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.: Winnebago Industries (WGO), Tesla (TSLA), Charter Communications (CHTR), Comcast (CMCSA), Interpublic Group of Cos (IPG), International Game Technology (IGT), Yeti Holdings (YETI), JM Smucker (SJM), Diamond Offshore (DO), Opendoor Technologies (OPEN), Quest Diagnostics (DGX), Mister Car Wash (MCW), GlobalFoundries (GFS), Freshworks (FRSH), Twilio (TWLO), Schneider National (SNDR)

Developed: Azbil (AZBI.JP; 6845 JP), Nissan Motor (NR@N.JP; 7201 JP), Kotobuki Spirits (OTOB.JP; 2222 JP; 2593 JP), Ito En (ITOE.JP), Capital Power (CPX.CA), Open House (OPEN.JP; 3288 JP), Matsumotokiyoshi (MAYI.JP; 3088 JP)

Emerging: China Steel (CST.TW), Jubilant Foodworks (JF1.IN; JUBI IN)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Freeport McMoran (FCX), Dun & Bradstreet Holding (DNB), WPP (WPP),  Aptiv PLC (APTV),  Planet Fitness (PLNT), Whirlpool Corp. (WHR),  Flower Foods (FLO), APA Corp (APA), Community Bank System (CBU), Envista (NVST), Teleflex (TFX),  PROG Holdings (PRG),  Cisco (CSCO), Comcast Corp (CMCSA), Fedex Corp (FDX).

Developed: Shimizu (SZ@N.JP; 1803 JP), Stanley Electric (STAN.JP; 6923 JP), David Campari Milano (CPR.IT; CPR IM), Kobayashi Pharmaceutical (KOBS.JP; 4967JP), Canadian Utilities (CU.CA), Japan Airport Terminal (JTER.JP; 9706 JP),  Zensho Holdings (ZENS.JP; 7550 JP),  Cellnex (CLNX.ES; CLNX SM),  Keywords Studios (KWS.GB).

Emerging: Great Tree Pharmacy (GTP.TW; 6469 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: AGCO Corp (AGCO), Aptiv (APTV), Comcast (CMCSA), Roku (ROKU), Nike (NKE), Penn Entertainment (PENN), Campbell Soup (CPB), New Jersey Resources (NJR), Paypal (PYPL), Envista (NVST), Neogen (NEOG), Wendy’s (WEN), Dxc Technology (DXC), Verisign (VRSN), Fedex (FDX).

Developed: Toray Industries (TRAY.JP; 3402 JP), Stanley Electric (STAN.JP; 6923 JP), Nestle (NESN.CH; NESN SW), Bankinter (BKT.ES; BKT SM), Zensho Holdings (ZENS.JP; 7550 JP), Shift (SHFT.JP; 3697 JP).

Emerging: Saudi Basic Materials (BIC.SA, SABIC AB), ITC (IT.IN; ITC IN), Great Tree Pharmacy (GTP.TW; 6469 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Crown Holdings (CCK), Interpublic Group of Cos (IPG), Aptiv (APTV), Whirlpool Corporation (WHR), Hershey (HSY), Flower Foods (FLO), CNX Resources (CNX), Paypal (PYPL), Envista (NVST), Coupang (CPNG), Grocery Outlet (GO), Cisco (CSCO), Comcast Corp (CMCSA), Dxc Technology (DXC), Fedex (FDX)

Developed: CAE (CAE.CA; CAE CN), Stanley Electric (STAN.JP; 6923 JP), Odakyu Electric (VF@N.JP; 9007 JP), Rohto Pharmaceuticals (XP@N.JP; 4527JP), Tokyo Gas (TZ@N.JP, 9531 JP), Japan Airport Terminal (JTER.JP; 9706 JP), STMicroelctronics (STM.IT; STMMI IM)

Emerging: Saudi Basic Materials (BIC.SA; SABIC AB)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: A B M Industries (ABM), Interpublic Group of Cos (IPG), Aptiv (APTV), Nike (NKE), International Game Technology (IGT), J&J Snack Foods (JJSF), Murphy Oil (MUR), Community Bank System (CBU), NeoGenomics (NEO), Winmark (WINA), Teradyne (TER), Dxc Technology (DXC)

Developed: Epiroc (EPIA.SE; EPIA SS), Canadian Utilities (CU.CA; CU CN), Citic Securities (CSCY.HK; 6030 HK), Sainsbury (SBRY.GB; SBRY LN), Infineon (IFXX.DE; IFX GR), Yamato Holding (OJ@N.JP; 9064 JP)

Emerging: Saudi Basic Materials (BIC.SA; SABIC AB), ITC (IT.IN; ITC IN), Jubilant Foodworks (JF1.IN; JUBI IN)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Hexcel (HXL), Tesla (TSLA), Li Auto (LI), Mattel(MAT), International Game Technology (IGT), Harley Davidson (HOG), Vita COCO Company (COCO), Transocean (RIG), Community Bank System (CBU), NeoGenomics (NEO), QuidelOrtho (QDEL), Five Below (FIVE), Teradyne (TER),Verisign (VRSN),

Developed: CAE (CAE.CA; CAE CN), Rohto Pharmaceuticals (XP@N.JP;4527 JP), Treasury Wine Estate (TWE.AU; TWE AU), Emera (EMA.CA, EMA CN), Schroders (SDR.GB; SDR LN), Pets at Home (PETS.GB; PETS LN), STMicroelctronics (STM.IT; STMMI IM),

Emerging: Saudi basic Industries (BIC.SA, SABIC AB), PVR (PV.IN; PVRINOX IN), Metro Brands (MEB.IN; METROBRA IN),

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: KBR (KBR), Tesla (TSLA),    Mattel (MAT), International Game Technology (IGT), Manchester United (MANU), Civitas (CIVI), American States Water Co (AWR), Toast Inc (TOST), Neogen (NEOG), Winmark (WINA), GXO Logistics (GXO).

Developed: CAE (CAE.CA; CAE CN), Rohto Pharmaceuticals (XP@N.JP;4527 JP), Treasury Wine Estate (TWE.AU; TWE AU), Discount (DSCT.IL; DSCT IT), Bapcor (BAP.AU; BAP AU), STMicroelctronics (STM.IT; STMMI IM).

Emerging: Saudi basic Industries (BIC.SA, SABIC AB), PVR (PV.IN; PVRINOX IN).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Ashland Inc (ASH), M S C Industrial Drct (MSM), Aptiv (APTV), Charter Communications (CHTR), Tesla (TSLA), Mattel (MAT), Seaworld Entertainment (SEAS), Archer Daniels Midland (ADM), EQT Corp (EQT), AES Corp (AES), Sofi Technologies (SOFI), West Pharmaceuticals (WST), Hayward Holdings (HAYW), Air Transport Services Group (ATSG).

Developed: Cae (CAE.CA; CAE CN), Renault (RENU.FR; RNO FP), Rohto Pharmaceuticals (XP@N.JP;4527 JP), Bank of Ireland (BIRG.IE; BIRG ID), Frasers Group (FRAS.GB; FRAS LN).

Emerging: Hotai Motor (HOT.TW; 2207 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: CSG Systems (CSGS), Xpeng (XPEV), Visteon Corp (VC),  Mattel(MAT), Vali Resorts (MTN), International Game tEchnology(IGT), Archer Daniels Midland(ADM), Mccormick(MKC), Ormat Technologies (ORA), Flywire (FLYW), Jazz Pharmaceuticals (JAZZ), Yum China (YUMC),  ON Semiconductor (ON), Charter Communications (CHTR), Air Transport Services Group (ATSG).

Developed: SGS (SGSN.CH; SGSN SW), Baloise Holding (BALN.CH; BALN SW), Welcia Holdings (WELH.JP; 3141 JP), STMicroelctronics (STM.IT; STMMI IM), BT Group (BT,A.GB; BT/A LN).

Emerging: Saudi Basic Industries (BIC.SA, SABIC AB), Indiamart Intermesh (MAR.IN; INMART IN), LG Chem (LCM.KR; 051910 KS).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Masonite International (DOOR), Cinemark Holdings (CNK),Mattel (MAT), Intl Game Technology (INTL), Keurig Dr Pepper (KDP), Transocean (RIG), American States Water Corp (AWR, AWR US) Flywire Corp (FLYW), Alibaba Group (BABA) , West Pharmaceuticals (WST), ,Verisign (VRSN), ON Semiconductor (ON), Sanmina Corporation(SANM)

Developed: Kuraray (RK@N.JP; 3405 JP), Cae (CAE.CA; CAE CN), Great Wall Motor (GWA.HK; 2333 HK), David Campari Milano (CPR.IT; CPR IM), Scor Se (SCO.FR; SCO FP), J Front Retailing (MZYA.JP; 3086 JP), Qantas Airways (QAN.AU, QAN AU)

Emerging: Ford Otomotiv Sanayi (OTO.TR; FROTO TI)