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.