E Weekly ADR Report – February 23, 2015

Since 2010, the average return of our weekly best scoring ADRs have outpaced the MSCI EAFE by a median 386 bps over the following year, with no turnover.

The average ADR score is 50.84, which is above our four week moving average score of 48.36. The average ADR is trading -22.38% below its 52 week high, -1.54% below its 200 dma, has 3.29 days to cover held short, and is expected to post EPS growth of 16.27% next year.

The best scoring sector across our ADR universe is healthcare (PSDV, LUX, SNN, RDY, NVS, NVO). Consumer goods (UPMKY, SNE, GMK, TM, SEOAY, TTM), services (RYAAY, ICLR, RUK, ENL, DEG, AHONY, FLY), and financials (HDB, ING, BCS, GGAL, BMA) score above average. Technology and industrial goods score in line. Utilities and basic materials score below average.

Across our ADR universe, the top zones are North America/Canada (PSDV, BCE, TU) and Europe (RYAAY, ARMH, ICLR, LUX, STM, ERIC, ASMI, RUK, ENL, DEG, SNN). The best regions include UK/Ireland (RYAAY, ARMH, ICLR, RUK, SNN, CRH, BCS, BT, FLY), No. America, and South Asia (WIT, RDY, HDB, INFY, CYD). The highest scoring countries are Ireland (RYAAY, ICLR, CRH, FLY), Hong Kong (OIIM, MPEL), Finland (UPMKY, SEOAY), Bermuda (AXS, GSOL), and Switzerland (NVS, SYT, RHHBY, UBS).


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Author: Travis Esquivel

Travis Esquivel is an engineer, passionate soccer player and full-time dad. He enjoys writing about innovation and technology from time to time.

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