Best And Worst ADRs To Kick Off 2017 - Monday, Jan. 2

By Todd Campbell

Monday, January 2, 2017 12:38 PM EDT

methodology circle

The best sector in ADRs is industrial goods.
The top countries are Norway, Hong Kong, and Canada.

**Important** Scores now reflect first quarter seasonality.

The average score across our ADR universe is 49.06. Over the past four and eight-weeks, the score has averaged 50.59 and 50.62, respectively. The average ADR is trading -19.03% below its 52 week high, -0.17% below its 200 dma, has 2.89 days to cover short, and is expected to grow EPS by 13.42%.

The following are the best and worst scoring ADRs in our universe:

ADRS							1/2/2017	4 Week MA
Company Name	Symbol	Sector	INDUSTRY	REGION	COUNTRY	ZONE	SCORE	SCORE
BEST
Bank of Montreal	BMO	FINANCIALS	Money Center Banks	North America	Canada	North America	100	87.5
CHINA YUCHAI INT'L	CYD	INDUSTRIAL GOODS	Diversified Machinery	South Asia	Singapore	Asia	95	86.25
GW Pharma	GWPH	HEALTHCARE	Biotechnology	United Kingdom & Ireland	United Kingdom	Europe	95	82.5
Luxottica	LUX	HEALTHCARE	Personal Goods	Continental Europe	Italy	Europe	95	92.5
WOLSELEY PLC	WOSYY	INDUSTRIAL GOODS	Industrial Equipment	Continental Europe	Switzerland	Europe	90	80
BHP Billiton	BHP	BASIC MATERIALS	Mining	Australia & New Zealand	Australia	Asia	85	75
CPFL Energia	CPL	UTILITIES	Electricity	Latin America	Brazil	Latin America	85	70
CRH	CRH	INDUSTRIAL GOODS	Construct.&Materials	United Kingdom & Ireland	Ireland	Europe	85	71.25
Mobile TeleSystems	MBT	TECHNOLOGY	Mobile Telecom.	Central & Eastern Europe	Russia	Europe	85	62.5
Mechel Steel	MTL	BASIC MATERIALS	Indust.Metals&Mining	Central & Eastern Europe	Russia	Europe	85	67.5
National Australia Bank	NABZY	FINANCIALS	Banks	Australia & New Zealand	Australia	Asia	85	73.75
Rio Tinto	RIO	BASIC MATERIALS	Mining	United Kingdom & Ireland	United Kingdom	Europe	85	82.5
Companhia Siderurgica Nacional-CSN	SID	BASIC MATERIALS	Indust.Metals&Mining	Latin America	Brazil	Latin America	85	82.5
Semiconductor Manufacturing International	SMI	TECHNOLOGY	Tech.Hardware&Equip.	North Asia	Hong Kong	Asia	85	91.25
STMicroelectronics - New York Shares	STM	TECHNOLOGY	Tech.Hardware&Equip.	Continental Europe	Italy	Europe	85	70
Australia and New Zealand Banking	ANZBY	FINANCIALS	Banks	Australia & New Zealand	Australia	Asia	80	75
BHP Billiton	BBL	BASIC MATERIALS	Mining	United Kingdom & Ireland	United Kingdom	Europe	80	70
COPA HOLDINGS	CPA	SERVICES	Regional Airlines	Latin America	Panama	Latin America	80	82.5
Credit Suisse	CS	FINANCIALS	Banks	Continental Europe	Switzerland	Europe	80	67.5
Fiat Chrysler Automobiles NV	FCAU	INDUSTRIAL GOODS	Automobiles & Parts	United Kingdom & Ireland	United Kingdom	Europe	80	77.5
Norsk Hydro	NHYDY	BASIC MATERIALS	Indust.Metals&Mining	Continental Europe	Norway	Europe	80	85
Petroleum Geo-Services	PGSVY	BASIC MATERIALS	OilEquip.,Serv.&Dist	Continental Europe	Norway	Europe	80	85
Royal Bank of Canada	RY	FINANCIALS	Money Center Banks	North America	Canada	North America	80	81.25
SIGNET GROUP PLC	SIG	SERVICES	Jewelry Stores		Bermuda		80	77.5
Technip	TKPPY	INDUSTRIAL GOODS	OilEquip.,Serv.&Dist	Continental Europe	France	Europe	80	71.25
WORST
Prana Biotechnology	PRAN	HEALTHCARE	Pharma. & Biotech.	Australia & New Zealand	Australia	Asia	10	10
SIFY	SIFY	TECHNOLOGY	Software&ComputerSvc	South Asia	India	Asia	10	10
China Mobile	CHL	TECHNOLOGY	Mobile Telecom.	North Asia	China	Asia	15	16.25
E.ON	EONGY	BASIC MATERIALS	Gas,H20&Multiutility	Continental Europe	Germany	Europe	15	23.75
Korea Electric Power	KEP	UTILITIES	Electricity	North Asia	Korea	Asia	15	23.75
Rediff.com India	REDFY	TECHNOLOGY	Software&ComputerSvc	South Asia	India	Asia	15	13.75
Vodafone Group	VOD	TECHNOLOGY	Mobile Telecom.	United Kingdom & Ireland	United Kingdom	Europe	15	31.25

The following ADRs have the best seasonal track record for posting gains in Q1:

		Q1	Q1	Q1	Q1	Q1	Q1	Q1	Q1	Q1	Q1	Q1	Q1	Q1	Q1	Q1
		(of 10)	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	Average	Median	Std. Dev	Correl
UGP	100%	10	29.83%	2.27%	6.35%	4.73%	6.79%	27.80%	15.39%	3.24%	7.27%	28.05%	13.17%	7.03%	11.20%	43.23%
NICE	90%	9	10.53%	-17.77%	10.64%	2.29%	5.85%	14.08%	10.01%	9.49%	20.65%	13.34%	7.91%	10.27%	10.26%	42.21%
PAC	90%	9	9.72%	0.83%	-20.72%	18.43%	4.63%	7.76%	2.52%	9.90%	3.70%	0.49%	3.73%	4.17%	10.14%	73.62%
SIG	90%	9	6.60%	-12.55%	32.06%	21.03%	6.04%	7.78%	25.71%	34.76%	5.64%	0.46%	12.75%	7.19%	15.07%	-13.98%

The best sectors across ADRs this week is industrial goods (CYD, WOSYY, CRH, TKPPY, FCAU), basic materials (SID, RIO, MTL, BHP, PGSVY, NHYDY, BBL), and financials (BMO, NABZY, RY, CS, ANZBY). Healthcare, services, utilities, consumer goods, and technology score below average.

SECTOR	RATIO
INDUSTRIAL GOODS	57.19
BASIC MATERIALS	54.90
FINANCIALS	53.33
HEALTHCARE	47.61
SERVICES	46.76
UTILITIES	46.25
CONSUMER GOODS	45.83
TECHNOLOGY	44.41

The top zones are North America (BMO, RY, ECA) and Europe (GWPH, LUX, WOSYY, MBT, MTL, STM, CRH, RIO). North America, Central & Eastern Europe (MBT, MTL), and UK/Ireland (GWPH, CRH, RIO, BBL, FCAU) are the top regions. Norway (PGSVY, NHYDY), Hong Kong (SMI), Canada (BMO, RY), Bermuda (SIG), and Russia (MBT, MTL) are the best countries.

ZONE		REGION		COUNTRY
65.00	North America	65.00	North America	76.25	Norway
52.92	Europe	60.83	Central & Eastern Europe	70.00	Hong Kong
50.34	Latin America	53.68	United Kingdom & Ireland	69.17	Canada
45.00	Middle East	50.34	Latin America	65.00	Bermuda
43.33	Asia	45.00	Middle East/N. Africa/the Gulf	65.00	Russia
		42.15	North Asia	61.67	Italy
		39.23	South Asia	60.63	Australia
				56.25	Chile
				56.00	Switzerland
				55.00	Finland
				50.86	United Kingdom
				50.48	Brazil
				49.17	Taiwan
				48.75	Netherlands
				47.00	Spain
				46.43	México
				41.06	China
				40.95	Japan
				35.00	Korea