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.: 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 ).

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), Mettler Toledo International (MTD), Illinois Tool Works (ITW), A M N Health services (AMN), R B C Bearings (ROLL), Amerco (UHAL), Aptiv (APTV), Intercontinental Hotels(IHG), U G I Corp Holding (UGI), Affiliated Managers Grp (AMG), K K R & Co Inc Cl A (KKR), Brookfield Asset Mgmt A (BAM), Jones Lang Lasalle Inc (JLL), C B R E Group (CBRE), Agilent (A), Perkinelmer (PKI), Ritchie Bros Auctioneers (RBA), T D Synnex (SNX), Ciena (CIEN), Meta Platforms (FB), Netflix Inc (NFLX), Bill.com Holdings (BILL), Endava PLC (DAVA), X P O Logistics (XPO).

 

Developed: JSR Corporation (JASR.JP, 4185 JP), Nippon Elec. Glass (LO@N.JP; 5214 JP), Abb (ABBN.CH; ABBN SW), BMW (BMWX.DE; BMW GR), Moncler(MONC.IT; MONC IM), Whitbread(WTB.GB;WTB LN), Sofina (SOF.BE; SOF BB), Carl Zeiss (AFXX.DE; AFX GR), Electrolux Professional (ELPB.SE; EPROB SS), Cosco Shipping Holdings ‘H’ (COSC.HK; 1919 HK).

 

Emerging: Emami (EML.IN; HMN IN), Thai Union Group (TUFP.TH; TU TB), Irpc (TPI.TH; IRPC TB), Gigabyte Technology (GBT.TW; 2376 TT), Wipro (WIP.IN; WPRO 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.: Ingevity Corporation (NGVT), Eagle Materials (EXP), Emcor group Inc (EME), Mettler Toledo International (MTD), Mastec (MTZ), A M N Healthcare Services (AMN), R B C Bearings (ROLL), Amerco (UHAL), Borgwarner (BWA), General Motors Company (GM), Advanced Drainage Systems (WMS), M G M Resorts International (MGM), Hain Celestial Group (HAIN), World Fuel Services Corp (INT), Freedom Holding Corp (FRHC), CBRE Group (CBRE), Affiliated Managers Group (AMG), Essent Group (ESNT), KKR & Co. (KKR), Omnicell (OMCL), Perkinelmer (PKI), Fulgent Genetics (FLGT), Amazon.com (AMZN), T D Synnex (SNX), Abercrombie & Fitch (ANF), Ciena Corporation (CIEN), Qorvo (QRVO), Bill.com Holdings (BILL), Endava (DAVA), Meta Platforms (FB), Werner Enterprises (WERN).

 

Developed: Clariant (CLN.CH, CLN SW), Kyocera (CQ@N.JP; 6971 JP), Abb (ABBN.CH; ABBN SW), Burberry Group (BRBY.GB; BRBY LN), Accor (AC.FR; AC FP), Dcc (DCC.GB; DCC LN), Medibank Private (MPL.AU; MPL AU), Sonic Healthcare (SHL.AU; SHL AU), The Swatch Group (UHRN.CH; UHRN SW), Gmo Internet (TERQ.JP; 9449 JP), Air Canada (AC.CA; AC CN).

Emerging: Britannia Industries (BRI.IN; BRIT.IN), Silergy (SGY.TW; 6415 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.: Axalta Coating Systems (AXTA), Eagle Materials (EXP), Emcor group Inc (EME), Oshkosh Corporation (OSK), Mettler Toledo International (MTD), Top Build (BLD), Armstrong World (AWI), Tri Pointe Homes (TPH), Brunswick Corp(BC),  Hasbro Inc(HAS),  Middleby Corp (MIDD), Marriott Vacations Wrld (VAC), U G I Corp Holding (UGI), Flagstar Bancorp (FBC), First Finl Bankshares (FFIN), Jones Lang Lasalle (JLL), Houlihan Lokey (HLI), Bruker (BRKR), Globus Medical (GMED), Insulet (PODD), Floor and Decor (FND), Sensata Technologies (ST), Ciena (CIEN), PTC Inc (PTC).

 

Developed: Zeon (JG@N.JP, 4205 JP), Holcim (HOLN.CH; HOLN SW), WPP (WPP.GB; WPP LN), Vonovia (VNAX.DE; VNA GR), Whitbread (WTB.GB, WTB LN),  Hermes (RMS.FR, RMS FP), Aristocrat Leisure(ALL.AU, ALL AU), Flat Glass Group ‘H’ (FLAT.HK; 6865 HK), Hong Kong Land Holdings (HKLH.SG; HKL SP), Getinge B (GIND.SE; GETIB SS), The Swatch Group (UHRN.CH; UHRN SW), Deutsche Post (Xet) (DPWX.DE; DPW GR), Ryanair Holdings (RYA.IE; RYA ID).

 

Emerging: Charoen Pokphand Foods (CPFT.TH, CPF TB), BTS Group (TANA.TH, BTS TB), Nestle India(NES.IN; NEST IN), Pick N Pay stores (PIKJ.ZA; PIK SJ).