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.: Huntsman (HUN), John Bean Technologies (JBT),    Cinemark Holdings (CNK), H World Group (HTHT), Hershey Company (HSY), Transocean (RIG), Flywire Corp (FLYW), Jazz Pharmaceuticals (JAZZ), Grocery Outlet (GO), Ciena Corp (CIEN).

Developed: Persol Holdings (TMHD.JP; 2181 JP), Toyoda Gosei (TYGS.JP; 7282 JP), David Campari Milano (CPR.IT; CPR IM), Essity (ESSI.SE; ESSITYA SS), Bank of Ireland (BIRG.IE; BIRG ID), H2O Retailing (HNKD.JP; 8242 JP), MTR Corp (MTRC.HK, 66 HK).

Emerging: Westlife Foodworld (WDL.IN; WESTLIFE IN).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Nutrien (NTR), Terex Corp (TEX), Aptiv (APTV), Borgwarner (BWA), Marathon Oil Corporation (MRO), Valaris Limited (VAL), Payoneer Global (PAYO), Alibaba (BABA), Yum China (YUMC), JD (JD.com), Ciena Corp (CIEN), NCR Voyix (VYX), ZTO Express (ZTO).

Developed: Epiroc (EPIA.SE; EPIA SS), Nissan Motor (NR@N.JP; 7201 JP), Bandai Namco Holding (N@MB.JP; 7832 JP), Ajinomoto (AJ@N.JP; 2802 JP), Rohto Pharmaceutical (XP@N.JP; 4527 JP).

Emerging: Page Industries (PI1.IN; PAG IN).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Teck Resources (TECK), Cinemark Holdings (CNK), Atkore (ATKR), MGM Resorts International (MGM), MGP Ingredients (MGPI), Occidental Petroleum (OXY), Valaris Limited (VAL), WEX (WEX), Steris (STE), West Pharmaceutical Services (WST), Pure Storage (PSTG), Ansys (ANSS), Schneider National (SNDR).

Developed: Tokai Carbon (EL@N.JP, 5301 JP), SIG Group (SIGN.CH; SIGN SW), Bandai Namco Holding (N@MB.JP; 7832 JP), Sanrio (SRIO.JP; 8136 JP), Davide Campari Milano (CPR.IT; CPR IM), Rohto Pharmaceutical (XP@N.JP; 4527 JP), Bank of Ireland Group (BIRG.IE; BIRG ID), Citizen Watch (CW@N.JP; 7762 JP), Kingfisher (KGF.GB; KGF LN), J Front Retailing (MZYA.JP; 3086 JP).

Emerging: Hyundai Motor (HDR.KR; 005380 KS), Yulon Motor (YUE.TW; 2201 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

 

U.S.: Teck Resources (TECK), Crown Holdings (CCK), Harley Davidson (HOG), Boston Beer Company (SAM), Occidental Petroleum (OXY), Valaris Limited (VAL), Washington Federal Savings (WAFD), West Pharmaceutical (WST), Steris (STE), Autonation (AN), Carmax (KMX), Teradyne (TER), Landstar System (LSTR).

 

Developed: SIG Group (SIGN.CH; SIGN SW), Renault (RENU.FR; RNO FP), Mitsubishi Motors (MMOT.JP, 7211 JP), Flutter Entertainment (FLTR.GB; FLTR:LN), Julius Baer Gruppe (BAER.CH; BAER SW).

 

Emerging: Monerva (MNV.BR; BEEF3 BZ).

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).