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

Attached is the latest Global Laggards report from our analysts.

 

This report has been curated by our sector analysts to find stocks showing technical weakness. We believe these stocks are laggards relative to their own domestic markets. We recommend that they be underweighted as they may be vulnerable to further downside risk and underperformance.

 

Highlighted Charts

 

U.S.: Atotech Limited (ATC), Rollins Inc (ROL), Arconic Corporation (ARNC), Owens Corning (OC), Deere & Co (DE), Otis (OTIS), Mastec (MTZ), Tesla (TSLA), Newell Brands Inc (NWL), Live Nation Entertmnt (LYV), Ormat Technologies (ORA), Tellurian (TELL), Sunpower (SPWR), Western Alliance Bancorp (WAL), WEX Inc (WEX), Quidelortho Corporation (QDEL), Glaukos Corporation (GKOS), Boot barn Holdings (BOOT), Lithia Motors (LAD), Sprouts Farmers Market (SFM), Tractor Supply Company (TSCO), HP (HPQ), Jabil (JBL), Arrow Electronics (ARW), Godaddy Inc (GDDY), Oracle (ORCL), Teradata (TDC), Arcbest Corp (ARCB).

 

Developed: Iluka Resources (ILU.AU; ILU AU), Safran (SGM.FR; SAF FP), Sig Group (SIGN.CH; SIGN SW), Denso (DE@N.JP; 6902 JP), Aena Sme (AENA.ES; AENA SM), Wilmar Intl. (EZYH.SG; WIL SP), ASR Nederland (ASRN.NL; ASRNL NA), Poste Italiane (PST.IT).

 

Emerging: Dabur India (DAB.IN; DABUR IN), Shin Kong Financial Holding (SHK.TW, 2888 TT), Trent (LAM.IN; TRENT IN), ASE Technology (AIH.TW; 3711 TT).

Global Laggards

Posted on by Cornelio Ash

Attached is the latest Global Laggards report from our analysts.

 

This report has been curated by our sector analysts to find stocks showing technical weakness. We believe these stocks are laggards relative to their own domestic markets. We recommend that they be underweighted as they may be vulnerable to further downside risk and underperformance.

 

Highlighted Charts

 

U.S.: Celanese Corp (CE), Louisiana Pacific Corp (LPX), Eagle Materials (EXP), Freeport McMoRan (FCX), Installed Building Products (IBP), Mastec (MTZ), Aecom Technology Corp (ACM), Thomson Reuters Corp (TRI), Tesla (TSLA), Borgwarner (BWA), Owens Corning (OC), Travel + Leisure Co (TNL), Vista Outdoor (VSTO), Middleby Corp (MIDD), Edgewell Personal Care (EPC), TechnipFmc (FTI), C M E Group (CME), Arthur J. Gallagher & Co (AJG), Glaukos Corporation (GKOS), Perkinelmer (PKI), QuidelOrtho Corporation (QDEL), Hillman Solutions (HLMN), Boot Barn Holdings (BOOT), IAA (IAA), Lithia Motors (LAD), Tractor Supply Co (TSCO), Ii-Vi Incorporated (IIVI), Seagate Technology (STX), H P (HPQ), Macom Tech Solutions (MTSI), Descartes Systems Group (DSGX), United Parcel Svc (UPS), Matson (MATX), Expeditors Intl Wash (EXPD).

 

Developed: Sims (SGM.AU; SGM AU), Bunzl (BNZL.GB; BNZL LN), Dentsu (DENN.JP; 4324 JP), Oriental Land (ORIE.JP; 4661 JP), Pernod-Ricard (RCD.FR; RI FP), China Mengniu Dairy (MNDA.HK; 2319 HK), Dcc (DCC.GB: DCC LN), Asx (ASX.AU; ASX AU), The Swatch Group (UHRN.CH; UHRN SW), Sitc International (SIH.HK; 1308 HK).

 

Emerging: UPL (UPH.IN; UPLL IN), Dabur India (DAB.IN; DABUR IN), Hotel Shilla (SHI.KR; 008770 KS), Central Retail Corporation (CRCP.TH; CRC TB), Aspeed Technology (ASP.TW; 5274 TT), Korean Air Lines (KAA.KR; 003490 KS).

Global Laggards

Posted on by Cornelio Ash

Attached is the latest Global Laggards report from our analysts.

 

This report has been curated by our sector analysts to find stocks showing technical weakness. We believe these stocks are laggards relative to their own domestic markets. We recommend that they be underweighted as they may be vulnerable to further downside risk and underperformance.

 

Highlighted Charts

 

U.S.: Atotech (ATC), Cleveland Cliffs (CLF), Morningstar (MORN), Badger Meter Inc (BMI), Deere & Co (DE), Crown Holdings (CCK), Roper Technologies (ROP), General Motors (GM), Harley Davidson (HOG), Middleby Corp (MIDD), Vista Outdoor (VSTO), Brighthouse Financial (BHF), CBRE Group (CBRE), Interactive Brokers (IBKR), Charles Schwab (SCHW), Ensign Group (ENSG), Perkinelmer (PKI),  Boot barn Holdings (BOOT), Amazon (AMZN), O Reilly Automotive (ORLY), IIVI Incorporated (IIVI), Micron Technology (MU), Charter Communications (CHTR),     Allscripts Healthcare Solutions (MDRX), Atlas Air Worldwide Holding (AAWW), United Parcel (UPS), Hunt JB (JBHT), Expeditors (EXPD), Old Dominion (ODFL).

 

Developed: Newcrest Mining (NCM.AU, NCM AU), Relx (REL.GB; REL LN), China Mengniu Dairy(MNDA.HK; 2319 HK), China Longyuan Power Group (CLYU.HK; 916 HK), National Australia Bank (NAB.AU; NAB AU), Smith & Nephew (SN.GB; SN/LN), Tesco (TSCO.GB; TSCO LN), Sage Group (SGE.GB; SGE LN), Rightmove (RMV.GB; RMV LN), Air Canada (AC.CA).

 

Emerging: Tata Steel (TIS.IN, TATA IN), Hindustan Unilever(HDL.IN; HUVR IN), Trent (LAM.IN; TRENT IN), SK Hynix (HYI.KR; 000660 KS).

Global Laggards

Posted on by Cornelio Ash

Attached is the latest Global Laggards report from our analysts.

 

This report has been curated by our sector analysts to find stocks showing technical weakness. We believe these stocks are laggards relative to their own domestic markets. We recommend that they be underweighted as they may be vulnerable to further downside risk and underperformance.

 

Highlighted Charts

 

U.S.: Equinox Gold Corp (EQX), Textron (TXT), Aecom Technology Corp (ACM), Mettler Toledo (MTD), Morningstar Inc (MORN), Tesla (TSLA), Brunswick Corp (BC), Harley Davidson (HOG), Middleby Corp (MIDD), Marriott Vacations (VAC), Vista Outdoor (VSTO), Clorox Co (CLX), Brookfield Renewable ClA (BEPC), Stifel Financial Corp (SF), Marsh & Mclennan (MMC), CBRE Group (CBRE), SBA Communications (SBAC), Agilent Technologies (A), Fulgent Genetics (FLGT), Globus Medical (GMED), Perkinelmer (PKI), Steris (STE), O Reilly Automotive (ORLY), Lithia Motors (LAD), Ii-Vi Incorporated (IIVI), Atlas Air Worldwide Holding (AAWW), Azul S A (AZUL).

 

Developed: Interfor (IFP.CA; IFP CN)    Ferrovial (FERC.ES; FER SM), L’Oreal (OR@F.FR, OR FP), Hannover Rueck (XET) (HNR1X.DE; HNR1 GR), Shionogi (SQ@N.JP; 4507JP), Fnac Darty (FNAC.FR; FNAC FP), Dassault Systemes (DSY.FR; DSY FP), Rightmove (RMV.GB; RMV LN), East Japan Railway (EAJR.JP; 9020 JP).

 

Emerging: Sk (C&C.KR; 034730 KS), Foxconn Technology (FNN.TW; 2354 TT).

Global Laggards

Posted on by Cornelio Ash

Attached is the latest Global Laggards report from our analysts.

 

This report has been curated by our sector analysts to find stocks showing technical weakness. We believe these stocks are laggards relative to their own domestic markets. We recommend that they be underweighted as they may be vulnerable to further downside risk and underperformance.

 

Highlighted Charts

U.S.: Dupont de Nemours (DD), U F P Industries (UFPI), Omnicom Group (OMC), Textron (TXT), Aecom Technology Corp (ACM), G F L Environmental (GFL), Marriott Vacations Wrld (VAC), First Solar (FSLR), Interactive Brokers Group (IBKR), BrightSphere Inv Grp (BSIG), Agilent Technologies (A), Fulgent Genetics (FLGT), Perkinelmer (PKI), Lithia Motors (LAD), T D Synnex (SNX), Ii-Vi Incorporated (IIVI), DXC Technology Company (DXC), Atlas Air Worldwide Holding (AAWW), Arcbest Corporation (ARCB), Azul S A (AZUL).

 

Developed: Sandfire Resources (SFR.AU, SFR AU), Dentsu (DENN.JP; 4324 JP), Cie de Saint Gobain (COD.GB; COD LN), Boss (Hugo) (Xet) (BOSSX.DE; BOSS GR), Tokyu (JR@N.JP; 9005 JP), Kerry Group ‘A’ (KRZ.IE; KYGA ID), Pernod-Ricard (RCD.FR; RI FP), Ucb (UCB.BE; UCB BB), Tesco (TSCO.GB; TSCO LN).

 

Emerging: Dabur India (DAB.IN; DABUR IN), Polski Koncern Naftowy (PLK.PL; PKN PW), Trent (LAM.IN; TRENT IN), Samsung Electronics (SGL.KR; 005930 KS).

Global Laggards

Posted on by Cornelio Ash

Attached is the latest Global Laggards report from our analysts.

 

This report has been curated by our sector analysts to find stocks showing technical weakness. We believe these stocks are laggards relative to their own domestic markets. We recommend that they be underweighted as they may be vulnerable to further downside risk and underperformance.

 

Highlighted Charts

 

U.S.: Barrick Gold Corporation (GOLD), Thomson Reuters (TRI), Dover Corp (DOV), Aecom Technology Corp (ACM), Terminix Global (TMX), Paccar Inc (PCAR), Hyatt Hotels Corp Cl A (H), Brunswick Corp (BC), Marriott Vacations Wrld (VAC), Vista Outdoor Inc (VSTO),   Brookfield Renewable (BEPC), Stifel Financial Corp (SF), Community Bank System (CBU), Marsh & Mclennan (MMC), H C A Healthcare (HCA), R1 RCM (RCM), Qiagen (QGEN), O’Reilly Automotive (ORLY), T D Synnex (SNX), Performance Food Group (PFGC), Ubiquiti  (UI), II-VI Incorporated (IIVI), Dolby Laboratories (DLB), Perficient Inc(PRFT), Atlas Air (AAWW), Arcbest (ARCB), XPO Logistics (XPO).

 

Developed: Mitsubishi Gas Chemical (JS@N.JP, 4182 JP), Ferrovial (FERC.ES; FER SM), Abb (ABBN.CH; ABBN SW), WPP (WPP.GB; WPP LN), Boss (Hugo) (Xet) (BOSSX.DE; BOSS GR), Whitbread (WTB.GB; WTB LN), Davide Campari Milano (CPR.IT; CPR IM), Ito En (ITOE.JP; 2593 JP),  Investor AB (ISBF.SE; INVEB SS), Orion B (ORNB.FI; ORNBV FH), Boral (BLD.AU; BLD AU),  Fujifilm Holdings (FP@N.JP; 4901 JP), Scout24 (G24X.DE; G24 GR), Air Canada (AC.CA).
Emerging: Nestle India (NES.IN; NEST IN), Emirates NBD (ENB.AE; EMIRATES UH), Hotel Shilla (SHI.KR; 008770 KS).

Global Laggards

Posted on by Cornelio Ash

Attached is the latest Global Laggards report from our analysts.

 

This report has been curated by our sector analysts to find stocks showing technical weakness. We believe these stocks are laggards relative to their own domestic markets. We recommend that they be underweighted as they may be vulnerable to further downside risk and underperformance.

 

Highlighted Charts

 

U.S.: PPG Industries (PPG), Valvoline (VVV), John Bean Technologies (JBT),  Simpson Manufacturing (SSD), Cedar Fair (FUN), MGM Resorts(MGM), Marriott vacations Wrld (VAC),     Celsius Holdings (CELH), Monster Beverage (MNST), Brookfield Renewable (BEPC), First Solar (FSLR),    Affiliated Managers (AMG), Home Bancshares (HOMB), H C A Healthcare (HCA), Signet Jewelers (SIG), T D Synnex (SNX),  Cheesecake Factory (CAKE),  Ebay (EBAY), Ubiquiti  (UI), Alaska Air (ALK).

 

Developed: Newcrest Mining (NCM.AU, NCM AU), Gea Group (Xet) (G1AX.DE; G1A GR), BMW (BMWX.DE; BMW GR),    Whitbread (WTB.GB; WTB LN), Bandai Namco (N@MB.JP; 7832 JP), National Bank of Canada (NA.CA; NA CN),Shionogi (SQ@N.JP; 4507 JP), Jb Hi-Fi (JBH.AU; JBH AU), Cosco Shipping (COSC.HK; 1919 HK).

 

Emerging: Sabic AgriNutrients (SAF.SA, SAFCO AB), Britannia Industries (BRI.IN; BRIT IN), Cathay Financial (CFC.TW; 2882 TW), Wiwynn Corp. (WIW.TW; 6669 TT), Container Corporation of India (CNC.IN; CCRI IN).

Global Laggards

Posted on by Cornelio Ash

Attached is the latest Global Laggards report from our analysts.

 

This report has been curated by our sector analysts to find stocks showing technical weakness. We believe these stocks are laggards relative to their own domestic markets. We recommend that they be underweighted as they may be vulnerable to further downside risk and underperformance.

 

Highlighted Charts

 

U.S.: Eldorado Gold Corp (EGO), Emcor Group (EME), Factset Research (FDS), Thomson Reuters (TRI), Armstrong World Industries (AWI), Acuity Brands (AYI), Ferrari (RACE), SIX Flags Entertainment(SIX), Carters Inc.(CRI), MGM Resorts(MGM), Core Laboratories Nv (CLB), Euronet Worldwide (EEFT), Stifel Financial (SF), Dr Reddys Labs (RDY), Conmed (CNMD), Pool Corp (POOL), Signet Jewelers (SIG), T D Synnex (SNX), Chipotle Mexican Grill (CMG),  Cheesecake Factory (CAKE),  Ebay (EBAY), Skyworks Solutions (SWKS), Manhattan Associates (MANH), Perficient Inc (PRFT), United Parcel (UPS).

 

Developed: Evolution Mining (EVN.AU, EVN AU), Obayashi (OB@N.JP; 1802 JP), Abb (ABBN.CH; ABBN SW), Panasonic(MI@N.JP; 6752 JP), Royal Unibrew (RBR.DK; RBREW DC), Investor A (INVE.SE; INVEA SS), Recordati Indua.Chimica (REC.IT; REC IM), The Swatch Group (UHRN.CH;  UHRN SW), Seek (SEK.AU; SEK AU), Tfi International (TFII.CA; TFII CN).

 

Emerging: Ptt Global Chemical (PTTG.TH, PTTGC TB), Dabur(DAB.IN; DABUR IN), Formosa Petrochemical (FPC.TW; 6505 TT), SK Hynix (HYI.KR; 000660 KS ).

Global Laggards

Posted on by Cornelio Ash

Attached is the latest Global Laggards report from our analysts.

This report has been curated by our sector analysts to find stocks showing technical weakness. We believe these stocks are laggards relative to their own domestic markets. We recommend that they be underweighted as they may be vulnerable to further downside risk and underperformance.

 

Highlighted Charts

 

U.S.: Minerals Technologies (MTX), API Group Corp (APG), Mastec Inc (MTZ),     Acuity Brands Inc (AYI), Brookfield Asset Management (BAM), Jones Lang Lasalle Inc (JLL), Nasdaq (NDAQ), Perkinelmer (PKI), Ritchie Bros Auctioneers (RBA),    Qorvo (QRVO), Ciena Corporation (CIEN), Endava PLC (DAVA),Match Group (MTCH), Charter Communications (CHTR), X P O Logistics (XPO).

 

Developed: Wienerberger (WNBA.AT; WIE AV), Koninklijke Vopak (VPK.NL; VPK NA),     Julius Baer Gruppe (BAER.CH; BAER SW), Biomerieux (BIM.FR; BIM FP), Fnac Darty (FNAC.FR; FNAC FP), Sitc International Holdings (SIH.HK; 1308 HK).

 

Emerging: Yanbu National Petrochemical (YNP.SA, YANSAB AB), Bts Group (TANA.TH; BTS TB), Britannia (BRI.IN; BRIT IN), Formosa Petrochemical (FPC.TW; 6505 TT), PKO Bank (PKB.PL; PKO PL), Falabella Saci (FAL.CL ; FALAB CI), Mediatek (MDT.TW; 2454 TT), SK Hynix (HYI.KR; 000660 KS ).