Cornelio Ash | WILLIAM O'NEIL+CO

Global Laggards

Posted on July 18, 2024July 19, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Nexgen Energy (NXE), Costar Group (CSGP), New Oriental Education (EDU), Lyft Inc (LYFT), PVH Corp (PVH), Celsius Holdings (CELH), Estee Lauder (EL), E Q T Corp (EQT), Charles Schwab (SCHW), Signet Jewelers (SIG), Dollar General (DG), Lattice Semiconductor (LSCC), Veeva Systems (VEEV)

Developed: Hoshizaki (HSZK.JP; 6465 JP), Acciona (ANA.ES; ANA SM), Geely Automobile (MANR.HK; 175 HK), Hermes International (RMS.FR; RMS FP), AIA Group (AGP.HK; 1299 HK), STMicroelectronics (STM.IT; STMMI IM), Japan Airlines (JAPL.JP; 9201 JP),

Emerging: Wistron Neweb (WNE.TW; 6285 TT)

Tencent Holdings

Posted on July 12, 2024July 12, 2024 by Cornelio Ash

Key points:

New game release (Dungeon &Fighter) is exceeding expectations with good outlook in FY24
Game regulation has eased after years of heavy restrictions.
Ad and Fintech segments are recovering with improving margin profile.
The stock is forming the right side of a stage-one, eight-week flat base with pivot at HKD 400.2. Immediate support is along its rising 10-DMA (HKD 383.0) and 21-DMA (HKD 380.2). Buy.

Global Laggards

Posted on July 12, 2024July 12, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Idex (IEX), Janus International Group (JBI), Walt Disney (DIS), H World Group (HTHT), Las Vegas Sands (LVS), Middleby (MIDD), Treehouse Foods (THS), E Q T (EQT), Burford Capital (BUR), Yum Brands (YUM), Vishay Intertechnology (VSH), Confluent (CFLT).

Developed: IMCD Group (IMCD.NL; IMCD NA), Airbus (AIRS.FR; AIR FP), Elbit Systems (ESLT.IL; ESLT IT), Autoliv (ALI.SE; ALIV SS), L’Oreal (OR@F.FR; OR FP), Fosun International (FOSN.HK; 656 HK), Japan Airlines (JAPL.JP; 9201 JP).

Emerging: Jammu & Kashmir Bank (JAK.IN; JKBK IN).

Global Laggards

Posted on July 4, 2024July 5, 2024 by Cornelio Ash

Highlighted Charts

U.S.: C F Industries Holdings (CF), Boise Cascade (BCC), Silgan Holdings (SLGN), IAC Inc (IAC), Harley Davidson Inc (HOG), Yeti Holdings Inc (YETI), Wynn Resorts Ltd (WYNN), Interparfums (IPAR), Howard Hughes Holding (HHH), Cooper Companies (COO), Yum Brands (YUM), Arrow Electronics (ARW), Vishay Intertechnology (VSH), Walt Disney Company (DIS), Union Pacific Corp (UNP), Norfolk Southern Corp (NSC).

Developed: CAE (CAE.CA;CAE CN), Autoliv Sdr (ALI.SE; ALIV SS), Yokohama Rubber (YORU.JP; 5101 JP), Moncler (MONC.IT; MONC IM), Viva Energy Group (VEA.AU; VEA AU), Glp J-Reit (GLPJ.JP; 3281 JP).

Emerging: Saudi Arabian Mining (SAM.SA), Kimberly Clark Mexico (KCA.MX; KIMBERA MM).

Global Laggards

Posted on June 27, 2024June 28, 2024 by Cornelio Ash

Highlighted Charts

U.S.: GMS (GMS), Boise Cascade (BCC), I A C Inc (IAC), Stellantis N V (STLA), Middleby Corp (MIDD), Wynn Resorts Ltd (WYNN), Nomad Foods (NOMD), EQT Corp (EQT), Marketaxess Holdings (MKTX), Haemonetics (HAE), Starbucks (SBUX), Alibaba (BABA), Cisco (CSCO), Norfolk Southern Corp (NSC).

Developed: Lynas Rare Earths (LYC.AU), Airbus (AIRS.FR; AIR FP), Vinci (DG@F.FR; DG FP), Seek (SEK.AU; SEK AU), Anta Sports Products (ANIT.HK; 2020 HK), Wilmar International (EZYH.SG; WIL SP), Nongfu Spring (NONS.HK; 9633 HK), City Developements (CITY.SG; CIT SP).

Emerging: Alarko Holding (ALA.TR; ALARK TI), Sercomm (SCO.TW; 5388 TT).

Global Laggards

Posted on June 21, 2024June 21, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Olin Corp (OLN),ASGN (ASGN), Terex (TEX), I A C Inc (IAC), Stellantis N V (STLA),Brunswick Corp (BC), Wynn Resorts Ltd (WYNN), Interparfums (IPAR), APA Corp (APA),MSCI Inc (MSCI),Avantor (AVTR),RH (RH), Power Integrations (POWI), Synaptics (SYNA), Canadian National Railway (CNI)

Developed: Hitachi Con. Mch. (HTCM.JP; 6305 JP),Wpp (WPP.GB; WPP LN), Kuaishou Technology (KUAT.HK; 1024 HK),Anta Sports Products (ANIT.HK; 2020 HK), Japan Post Bank (JPBC.JP; 7182 JP), B&M European Value Retail (BME.GB; BME LN), Cellnex Telecom (CLNX.ES; CLNX SM)

Emerging: Orion (OIN.KR; 271560 KS), Equatorial Energia (EQO.BR)

Global Laggards

Posted on June 13, 2024June 14, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Arcelor MIttal (MT), ASGN (ASGN), American Woodmark (AMWD), I A C Inc (IAC), Interpublic Group of Cos (IPG), Brunswick Corp (BC), Wynn Resorts Ltd (WYNN), Interparfums (IPAR), Webster Financial Corp (WBS), Option Care Health (OPCH), Academy Sports & Outdoor (ASO), Cisco (CSCO).

Developed: Hitachi Con. Mch. (HTCM.JP; 6305 JP), Dentsu (DENN.JP; 4324 JP), Flutter Entertainment (FLTR.GB; FLUT LN), Oriental land (ORIE.JP; 4661 JP), Kerry Group (KRZ.IE; KYGA ID), City Developments (CITY.SG; CIT SP), Sushiro Global (SSHI.JP; 3536 JP), Macnica Fuji Elec. (MNCA.JP; 3132 JP), Ryanair (RYA.IE, RYA ID).

Emerging: Ambev (AVS.BR; ABEV3 BZ), Vibra Energia (PRB.BR; VBBR3 BZ), Iguatemi (IG9.BR; IGTI11 BZ), Advantech (ADV.TW; 2395 TT).

Global Laggards

Posted on June 6, 2024June 7, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Quaker Houghton (KWR),Winnebago Industries (WGO), I A C Inc (IAC), Las Vegas Sands (LVS), Mattel (MAT), Wyndham Hotels & Resorts (WH), Brown Forman Corporation (BFB), Vermilion Energy (VET), Webster Financial Corp (WBS), Option Care Health (OPCH), Rush Enterprises (RUSHA), Skyworks Solutions (SWKS), CSX Corp (CSX).

Developed: Lixil Group (LIXI.JP; 5938 JP), Dentsu (DENN.JP; 4324 JP), Diageo (DGE.GB; DGE LN), Aozora Bank (AOZR.JP; 8304 JP), Sushira Global (SSHI.JP; 3563 JP).

Emerging: Fomento Mexicano (FMU.MX; FEMSAUBD MM), Sercomm (SCO.TW; 5388 TT).

Global Laggards

Posted on May 30, 2024May 31, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Quaker Houghton (KWR), Graco (GGG), Lincoln Electric (LECO), MGM Resorts (MGM), Red Rock Resorts (RRR), Wyndham Hotels & Resorts (WH), Lamb Weston (LW), Helmerich & Payne (HP), MSCI (MSCI), Bio Rad (BIO), Sysco Corp (SYY), Lumentum Holdings (LITE), Dynatrace Inc (DT), IAC Inc (IAC), Adobe Inc (ADBE), Landstar (LSTR).

Developed: Elbit Systems (ESLT.IL; ESLT IT), Kyoritsu Maintenance (KTOR.JP; 9616 JP), Diageo (DGE.GB; DGE LN), Airport City (ARPT.IL; ARPT IT), Shimamura (SHIM.JP; 8227 JP), STMicroelectronics (STM.IT; STMMI IM).

Emerging: Airtac International (AIG.TW; 1590TT), Hyundai Mobis (HAC.KR; 012330 KS), Ambev (AVS.BR; AVEB3 BZ), Fomento Mexicano (FMU.MX; FEMSAUBD MM), Ultrapar (U3G.BR), Jabal Omar Development (JAB.SA; JOMAR AB), Globalwafers (GWC.TW; 6488 TT).

Global Laggards

Posted on May 23, 2024June 7, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Winnebago (WGO), Molson Coors (TAP), COTY (COTY), Helmerich & Payne (HP), Rexford Industrial Realty (REXR), Repligen (RGEN), O Reilly Automotive (ORLY), Kulicke and Soffa Industries (KLIC), Zillow Group (Z).

Developed: Croda International (CRDA.GB), Kyocera (CQ@N.JP; 6971 JP), Hugo Boss (BOSSX.DE; BEI GR), Kinetsu Group (KINR.JP; 9041 JP), Sanrio (SRIO.JP; 8136 JP), Scor Se (SCO.FR; SCR FP), Shimamura (SHIM.JP; 8277 JP), Easyjet (EZJ.GB, EZJ LN).

Emerging: Hankook Tire & Technology (OOK.KR; 161390 KS), Fomento Economico Mexicano (FMU.MX; FEMSAUBD MM), Winbond Electronics (WIN.TW; 2344 TT).