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.: Deere & Co (DE), Pinterest (PINS), Matador Resources Co (MTDR), First Citizens (FCNCA), Henry Schein (HSIC), Driven Brands (DRVN), Zebra Technologies (ZBRA), and Salesforce (CRM).

Developed: Solvay (SOL.BE; SOLB BB), Goeasy (GSY.CA; GSY CN), Z Holdings Corp (YHOO.JP; 4689 JP), Kyoritsu Maintenance (KTOR.JP; 9616:JP), Sapporo Holdings (PB@N.JP; 2501:JP), Asahi Group Holdings (ASBR.JP; 2502:JP), Rightmove (RMV.GB: RMV LN), Brother Industries (BI@N.JP; 6448 JP), and Air Canada Vtg.&.Var.Vtg.Shs (AC.CA; AC CN).

Emerging: Lg (LCY.KR; 003550 KS) and Pb Fintech (PB2.IN; POLICYBZ IN).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Darling Ingredients Inc (DAR), Alarm.com Holdings (ALRM), CNH Industrial (CNH), Choice Hotels International (CHH), On Holding (ONON), Pinnacle Financial (PNFP), Waters Corp (WAT), B J S Whlsl Club (BJ), Novanta (NOVT).

Developed: Weichai Power (WEIC.HK; 2338 HK), Davide Campari Milano (CPR.IT; CPR IM), Tingi Cymn.Isle.Hldg. (CAYM.HK; 322 HK), Woodside Energy Group (WDS.AU; WDS AU), Euronext (ENX.FR; ENX FP), Auto Trader Group (AUTO.GB; AUTO LN), Singapore Airlines (SAIR.SG; SIA SP).

Emerging: Page Industries (PI1.IN; PAG IN), Marfrig Global Foods (MFA.BR; MRFG3 BZ), DLF (DL.IN; DLFU IN).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Ball Corp (BALL), Airbnb (ABNB), HNI Corporation (HNI), Molson Coors Bev CI B (TAP), First Citizens Bancshs (FCNCA), Davita (DVA), Abercrombie & Fitch (ANF), Novanta (NOVT)

Developed: Tenaris (TEN.IT; TEN IM), Michelin (MCL.FR; ML FP), Lifco B (LIFC.SE; LIFCOB SS), Arc Resources (ARX.CA; ARX CN), Intact Financial (IFC.CA; IFC CN), Eazyjet (EZJ.GB; EZJ LN)

Emerging: Airtac International (AIG.TW; 1590 TT), Discovery (DSYJ.ZA; DSY SJ), WPG Holdings (WPG.TW; 702 TT)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Darling Ingredients (DAR), Graphic Packaging (GPK), Carlisle (CSL), Cheniere Energy Partners (CQP), Brown & Brown (BRO), Davita Inc (DVA), Albertsons Companies (ACI), ARM Holdings (ARM)

Developed: Hitachi (HC@N.JP; 6501 JP), BYD (BYD.HK; 1211 HK), Adidas (ADSX.DE; ADS GR), Pinnacle Investment (PNI.AU; PNI AU), Woolworths (WOW.AU; WOW AU), STMicroelectronics (STM.IT; STMMI IM), Z Holdings (YHOO.JP; 4689 JP), Shurgard Self Storage (SHUR.BE; SHUR BB)

Emerging: Bharat Heavy Electricals (BHH.IN; BHEL IN), Indian Railway Catering and Tourism (IR1.IN; IRCTC IN), Ambev (AVS.BR; ABEV3:BZ), Sakura Development (SAD.TW; 2539 TT)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

 U.S.: Verisk Analytics (VRSK), On Holding (ONON), Keurig Dr Pepper (KDP), Pampa Energia (PAM), Sunoco Lp (SUN), Ryan Specialty (RYAN), Davita (DVA), Restaurant Brands International (QSR), Starbucks (SBUX), Novanta (NOVT), ZIM Integrated Shipping Services (ZIM).

Developed: Brenntag (BNRX.DE; BNR GR), Z Holdings (YHOO.JP; 4689 JP), Lifco B (LIFC.SE; LIFCOB SS), Yamaha (IN@N.JP; 7951 JP), Castellum (CAST.SE; CAST SS), Singapore Airlines (SAIR.SG; SIA SP).

 Emerging: Tata Communications (VIS.IN; TCOM IN), LIC Housing Finance (LIC.IN; LICHF IN), Powerchip Semiconductor Manufacturing (PWM.TW; 6770 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Darling Ingredients (DAR), Ingersoll-Rand (IR), Thomson Reuters (TRI), HNI Corporation (HNI), Cheniere Energy Partners (CQP), Euronet Worldwide (EEFT), Davita Inc (DVA), Chipotle Mexican Grill (CMG), Benchmark Electronics (BHE), Salesforce (CRM), ZIM Integ Shipping Svcs (ZIM)

Developed: Kongsberg Gruppen (KOG.NO; KOG NO), Z Holdings (YHOO.JP; 4689 JP), Hermes (RMS.FR; RMS FP), Intact Financial (IFC.CA; IFC CN)    

Emerging: Bharat Heavy Electricals Ltd. (BHH.IN; BHEL IN), Orion (OIN.KR; 271560:KS), Metalurgica Gerdau (GO4.BR; GOAU4 BZ), Sp Setia (SYPE.MY; SPSB MK), Advantech (ADV.TW; 2395 TT), Evergreen Marine (EVE.TW; 2603 TT)

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

U.S.: Darling Ingredients (DAR), HealthEquity (HQY), Choice Hotels International (CHH), On Holdings (ONON), Mondelez International (MDLZ), Sunoco LP (SUN), MarketAxess Holdings (MKTX), Davita Inc (DVA), Copart (CPRT), ON Semiconductor (ON), Salesforce (CRM).

Developed: K + S (SDFX.DE; SDF GR), SGH (SGH.AU; SGH AU), Li Auto (LAAU.HK; 2015 HK), London Stock Exchange Group (LSEG.GB; LSEG LN), Convatec Group (CTEC.GB; CTEC LN), STMicroelectronics (STM.IT; STMMI IM), Cadeler (CADE.NO; CADLR NO).

Emerging: Asia Cement (ACM.TW; 1102 TT), Bank Albilad (ALB.SA; ALBI AB), ASE Technology (AIH.TW; 3711 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

 U.S.: Darling Ingredients (DAR), Ball Corp (BALL), Smurfit WestRock PLC (SW), Rivian (RIVN), Mondelez International (MDLZ), Occidental Petroleum (OXY), Brown & Brown (BRO), Davita (DVA), Gap (GAP), Veeco Instruments (VECO), Canadian Natl Ry Co (CNI).

Developed: Li Auto (LAAU.HK; 2015 HK), Hermes (RMS.FR; RMS FP), Hennes & Mauritz (HMBF.SE; HMB SS), Lifco B (LIFC.SE; LIFCOB SS), Nichirei (RZ@N.JP; 2871:JP), Equital (EQTL.IL; EQTL IT), Castellum (CAST.SE; CAST SS), Inditex (IND.ES; ITX SM).

Emerging: Metalurgica Gerdau (GO4.BR; GOAU4 BZ), Havell’s India (HVI.IN; HAVL IN), Bdo Unibank (BDO.PH; BDO PM), Acer (ASK.TW; 2353 TT).

Global Laggards

Posted on by Cornelio Ash

Highlighted Charts

 U.S.: Graphic Packaging Holdings (GPK), PPG Industries (PPG), Verisk Analytics (VRSK), Crocs (CROX), Kontoor Brands (KTB), SLB (SLB), Pinnacle Financial (PNFP), Cooper Companies (COO), Gap (GAP), Intel (INTC), Canadian Pacific KanCity (CP).

Developed: Atlas Copco A (SR@G.SE; ATCOA SS), Publicis Groupe (PUB.FR; PUB FP), Kerry Group ‘A’ (KRZ.IE; KYGA:ID), Castellum (CAST.SE; CAST SS), STMicroelectronics (STM.IT; STMMI IM).

Emerging: Fomento Economico Mexicano (FMU.MX; FEMSAUBD MM), Sbi Cards And Payment Services (SC3.IN; SBICARD IN), Evergreen Marine (EVE.TW; 2603 TT).