Cornelio Ash | WILLIAM O'NEIL+CO

Global Laggards

Posted on July 15, 2021July 16, 2021 by Cornelio Ash

Attached is the latest Global Laggards report from our analysts. You can also access the report here.

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.: L C I Industries ( LCII ), Wolverine World Wide ( WWW ), Utz Brands ( UTZ ), P B F Energy ( PBF ), Globe Life ( GL ), Redfin Corporation ( RDFN ), Guardant Health ( GH ), Inspire Medical ( INSP ), Qiagen ( QGEN ), Sysco ( SYY ), Pure Storage ( PSTG ) , Baidu ( BIDU ), Zillow Group Inc ( Z ), Angi Inc ( ANGI ), Appfolio ( APPF ), Allegiant Travel Company ( ALGT ), Sailpoint Tech Holdings ( SAIL ).

Developed: Hoshizaki ( HSZK.JP; 6465 JP ), Rheinmetall ( RHMX.DE; RHM GR ), Galaxy Entertainment ( PIPE.HK; 27 HK ), Yamazaki Baking ( BV@N.JP; 2212 JP ), Uni Charm ( UNRM.JP; 8113 JP ), Christian Hansen ( CHR.DK; CHR DC ), Standard Chartered ( STAN.GB; STAN LN ), Vifor Pharma ( VIFN.CH; VIFN SW ), SSP Group ( SSPG.GB; SSPG LN ), Easyjet ( EZJ.GB; EZJ LN ).

Emerging: Suzano On ( SUZ.BR; SUZB3 BZ ), Thai Oil ( THOI.TH; TOP TB ), Tmbthanachart Bank ( TMBT.TH; TTB TB ), Abdullah Al Othaim Markets ( AOM.SA; AOTHAIM AB ), Largan Precision ( LPC.TW; 3008 TT ).

Global Laggards

Posted on July 8, 2021July 8, 2021 by Cornelio Ash

Highlighted Charts

U.S.: Buenaventura Mining (BVN), Sociedad Quimica Y Minra (SQM), Cummins Inc (CMI), Gentex Corp (GNTX), Veoneer (VNE), Wolverine World Wide (WWW), Boston Beer Company (SAM), Origin Materials (ORGN), Bancorpsouth Bank (BXS), Western Union (WU), Guardant Health (GH), Inspire Medical (INSP), Casey’s General Stores (CASY), Echostar Corp (SATS), Pure Storage (PSTG), CDK Global Inc (CDK), Baidu (BIDU), Cognizant Tech Sol (CTSH), Jetblue Airways (JBLU), Southwest Airlines (LUV).

Developed: Comsys Holdings (CHOC.JP; 1721 JP), Acs Activ. Constr. Y Serv. (ACS.ES; ACS SM), Faurecia (BERT.FR; EO FP), Teijin (TJ@N.JP; 3401 JP), Zhou Hei Ya (ZHYI.HK; 1458 HK), Wilmar (EZYH.SG; WIL SP), Rubis (RUI.FR; RUI FP), Hansoh Pharma (HANP.HK; 3692 HK), Skylark (LARK.JP; 3197 JP), Xiaomi Corporation (XIAI.HK; 1810 HK), Tencent (TCNT.HK; 700 HK).

Emerging: Lotte Chemical (HPL.KR; 011170 KS), Abdullah Al Othaim Markets (AOM.SA; AOTHAIM AB).

Global Laggards

Posted on July 1, 2021July 1, 2021 by Cornelio Ash

Highlighted Charts

U.S.: Eldorado Gold Corp (EGO), Frontdoor (FTDR), Gentex Corp (GNTX), Grand Canyon Education (LOPE), Bright Horizons Family Solutions (BFAM), Veoneer (VNE), MSG Entertainment (MSGE), UTZ Brands (UTZ), New Fortress Energy (NFE), Global Payments (GPN), Amedisys (AMED), Casey’s General Stores (CASY), Echostar Corp (SATS), Cognizant (CTSH), Anaplan (PLAN), Skywest (SKYW).

Developed: Orica (ORI.AU; ORI AU), Alumina (AWC.AU; AWC AU), Sekisui Chemical (EK@N.JP; 4204 JP), Teijin (TJ@N.JP; 3401 JP), Wilmar International (EZYH.SG; WIL SP), Ping An Insurance (PING.HK; 2318 HK), Fisher & Paykel Healthcare (FPHZ.NZ; FPH NZ), Yaoko (YAOK.JP; 8279 JP), Anritsu (AU@N.JP; 6754 JP), GMO Internet (TERQ.JP; 9449 JP).

Emerging: Gruma (GRM.MX; GRUMAB MM), Abdullah Al Othaim Markets (AOM.SA; AOTHAIM AB), Rumo On (P3M.BR; RAIL3 BZ).

Global Laggards

Posted on June 24, 2021June 24, 2021 by Cornelio Ash

Highlighted Charts

U.S.: Cummins Inc (CMI), Allison Transmission (ALSN), Las Vegas Sands (LVS), Beer Company (SAM), Brookfield Renewable Partners (BEP), Fleetcor Technologies (FLT), Amedisys (AMED), CMC Materials (CCMP), Cognizant (CTSH).

Developed: Nissan Chemical (NH@N.JP; 4021 JP), Mitsubishi Gas Chemical (JS@N.JP; 4182 JP), Securitas B (SUBF.SE; SECUB SS), NSK (NSKC.JP; 6471 JP), Galaxy Entertainment (PIPE.HK; 27 HK), Tokyotokeiba (TYOK.JP; 9672 JP), Christian Hansen (CHR.DK; CHR DC), SBI (SFBI.JP; 8473 JP), Venus Medtech (VEMH.HK; 2500 HK), Nojima (OJIM.JP; 7419 JP), Murata Manufacturing (SM@N.JP; 6981 JP), Air France-Klm (UTA.FR; AF FP).

Emerging: Lotte Chemical (HPL.KR; 011170 KS), Gruma (GRM.MX; GRUMAB MM), Discovery (DSYJ.ZA; DSY SJ), Abdullah Al Othaim (AOM.SA; AOTHAIM AB), Pick N Pay stores (PIKJ.ZA; PIK SJ).

Global Laggards

Posted on June 17, 2021June 17, 2021 by Cornelio Ash

Highlighted Charts

U.S.: Newmarket (NEU), Harmony Gold Mining Adr (HMY), Kennametal Inc (KMT), Gentex (GNTX), MSG Sport (MSGS), Brown Forman (BFB), Fiserv (FISV), Amedisys (AMED), CMC Materials (CCMP), Paylocity (PCTY), Air Transport Services Group (ATSG).

Developed: Incitec Pivot (IPL.AU; IPL AU), Mitsubishi Materials (LM@N.JP; 5711 JP), Galaxy Entertainment Group (PIPE.HK; 27 HK), Flight Centre Travel (FLT.AU; FLT AU), Kao (KA@N.JP; 4452 JP), Wilmar International (EZYH.SG; WIL SP), SBM Offshore (SBMO.NL; SBMO NA), Baloise Holding (BALN.CH; BALN SW), Hansoh Pharma (HANP.HK; 3692 HK), Fast Retailing (RETA.JP; 9983 JP), TDK Corp. (TD@N.JP; 6762 JP), China Telecom (CTC.HK; 728 HK), Square Enix (ENIX.JP; 9684 JP).

Emerging: Suzano (SUZ.BR; SUZB3 BZ), Ace Hardware Indonesia (ACE.ID; ACES IJ).

Global Laggards

Posted on June 10, 2021June 10, 2021 by Cornelio Ash

Highlighted Charts

U.S.: Anglogold Ashanti (AU), Trinet Group (TNET), Grand Canyon Education (LOPE), VF Corp (VFC), Brown Forman (BFB), Canadian Solar (CSIQ), Brookfield Renewable ClA (BEPC), Cannae Holdings (CNNE), 1Life Healthcare (ONEM), I P G Photonics Corp (IPGP), Avalara (AVLR).

Developed: Svenska Cellulosa Aktiebolaget Sca (SW@G.SE; SCAB SS), IWG (IWG.GB; IWG LN), Wynn Macau (WYNN.HK; 1128 HK), Ping An Insurance ‘H’ (PING.HK; 2318 HK), Hansoh Pharma (HANP.HK; 3692 HK), Fast Retailing (RETA.JP; 9983 JP), STMicroelectronics (STM.IT; STM IM), Softbank Group (SFTB.JP; 9984 JP), Square Enix (ENIX.JP; 9684 JP).

Emerging: Gruma (GRM.MX; GRUMAB MM), Almeera Consumer Goods (MER.QA; MERS QD), Advantech (ADV.TW; 2395 TT).

Global Laggards

Posted on June 3, 2021June 4, 2021 by Cornelio Ash

Highlighted Charts

U.S.: E S C O Technologies Inc ( ESE ), Erie Indemnity ( ERIE ), Cannae Holdings ( CNNE ), LHC Group ( LHCG ), CMC Materials ( CCMP ), Alarm Technologies ( ALRM ), Zillow Group Inc ( Z ).

Developed: Stora Enso R ( EGR.FI; STERV FH ), Hochtief ( Xet ) ( HOTX.DE; HOT GR ), Uni Charm ( UNRM.JP; 8113 JP ), Hansoh Pharma ( HANP.HK; 3692 HK ), Ryohin Keikaku ( YOHN.JP; 7453 JP ), TDK Corp. ( TD@N.JP; 6762 JP ), Nice ( NICE.IL; NICE IT ), Quebecor ( QBR/B.CA; QBR/B CN ).

Emerging: Klabin Units ( KLU.BR; KLBN11 BZ ), Com2us ( CUS.KR; 078340 KS ), Gruma ( GRM.MX; GRUMAB MM ), X5 Retail Group ( FIV.RU; FIVE RM ), Advantech ( ADV.TW; 2395 TT ).

Global Laggards

Posted on May 27, 2021May 28, 2021 by Cornelio Ash

Highlighted Charts

U.S.: E S C O Technologies (ESE), Kemper (KMPR), LHC (LHCG), Dycom Inds Inc (DY), Paycom (PAYC), Joyy (YY).

Developed: Orica (ORI.AU; ORI AU), Incitec Pivot (IPL.AU; IPL AU), Hochtief (Xet) (HOTX.DE; HOT GR), KEIO (KTEL.JP; 9008 JP), Teijin (TJ@N.JP; 3401 JP), Fancl (FANC.JP; 4921 JP), SBI (SFBI.JP; 8473 JP), Grifols (PROB.ES; GRF SM), Ichibanya (ICHB.JP; 7630 JP), Anritsu (AU@N.JP; 6754 JP), Square Enix (ENIX.JP; 9648 JP), Gmo Internet (TERQ.JP; 9449 JP).

Emerging: SM Investments (SNV.PH; SM PM).

Global Laggards

Posted on May 20, 2021May 20, 2021 by Cornelio Ash

Highlighted Charts

U.S.: Sociedad Quimica Y Minra (SQM), Kratos Def & Sec Sol Inc (KTOS), Erie Indemnity (ERIE), Nevro (NVRO), Carvana (CVNA), Cirrus Logic (CRUS), Elastic (ESTC), Zillow Group Inc (Z).

Developed: Kuraray (RK@N.JP; 3405 JP), Secom (KP@N.JP, 9735 JP), Sega Sammy Holdings (SESA.JP; 6460 JP), Flutter Entertainment (FLTR.GB; FLTR LN), Teijin (TJ@N.JP; 3401 JP), Ito En (ITOE.JP; 2593 JP), Ping An Insurance ‘H’ (PING.HK; 2318 HK), Elekta (ELKB.SE; EKTAB SS), Shimamura (SHIM.JP; 8227 JP), Murata Manufacturing (SM@N.JP; 6981 JP), Nexon (NXCL.JP; 3659 JP).

Emerging: X5 Retail (FIV.RU; FIVE PM), Advantech (ADV.TW; 2395 TT).

Global Laggards

Posted on May 13, 2021May 13, 2021 by Cornelio Ash

Highlighted Charts

U.S.: Verisk Analytics (VRSK), Tpi Composites (TPIC), Cannae Holdings (CNNE), Nevro (NVRO), Stamps.com (STMP), National Instrument Corp (NATI), Pagerduty (PD), Twitter (TWTR), Cryoport (CYRX).

Developed: Tokuyama (TOSO.JP; 4043 JP), Valeo (FR.FR; FR FP), Toto (TOTO.JP; 5332 JP), Pointsbet (PBH.AU; PBH AU), Barry Callebaut (BARN.CH; BARN SW), Christian Hansen (CHR.DK; CHR DC), Japan Exchange Group (OSEX.JP; 8697 JP), Olympus (OLYC.JP; 7733 JP), Ichibanya (ICHB.JP; 7630 JP), Soitec (SOI.FR; SOI FP).
Emerging: Bata (BIN.IN; BATA IN), Carabao (CAG.TH; CBG TB), X5 Retail (FIV.RU; FIVE RM), Samsung Electro Mechanics (SEM.KR; 009150 KS).