Monthly Archives: October 2014

Discover the new improvements in T-Advisor

T-Advisor is a suite of advanced and professional investment tools for individuals and advisors. As a technological solution, our team is always working to improve features and usability. We know that perfection is impossible to reach, but we work as it isn’t, so that our users could not find any other better solution than ours.

What are the main last improvements? Firstly, the performance chart in your portfolio. You can choose the period to compare your portfolio with the smart benchmark and you can also select another chart to see the portfolio valuation.

T-Advisor improvements: performance chart

Portfolio performance chart in T-Advisor

T-Advisor portfolio valuation chart

We have also improved our list of assets, setting categories to find the ones you are looking for. The list has deeply grown: 41 world stock indexes, more than 100 international fund managers, 20 exchanges, as also bonds, certificates and currencies.

T-Advisor asset list

We have also implemented a new module: our investment planner. We proudly announce this implementation, as we have set an easy-to-use tool: up to 7 different plans (from housing to retirement) and advanced settings to take into account inflation and tax effects. At the end, you obtain a report with a suggested allocation depending your profile and a capital projection for the selected period of investment.

T-Advisor investment planner home

T-Advisor investment planner projection

In our version for professionals, the upgrade focused in the usability to manage clients and the performance figures related to their investments.

This is not the end. T-Advisor is steadily working to develop new features and settings and include a better usability. Our aim is that our users feel totally satisfied managing their investment with us. So many tools just for 0€? Of course! Please enjoy them!

Market opportunities by T-Advisor: AmerisourceBergen

T-Advisor, through its tool Market Opportunities, has detected the company AmerisourceBergen, listed in New York Stock Exchange (NYSE) as an opportunity for investment.

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

AmerisourceBergen main figures in T-Advisor

The chart shows the evolution in the last year:

AmerisourceBergen chart in T-Advisor

The technical analysis reveals also more data:

AmerisourceBergen technical analysis in T-Advisor

Finally, the risk analysis is as follows:

AmerisourceBergen risk analysis in T-Advisor

AmerisourceBergen is one of the largest global pharmaceutical sourcing and distribution services companies, helping both healthcare providers and pharmaceutical and biotech manufacturers improve patient access to products and enhance patient care. With services ranging from drug distribution and niche premium logistics to reimbursement and pharmaceutical consulting services, AmerisourceBergen delivers innovative programs and solutions across the pharmaceutical supply channel.

Company revenues increased last fiscal year 12.6%, till US$ 87,959 million, after a slight decrease the former year. This figures have to do with the strategic alliance with the German company Walgreens and Alliance Boots GmbH. However, net income dropped a 39,6%, till US$ 493,4 million. Share price have increased steadily and doubled the value since the beginning of 2012.

 

Germany: opportunities in slower pace

Germany is in the heart of Europe and is also somehow a heart for the European economy. The Great Recession experienced since 2007 affected deeply the European Union. In the middle of the discussions amongst the EU partners, Germany has imposed its strength with austerity to control public budgets. But today the receipt shows to be not necessary the best, as some experts speaks about a third recession in Europe. The warning comes from the weak figures in Germany.

The main European economy is very well monitored: there are several indexes about business or consumers climate. The most famous are IFO and GfK. Let’s see the business climate: there has been a worsening this year.

IFO business climate chart

A cough in Germany means an illness in the rest of the European countries. Germany has a strong industry and export branch. Chemicals, carmakers, electronics… are some of the main sectors. What is happening in the German stock exchange while the country is living these negative signs?: T-Advisor global trends tool shows that only a 9% of the listed companies are bullish this week.

T-Advisor global trend chart for Germany

DAX index, the German selective index in the stock exchange, shows that the main winners this year are chemicals (Fresenius, Merck and Bayer). Financials has only a representative (Commerzbank) as the branch does not experience its best year.

T-advisor DAX winners

On the opposite, the weakest equities are financials (Deutsche Bank and Deutsche Boerse), the national airline Lufthansa and two industrial companies, one of them related to consumers (Adidas).

T-Advisor DAX losers

Investment opportunities in Germany are still high although economic figures tend to be negative. T-Advisor has a steady model portfolio with German stocks rebalanced every second month. The portfolio had never losses. These are the main data from it:

T-Advisor Germany model portfolio

It is possible that Germany experiences again hard times, but investors have to look into the market with high-quality tools to find the best opportunities. T-Advisor monitors deeply the German market to provide this service.

Market opportunities by T-Advisor: Red Eléctrica Española

T-Advisor, through its tool Market Opportunities, has detected the company Red Eléctrica Española, listed in Madrid Exchange, as an opportunity for investment.

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

Red Eléctrica Española main figures in T-Advisor

The technical analysis reveals also more data:

Red Eléctrica Española technical analysis in T-Advisor

The chart shows the evolution i the last year:

Red Eléctrica Española chart in T-Advisor

Finally, the risk analysis is as follows:

Red Eléctrica Española risk analysis in T-Advisor

Red Eléctrica Española is the transmission system operator for electricity in Spain. The company is a holding with international presence in Portugal and South America. Founded in 1985, the main shareholders are the main Spanish energy suppliers, but it is listed since the 90′s.

Company revenues in 2013 slighty increased a 0.2%, till € 1,75 bn. Net profit summed up € 529 million, a 7.5% more. The share has increased a 33% this year, but the market capitalisation more than doubled since 2012.

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

What stocks and funds were the best in the three quarters 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 September were as follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Boiron SA

10

32.10%

28.89%

-4.90%

Euronext Paris
Basler AG

10

42.77%

29.52%

-5.19%

Xetra
Paragon AG

10

37.50%

36.61%

-7.76%

Xetra
Cyto Tools

10

149.69%

38.11%

-5.01%

Xetra
GTF Technologies

9.97

67.05%

35.09%

-7.29%

Xetra

USA

Hormel Foods Corp

10

13.81%

16.65%

-4.17%

NYSE
Nike Inc

10

13.45%

16.68%

-4.30%

NYSE
Home Depot

10

13.26%

17.81%

-3.50%

NYSE
Southwest Airlines

10

75.37%

19.28%

-3.70%

NYSE
Hanesbrands

10

58.18%

19.93%

-3.17%

NYSE

ASIA

Tobishima

10

41.53%

37.38%

-6.74%

Tokyo
Tekken

10

55.10%

42.46%

-5.91%

Tokyo
Essex Bio-Tech

10

63.15%

45.46%

-9.76%

Hong Kong
Izumi Co

9.92

13.63%

18.55%

-5.71%

Tokyo
China Pharm

9.92

7.67%

35.83%

-8.73%

Hong Kong

LATAM

Edegel

9.31

19.60%

21.17%

-5.59%

Lima
Edelnor

9.30

13.19%

18.10%

-4.60%

Lima
Bancolombia

9.16

17.54%

19.18%

-2.31%

Colombia
Grupo Aeroportuaria

8.65

30.44%

21.39%

-4.16%

Mexico
Cruz Blanca

8.54

8.69%

32.54%

-3.76%

Santiago de Chile

The best funds till September were as follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

FIXED-INCOME

SISF Global Bond USD Hdg I Acc

9.29

8.08%

1.58%

-0.28%

Schroder Investment
OM Glb Eq Ab Re — Accum.Ptg.Shs — Class -I- USD

9.24

5.88%

4.80%

-1.22%

Old Mutual Dublin Funds PLC
Global Bond Fund

9.20

6.64%

1.73%

-0.27%

Pimco Funds
Schroder ISF Strategic Bond C Cap

9.17

5.66%

3.62%

-0.75%

Schroder Investment
Pioneer Funds – Strategy income I

9.17

15.47%

5.18%

-0.90%

Pioneer
BGF World Bond E2 EUR

9.16

15.45%

5.33%

-1.05%

BlackRock Fund Managers
FF-US HIGH YIELD ACC EUR

9.16

13.90%

5.91%

-1.38%

Fidelity
SISF Strategic Bond A1 Acc

9.10

4.90%

3.63%

-0.77%

Schroder Investment
JPMorgan Funds – Global Corporate Bond Fund

9.06

5.70%

2.61%

-0.62%

JP Morgan AM
JPM Aggregate Bond A (acc) – USD

9.04

5.21%

1.85%

-0.36%

JP Morgan AM

EQUITY FUNDS

Franklin Biotechnology Discovery Fund I

9.85

23.34%

23.97%

-6.34%

Franklin Templeton AM
BGF  World Healthscience Fund E2 USD

9.75

15.14%

12.85%

-2.35%

BlackRock Fund Managers
JPMF Gl Health AD

9.75

14.19%

13.88%

-2.53%

JP Morgan AM
FF-GLOBAL HEALTH CARE Y

9.74

25.85%

11.45%

-2.40%

Fidelity
JPM Global Healthcare A – EUR

9.73

25.63%

13.77%

-2.63%

JP Morgan AM
Templeton Thailand Fund A SGD

9.73

29.22%

15.58%

-4.62%

Franklin Templeton AM
Fidelity Funds – America Fund A EUR

9.63

20.44%

11.28%

-2.67%

Fidelity
AXA WF Framlington Health F Cap USD USD

9.63

14.40%

12.34%

-2.78%

AXA
Fr TI Asia Sm AC

9.60

22.83%

10.46%

-1.71%

Franklin Templeton AM
AGIF Thail Eq — Shs -IT (USD)- — Capitalisation

9.54

33.29%

16.69%

-4.82%

Allianz

 

T-Advisor, the reference for professional investors

Jaime Bolívar, T-Advisor general manager

“The secret of the wealth management lays on quality accurate data and exceptional technological performance. This is the real compass for professional investors”, says Jaime Bolívar, general manager of T-Advisor.

Bolívar speaks in the interview with the passion of an entrepreneur who always looks beyond in technology and finance. “Financial tools have to be accessible, easy to set, with clear charts and figures. We are living a time in which Internet has opened a lot of sources and some people says that you can find all kind of data for free. But information for professionals has a price. We are offering tools with accurate data and systematic analysis for a very competitive price”.

Since the launch of T-Advisor, the solution has two different packages: for individuals and for professionals. “We set this two packages because we really believe that finances have to be available for all. Everyone has the right to invest with high-quality tools, follow up their results, take decisions to change and rebalance their investments. A world controlled by a privileged group who has access to information and understand it to act in the markets is over”.

With the professional package, T-Advisor offers an advanced suite for professionals with several advantages: open amount of portfolios, up to 100 positions, 20 year historical data, reports, watchlists, alerts, risk analysis, investment alternatives, portfolio optimizer and a costumized universe for stocks and funds. Amazing? There is more: advisors and wealth managers have also financial planning and investment proposals tools. They can manage their customers’ investments in all the process.

“We have a long experience in technology and finance with very important players in the sector. We are the answer to professionals’ demands for good tools with a reasonable price. We contribute to improve the sector competitiveness and to open the market for new players. Think about a new advisor or a little advising company. T-Advisor is for them, but also for bigger players who opt for saving costs”, explains Bolívar in his office in Madrid.

Bolívar mentions that the professional package is free for a month with all the features, so that everyone can be sure what is paying for. “We are really sure that the professionals who try it will stay long with us”. So confident, because he knows what he has.

Check the professional package in the T-Advisor website.

Market opportunities by T-Advisor: Orion Corporation

T-Advisor, through its tool Market Opportunities, has detected the company Orion Corporation, listed in Helsinki Stock Exchange, as an opportunity for investment.

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

Orion Corporation main figures in T-Advisor

The technical analysis reveals also more data:

Orion Corporation technical analysis in T-Advisor

The chart shows the evolution i the last year:

Orion Corporation chart in T-Advisor

Finally, the risk analysis is as follows:

Orion Corporation risk analysis in T-Advisor

Founded in 1917, Orion is a Finnish company which develops, manufactures and markets pharmaceuticals, active pharmaceutical ingredients and diagnostic tests for global markets. It also produces veterinarian products. Pharmaceutical R&D focuses on central nervous system drugs, oncology and critical care drugs, and pulmonary drugs. Orion’s main market is Finland, where it is the clear market leader. Orion’s products are marketed in over a hundred countries.

Net sales in 2013 summed up €1,006.9 million, a 2.7% more than in 2012. Almost three quarters of these sales comes from abroad. Net profit slightly reduced -0.4%, till €206.2 million. In the last five years, sales and profits increase more than 30%. In the same period, the share multiplied three times.

Market opportunities by T-Advisor: Brasil Foods

T-Advisor, through its tool Market Opportunities, has detected the company Brasil Foods, listed in Sao Paulo, as an opportunity for investment.

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

Brasil Foods main figures in T-Advisor

The technical analysis reveals also more data:

Brasil Foods technical analysis in T-Advisor

The chart shows the evolution i the last year:

Brasil Foods chart in T-Advisor

Finally, the risk analysis is as follows:

Brasil Foods risk analysis in T-Advisor

Brasil Foods (BRF) is one of the biggest world players in the food sector. The company was created as a result of the merger between two Brazilian companies in 2009. Since this year, BRF has enlarged its size with several acquisitions in Argentina, Middle East and China. It has more than 100.000 employees in 50 factories and exports its productions to 110 countries.

Net sales in 2013 reached R$ 30,521 million, a 7% more compared with the former year. Net income jumped notoriously till R$ 1,062 million, a 38% more. Since the merger, the company multiplied 5 times the net income. The market value also doubled in the same period.

Global market trends: markets in September

If we talked last month about the effects of the crisis in Ukraine in summer, we have to talk now about more political instability in September. The war in the Middle East promoted by the group ISIS and the referendum in Scotland were to main issues (of course, not linked at all) that move the markets.

Middle East is a steady trouble hotspot. The never closed war in Irak has become more dangerous as the ISIS jihadist group has under its control a big part of the country as some part of Syria. Western countries have organized a coalition to fight it. Markets are always very frightened of this kind of crisis. On the other hand, the Scottish referendum for the independence opened an unexpected crisis as some surveys published that a majority would vote for the separation from Great Britain. At the end, calm went back to markets when the NO option won.

Global market trends in T-Advisor

In US there are many comments about the next trend in the exchanges. The rally in August, brought S&P500 to its historical peak over 2.000 points two weeks ago (Alibaba IPO helps a bit), but some investors and experts think that the next movements will be negative. In any case, our trend shows a retrace.

US market trend in T-Advisor

In Europe, Mr. Draghi has the power. ECB today’s meeting will reveal the following steps in the monetary policy management, but it seems that the ECB Chairman is determined to act with expansive monetary decisions. Germany is behind trying to avoid such idea, after the next year budget of the first European economy shows that no “bunds” will be issued in 2015. However, ECB September meeting has had an effect in currencies: euro is in the lowest point versus dollar since August 2012.

Europe market trend in T-Advisor

Recession was awful news for Brazil, as it was commented last month. Not only because of the negative effects, but due to the Moody’s reaction: a cut in the outlook from stable to negative. On Sunday, presidential election will take place in the biggest South American economy and the result is still open: current President Rousseff of candidate Silva?

Latam market trend in T-Advisor

In Asia, doubts increase with the recent decision made by Japanese Premier Abe to increase taxes, putting at risk his expansive programme to push up the economy. On the other side, new figures alert investors about the economic development in China.

Asia market trend in T-Advisor