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

Highlighted Charts

U.S.: U F P Packaging (UFPI), Crown Holdings (CCK), Bogwarner (BWA), Polaris (PII), Harley Davidson (HOG), Celsius Holdings (CELH), Colgate Palmolive (CL), Keurig Dr Pepper (KDP), SJW Group (SJW), Black Stone Minerals Lp (BSM), Walker & Dunlop (WD), Tenet Healthcare (THC), Medpace (MEDP), Revvity (RVTY), Tractor Supply (TSCO), Valvoline (VVV), Calix (CALX), Entegris (ENTG), Sentinelone (S), Marten Transport Ltd (MRTN).

Developed: Akzo Nobel (AKZA.NL; AKZA NA), Lixil Group (LIXI.JP; 5938 JP), Shimano (SHMO.JP; 7309 JP), China Ptl.& Chm. ‘H’ (CHPE.HK; 386 HK), Exor Nv (EXOO.NL; EXO NA).

Emerging: SM Prime Holdings (SMP.PH; SMPH PM), HTC (HIC.TW; 2498 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Quaker Houghton (KWR), Bunge Global (BG), Chemed Corporation (CHE), Polaris (PII), Colgate Palmolive (CL), Coca Cola (KO), Black Stone Minerals (BSM), SJW Group (SJW), Essent Group (ESNT), Alcon (ALC), Elanco Medical (ELAN), Abercrombie & Fitch (ANF), Signet Jewelers (SIG), Entegris (ENTG).

Developed: Denso (DE@N.JP; 6902 JP), Berkeley Group (BKG.GB; BKG LN), Howden Joinery Group (HWDN.GB; HWDN LN), Santos (STO.AU; STO AU), Tokyo Fudosan (TFUD.JP; 3289 JP), Murata Manufacturing (SM@N.JP; 6981 JP), Aurizon Holdings (AZJ.AU; AZJ AU)

Emerging: Lg Electronics (JHD.KR; 066570KS), HTC (HIC.TW; 2498 TT)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Newmont Corporation (NEM), General Dynamics (GD), Stanley Black & Decker (SWK), Oxford Industries (OXM), Polaris (PII), Intl game technology (IGT), Archer Daniels Midland (ADM), Peabody Energy (BTU), SJW Group (SJW), St Joe Company (JOE), Steris (STE), Arcos Dorados (ARCO), NXP Semiconductors (NXPI), ON Semiconductor (ON), Canadian National Rail (CNI), The Campbell’s Company (CPB)

Developed: Denso (DE@N.JP; 6902 JP), Toromont Industries (TIH.CA; TIH CA) ,Shell (SHEL.GB; SHEL LN), Mitsui Fudosan (MIFU.JP; 8801 JP), Dsm Firmenich (DSFR.NL; DSFIR NA)

Emerging: Jasa Marga (JMP.ID; JSMR IJ)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Quaker Houghton (KWR), Mettler Toledo (MTD), H World Group (HTHT), Hershey Company (HSY), DHT Holdings (DHT), Inter & Co (INTR), Idexx Laboratories (IDXX), Krispy Kreme (DNUT), Entegris (ENTG), and NXP Semiconductors (NXPI).

Developed: Oji Holdings (OJIH.JP; 3861 JP), Renault (RENU.FR; RNO FP), Whitbread (WTB.GB; WTB LN), Electrolux B (SE@G.SE; ELUXB SS), Anheuser-Busch Inbev (ABI.BE; ABI BB), Chubu Electric Power (CL@N.JP; 9502 JP), The Renewables Infrastructure Group (TRIG.GB; TRIG LN), and Mitsui Fudosan (MIFU.JP; 8801 JP).

Emerging: Asian Paints (API.IN; APNT IN), Banco Bradesco (DC3.BR; BBDC3 BZ), and Yageo (YAC.TW; 2327 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Entegris (ENTG), Synaptics (SYNA), Pinterest (PINS), Levi Strauss (LEVI), Topbuild Corp (BLD), Snap (SNAP), Oxford Industries (OXM), Genesis Energy Lp (GEL), Steris (STE), Ulta Beauty (ULTA), Paysafe (PSFE), and Polaris (PII).

Developed: Nextdc (NXT.AU; NXT AU), Savills (SVS.GB; SVS LN), Beiersdorf (BEIX.DE; BEI GR), Totalenergies (FP.FR; TTE FP), Chubu Electric Power (CL@N.JP; 9502 JP), Upm-Kymmene (UPM.FI; UPM FH), and Berkeley Group (BKG.GB; BKG LN).

Emerging: Fomento Economico Mexicano (FMU.MX; KOFUBL MM), Hindustan Unilever (HDL.IN; HUVR IN), WPG Holdings (WPG.TW; 3702 TT), and Alinma Bank (ALN.SA; ALINMA AB).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Birkenstock (BIRK), Harley Davidson (HOG), MSG Entertainment (MSGE), Bright Horizons Family Solutions (BFAM), Smith A O Corp (AOS), Colgate Palmolive (CL), American Tower (AMT), Edward Lifesciences (EW), Idexx Laboratories (IDXX), Krispy Kreme (DNUT), LKQ Corp (LKQ), Rogers Corp (ROG), Canadian Natl Ry Co (CNI)

Developed: Jfe Holdings (JFEH.JP; 5411 JP), Upm-Kymmene (UPM.FI; UPM FH), Trelleborg (TT@G.SE; TRELB SS), Carlsberg (CAB.DK; CARLB DC), Inpex (INPX.JP; 1605 JP), Savills (SVS.GB; SVS LN), Murata Manufacturing (SM@N.JP; 6981 JP)

Emerging: KEI Industries (EIK.IN; KEII IN), Lg Electronics (JHD.KR; 066570 KS), Godrej Consumer Products (GCD.IN; GCPL IN), Indraprastha Gas (IPL.IN; IGL IN), L&T Finance (LFH.IN; LTF IN), Advantech (ADV.TW; 2395 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Bunge Global (BG), Topbuild Corp (BLD),  Wynn Resorts (WYNN), Levi Strauss (LEVI), Coca Cola (KO), Colgate Palmolive (CL), Cenovous Energy (CVE), American Tower (AMT), Danahar (DHR), Williams Sonoma (WSM), Microchip Technology (MCHP)

Developed: Symrise (SY1X.DE; SY1 GR), Bellway (BWY.GB; BWY LN), Howden Joinery Group (HWDN.GB; HWDN LN), Heineken (HB.NL; HEIA NA), China Ptl. & Chm. (CHPE.HK; 386HK), Tamburi Inv Partners (TIPS.IT; TIP IM), Infineon Technologies (IFXX.DE; IFX GR), Deutsche Post (DHLX.DE; DHL GR),

Emerging: Hero Motocorp (HER.IN; HMCL IN), Hotai Finance (HOF.TW; 6592 TT)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: ATI (ATI), Oxford Industries (OXM), Nike (NKE), Brown Forman (BFB), Credit Acceptance Corp (CACC), Bath & Body Works (BBWI), Sensata Technologies (ST), Skyworks Solutions (SWKS), Adobe (ADBE), Workday (WDAY).

Developed: Stora Enso R (EGR.FI; STERV FH), Trelleborg B (TT@G.SE; TRELB SS), L’Oreal (OR@F.FR; OR FP), Choc.Lindt & Spruengli (LISP.CH; LISP SW), Equinor (EQNR.NO; EQNR NO); Centrica (CNA.GB; CNA LN), Jyske Bank (JYS.DK; JYSK DC), Kuehne Und Nagel International (KNIN.CH; KNIN SW).

Emerging: Ambuja Cements (CEM.IN; ACEM IN), Makalot Industrial (MIK.TW; 1477 TT), Lite-On Technology (LOT.TW; 2301 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Nucor Corp (NUE), Otter Tail Corp (OTTR), Oxford Industries (OXM), Polaris (PII), Treehouse Foods (THS), Cenovus Energy Inc (CVE), Orix Corp (IX),  Agilent (A), Carmax (KMX), Powertech Integrations (POWI), Photronics (PLAB), TFI International (TFII).

Developed: Brenntag (BNRX.DE; BNR GR), Eiffage (FGR.FR; FGR FP), Michelin (MCL.FR; ML FP), L’Oreal (OR@F.FR; OR FP), DCC (DCC.GB; DCC LN), Vgp (VGP.BE; VGP BB), Hexagon B (EKBF.SE; HEXAB SS).

Emerging: Nestle India (NES.IN; NEST IN), Indraprastha Gas (IPL.IN; IGl IN), Indusind Bank (IBK.IN; IIB IN).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Toro Co (TTC), Grand Canyon Education (LOPE), COTY (COTY), Molson Coors Beverages (TAP), International Seaways (INSW), Vesta Real Estate (VTMX), Idexx Laboratories (IDXX), Etsy (ETSY), Carmax (KMX), Sensata Technologies (ST), Logitech (LOGI), Okta (OKTA)

Developed: Upm-Kymmene (UPM.FI; UPM FH), Minebea Mitsumi (IA@N.JP; 6479 JP), Shimano (SHMO.JP; 7309 JP), Galp Energia (GES.PT; GALP PL), Jyske Bank (JYS.DK; JYSK DC)

Emerging: Tata Motors (TMO.IN; TTMT IN), Giant Manufacturing (GMC.TW; 9921 TT), Indian Railway Catering and Tourism (IR1.IN; IRCTC IN), Aksa Enerji Uretim (AEU.TR; AKSEN TI)