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.: Celanese (CE) Korn Ferry (KFY), Ball Corporation (BALL), Comcast (CMCSA), General Motors (GM), Ford (F), Li Auto (LI), Vail Resorts(MTN), Norwegian Cruise Line(NCLH), Levi Strauss(LEVI), Hormel Foods(HRL), New Fortress Energy (NFE), Markel (MKL), Glacier Bancorp (GBCI), Charles River Labs (CRL), Bath & Body Works (BBWI),  Micron (MU), Knowles (KN), Ambarella (AMBA), CSX Corp (CSX).

Developed: Acerinox (ACX.ES, ACX SM), Smurfit Kappa Group (SK3.IE; SKG ID), Denso (DE@N.JP; 6902 JP), Bandai Namco Holdings (N@MB.JP; 7832 JP), Corporacion Acciona (CAER.ES, ANE:SM), AIA Group (AGP.HK; 1299 HK), Skandinaviska Enskilda Banken (SEA.SE; SEAB SS), Bic Camera (BIC.JP; 3048 JP), Xiaomi (XIAI.HK; 1810 HK), Aurizon Holdings (AZJ.AU, AZJ:AU).

Emerging: Ptt Global Chemical (PTTG.TH, PTTGC TB), SCG Packaging (SCGP.TH; SCGP TB), Studio Dragon (DRG.KR; 253450 KS), Thai Union Group (TUFP.TH; TU TB), Kotak Mahindra Bank (KOK.IN; KMB IN), Avenue Supermarts (AS.IN; DMART IN).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: WD-40 (WDFC), L3Harris Technologies (LHX), Tesla (TSLA), News Corp (NWSA), Comcast (CMCSA), Kanzhun (BZ), Yeti(YETI), Archer Daniels Midland(ADM), Magnolia O&G Corp (MGY), S M Energy (SM), Walker & Dunlop (WD), Cigna (CI), Papa Johns (PZZA), Trimble (TRMB), Viavi Solutions (VIAV), Dell Technologies (DELL), H P Inc (HPQ), Spirit Airlines (SAVE).

Developed: Asahi kasei (AC@N.JP, 3407 JP), IHI (IH@N.JP; 7013 JP), Capri Holdings(CPRI), Calbee (CALB.JP;2229 JP), Bank of Nova Scotia (BNS.CA; BNS CN), Cosmos Pharmaceutical (CSMS.JP; 3349 JP), Fujifilm Holdings (FP@N.JP; 4901 JP), Ulvac (ULVA.JP; 6728 JP).

Emerging: Eicher Motors (ECH.IN; EIM IN), Avenue Supermarts (AS.IN; DMART IN), Hyundai Glovis (GLV.KR, 086280 KS).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

 

U.S.: Barrick Gold (GOLD), Emerson Electric (EMR), Costar Group (CSGP), Ball Corp (BALL), Magna International (MGA), News Corp (NWSA), Tesla (TSLA), Xpel (XPEL), Yeti(YETI), Live Nation Entertainment(LYV), Mohawk Industries (MHK), Archer Daniels Midland(ADM), Constellation Energy Corp (CEG), New Fortress Energy (NFE), Cushman & Wakefield (CWK), Intercontinental Exchange (ICE), Cigna (CI), CVS Health Corp (CVS), Amazon (AMZN), Wolfspeed (WOLF),Charter Communications (CHTR), Zip Recruiter (ZIP), Logitech (LOGI), Apple (AAPL), Black Knight Inc (BKI), Canadian National Railway (CNI).

 

Developed: Nissan Chemical Industries (NH@N.JP, 4021 JP), Mondi (MNDI.GB; MNDI LN), Nestle(NESN.CH; NESN SW); Kerry Group(KRZ.IE; KYGA ID), Westpac Banking (WBC.AU; WBC AU), Santen Pharma (XY@N.JP; 4536 JP), Sugi Holdings (SUGP.JP; 7649 JP), Hoya (HQ@N.JP; 7741 JP), Softbank Group (SFTB.JP; 9984 JP).

Emerging: Suzano (SUZ.BR, SUZB3 BZ), Avenue Supermarts (AS.IN; DMART IN), Container Corp. of India (CNC.IN, CCRI:IN).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

 

U.S.: Barrick Gold Corporation (GOLD), Emerson Electric (EMR), Ford Motor (F), Mohawk Industries (MHK), Vista Outdoor (VSTO), Archer Daniels Midland (ADM), A P A Corp (APA), Constellation Energy Corporation (CEG), Conocophilips (COP), Magnolia O&G Corp (MGY), Matador Resources (MTDR), Pinnacle Financial (PNFP), Brookfield Corp (BN), First Citizens Bancshares (FCNCA), ICICI Bank Adr (IBN), Perkinelmer (PKI), Staar Surgical (STAA), C V S Health Corp (CVS), Photronics (PLAB), Ubiquiti (UI), Charter Communications (CHTR), Cognex Corp (CGNX), Endava (DAVA), Dropbox (DBX), Epam Systems (EPAM), Alphabet Cl A (GOOGL), Matson (MATX), CSX Corp (CSX).

Developed: Asahi Kasei (AC@N.JP; 3407 JP), Hirose Electric (RT@N.JP; 6806 JP), Wilmar International (EZYH.SG; WIL SP), ASX (ASX.AU; ASX AU), Sugi Holdings (SUGP.JP; 7649 JP), Seiko Epson (SEEP.JP; 6724 JP), Rightmove (RMV.GB; RMV LN).

Emerging: Charoen Pokphand Foods (CPFT.TH; CPF TB), Kangwon Land (KWL.KR; 035250 KS), Bajaj Finance (BJF.IN; BAF IN), Devyani International (DI8.IN; DEVYANI IN), Rumo On (P3M.BR, RAIL3 BZ).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

 

U.S.: Nutiren (NTR), Paychex (PAYX), Sealed Air Corp (SEE), Mattel (MAT), Archer Daniels Midland (ADM), General Mills (GIS), Duckhorn Portfolio (NAPA), Antero Resources Corp (AR), Daqo New Energy Corp Ads (DQ), Devon Energy Corp (DVN), Credicorp (BAP), Molina Healthcare (MOH), CVS Health (CVS), Viavi Solutions (VIAV), Trimble (TRMB), Calix (CALX), Akamai Technolgies (AKAM), Air Transport Services Group (ATSG), Spirit Airlines (SAVE).

 

Developed: Nissan Chemical Industries (NH@N.JP; 4021 JP), Kyocera (CQ@N.JP; 6971 JP), Kyoritsu Maintenance ( KTOR.JP; 9616 JP), Kintetsu Group Hdg. (KINR.JP; 9041 JP), Kikkoman (KN@N.JP; 2801 JP), Mitsubishi Estate (ME@N.JP; 8802 JP), Kyowa Hakko (KH@N.JP; 4151 JP), Marui Group (UI@N.JP; 8252 JP), Fujifilm Holdings (FP@N.JP; 4901 JP), Seiko Epson (SEEP.JP; 6724 JP), Ulvac (ULVA.JP; 6728 JP), Kakaku.com (KAKA.JP; 2371 JP).

 

Emerging: Charoen Pokphand Foods (CPFT.TH; CPF TB), Balkrishna Industries (BKS.IN; BIL IN), Cj Cheiljedang (CJC.KR; 097950 KS), Pepkor Holdings (PPHJ.ZA; PPH SJ), Hyundai Glovis (GLV.KR, 086280:KS).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts
U.S.: Compass Minerals (CMP), Waste Management (WM), Sealed Air Corp (SEE), Vista Outdoor Inc (VSTO), Hostess Brands (TWNK), CNX Resources Corp (CNX), Range Resources Corp (RRC), Rayonier Inc (RYN), Bio-Techne (TECH), Dollar General (DG), Gen Digital Inc (GEN), Air Transport Services Group (ATSG), Spirit Airlines (SAVE).

 

Developed: Asahi Kasei (AC@N.JP; 3408 JP), Hirose Electric (RT@N.JP; 6806 JP), Aisin Seiki (ZQ@N.JP; 7259 JP), West Japan Railway(WJR.JP; 9021 JP), Diageo(DGE.GB; DGE LN), Nh Foods(FY@N.JP; 2282 JP), Japan Real Estate Investment (JREI.JP; 8952 JP), Sonic Healthcare (SHL.AU; SHL AU), Eagers Automotive (APE.AU; APE AU), Marui Group (UI@N.JP; 8252 JP), Fujifilm Holdings (FP@N.JP; 4901 JP), Seiko Epson (SEEP.JP; 6724 JP), Kakaku.com (KAKA.JP; 2371 JP).

 

Emerging: Hyundai Steel (INI.KR; 004020 KS), Lignex1 (LNX.KR; 079550 KS).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Healthequity Inc (HQY), Antero Resources Corp (AR), Chesapeake Energy Corp (CHK), Hanover Insurance Group (THG), Cullen Frost Bankers (CFR), Brown and Brown (BRO), Icici Bank Ltd Adr (ICG), Centene (CNC), Electronic Arts (EA), Southwest Airlines (LUV).

Developed: Sumitomo chemical (SC@N.JP; 4005 JP),     Nippon Elec. Glass (LO@N.JP; 5214 JP), Kakaku.com (KAKA.JP; 2371 JP), Odakyu Electric(VF@N.JP; 9007 JP), Diageo(DGE.GB; DGE LN), Asx (ASX.AU; ASX AU), Eagers Automotive (APE.AU; APE AU), Brother Industries (BI@N.JP; 6448 JP), Kakaku.com (KAKA.JP; 2371 JP), Cathay Pacific Airlines (CATH.HK, 293 HK).

Emerging: Korea Zinc (KRZ.KR; 010130 KS), Easy Trip Planners(ET1.IN; EASEMYTR IN), Cj Cheiljedang(CJC.KR; 097950 KS), Bco Btg Pactual (BPC.BR; BPAC11 BZ), Clicks Group (CLSJ.ZA; CLS SJ).