MOTA.JP – WILLIAM O'NEIL+CO

Global Laggards

Posted on March 31, 2021March 31, 2021 by Cornelio Ash

Highlighted Charts

U.S.: Silvercrest Metals (SILV), M A G Silver Corp (MAG), Fifty One Job Inc Ads (JOBS), McCormick & Company (MKC), TechnipFmc (FTI), Digital Realty (DLR), Neurocrine Biosciences (NBIX), Vicor Corp. (VICR), Vonage Holdings (VG), Wix.com Ltd (WIX).

Developed: Rentokil Initial (RTO.GB; RTO LN), Adidas (ADSX.DE; ADS GR), Uni Charm (UNRM.JP; 8113 JP), Huatai Securities (HUAT.HK; 6886 HK), Hansoh Pharmaceutical (HANP.HK; 3692 HK), Ichibanya (ICHB.JP; 7630 JP), Atom (MOTA.JP; 7412 JP), AMS (AMS.CH; AMS SW), Z Holdings (YHOO.JP; 4689 JP), Money Forward (MFWD.JP; 3994 JP).

Emerging: Pvr (PV.IN; PVRL IN), ASMedia Technology (ASM.TW; 5269 TT).

Global Laggards

Posted on October 8, 2020October 8, 2020 by Cornelio Ash

Highlighted Charts

U.S.: Armstrong World Inds (AWI), MSG Sports (MSGS), Cheniere Energy (LNG), Cboe Global Markets (CBOE), Henry Schein (HSIC), Sanmina (SANM), Dish Network Corp (DISH), Perspecta Inc (PRSP), Allegiant Travel Company (ALGT).

Developed: Kuraray (RK@N.JP; 3405 JP), Bureau Veritas (BVI.FR; BVI FP), Want Want China Holdings (WANT.HK; 151 HK), Yakult Honsha (YAHO.JP; 2267 JP), DCC (DCC.GB; DCC LN), Muenchener Ruck (MUV2X.DE; MUV2 GR), Nippon Shinyaku (JU@N.JP; 4516 JP), Atom (MOTA.JP; 7412 JP), Elisa (ELIS.FI; ELISA FH).

Emerging: Lojas Americanas (LM4.BR; LAME4 BZ), Hiwin Technologies (HIW.TW; 2049 TT).

Global Laggards

Posted on April 2, 2020April 2, 2020 by Cornelio Ash

Highlighted Charts

U.S.: Donaldson (DCI), Roku (ROKU), Uber (UBER), A F L A C (AFL), BioTelemetry (BEAT), Etsy (ETSY), IPG Photonics (IPGP), Cirrus Logic (CRUS), Paycom (PAYC), Zillow (Z).

Developed: Nine Dragons Paper Holdings (NDRA.HK; 2689 HK), Dksh Holding (DKSH.CH; DKSH SW), Toyota Industries (TYAL.JP; 6201 JP), Moncler (MONC.IT;MONC IM), Aia Group (AGP.HK; 1299 HK), CSPC Pharmaceutical (CPHA.HK; 1093 HK), Atom (MOTA.JP; 7412 JP), Tis (TINF.JP; 3626 JP).

Emerging: Osotspa (OSOT.TH; OSP TB), Ctbc Financial Holdings (CHI.TW; 2891 TT), Mediatek (MDT.TW; 2454 TT), Far Eastone Telecom (FEE.TW; 4904 TT).

Global Retail Sector

Posted on June 27, 2018June 27, 2018 by Heetae Kim

Some highlights from the report:

U.S. Retail – Restaurants

The restaurant industry has been through better times of late. Increased consumption on account of a strong economy and lower taxes has given a boost to the industry.
Longer-term trends are still sluggish for the industry and we expect the industry group to continue to trade sideways on the chart.
The only Focus List stock from the Restaurant group is Wingstop ( WING ). We expect the stock to consolidate in the near term.
Long idea: TXRH; Short idea: JACK

International Retail – Restaurants

In the APAC region, we see bullish trends in Xiabuxiabu ( XIAB.HK ), Jubilant Foodworks ( JF1.IN ), and Domino’s Pizza Enterprises ( DMP.AU ).
We see a shorting opportunity with Saizeriya ( SAIZ.JP ) in Japan.

Top Focus List picks for the Retail Sector: LULU, OLLI, HOME, AMP.IT, AS.IN, BAP.AU