• The best sector across ADRs is services.
  • The top regions are North America, MENA, & UK/Ireland
  • The average ADR score is 45.81 and that’s above both the four and weight week average score of 43.56 and 43.72. The average ADR in our ADR universe is trading -26.81% below its 52 week high, -5.65% below its 200 dma, has 4.39 days to cover held short, and is expected to grow EPS by 10.12% in the coming year.

    Services (HMIN, ASR, VLRS, EDU, DEG, WMMVY, SIG, PAC, AHONY), consumer goods (FMX, BUD, ITYBY, NSANY, UPMKY, TTM), and industrial goods (ERJ, NJ, MXCYY, KUBTY, DNZOY) score best. Healthcare scores are in line. Technology, financials, and basics score below average and should be underweight.

    North America (RY, BCE, BMO) and MENA (PTNR, TKC, NICE) are the best zones. North America, MENA, and UK/Ireland (NGG, BT, ITYBY, ARMH, SNN, PUK, BTI) are the top scoring regions. Bermuda (GSOL, SIG), Finland (UPMKY), Canada (RY, BCE), Mexico (ASR, FMX, VLRS, WMMVY, PAC, KOF), and Hong Kong (SMI) should be heavily weighted.

     

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