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Global stocks
Airbus SE: Pent-up travel demand outweighed by fears of slowdown
Paris-listed Airbus SE was one of the bigger losers in our portfolio for the four-month period, with a 15.5% loss.
June 24, 2022
Global stocks
Avantor: Key play for investors seeking value and biotechnology exposure
New York-listed Avantor Inc was among the underperformers in our portfolio for the four-month period, with a 18.0% loss.
June 24, 2022
Global stocks
Bumi Armada: Strong cash flow plus further exposure to commodities upcycle
Bursa Malaysia-listed Bumi Armada was one of the worst performers in our portfolio for the four-month period, with a 26.8% loss.
June 24, 2022
Global stocks
China Construction Bank: Steady dividend play constructive to one’s portfolio
Hong Kong-listed China Construction Bank was one of the losers in our portfolio for the four-month period, with a 10.6% loss.
June 24, 2022
Global stocks
CrowdStrike Holdings: Leading niche player in the growing cloud security market
Nasdaq-listed CrowdStrike Holdings was among the losers in our portfolio for the four-month period, with an 8.4% loss.
June 24, 2022
Global stocks
Magna International: Look beyond current cost pressures for longer-term potential
Toronto-listed Magna International was the bigger loser in our portfolio for the four-month period, with a 28.6% loss.
June 24, 2022
Global stocks
NAVER Corp: Well poised to lift longer-term potential further
Korea-listed NAVER Corp was the second biggest loser in our portfolio for the four-month period, with a 27.4% loss.
June 24, 2022
Global stocks
Ohsho Food Service Corp: Food chain with the edge in a competitive and stagnant market
Tokyo-listed Ohsho Food Service Corp was one our portfolio’s top performers for the four-month period, with a 12% gain.
June 24, 2022
Global stocks
Tianneng Power International: Right industry, right products and right markets
Hong Kong-listed Tianneng Power International was the other gainer in our portfolio for the four-month period, with a 6.2% gain.
June 24, 2022
Global stocks
Waste Management: Set to expand by meeting essential, growing demand
New York-listed Waste Management was one of the smaller losers in our portfolio for the four-month period, with a 2.3% loss.
June 24, 2022