Weekly ADR Report

The best scoring ADRs from one year ago (3/4/2013) returned 34.32% this past year, 15.25% more than the MSCI EAFE, with 0% turnover.  The top performers have been HIMX up 320%, GA up 95%, SIG up 61%, and TRIB up 58%.

Methodology

Our weekly best and worst reports show you stocks with the best potential returns over the coming 6 to 12 months.  The score is calculated by fusing together the key drivers of price movement including, earnings beats, earnings growth, at-the-market insider buys, institutional activity, short ratio analysis, price to earnings analysis and calendar quarter seasonality.  Those stocks appearing in our best list should be bought while those appearing in our worst list should be sold.

The average score across our ADR universe is 48.06, below the four week moving average score of 50.08. The average ADR is trading -18.25% below its 52 week high, 1.27% above its 200 dma, has 3.23 days to cover short, and is expected to see EPS growth of 25% next year.



Market seasonality for the 3-Month period ending May 30th:  The EFA has neutral seasonality for the period.

 

ADRS             3/3/2014 4 Week MA
Company Name Symbol Sector INDUSTRY REGION COUNTRY ZONE SCORE SCORE
BEST                
Infosys Technologies INFY TECHNOLOGY Software&ComputerSvc South Asia India Asia 100 102.50
Giant Interactive Group GA SERVICES Leisure Goods North Asia China Asia 95 93.75
KongZhong KONG CONGLOMERATES Mobile Telecom. North Asia China Asia 95 70.00
Melco Crown Entertainment MPEL SERVICES Travel & Leisure North Asia Hong Kong Asia 95 95.00
O2Micro International OIIM TECHNOLOGY Tech.Hardware&Equip. North Asia Hong Kong Asia 95 93.75
SIGNET GROUP PLC SIG SERVICES Jewelry Stores   Bermuda   95 95.00
Semiconductor Manufacturing International SMI TECHNOLOGY Tech.Hardware&Equip. North Asia Hong Kong Asia 95 85.00
Embraer ERJ INDUSTRIAL GOODS Aerospace & Defense Latin America Brazil Latin America 90 72.50
Novo Nordisk NVO HEALTHCARE Pharma. & Biotech. Continental Europe Denmark Europe 90 90.00
PSIVIDA LTD PSDV HEALTHCARE Drug Delivery North America United States North America 90 92.50
Aixtron AIXG TECHNOLOGY Tech.Hardware&Equip. Continental Europe Germany Europe 85 86.25
Baidu BIDU TECHNOLOGY Software&ComputerSvc North Asia China Asia 85 88.75
Hong Kong Television Network HKTV TECHNOLOGY Fixed Line Telecom. North Asia Hong Kong Asia 85 81.25
Nidec NJ INDUSTRIAL GOODS Electron.&ElectricEq North Asia Japan Asia 85 87.50
Rio Tinto RIO BASIC MATERIALS Mining United Kingdom & Ireland United Kingdom Europe 85 87.50
SHIP FINANCE INT'L SFL SERVICES Shipping   Bermuda   85 78.75
SORL AUTO PARTS SORL CONSUMER GOODS Automobiles & Parts North Asia China Asia 85 83.75
Siliconware Precision Industries SPIL TECHNOLOGY Tech.Hardware&Equip. North Asia Taiwan Asia 85 83.75
Spreadtrum Communications SPRD TECHNOLOGY Tech.Hardware&Equip. North Asia China Asia 85 85.00
Teva Pharmaceutical Industries TEVA HEALTHCARE Pharma. & Biotech. Middle East/N. Africa/the Gulf Israel Middle East 85 83.75
Veolia Environnement VE UTILITIES Gas,H20&Multiutility Continental Europe France Europe 85 72.50
KNIGHTSBRIDGE TANKER VLCCF SERVICES Shipping   Bermuda   85 85.00
CTrip.com International CTRP SERVICES Travel & Leisure North Asia China Asia 80 58.75
Edap EDAP HEALTHCARE HealthCareEquip.&Ser Continental Europe France Europe 80 83.75
GRUMA - B Shares GMK CONSUMER GOODS Food Producers Latin America México Latin America 80 82.50
Himax Technologies HIMX TECHNOLOGY Electron.&ElectricEq North Asia Taiwan Asia 80 81.25
JINPAN INT'L JST TECHNOLOGY Diversified Electronics North Asia China Asia 80 83.75
Natuzzi NTZ CONSUMER GOODS HouseGoods&HomeConst Continental Europe Italy Europe 80 78.75
Dr. Reddy's Laboratories RDY HEALTHCARE Pharma. & Biotech. South Asia India Asia 80 78.75
Ryanair RYAAY SERVICES Travel & Leisure United Kingdom & Ireland Ireland Europe 80 82.50
Trinity Biotech TRIB HEALTHCARE HealthCareEquip.&Ser United Kingdom & Ireland Ireland Europe 80 82.50
Wipro WIT TECHNOLOGY Software&ComputerSvc South Asia India Asia 80 83.75
                 
WORST                
Advantest ATE TECHNOLOGY Tech.Hardware&Equip. North Asia Japan Asia 10 13.75
Head - New York Shares HEDYY CONSUMER GOODS Leisure Goods Continental Europe Netherlands Europe 10 21.25
Rediff.com India REDF TECHNOLOGY Software&ComputerSvc South Asia India Asia 10 13.75
Telefonica TEF TECHNOLOGY Fixed Line Telecom. Continental Europe Spain Europe 10 23.75
Companhia Brasileira de Distribuicao-CBD CBD SERVICES Food &Drug Retailers Latin America Brazil Latin America 15 21.25
China Mobile CHL TECHNOLOGY Mobile Telecom. North Asia China Asia 15 17.50
Ecopetrol EC BASIC MATERIALS Oil & Gas Producers Latin America Colombia Latin America 15 17.50
Gold Fields GFI BASIC MATERIALS Mining Sub-Saharan Africa South Africa Africa 15 15.00
Gerdau GGB BASIC MATERIALS Indust.Metals&Mining Latin America Brazil Latin America 15 17.50
Guangshen Railway GSH SERVICES Travel & Leisure North Asia China Asia 15 18.75
Desarrolladora Homex HXM FINANCIALS HouseGoods&HomeConst Latin America México Latin America 15 32.50
POSCO PKX BASIC MATERIALS Indust.Metals&Mining North Asia Korea Asia 15 17.50
Turkcell Iletisim Hizmetleri TKC TECHNOLOGY Mobile Telecom. Middle East/N. Africa/the Gulf Turkey Middle East 15 17.50
Trend Micro TMICY TECHNOLOGY Software&ComputerSvc North Asia Japan Asia 15 17.50
WNS Holdings WNS SERVICES Support Services South Asia India Asia 15 25.00

Commentary:

The best ADR sector is healthcare (PSDV, NVO, TEVA, TRIB, RDY, EDAP), followed by services (SIG, MPEL, GA, VLCCF, SFL, RYAAY, CTRP). Technology (INFY, SMI, OIIM, SPRD, SPIL, HKTV, BIDU, AIXG), industrials (ERJ, NJ, CRH), and utilities (VE) score in line. Financials, basics, and consumer score below average.

The best scoring zone is North America/Canada (PSDV, BMO, RY, TU, CNQ), followed by the Middle East (TEVA, NICE, GIVN).  The best scoring regions are No. America/Canada, MENA, and the U.K./Ireland (RIO, RYAAY, TRIB, RUK, ICLR, SNN, AZN).  The top scoring countries include Hong Kong (SMI, OIIM, MPEL, HKTV), Bermuda (SIG, VLCCF, SFL), Ireland (RYAAY, TRIB, ICLR),  and Canada.
 

None.

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