Monthly Archives: September 2014

Market opportunities by T-Advisor: Actelion

T-Advisor, through its tool Market Opportunities, has detected the company Actelion, listed in the Swiss Exchange, as an opportunity for investment.

These are the main figures about performances and volatility in the last years:

Actelion main figures in T-Advisor

The technical analysis reveals also more data:

Actelion technical analysis in T-Advisor

The chart shows the evolution i the last year:

Actelion chart in T-Advisor

Finally, the risk analysis is as follows:

Actelion risk analysis in T-Advisor

Actelion is a biopharmaceutical company focused on the discovery, development  and commercialization of drugs for diseases with significant unmet medical needs. Founded in 1997, it has more than 2,400 workers in over 30 countries. The company bought in 2006 CoTherix to enter the American market.

The revenues in 2013 increased a 4%, till CHF 1,784 million and the net income reached CHF 509 million, a 13% more. After a decreasing trend till 2012, the stock has begun to go up and has multiplied three times the price in the last two years.

Insurance branch: a need of innovation

Insurance companies have been one of the main players hit by the current financial crisis. The AIG bailout was not very good news for a branch that has shown a little ability to develop new solutions and evolve.

As the OECD reports, the industry is pressured by price competition in premiums and by low interest rates, which reduce the chances to offer attractive savings products. Moreover, experts also said that insurance products are now more complex and this has had negative effects amongst customers. However, chances are growing in emerging countries, where the improvement of standard of living awake the people’s attention for these products.

What is the evolution of some of the main insurance companies? Let’s see the T-Advisor figures:

Insurance: Berkshire Hathaway figures in T-Advisor

Omaha’s Oracle conglomerate, the biggest American insurance, obtained US$ 140,310 million in 2013, a 13.7% more compared with the former year. The net income increased also a 31.4%, until US$ 19,845 million.

AXA insurance figures in T-Advisor

French biggest insurance company revenues increased slightly a 1.2% in 2013, till €91,249 million. The net profit reached €4,482 million, a 10.2% more.

Allianz insurance figures in T-Advisor

The German insurance group decreased the revenues a slight 0.3%, till €101,416 million. However, the net profit jumped a 14.1%, till €6,344 million.

Generali insurance figures in T-Advisor

The Italian insurance company, as the German competitor, decreased its revenues a 1.1%, till €85,043 million. However, the net income multiplied almost 6 times, a 582%, till €2,142 million.

The comparison in the main data made by T-Advisor has the following results:

 

Performance

YTD

Volatility

YTD

Score

Liquidity

VaR

1 week

Berkshire Hathaway

18.56 %

12.84%

8.67

10

-2.24%

AXA

-9.39%

21.14 %

7.06

7

-5.39%

Allianz

5.33%

17.42%

7.15

10

-4.56%

Generali

-5.67%

17.64%

5.87

10

-4.32%

AXA and Generali, the French and Italian players, show the worst results compared with Allianz and Berkshire. They are still suffering the crisis effects. The American company is the most profitable and also has the lowest volatility and VaR. Its trend is a steady and progressive upward line. Allianz shows the second best figures amongst this group. The German company is still considered a safe harbour by investors.

Market opportunities by T-Advisor: Keyence Corporation

T-Advisor, through its tool Market Opportunities, has detected the company Keyence, listed in Tokyo, as an opportunity for investment.

These are the main figures about performances and volatility in the last years:

Keyence main data in T-Advisor

The technical analysis reveals also more data:

Keyence technical analysis in T-Advisor

The chart shows the evolution i the last year:

Keyence chart in T-Advisor

Finally, the risk analysis is as follows:

Keyence risk analysis in T-Advisor

Since 1974, Keyence focuses its business in the development and manufacturing of industrial automation and inspection equipment worldwide. Its products consist of code readers, laser markers, machine vision systems, measuring systems, microscopes, sensors, and static eliminators. The company serves its products in 70 different countries. Keyence is also in the Forbes 100 World’s Most Innovative companies list.

Revenues in fiscal year 2013-2014 increased 21.6%, till ¥265,010 million, and net income also jumped a 27.1%, till ¥85,904 million. The stock has experienced a high development since the summer 2012 and the share price doubles currently that moment.

Brazil: emerging opportunities

Brazil, the Latin-American biggest country, the member of the BRICS group (with Russia, India, China and South Africa) and one the main emerging countries deals with two challenges: a bigger recession than expected and a presidential election in October with a possible change. President Rousseff and candidate Silva are running neck-and-neck in the polls.

Markets worked with three scenarios after the election: Rousseff reelection, the least preferred, and a victory by the centre-right or the ecosocialist Silva. Now, as centre-right is almost out of the competition in the polls, uncertainty increases amongst investors.

As an emerging country, Brazil has still many opportunities to develop. There is still a lack in public services and infrastructures, but social standard of living improved in the last years. What about foreign investments? As the chart shows, it was a very interesting country for money:

Foreign investment in Brazil since 1995

What about the stock exchange? Main winners in Bovespa, Sao Paulo stock exchange main index, are currently a company focused on education (Estacio Participaçoes), financial companies (Cielo, Banco do Brasil  and CETIP) and a food producer (JBS). These are the results shown in T-Advisor:

Best performers in Bovespa

On the other side, the worst performers are industrials (Gerdau Metalurgica and MMX Mineraçao), real estate and building companies (Rossi Residencial and PDG Realty) and the telecom Oi. These are the figures in T-Advisor:

Worst performers in Bovespa

T-Advisor system has also found a short-term market opportunity: Tractebel Energia, with the following main figures:

Tractebel Energia main figures

As it is easy to see, Brazil is a complex country. Although industry and mining resource branches are one of the strongest in the world, opportunities for investors are more linked to services, as the population improves progressively its standard of living.

Market opportunities by T-Advisor: AAC Neteller

T-Advisor, through its tool Market Opportunities, has detected the company AAC Neteller, listed in London, as an opportunity for investment.

These are the main figures about performances and volatility in the last years:

AAC Neteller main figures in T-Advisor

The technical analysis reveals also more data:

AAC Neteller technical analysis in T-Advisor

The chart shows the evolution i the last year:

AAC Neteller chart in T-Advisor

Finally, the risk analysis is as follows:

AAC Neteller risk analysis in T-Advisor

AAC Neteller is a global provider of online and mobile payment processing services to thousands of merchants and millions of consumers. It has several brands for different business lines: Netbanx, Neteller, Optimal Payments Card Services and Net+. The company bought in June Meritus Payment Solutions and Global Merchant Advisors to enter the US payments market.

The revenues increased 41% in 2013 till US$ 253.4 million and the net profit jumped from 1.2 million in 2012 to 31.5 million in 2013. After some years very low, the share begun to increase the price in August 2012, when it costed GBP 0.76. Since January 2013, the stock price multiplied four times.

T-Advisor new improvements: a continuous evolution

T-Advisor is a suite of advanced and professional financial tools accessible to all kind of people. Our commitment is clear: to make easier investments for everyone. This engagement is also related with a continuous review and improvement of our solutions. We did not stop in summer. These are the results.

First of all, we are very focused on the usability of our tools. We have included some new changes to increase the flexibility and the versatility for the users. The speed is also higher. We have implemented these changes in My Portfolio module. When you create a new portfolio, options and filters have been improved to make the process and the searches easier.

My portfolio module in T-Advisor

Other new important change implemented in T-Advisor was the cloning tool in our Model Portfolios module. What does it mean? T-Advisor has 9 different model portfolios: 5 ETF portfolios depending the risk profile and 5 share portfolios depending the market. They are rebalanced every two months and they have always obtained positive results. We make it available the chance to our users to copy them with a simple click.

Portfolio clone tool in T-Advisor

Just choose the icon on the right side and a new screen will appear. Write a name and the amount to invest in this portfolio.

Box to clone portfolios in T-Advisor

As you will check, we are engage in keeping on improving our suite for you. The aim is that you receive the best financial information with the best, flexible and usable tools.

Ranking T-Advisor: Our best stocks and funds till August

What stocks and funds were the best in the first eight months of 2014? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares till August were as follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Nemetschek AG

10

67.52%

22.90%

-4.65%

Xetra
DO & CO

9.85

39.43%

19.11%

-4.66%

Wiener Börse
ITS Group

9.70

103.58%

34.89%

-5.55%

Euronext Paris
Actielec Tech

9.69

69.72%

63.46%

-9.63

Euronext Paris

USA

InterMune

10

398.98%

89.16%

-11.70%

Nasdaq
Natural Health Trends

10

305.62

65.03%

-10.68%

Nasdaq
AAC Achillion Pharmaceuticals

10

273%

139.05%

-13.01%

Nasdaq
Biodelivery Science

10

191%

64.02%

-10.04%

Nasdaq
TriQuint Semicon

10

139.56%

40.04%

-4.66%

Nasdaq

ASIA

Clarion

10

189.87%%

40.59%

-5.88%

Tokyo
Seiko Epson

10

100.35%

42.07%

-8.33%

Tokyo
Tekken

10

54.48%

87.27%

-7.43%

Tokyo
Essex Bio-Tech

10

53.58%

55.49%

-9.76%

Hong Kong
Tobishima

10

33.33%

55.28%

-6.74%

Tokyo

LATAM

Lojas Renner

9.54

19.72%

22.28%

-4.35%

Sao Paulo
CFR Pharmaceuticals

9.45

72.24%

42.66%

-5.62%

Santiago de Chile
Grupo Aeroportuario

9.4

36.37%

20.72%

-4.16%

Mexico
Bancolombia

9.37

22.58%

18.87%

-4.85%

Colombia
Cosan Ind Comer

9.26

7.88%

26.78%

-5.51%

Sao Paulo

The best funds till August were as follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

FIXED-INCOME

Global Real Return Fund IE0033591748

9.04

7.96 %

4.21%

-0.82%

Pimco Funds
BGF As Tig Bd A2C LU0063729296

9

7.67%

3.17%

-0.56%

Black Rock Funds Managers
SISF Glbl Inf Lkd Bd USD Hdg C LU0188096720

8.99

6.43%

3.36%

-0.62%

Schroder Investment
Templeton Asian Bond Fund I EUR LU0366764263

8.9

12.71%

6.15%

-1.23%

Franklin Templeton AM
FF-Emerging Mkt Debt Y LU0238206337

8.88

10.40%

5.56%

-0.99%

Fidelity
PIM Gl Real Ret IE0034234553

8.86

7.63%

4.28%

-0.83%

Pimco Funds
Pioneer SF – Euro Extra Long Term Bond  Class F Non – Distributing EUR LU0271692013

8.84

17.27%

4.17%

-0.83%

Pioneer
Templeton Asian Bond Fund I Acc LU0229951032

8.83

6.13%

4.93%

-0.90%

Franklin Templeton AM
Ff-Emer Mkt Debt Acc Eur LU0238205289

8.81

17.36%

6.27%

-1.19%

Fidelity
Global Bond Fund IE0030565943

8.81

6.08%

1.65%

-0.22%

Pimco Funds

EQUITY FUNDS

SISF Middle East EUR I Acc LU0316468478

9.87

39.66%

13.75%

-2.62%

Schroder Investment
JPM Emerging Middle East Equity A (acc) – EUR LU0401356422

9.81

33.97%

15.86%

-2.80

JP Morgan AM
Templeton Thailand Fund I(acc) USD LU0366776861

9.8

30.85%

19.53%

-5.75%

Franklin Templeton AM
Franklin Biotechnology Discovery Fund I (acc) LU0195948822

9.76

22.41%

26.24%

-7.77%

Franklin Templeton AM
S Lif IG Chi Eq – Shs –A – Capitalisation LU0213068272

9.74

6.18%

13.70%

-3.17%

Standard Life Investments
FF-INDONESIA Y LU0346391328

9.73

30.58%

22.07%

-5.87%

Fidelity
SISF Middle East I Acc LU0314591099

9.71

30.76%

13.17%

-2.47%

Schroder Investment
JPMorgan Funds – Emerging Markets Small Cap Fund LU0318933131

9.68

15.26%

10.38%

-2.46%

JP Morgan AM
Fidelity Funds – Thailand Fund A LU0048621477

9.67

22.46%

20.30%

-6.71%

Fidelity

 

Market opportunities by T-Advisor: Tianjin

T-Advisor, through its tool Market Opportunities, has detected the company Tianjin, listed in Hong Kong Exchange as an opportunity for investment.

These are the main figures about performances and volatility in the last years:

Tianjin main figures in T-Advisor

The technical analysis reveals also more data:

Tianjin technical analysis in T-Advisor

The chart shows the evolution i the last year:

Tianjin chart in T-Advisor

Finally, the risk analysis is as follows:

Tianjin risk analytics in T-Advisor

Tianjin is part of the state-owned Chinese conglomerate TEDA Investment Holding. Its main scope of business covers regional development and real estate, public utilities, manufacturing industry, financial industry and modern service industry. In 2013, the sales revenue of the company was RMB 83.0 billion Yuan and the total asset was RMB 225.9 billion Yuan. Share price multiplied three times since the beginning of 2013.

Global market trends: markets in summer

Summer is usually a term quite unstable for the markets. August is a month with higher volatility as capital flows diminish and movements show bigger than they really are. This summer, markets experienced a sudden fear not related to economic or financial reasons, but political ones: the Ukraine crisis. Investors were always with an eye on this country, which is living a civil war. Behind of this war, there is a hidden power fight between Western countries and Russia, as a new edition of the old Cold War. When such kind of political tension exists, money flees. The war still exists and is far to be solved, but it seems that the market worries changed in the last weeks to other motivations: Central Banks.

Global market trends in august in T-Advisor

The World Central Banks meeting in Jackson Hole, US, some days ago, showed the different strategies that are being discussed by the monetary policy managers in their influence areas. Analysts and investors are almost sure that a rate hike will be sooner than later in the main world economy, but Mrs. Yellen is still reluctant while unemployment does not strengthen its downwards slope.

US market trend in August in T-Advisor

In Europe, on the contrary, markets are very sensible to every word that Mr. Draghi says, because it is to expect that new expansive monetary decisions will be taken. For today’s ECB meeting, analysts opt for some explanations instead of new decisions, as more details about TLTRO (a system to lend huge money amounts to banks). ECB Chairman announced in Jackson Hole that the institution is ready to act. Meanwhile, main European countries inflation and GDP figures were quite bad. This is considered as a pressure for the ECB to decide new measures.

Europe market trend in August in T-Advisor

LatAm countries are under the shadow of two crises: the eternal Argentinian debt troubles and the recession in Brazil. In the case of Brazil, analysts comment that this decrease in the GDP has to do with the post Football Worldcup effect. In any case, low prices are still attractive for investors in this area.

LatAm market trend in August in T-Advisor

In Asia, worries increase around China, as the recovery momentum slowed and opened doubts about the strength of the upward movement. However, T-Advisor global trend tool shows that the second world economy markets are sounder that some months ago, when the trend was deeply bearish.

Asia market trend in August in T-Advisor

Market opportunities by T-Advisor: Amgen Inc

T-Advisor, through its tool Market Opportunities, has detected the company Amgen Inc., listed in Nasdaq, as an opportunity for investment.

These are the main figures about performances and volatility in the last years:

Amgen Inc main figures in T-Advisor

The technical analysis reveals also more data:

Amgen Inc Technical analysis in T-Advisor

The chart shows the evolution i the last year:

Amgen Inc chart in T-Advisor

Finally, the risk analysis is as follows:

Amgen Inc risk analysis in T-Advisor

Amgen Inc is an American biotechnological company specialized in the development of several kind of drugs, mainly for cancer diseases. It has subsidiaries and representatives offices in 35 countries around the worls. Total revenues in 2013 reached USD 18,676 million, a 8.17% more compared with the former year. Net income improved a 16,93%, till USD 5,081 million (USD 6.64 per share). The share increased the value a 133% in the last five years. The company has also a purchase strategy to grow, as it bought 7 laboratories in the last five years. Last purchase was Onyx Pharmaceuticals.