Weekly ADR Investment Report
The best scoring ADRs from every week since 2010 have outpaced the EFA by an average and median 422 bps and 535 bps over the following year, respectively, with 0% turnover. The top performers from our list one year ago (12/17/2012) include KUBTY up 48%, BAYRY up 41%, and VIP up 31%.
Weekly ADR Report
The average ADR score is 51.08, below the 4 week moving average score of 52.70. The average ADR is trading 4.86% above its 200 dma, has 3.76 days to cover short and is expected to see EPS growth of 26.7%.
| ADRS | 12/16/2013 | 4 Week MA | ||||||
| Company Name | Symbol | Sector | INDUSTRY | REGION | COUNTRY | ZONE | SCORE | SCORE |
| BEST | ||||||||
| ARM | ARMH | TECHNOLOGY | Tech.Hardware&Equip. | United Kingdom & Ireland | United Kingdom | Europe | 90 | 93.75 |
| Infosys Technologies | INFY | TECHNOLOGY | Software&ComputerSvc | South Asia | India | Asia | 90 | 88.75 |
| Orix | IX | FINANCIALS | Financial Services | North Asia | Japan | Asia | 90 | 87.50 |
| 51job | JOBS | SERVICES | Support Services | North Asia | China | Asia | 90 | 87.50 |
| Prudential | PUK | FINANCIALS | Life Insurance | United Kingdom & Ireland | United Kingdom | Europe | 90 | 87.50 |
| SIGNET GROUP PLC | SIG | SERVICES | Jewelry Stores | Bermuda | 90 | 91.25 | ||
| Akzo Nobel | AKZOY | BASIC MATERIALS | Chemicals | Continental Europe | Netherlands | Europe | 85 | 82.50 |
| Alto Palermo | APSA | FINANCIALS | Real Estate Inv&Serv | Latin America | Argentina | Latin America | 85 | 83.75 |
| Grupo Aeroportuario del Sureste | ASR | SERVICES | IndustrialTransport. | Latin America | México | Latin America | 85 | 87.50 |
| Bayer | BAYRY | HEALTHCARE | Chemicals | Continental Europe | Germany | Europe | 85 | 83.75 |
| AB InBev | BUD | CONSUMER GOODS | Beverages | Continental Europe | Belgium | Europe | 85 | 86.25 |
| Cresud | CRESY | CONSUMER GOODS | Food Producers | Latin America | Argentina | Latin America | 85 | 83.75 |
| CRH | CRH | INDUSTRIAL GOODS | Construct.&Materials | United Kingdom & Ireland | Ireland | Europe | 85 | 82.50 |
| Home Inns & Hotels Management | HMIN | SERVICES | Travel & Leisure | North Asia | China | Asia | 85 | 83.75 |
| China Life Insurance | LFC | FINANCIALS | Life Insurance | North Asia | China | Asia | 85 | 90.00 |
| ArcelorMittal | MT | BASIC MATERIALS | Indust.Metals&Mining | Continental Europe | Luxembourg | Europe | 85 | 86.25 |
| Nortel Invesora - Series B | NTL | TECHNOLOGY | Fixed Line Telecom. | Latin America | Argentina | Latin America | 85 | 83.75 |
| Rio Tinto | RIO | BASIC MATERIALS | Mining | United Kingdom & Ireland | United Kingdom | Europe | 85 | 87.50 |
| Shire | SHPGY | HEALTHCARE | Pharma. & Biotech. | United Kingdom & Ireland | United Kingdom | Europe | 85 | 83.75 |
| Smith & Nephew | SNN | HEALTHCARE | HealthCareEquip.&Ser | United Kingdom & Ireland | United Kingdom | Europe | 85 | 92.50 |
| BASF | BASFY | BASIC MATERIALS | Chemicals | Continental Europe | Germany | Europe | 80 | 81.25 |
| BG Group | BRGYY | BASIC MATERIALS | Oil & Gas Producers | United Kingdom & Ireland | United Kingdom | Europe | 80 | 77.50 |
| COPA HOLDINGS | CPA | SERVICES | Regional Airlines | Latin America | Panama | Latin America | 80 | 77.50 |
| IRSA Inversiones y Representaciones | IRS | FINANCIALS | Real Estate Inv&Serv | Latin America | Argentina | Latin America | 80 | 78.75 |
| Melco Crown Entertainment | MPEL | SERVICES | Travel & Leisure | North Asia | Hong Kong | Asia | 80 | 80.00 |
| Swisscom | SCMWY | TECHNOLOGY | Fixed Line Telecom. | Continental Europe | Switzerland | Europe | 80 | 81.25 |
| Companhia Siderurgica Nacional-CSN | SID | BASIC MATERIALS | Indust.Metals&Mining | Latin America | Brazil | Latin America | 80 | 77.50 |
| Trinity Biotech | TRIB | HEALTHCARE | HealthCareEquip.&Ser | United Kingdom & Ireland | Ireland | Europe | 80 | 81.25 |
| TIM Participacoes | TSU | TECHNOLOGY | Mobile Telecom. | Latin America | Brazil | Latin America | 80 | 82.50 |
| Grupo Televisa | TV | SERVICES | Media | Latin America | México | Latin America | 80 | 77.50 |
| VimpelCom - Com | VIP | TECHNOLOGY | Mobile Telecom. | Central & Eastern Europe | Russia | Europe | 80 | 77.50 |
| Wipro | WIT | TECHNOLOGY | Software&ComputerSvc | South Asia | India | Asia | 80 | 82.50 |
| YPF | YPF | BASIC MATERIALS | Oil & Gas Producers | Latin America | Argentina | Latin America | 80 | 77.50 |
| Yanzhou Coal Mining | YZC | BASIC MATERIALS | Mining | North Asia | China | Asia | 80 | 76.25 |
| WORST | ||||||||
| Advantest | ATE | TECHNOLOGY | Tech.Hardware&Equip. | North Asia | Japan | Asia | 10 | 11.25 |
| Linktone | LTON | TECHNOLOGY | Mobile Telecom. | North Asia | China | Asia | 10 | 11.25 |
| Rediff.com India | REDF | TECHNOLOGY | Software&ComputerSvc | South Asia | India | Asia | 10 | 11.25 |
| Spirent Communications | SPMYY | TECHNOLOGY | Tech.Hardware&Equip. | United Kingdom & Ireland | United Kingdom | Europe | 10 | 11.25 |
| Gold Fields | GFI | BASIC MATERIALS | Mining | Sub-Saharan Africa | South Africa | Africa | 15 | 13.75 |
| The9 | NCTY | SERVICES | Leisure Goods | North Asia | China | Asia | 15 | 20.00 |
| Perfect World | PWRD | TECHNOLOGY | Leisure Goods | North Asia | China | Asia | 15 | 21.25 |
| STMicroelectronics - New York Shares | STM | TECHNOLOGY | Tech.Hardware&Equip. | Continental Europe | Italy | Europe | 15 | 16.25 |
| Suntech Power | STP | TECHNOLOGY | Alternative Energy | North Asia | China | Asia | 15 | 17.50 |
| Volvo | VOLVY | CONSUMER GOODS | Industrial Engineer. | Continental Europe | Sweden | Europe | 15 | 16.25 |
Commentary:
The best scoring sector is services (SIG, JOBS, HMIN, ASR, TV, MPEL, CPA), followed by healthcare (SNN, SHPG, BAYRY, TRIB). Basics (RIO, MT, AKZOY, YZC, SID, BRGYY, BASFY) and consumer goods (CRESY, BUD, TTM, IBA) score in line. Financials, industrials, technology and utilities score below average.
The top zone is Latin America (NTL, ASR, APSA, CRESY, TSU, TV, CPA, IRS), followed by the Middle East (PTNR, GIVN). The top regions are the UK/Ireland (ARMH, PUK, CRH, SNN, SHPG, RIO) and Latin America. The best scoring countries are Argentina (NTL, APSA, CRESY, IRS, YPF), Ireland (CRH, TRIB), and Mexico (ASR, TV, AMOV, IBA).
None.
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