSB IX), The Swatch Group (UHRN.CH; UHRN SW).

 

Emerging: Globalwafers (GWC.TW; 6488 TT), LG Electronics (JHD.KR; 066570 KS), Avenue Supermarts (AS.IN; DMART IN), LG Energy Solution (LE1.KR; 373220 KS).

Global Laggards

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Highlighted Charts

U.S.: Agnico Eagle Mines (AEM), RTX Corporation (RTX), Interpublic Group (IPG), Omnicom Group (OMC), Columbia Sportswear (COLM), Vail Resorts (MTN), Hostess Brands (TWNK), Hershey Company (HSY), Estee Lauder (EL), Canadian Solar (CSIQ), Maxeon SolarTechnologies (MAXN), S B A Communications (SBAC), Hologic (HOLX), Chewy (CHWY), Ciena Corporation (CIEN), Netscout Systems (NTCT), Spirit Airlines (SAVE).

Developed: Northern Star (NST.AU, NST AU), Fanuc (DU@N.JP; 6954 JP), Pearson (PSON.GB; PSON LN), Genting Singapore (GINT.SG; GENS SP), Bic Camera (BICA.JP; 3048 JP).

Emerging: Srisawad Corporation (SWAP.TH; SAWAD TB), Poya International (POY.TW; 5904 TT), Zhen Ding Tech (ZHE.TW; 4958 TT).

Global Laggards

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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

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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

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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

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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

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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).