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.: Robert Half Inc (RHI), Zillow Group (Z), Nike (NKE), International Game Technology (IGT), Brown Forman Group (BFB), SBA Communications (SBAC), Bristol Myers Squibb (BMY), Starbucks (SBUX), Lumentum (LITE), Accenture (ACN), Southwest Airlines (LUV).

Developed: Kansai Paint (IP@N.JP; 4613.JP), Kyocera (CQ@N.JP; 6971 JP), Nissin Food Holdings (NIFP.JP; 2897 JP), Capital Power (CPX.CA; CPX CN), Nippon Prologis REIT (NPPR.JP; 3283 JP), Kusuri No Aoki (KNAK.JP; 3549 JP).

Emerging: Kakao (DUM.KR; 035720 KS), Faraday Technology (FTC.TW; 3035 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Crown Holdings (CCK), Sony Group Corp (SONY), Zillow Group (Z), Victoria’s Secret & Co (VSCO), Mondelez (MDLZ), J&J Snack Foods (JJSF), Globe Life (GL), Teleflex (TFX), Winmark (WINA), Intapp (INTA), Rapid7 (RPD), Southwest Airlines (LUV), Cisco Systems (CSCO).

Developed: Kansai Paints (IP@N.JP; 4613 JP), Kyocera (CQ@N.JP; 6971 JP), Kintetsu Group Holding (KINR.JP; 9041 JP), Ito En (ITOE.JP; 2593 JP), Canadian Utilities (CU.CA; CU CN), Citic (CITP.HK; 267 HK), Colowide (COLO.JP; 7616 JP), Odakyu Electric Railway (VF@N.JP; 9007 JP), Infrastrutture Wireless Italiane Spa Npv (INW.IT; INW IM).

Emerging: Saudi Telecom (STC.SA; STC AB), Woolworths (WHLJ.ZA; WHL SJ).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Koninklijke Philips ADR (PHG), Sony Group Corp (SONY), Yeti (YETI), Brown Forman Corporation (BFB), New Fortress Energy (NFE), Potlatchdeltic (PCH), Takeda Pharma (TAK), Jack In The Box (JACK), ON Semiconductor (ON), STMicroelectronics (STM), Twilio (TWLO), Zillow Group (Z).

Developed: Azbil (AZBI.JP; 6845 JP), Ito En (ITOE.JP; 2593 JP), Emera (EMA.CA), Daiwa House REIT (DWHR.JP; 8984 JP), Ebos Group (EBOZ.NZ; EBO NZ), Keio (KTEL.KP, 9008 JP).

Emerging: Saudi Basic Industries (BIC.SA), Bata India (BIN.IN; BATA IN), Hindustan Unilever (HDL.IN; HUVR IN), Woolworths (WHLJ.ZA; WHL SJ), Saudi Telecom (STC.SA; STC AB).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Dun & Bradstreet Holding (DNB), Tesla (TSLA), Yeti (YETI), Whirlpool Corporation (WHR), Brown Forman Corporation(BFB), New Fortress Energy (NFE), Navient Corporation (NAVI),  Inmode (INMD), Neogen (NEOG), Jack In The Box (JACK),  ON Semiconductor (ON), Workiva (WK), Zillow Group (Z), Knight Swift Transportation (KNX).

Developed: Jardine Matheson Hdg. (JMTS.SG; JM SP), Li Auto (LAAU.HK; 2015 HK), Ito En (ITOE.JP; 2593 JP), Emera (EMA.CA; EMA CN), Japan Real Estate Investment (JREI.P; 8952 JP), Canadian Tire (CTC/A.CA; CTC/A CN), Infineon (IFXX.DE; IFX GR).

Emerging: Asian paints (API.IN; APNT IN), Siam Cement (SCQT.TH; SCC TB), Hindustan Unilever (HDL.IN; HUVR IN), Great Tree Pharmacy (GTP.TW; 6469 TT), Saudi Telecom (STC.SA; STC AB).

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)