Weekly ADR Report - Best And Worst
Since 2010, the weekly best scoring ADRs have -- on average -- outpaced the EFA over the following year by 520 bps. Of our top scoring from one year ago, the top performers have been IBA up 42%, NTES up 39%, BAYRY up 30%, and AZN up 30%.
The average score across our ADR universe is 44.35, above the four week moving average score of 44.01. The average ADR is trading -17.32% below its 52 week high, 1.07% above its 200 dma, has 3.46 days to cover held short, and is expected to post EPS growth of 25% next year.
| ADRS | 4/21/2014 | 4 Week MA | ||||||
| Company Name | Symbol | Sector | INDUSTRY | REGION | COUNTRY | ZONE | SCORE | SCORE |
| BEST | ||||||||
| Astrazeneca | AZN | HEALTHCARE | Pharma. & Biotech. | United Kingdom & Ireland | United Kingdom | Europe | 90 | 87.50 |
| National Grid | NGG | UTILITIES | Gas,H20&Multiutility | United Kingdom & Ireland | United Kingdom | Europe | 90 | 88.75 |
| Novo Nordisk | NVO | HEALTHCARE | Pharma. & Biotech. | Continental Europe | Denmark | Europe | 90 | 87.50 |
| ASM International - New York Shares | ASMI | TECHNOLOGY | Tech.Hardware&Equip. | Continental Europe | Netherlands | Europe | 85 | 82.50 |
| Bancolombia - Pref | CIB | FINANCIALS | Banks | Latin America | Colombia | Latin America | 85 | 80.00 |
| Daimler | DDAIF | CONSUMER GOODS | Automobiles & Parts | Continental Europe | Germany | Europe | 85 | 83.75 |
| Randgold Resources | GOLD | BASIC MATERIALS | Mining | Sub-Saharan Africa | South Africa | Africa | 85 | 81.25 |
| Ryanair | RYAAY | SERVICES | Travel & Leisure | United Kingdom & Ireland | Ireland | Europe | 85 | 82.50 |
| SHIP FINANCE INT'L | SFL | SERVICES | Shipping | Bermuda | 85 | 70.00 | ||
| Spreadtrum Communications | SPRD | TECHNOLOGY | Tech.Hardware&Equip. | North Asia | China | Asia | 85 | 85.00 |
| Arcadis - New York Shares | ARCAY | SERVICES | Support Services | Continental Europe | Netherlands | Europe | 80 | 68.75 |
| CNInsure | CISG | FINANCIALS | Nonlife Insurance | North Asia | China | Asia | 80 | 76.25 |
| KongZhong | KONG | CONGLOMERATES | Mobile Telecom. | North Asia | China | Asia | 80 | 78.75 |
| Grupo Aeroportuario del Centro Norte | OMAB | SERVICES | IndustrialTransport. | Latin America | México | Latin America | 80 | 80.00 |
| Enersis | ENI | UTILITIES | Electricity | Latin America | Chile | Latin America | 75 | 62.50 |
| GLOBAL SOURCES | GSOL | TECHNOLOGY | Internet Information Providers | Bermuda | 75 | 76.25 | ||
| Industrias Bachoco | IBA | CONSUMER GOODS | Food Producers | Latin America | México | Latin America | 75 | 73.75 |
| Logitech International - Global Registered Shares | LOGI | TECHNOLOGY | Tech.Hardware&Equip. | Continental Europe | Switzerland | Europe | 75 | 72.50 |
| Novartis | NVS | HEALTHCARE | Pharma. & Biotech. | Continental Europe | Switzerland | Europe | 75 | 67.50 |
| Prudential | PUK | FINANCIALS | Life Insurance | United Kingdom & Ireland | United Kingdom | Europe | 75 | 55.00 |
| SIGNET GROUP PLC | SIG | SERVICES | Jewelry Stores | Bermuda | 75 | 77.50 | ||
| Taiwan Semiconductor Manufacturing | TSM | TECHNOLOGY | Tech.Hardware&Equip. | North Asia | Taiwan | Asia | 75 | 73.75 |
| Ultrapar | UGP | SERVICES | Gas,H20&Multiutility | Latin America | Brazil | Latin America | 75 | 72.50 |
| WORST | ||||||||
| Gravity | GRVY | TECHNOLOGY | Leisure Goods | North Asia | Korea | Asia | 10 | 11.25 |
| Empresas ICA | ICA | INDUSTRIAL GOODS | Construct.&Materials | Latin America | México | Latin America | 10 | 13.75 |
| China Finance Online | JRJC | SERVICES | Software&ComputerSvc | North Asia | China | Asia | 10 | 13.75 |
| Ku6 Media Co., Ltd | KUTV | TECHNOLOGY | Mobile Telecom. | North Asia | China | Asia | 10 | 11.25 |
| National Bank of Greece | NBG | FINANCIALS | Banks | Continental Europe | Greece | Europe | 10 | 17.50 |
| Rediff.com India | REDF | TECHNOLOGY | Software&ComputerSvc | South Asia | India | Asia | 10 | 12.50 |
| Xinyuan Real Estate | XIN | INDUSTRIAL GOODS | Real Estate Inv&Serv | North Asia | China | Asia | 10 | 12.50 |
| China Southern Airlines | ZNH | SERVICES | Travel & Leisure | North Asia | China | Asia | 10 | 12.50 |
The best scoring sector across ADRs is utilities (NGG, ENI, KEP, CPL). Healthcare (NVO, AZN, NVS, WX) and services (SFL, RYAAY, OMAB, ARCAY, UGP, SIG) also score above average. Consumer goods (DDAIF, IBA, BUD, BTI) score in line. Technology, financials, basics, and industrials score below average.
The top scoring zone is North America/Canada (BCE, ECA, PSDV), followed by Latin America (CIB, OMAB, ENI, UGP, IBA, CPL, TEO). The best scoring regions are North America, UK/Ireland (NGG, AZN, RYAAY, PUK, ICLR), and Latin America. The top countries are Bermuda (SFL, GSOL, SIG), Ireland (RYAAY, ICLR, FLY), Canada (BCE, ECA), and Chile (ENI, PVD).
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