Key points:
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).
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).
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).
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)
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).
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).
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).
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).
Highlighted Charts
U.S.: Stericycle (SRCL), Wyndham Hotels & Resorts (WH), Middleby Corp (MIDD), Estee Lauder (EL), Treehouse Foods (THS), RLJ Lodging trust (RLJ), Penumbra (PEN), Dollar Tree (DLTR), Jack in the Box (JACK), Arcbest (ARCB).
Developed: Bluescope Steel (BSL.AU), Kyocera (CQ@N.JP; 6971 JP), Keisei Electri Railway (KSER.JP; 9009 JP), Seven Bank (SEVN.JP; 8410 JP), Seek (SEK.AU; SEK AU).
Emerging: 3R Petroleum (3PO.BR; RRRP3 BZ), First Abu Dhabi Bank (FAB.AE; FAB UH), Globalwafers (GWC.TW; 6488 TT).
