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.: A B M Industries (ABM), Interpublic Group of Cos (IPG), Aptiv (APTV), Nike (NKE), International Game Technology (IGT), J&J Snack Foods (JJSF), Murphy Oil (MUR), Community Bank System (CBU), NeoGenomics (NEO), Winmark (WINA), Teradyne (TER), Dxc Technology (DXC)

Developed: Epiroc (EPIA.SE; EPIA SS), Canadian Utilities (CU.CA; CU CN), Citic Securities (CSCY.HK; 6030 HK), Sainsbury (SBRY.GB; SBRY LN), Infineon (IFXX.DE; IFX GR), Yamato Holding (OJ@N.JP; 9064 JP)

Emerging: Saudi Basic Materials (BIC.SA; SABIC AB), ITC (IT.IN; ITC IN), Jubilant Foodworks (JF1.IN; JUBI IN)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Hexcel (HXL), Tesla (TSLA), Li Auto (LI), Mattel(MAT), International Game Technology (IGT), Harley Davidson (HOG), Vita COCO Company (COCO), Transocean (RIG), Community Bank System (CBU), NeoGenomics (NEO), QuidelOrtho (QDEL), Five Below (FIVE), Teradyne (TER),Verisign (VRSN),

Developed: CAE (CAE.CA; CAE CN), Rohto Pharmaceuticals (XP@N.JP;4527 JP), Treasury Wine Estate (TWE.AU; TWE AU), Emera (EMA.CA, EMA CN), Schroders (SDR.GB; SDR LN), Pets at Home (PETS.GB; PETS LN), STMicroelctronics (STM.IT; STMMI IM),

Emerging: Saudi basic Industries (BIC.SA, SABIC AB), PVR (PV.IN; PVRINOX IN), Metro Brands (MEB.IN; METROBRA IN),

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: KBR (KBR), Tesla (TSLA),    Mattel (MAT), International Game Technology (IGT), Manchester United (MANU), Civitas (CIVI), American States Water Co (AWR), Toast Inc (TOST), Neogen (NEOG), Winmark (WINA), GXO Logistics (GXO).

Developed: CAE (CAE.CA; CAE CN), Rohto Pharmaceuticals (XP@N.JP;4527 JP), Treasury Wine Estate (TWE.AU; TWE AU), Discount (DSCT.IL; DSCT IT), Bapcor (BAP.AU; BAP AU), STMicroelctronics (STM.IT; STMMI IM).

Emerging: Saudi basic Industries (BIC.SA, SABIC AB), PVR (PV.IN; PVRINOX IN).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Ashland Inc (ASH), M S C Industrial Drct (MSM), Aptiv (APTV), Charter Communications (CHTR), Tesla (TSLA), Mattel (MAT), Seaworld Entertainment (SEAS), Archer Daniels Midland (ADM), EQT Corp (EQT), AES Corp (AES), Sofi Technologies (SOFI), West Pharmaceuticals (WST), Hayward Holdings (HAYW), Air Transport Services Group (ATSG).

Developed: Cae (CAE.CA; CAE CN), Renault (RENU.FR; RNO FP), Rohto Pharmaceuticals (XP@N.JP;4527 JP), Bank of Ireland (BIRG.IE; BIRG ID), Frasers Group (FRAS.GB; FRAS LN).

Emerging: Hotai Motor (HOT.TW; 2207 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: CSG Systems (CSGS), Xpeng (XPEV), Visteon Corp (VC),  Mattel(MAT), Vali Resorts (MTN), International Game tEchnology(IGT), Archer Daniels Midland(ADM), Mccormick(MKC), Ormat Technologies (ORA), Flywire (FLYW), Jazz Pharmaceuticals (JAZZ), Yum China (YUMC),  ON Semiconductor (ON), Charter Communications (CHTR), Air Transport Services Group (ATSG).

Developed: SGS (SGSN.CH; SGSN SW), Baloise Holding (BALN.CH; BALN SW), Welcia Holdings (WELH.JP; 3141 JP), STMicroelctronics (STM.IT; STMMI IM), BT Group (BT,A.GB; BT/A LN).

Emerging: Saudi Basic Industries (BIC.SA, SABIC AB), Indiamart Intermesh (MAR.IN; INMART IN), LG Chem (LCM.KR; 051910 KS).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Masonite International (DOOR), Cinemark Holdings (CNK),Mattel (MAT), Intl Game Technology (INTL), Keurig Dr Pepper (KDP), Transocean (RIG), American States Water Corp (AWR, AWR US) Flywire Corp (FLYW), Alibaba Group (BABA) , West Pharmaceuticals (WST), ,Verisign (VRSN), ON Semiconductor (ON), Sanmina Corporation(SANM)

Developed: Kuraray (RK@N.JP; 3405 JP), Cae (CAE.CA; CAE CN), Great Wall Motor (GWA.HK; 2333 HK), David Campari Milano (CPR.IT; CPR IM), Scor Se (SCO.FR; SCO FP), J Front Retailing (MZYA.JP; 3086 JP), Qantas Airways (QAN.AU, QAN AU)

Emerging: Ford Otomotiv Sanayi (OTO.TR; FROTO TI)

Global Laggards

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Highlighted Charts

 

U.S.: John Bean Technologies (JBT), Xpeng (XPEV), H World Group (HTHT),  Hershey Company (HSY), APA Corp (APA), P N M Resources Inc (PNM), Flywire Corp (FLYW), Jazz Pharmaceuticals (JAZZ), Grocery Outlet (GO), Ciena Corp (CIEN),     Verisign (VRSN).

 

Developed: Tokai Carbon (EL@N.JP, 5301:JP), Kawasaki Heavy Industry (KW@N.JP; 7012 JP),    Nissan Motor (NR@N.JP; 7201 JP), Choc Lindt & Spruengli (LISP.CH; LISP SW), H2O Retailing (HNKD.JP; 8242 JP), Kinaxis (KXS.CA; KXS CN), Qantas Airways (QAN.AU, QAN AU).

 

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

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).