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.: 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)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Oshkosh Corporation (OSK), Grand Canyon Education (LOPE), Oxford Industries (OXM), Archer Daniel Midlands (ADM), NOV Inc (NOV), Credit Acceptance Corp (CACC), Sun Communities (SUI), Jazz Pharmaceuticals (JAZZ),    Krispy Kreme (DNUT), Valvoline (VVV), Entegris (ENTG), Hunt JB (JBHT)

Developed: Johnson Matthey (JMAT.GB; JMAT LN), Lixil Group (LIXI.JP; 5938 JP), Brp (DOO.CA; DOO CN), Pernod Ricard (RCD.FR RCD FP), DCC (DCC.GB; DCC LN), Chubu Electric Power (CL@N.JP, 9502 JP), Jyske Bank (JYS.DK; JYSK DC), Logitech (LOGN.CH; LOGN SW), Deutsche Post (DHLX.DE; DHL GR)

Emerging: Walsin Lihwa (WAL.TW; 1605 TT), Tata Motors (TMO.IN; TTMT IN), LG Display (LGL.KR; 034220 KS)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Quaker Houghton (KWR), Martin Marietta Materials (MLM), Gentex (GNTX), Six Flags Entertainment (FUN), Oxford Industries (OXM), Archer Daniel Midlands (ADM), N O V Inc (NOV), Triumph Financial (TFIN), Jazz Pharmaceuticals (JAZZ), Edwards Lifesciences (EW), Dominos Pizza (DPZ), LKQ Corp (LKQ), Entegris (ENTG), TFI International Inc (TFII).

Developed: Minebea Mitsumi (IA@N.JP; 6479 JP), Brp (DOO.CA; DOO CN), Samsung Electronics Gdr (SMSN.GB; SMSN LI), Nestle (NESN.CH; NESN SW), DCC (DCC.GB; DCC LN), Chubu Electric Power (CL@N.JP, 9502 JP), Nexi (NEXI.IT; NEXI IM), Logitech (LOGN.CH; LOGN SW), Rogers Communications (RCI/B.CA; RCI/B CN), Canadian National Railway (CNR.CA; CNR CN).

Emerging: Bupa Arabia (BUP.SA; BUPA AB), Macronix Int’l (MCI.TW; 2337 TW).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Constellium (CSTM), Oshkosh Corporation (OSK), Ford (F), Chevron (CVX), DNOW Inc (DNOW), Credit Acceptance Corp (CACC), Evertec (EVTC), Cencora (COR), Jazz Pharma (JAZZ), Genuine Parts (GPC), Entegris (ENTG).

Developed: Centrica (CNA.GB; CNA LN), Eiffage (FGR.FR; FGR FP), Brp (DOO.CA; DOO CN), Sodexo (SDX.FR; SW FP), Nestle (NESN.CH; NESN SW), Jyske Bank (JYS.DK; JYSK DC), Canadian National Railway (CNR.CA; CNR CN).

Emerging: Fomento Economico Mexicano (FMU.MX; FEMSAUBD MM), Macronix Int’l (MCI.TW; 2337 TW).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Otter Tail Corp (OTTR), Rivian (RIVN), PVH Corp (PVH), Marathon Petroleum( MPC), Euronet Worldwide (EEFT), Pebblebrook Hotel (PEB), EW lifesciences (EW), Asbury Automotive (ABG), Yum Brands (YUM), Applied Materials (AMAT), Entegris (ENTG).

Developed: Clariant (CLN.CH), Stantec (STN.CA; STN CN),  Moncler (MONC.IT; MONC IM), Evolution (EVOG.SE; EVO SS), Beiersdorf (BEIX.DE; BEI GR), Chubu Electric Power (CL@N.JP), Jyske Bank (JYS.DK; JYSK DC), Lenovo (LEGE.HK; 992 HK), Universal Music Group (UNMG.NL; UMG NA).

Emerging: Micro-Star International (MSI.TW; 2377 TT), Rumo On (P3M.BR).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Arcelor Mittal (MT), Quaker Houghton (KWR), Barnes Group Inc (B), Stellantis N V (STLA), Tencent Music Entertainment (TME), PVH Corp (PVH), Middleby Corp (MIDD), Conocophillips (COP), The Carlyle Group (CG), Jazz Pharmaceutical (JAZZ), Openlane (KAR), Applied Materials (AMAT)

Developed: Stantec (STN.CA; STN CN), Isuzu Motors (IM@N.JP; 7202 JP), Hermes International (RMS.FR; RMS FP), Brp (DOO.CA; DOO CN), L’Oreal (OR@F.FR; OR@F FP), Shell (SHEL.GB; SHEL LN), Bosideng International (BOSI.HK; 3998 HK), Nippon Express Holdings (NX@N.JP; 9147 JP),

Emerging: Hotai Finance (HOF.TW; 6592 TT), Synnex (SYX.TW; 2347 TT), Qisda (APS.TW; 2352 TT)