LGL.KR – WILLIAM O'NEIL+CO

Global Laggards

Posted on October 10, 2024October 15, 2024 by Cornelio Ash

Highlighted Charts

U.S.: Oshkosh Corporation (OSK), Grand Canyon Education (LOPE), Oxford Industries (OXM), Archer Daniel Midlands (ADM), NOV Inc (NOV), Credit Acceptance Corp (CACC), Sun Communities (SUI), Jazz Pharmaceuticals (JAZZ), Krispy Kreme (DNUT), Valvoline (VVV), Entegris (ENTG), Hunt JB (JBHT)

Developed: Johnson Matthey (JMAT.GB; JMAT LN), Lixil Group (LIXI.JP; 5938 JP), Brp (DOO.CA; DOO CN), Pernod Ricard (RCD.FR RCD FP), DCC (DCC.GB; DCC LN), Chubu Electric Power (CL@N.JP, 9502 JP), Jyske Bank (JYS.DK; JYSK DC), Logitech (LOGN.CH; LOGN SW), Deutsche Post (DHLX.DE; DHL GR)

Emerging: Walsin Lihwa (WAL.TW; 1605 TT), Tata Motors (TMO.IN; TTMT IN), LG Display (LGL.KR; 034220 KS)

Global Laggards

Posted on September 21, 2023September 22, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Mosaic (MOS), L G I Homes (LGIH), Warner Bros Discovery (WBD), Las Vegas Sands(LVS), Seaworld Entertainment(SEAS), Playa Hotels & Resorts(PLYA), ELF Cosmetics(ELF), Campbell Soup(CPB), Antero Resources Corp (AR), Daqo New Energy Corp (DQ), American Financial Group (AFG), QuidelOrtho (QDEL), Target (TGT), Lumentum Holdings (LITE), TE Connectivity (TEL), Cargurus (CARG), Unity Software (U), RXO (RXO).

Developed: Bluescope Steel (BSL.AU, BSL AU), Keyence (KEYE.JP; 6861 JP), Dentsu (DENN.JP; 4324 JP), Koito Manufacturing (PF@N.JP; 7276 JP), LVMH(LVMH.FR; MC FP), Endeavour Group(EDV.AU; EDV AU), Bank of Ireland (BIRG.IE; BIRG ID), The Swatch Group (UHRN.CH; UHRN SW), Easyjet (EZJ.GB, EZJ LN).

Emerging: Poya International (POY.TW; 5904 TT), LG Display (LGL.KR; 034220 KS).

Global Laggards

Posted on July 25, 2019July 26, 2019 by Cornelio Ash

Highlighted Charts

U.S.: Allegheny technologies ( ATI ), Proto Labs (

), AMC Networks ( AMCX ), Cal-Maine Foods ( CALM ), Empire State Rlt Tr ( ESRT ), Cardinal Health ( CAH ), Krogers ( KR ), Netapp ( NTAP ), Blackberry ( BB ).

Developed: ISS A/S ( ISS.DK; ISS DC ), Kajima ( KC@N.JP; 1812 JP ), Downer Edi ( DOW.AU; DOW AU ), Haier Electronics ( WIL.HK; 1169 HK ), Suncor Energy ( SU.CA; SU CN ), Bank of Nova Scotia ( BNS.CA; BNS CN ), Demant ( WDH.DK; DEMANT DC ), Shimamura ( SHIM.JP; 8227 JP ), China Telecom ‘H’ ( CTC.HK; 728 HK ), Kyushu Railway ( KRWC.JP; 9142 JP ).

Emerging: Gerdau S.A ( GGB.BR; GGBR4 BZ ), LG Display ( LGL.KR; 34220 KS ).

Stocks worth focusing on in this week’s Global Laggards:

Proto Labs Inc (

)—Capital Equipment; $2.7B market cap—manufactures custom prototypes and short-run production parts through advanced 3D printing, computer numerical control machining, sheet metal fabrication, and injection molding processes. The U.S. accounts for 80% of its revenues, with the remainder primarily from Europe.

Global Laggards

Posted on July 11, 2019July 11, 2019 by Cornelio Ash

Highlighted Charts

U.S.: Sociedad Quimica Y Minera ( SQM ), Autoliv ( ALV ), Norwegian Cruise Line ( NCLH ), Molson Coors Brewing ( TAP ), Apergy Corporation ( APY ), UMB Financial Corporation ( UMBF ), Globus Medical Inc (

), Guess ( GES ), Grainger W W ( GWW), Wesco International ( WCC ), Netscout Systems ( NTCT ), Kirby Corporation ( KEX )

Developed: Nippon Steel Corporation ( NSSM.JP; 5401 JP ), Misumi ( MISM.JP; 9962 JP ), ISS A/S ( ISS.DK; ISS DC ), Koito Manufacturing ( PF@N.JP; 7276 JP ), Kyoritsu Maintenance ( KTOR.JP; 9616 JP ), Oil Search Limited ( OSH.AU; OSH AU ), BBV Argentaria ( BBVA.ES; BBVA SM ), H Lundbeck ( LUN.DK; LUN DC ), Koninklijke Ahold ( AD.NL; AD NA ), Hitachi Metals ( HM@N.JP; 5486 JP ), Kyushu Railway ( KRWC.JP; 9142 JP )

Emerging: Formosa plastics ( FPL.TW; 1301 TT ), LG Electronics ( KHD.KR; 066570 KR ), Samsung Fire and Marine Insurance ( AFM.KR; 000810 KS ), Shinsegae ( SGD.KR; 004170 KS ), LG Display ( LGL.KR; 034220 KS )

Global Laggards

Posted on July 2, 2019July 2, 2019 by Cornelio Ash

Highlighted Charts

U.S.: Autoliv (

), Oxford Industries (

), Hancock Whitney (

), Livanova (

), Guess (

), Netapp (

), FireEye (

), Forward Air (

)

Developed: Shimizu (SZ@N.JP; 1803 JP), ISS A/S (ISS.DK ; ISS DC), Hino Motors (OM@N.JP; 7205 JP), Cineworld Group (CINE.GB; CINE LN), Reckitt Benckiser (RB.GB; RB/LN), Suncor Energy (SU.CA; SU CN), China Citic Bank (CBCC.HL; 998 HK), Morphosys (MORX.DE; MOR GR), Shimamura (SHIM.JP; 8227 JP), Bic (BIC; BB FP), Kyushu Railways (KRWC.JP; 9142 JP)

Emerging: Formosa Chemicals and Fibre (FOR.TW; 1326 TT), KT&G (KTB.KR; 033780 KS), Bangkok Bank (BBLF.TH; BBL/F TB), Saci Falabella (FAL.CL; FALAB CI), LG Display (LGL.KR; 034220 KS)

Global Laggards

Posted on June 27, 2019June 27, 2019 by Cornelio Ash

Highlighted Charts

U.S.: Packaging Corporation of America (

), Korn Ferry (

), World Wrestling Entertainment (

), Madison Square Garden (

), Cabot Oil and Gas Corporation (

), Bank of New York Mellon (

), Eli Lilly & Company (

), Kroger (

), Sprouts Farmers Market (

), Qorvo (

), Yelp (

), American Airlines Group (

Developed: Brenntag (BNRX.DE; BAS GR), Toshiba (TS@N.JP; 6502 JP), Dai Nippon Printing (DP@N.JP; 7912 JP), Hengan International (HENG.HK; 1044 HK), Suncor Energy (SU.CA; SU CN), Tokyo Tatemono (JQ@N.JP; 8804 JP), Morphosys (MORX.DE; MOR GR), Kononklijke Ahold (AD.NL; AD NA), Tokyo Electron (RG@N.JP; 8035 JP), Japan Airlines (JAPL.JP; 9201 JP).

Emerging: Formosa Chemicals and Fibre Corporation (FOR.TW; 1326 TT), Lg Uplus (BRI.IN; BRIT IN), Sk Innovation (

Global Laggards

Posted on October 4, 2018February 1, 2019 by Heetae Kim

Highlighted Charts

U.S.: Fuller HB ( FUL ), Cimpress ( CMPR ), Cal-Marine Foods ( CAL ), MRC Global ( MRC ), Houlihan Lokey ( HLI ), Weyerhaeuser ( WY ), Perrigo ( PRGO ), Performance Food Group ( PFGC ), Buckle ( BKE ), Kulicke & Soffa Industries ( KLIC ), Instructure ( INST ), 2U ( TWOU ), Sina ( SINA ), HUB Group ( HUBG )

Developed: BASF ( BASX.DE; BAS:GR ), CCL Industries ( CCL/B.CA; CCL/B:N ), Sega Sammy ( SESA.JP ), Canadian Natural Resources ( CNQ.CA; CNQ:CT ), Jyske Bank ( JYS.DK; JYSK:DC ), Grifols ( PROB.ES; GRF:SM ), Kesko ( KESK.FI; KESKOB:FH ), Sodexo ( SDX.FR; SW:FP ), Zozo ( STRT.JP; 3092:JP ), Infineon Technologies ( IFXX.DE; IFX:GR ), Square Enix ( ENIX.JP; 9684:JP ), Koninklijke ( KPN.NL; KPN:NA ), Qantas Airways ( QAN.AU; QAN:AU )

Emerging: POSCO (PIS.KR; 005490:KS), Paradise Co Ltd (PCL.KR; 034230:KS), Banpu (BPCT.TH; BANPU:TB), Bharat Financial (BF1.IN; BHAFIN:IN), Hon Hai Precision Industry (HON.TW; 2317:TT)

Stocks worth focusing on in this week’s Global Laggards:

U.S.

Cimpress ( CMPR ) – Capital Equipment ( $4B market cap ) – an online provider of custom printing and graphic design services, with a focus on individuals and small/medium businesses. The company’s most well-recognized brand is Vistaprint. Cimpress has 20 localized websites serving North America, Europe, and APAC.

The company’s core Vistaprint brand faces an increasingly competitive environment and requires extensive marketing to maintain its double-digit growth rate. As such, we believe margins will remain under pressure for the foreseeable future.

The shrinking demand for business cards (a key customer acquisition tool for Vistaprint) represents a meaningful headwind. More broadly, the commercial printing industry is in secular decline.

Cimpress has missed consensus estimates for six out of the last seven quarters.

The stock recently fell below its 50- and 200-DMA, and has declined in each of the past six sessions. On October 2, it breached its YTD low that it had previously setin May.The stock‘s RS line has been declining since March, with a current RS Rating of 55 (poor), while its weak A/D Rating indicates ongoing distribution.

Global Laggards

Posted on September 13, 2018February 1, 2019 by Heetae Kim

Highlighted Charts

U.S.: Buenaventura ( BVN ), Commercial Metals ( CMC ), Valmont Industries ( VMI ), Borg Warner ( BWA ), Edgewell Personal Care ( EPC ), Nabors Industries Ltd ( NBR ), Bancolombia SA Ads ( CIB ), Amerisourcebergen ( ABC ), Performance Food Group ( PFGC ), Marvell Technology ( MRVL ), The Stars Group ( TSG ), Allegiant Travel Company ( ALGT )

Developed: Clariant ( CLN.CH; CLN SW ), Minebea Mitsumi ( IA@N.JP; 6479 JP ), Elis SA ( ELIS.FR; ELIS FP ), Proximus ( PROX.BE; PROX BB ), Kirin Holdings ( KB@N JP; 2503 JP ), Omv ( OMV.AT; OMV AV ), Jyske Bank ( JYS.DK; JYSK DC ), Fresenius ( FREX.DE; FRE IX ), Dufry ( DUFR.CH; DUFN SW ), Disco Corp. ( DISC.JP; 6146 JP ), Nippon Yusen ( NY@N.JP; 9101 JP )

Emerging: Ptt Global Chemical ( PTTG.TH; PTTGC TH ), Hyundai Heavy Industries ( RBT.KR; 267250 KS ), Telefonica Brasil ( TCL.BR; VIVT4 BZ ), Natura Cosmeticos ( NAT.BR; NATU3 BZ ), Itau Unibanco ( IU4.BR; ITUB4 BZ ), Lojas Renner ( LE3.BR; LREN3 BZ ), Hon Hai Precision Industry ( HON.TW; 2317 TT )