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.: Arcelor Mittal (MT), Kennametal (KMT), Bright Horizons Family Solutions (BFAM), MGM Resorts(MGM), WYNN Resorts(WYNN) Anheuser Busch Inbev (BUD), Green Plains (GPRE), Ormat Technologies (ORA), HDFC Bank Ltd Adr (HDB), Shift4 Payments Cl A (FOUR), Repligen (RGEN), Yum Brands (YUM), Carmax (KMX) Cohu (COHU), Qorvo (QRVO), Zillow Group (Z),  CH Robinson Worldwide (CHRW).

Developed: Solvay (SOL.BE, SOLB BB), Hamamatsu Photonics (PHOT.JP; 6965 JP), Kioto Manufacturing (PF@N.JP; 7276 JP), Geberit (GEBN.CH; GEBN SW), Asx (ASX.AU, ASX AU).

Emerging: Taiwan Cement (TCM.TW; 1101 TT), Uni President Enterprises (PRE.TW; 1216TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Mosaic (MOS), L G I Homes (LGIH), Warner Bros Discovery (WBD), Las Vegas Sands(LVS), Seaworld Entertainment(SEAS), Playa Hotels & Resorts(PLYA), ELF Cosmetics(ELF), Campbell Soup(CPB), Antero Resources Corp (AR), Daqo New Energy Corp (DQ), American Financial Group (AFG), QuidelOrtho (QDEL), Target (TGT), Lumentum Holdings (LITE), TE Connectivity (TEL), Cargurus (CARG), Unity Software (U), RXO (RXO).

Developed: Bluescope Steel (BSL.AU, BSL AU), Keyence (KEYE.JP; 6861 JP), Dentsu (DENN.JP; 4324 JP), Koito Manufacturing (PF@N.JP; 7276 JP), LVMH(LVMH.FR; MC FP), Endeavour Group(EDV.AU; EDV AU), Bank of Ireland (BIRG.IE; BIRG ID), The Swatch Group (UHRN.CH; UHRN SW), Easyjet (EZJ.GB, EZJ LN).

Emerging: Poya International (POY.TW; 5904 TT), LG Display (LGL.KR; 034220 KS).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Agnico Eagle (AEM), Manpowergroup (MAN), Omnicom Group (OMC), Interpublic Group (IPG), Fox Corporation (FOXA), Nike (NKE), Las Vegas Sands (LVS), McCormick (MKC), Hershey (HSY), Hormel Foods (HRL), Daqo New Energy Corp (DQ), Equifax (EFX), Repligen (RGEN), Jack In The Box (JACK), HP (HPQ), Spirit Airlines (SAVE), Teradyne (TER).

Developed: IMCD Group (IMCD.NL, IMCD NA), Toto (TOTO.JP; 5332 JP), Internet Initiative Japan (IIJI.JP; 3774 JP), Burberry Group (BRBY.GB; BRBY LN), LVMH (LVMH.FR; MC FP), Pernod Ricard (RCD.FR; RI FP), Hang Seng Bank (HSBA.HK; 11 HK), The Swatch Group (UHRN.CH; UHRN SW).

Emerging: Sk Innovation (SBG.KR; 096770 KS), Qatar National Bank (QNB.QA; QNBK QD), Jarir Marketing (JMC.SA; JARIR AB).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Agnico Eagle (AEM), Robert Half Inc (RHI), Borgwarner (BWA), Endeavour Group (EDR), Simply Good Foods (SMPL), World Kinect Corporation (WKC), B O K Financial Corp (BOKF), Envista Holdings (NVST), Five Below (FIVE), Ambarella (AMBA), Cognex (CGNX), American Airlines (AAL).

Developed: IMCD Group (IMCD.NL, IMCD NA), Eiffage (FGR.FR; FGR FP), Seek (SEK.AU; SEK AU), LVMH (LVMH.FR; MC FP), Essity (ESSI.SE; ESSITYB SS), Pernod Ricard (RCD.FR; RI FP), Erg (ERG.IT; ERG IM), Nippon Prologis Reit (NPPR.JP; 3283 JP), Shanghai Pharmaceuticals (SPHC.HK; 2607 HK), Hexagon B (EKBF.SE; HEXAB SS), Seek (SEK.AU; SEK AU).

Emerging: El Puerto De Liverpool (PLC.MX; LIVEPOLC MM), Samsung SDI (SCT.KR; 006400 KS).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Royal Gold (RGLD), Insperity (NSP), Omnicom Group (OMC), Borgwarner (BWA), SeaWorld Entertainment (SEAS), Six Flags Entertainment (SIX), Hershey Company (HSY), Daqo New Energy Corp (DQ), World Kinect Corporation (WKC), Discover Financial Services (DFS), Centene Corp (CNC), Ingles Markets (IMKTA), HP (HPQ), Synaptics (SYNA), Spirit Airlines (SAVE).

Developed: IMCD Group (IMCD.NL, IMCD NA), Thk (THAK.JP; 6481 JP), Dentsu (DENN.JP; 4324 JP), Genting Singapore (GINT.SE; GENS SP), Endeavour Group (EDV.AU; EDV AU), Ageas (AGS.BE; AGSB IX), Supersol (SAE.IL; SAE IT), Cellnex Telecom (CLNX.ES; CLNX SM), Qantas Airways (QAN.AU, QAN AU).

Emerging: Taiwan Cement (TCM.TW; 1101 TT), Chailease Holding (CLI.TW; 5871 TT), Bgf Retail (BGR.KR; 282330 KS).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Nutrien (NTR), West Fraser Timber (WFG), Sony (SONY), Borgwarner (BWA), MSG Sports Corporation (MSGS), Playa Hotels & Resorts (PLYA), Lancaster Colony (LANC), Green Plains (GPRE), Ormat Technologies (ORA), American Financial Group (AFG), Globus Medical (GMED), Nuvasive (NUVA), Target (TGT), Southwest Airlines (LUV), RXO (RXO).

Developed: Stora Enso (EGR.FI; STERV FH),     Sig Group (SIGN.CH; SIGN SW), Dentsu (DENN.JP; 4324 JP), Yamaha (IN@N.JP; 7951 JP), Essity (ESSI.SE; ESSITYB SS), Hang Sang Bank (HSBA.HK; 11 HK), The Swatch Group (UHRN.CH; UHRN SW), Alps Alpine (AL@N.JP; 6770 JP), Cellnex Telecom (CLNX.ES; CLNX SM).

Emerging: Qatar National Bank (QNB.QA; QNBK QD), SM Investments (SNV.PH; SM PM).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

 

U.S.: Nutrien (NTR), RTX Corporation (RTX), Aptiv (APTV), Sony (SONY), Planet Fitness (PLNT), Green Plains (GPRE), World Kinect Corporation (WKC), Ryman Hospitality Prop (RHP), Teleflex (TFX), LKQ Corp (LKQ), Viavi (VIAV), Evolent Health (EVH), Southwest Airlines (LUV).

 

Developed: IMCD Group (IMCD.NL; IMCD NA), Ck Hutchison Holdings (CHGK.HK; 1 HK), Thk (THAK.JP; 6481 JP), Valeo (FR.FR; FR FP), Richemont (CFR.CH; CFR SW), Yakult Honsha (YAHO.JP; 2267 JP), Ageas (AGS.BE; AGSB IX), The Swatch Group (UHRN.CH; UHRN SW).

 

Emerging: Globalwafers (GWC.TW; 6488 TT), LG Electronics (JHD.KR; 066570 KS), Avenue Supermarts (AS.IN; DMART IN), LG Energy Solution (LE1.KR; 373220 KS).