Cornelio Ash – Page 7 – WILLIAM O'NEIL+CO

Global Laggards

Posted on June 27, 2024June 28, 2024 by Cornelio Ash

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).

Global Laggards

Posted on June 21, 2024June 21, 2024 by Cornelio Ash

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)

Global Laggards

Posted on June 13, 2024June 14, 2024 by Cornelio Ash

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).

Global Laggards

Posted on June 6, 2024June 7, 2024 by Cornelio Ash

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).

Global Laggards

Posted on May 30, 2024May 31, 2024 by Cornelio Ash

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).

Global Laggards

Posted on May 23, 2024June 7, 2024 by Cornelio Ash

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).

Global Laggards

Posted on May 16, 2024June 7, 2024 by Cornelio Ash

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).

Global Laggards

Posted on May 9, 2024June 7, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Cleveland-Cliffs Inc. (CLF), Winnebago Industries (WGO), Interpublic Group of Companies Inc (IPG), Expedia (EXPE), Estee Lauder (EL), Treehouse Foods (THS), Helmerich & Payne (HP), SBA Communications (SBAC), Baxter (BAX), Dollar Tree (DLTR), Skyworks (SWKS), Twilio (TWLO), Arcbest (ARCB).

Developed: Kyocera (CQ@N.JP; 6971 JP), Toyota Boshoku (TYBS.JP; 3116 JP), Oriental Land (ORIE.JP; 4661 JP), CK Assets Holdings (CKPH.HK; 1113 HK), Yoshinoya Holdings (YDAC.JP; 9861 JP), Infrastrutture Wireless Italiane (INW.IT; INW IM), STMicroelectronics (STM.IT; STMMI IM).

Emerging: Eclat Textile (ECT.TW; 1476 TT), Titan Company (TIT.IN; TTAN IN), Advantech (ADV.TW; 2395 TT).

Global Laggards

Posted on May 2, 2024June 7, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Factset Research Sys (FDS), Interpublic Group of Companies Inc (IPG), Yeti Holdings Inc (YETI), Brunswick Corp (BC), Estee Lauder (EL), Brown Forman Group (BFB), Helmerich & Payne (HP), Credit Acceptance Corp (CACC), Dollar Tree (DLTR), Logitech (LOGI), Rambus (RMBS), Jabil (JBL), Power Integrations (POWI), AutoDesk (ADSK), CSX Corp (CSX)

Developed: Nissan Chemical Industries (NH@N.JP), Kyocera (CQ@N.JP; 6971 JP), Toyota Boshoku (TYBS.JP; 3116 JP), Oriental Land (ORIE.JP; 4661 JP), Schroders (SDR.GB; SDR LN), Eagers Automotive (APE.AU; APE AU), Infrastrutture Wireless, Italiane (INW.IT; INW IM)
Emerging: Jarir Marketing (JMC.SA; JARIR AB), Via (VIT.TW; 2388 TT), Tata Communications (VIS.IN; TCOM IN)

Global Laggards

Posted on April 25, 2024June 7, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Arcelor Mittal (MT), Berry Global Group (BERY), IAC Inc (IAC), Capri Holding (CPRI), Par Pacific Holdings (PARR), Remitly Global (RELY), Lithia Motors (LAD), Doubleverify (DV), RXO (RXO)

Developed: Spirax-Sarco Engr. (SPX.GB; SPX LN), Nestle (NESN.CH; NESN SW), Ito En (ITOE.JP; 2593 JP), Julius Baer Gruppe (BAER.CH; BAER SW), Matsumotokiyoshi (MAYI.JP; 3088 JP), Infrastrutture Wireless Italiane (INW.IT; INW IM)

Emerging: Cyrela Brazil Realty On (3CY.BR; CYRE3 BZ), Saudi Telecom (STC.SA; STC AB), Bata India (BIN.IN; BATA IN ), Abdullah Al Othaim (AOM.SA; AOTHAIM AB), Auo (ADT.TW; 2409 TT)