Monthly Archives: December 2014

Ranking T-Advisor: Our best stocks and funds before Christmas

What stocks and funds were the best before Christmas days? 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 before Chistmas were as follows:

Company Score Perf. YTD Volatility Weekly VaR Market

USA

Henry Schein

10

17.10%

12.63%

-2.51%

Nasdaq
Autozone

10

26.52%

14.63%

-3.04%

NYSE
Dollar Tree

10

20.77%

15.71%

-2.73%

Nasdaq
AmerisourceBergen

10

29.39%

16.05%

-3.40%

NYSE
PPG Industries

10

15.90%

17.89%

-4.71%

Nasdaq

EUROPE

Fielmann

10

29.31%

15.81%

-3.92%

Xetra
M-Real

10

42.85%

24.28%

-4.63%

Helsinki
Oriola KD

10

25.00%

25.09%

-5.59%

Helsinki
United Internet

10

17.39%

27.00%

-8.48%

Xetra
IVU Traffic Tech

10

62.14%

27.79%

-6.46%

Xetra

ASIA

Shimano

10

81.61%

29.21%

-7.28%

Tokyo
Fuji Heavy Ind.

10

44.92%

30.90%

-7.31%

Tokyo
Alps Electric

10

97.82%

39.98%

-7.50%

Tokyo
HK Television

10

1.70%

68.73%

-10.97%

Hong Kong
Daicel Chemical

9.96

72.42%

21.72%

-3.65%

Tokyo

LATAM

Edegel

9.82

45.09%

19.80%

-5.02%

Lima
Luz del Sur

9.66

17.64%

14.72%

-2.82%

Lima
Cervecería

9.19

23.81%

19.99%

-3,91%

Lima
Quimpac

8.92

43.47%

28.91%

-8.56%

Lima
Edelnor

8.90

33.11%

19.43%

-4.05%

Santiago de Chile

The best funds before Christmas were as follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

Franklin Biotechnology Discovery Fund I

9.86

35.52%

24.62%

-6.34%

Franklin Templeton AM
AWF Fra Amer Gr

9.76

21.00%

15.29%

-3.48%

AXA
Pion US Res Gr AC

9.74

24.97%

12.83%

-3.26%

Pioneer
AXA WF Framlington Health F Cap EUR

9.74

38.14%

14.98%

-3.57%

AXA
R Cap US Prem Eq

9.70

21.35%

14.47%

-4.26%

Robeco
BANKINTER EEUU NASDAQ 100, F.I

9.67

18.99%

12.17%

-2.39%

Bankinter Gestión
Thr L Amer — Shs -AU- — Capitalisation

9.66

8.73%

13.51%

-3.70%

Threadneedle
INVESCO Global Leisure Fund E Cap

9.65

15.11%

15.21%

-3.39%

Invesco AM
FF-GLOBAL TECHNOLOGY Y

9.63

27.16%

14.16%

-3.81%

Fidelity
AXA Rosenberg US Defensive Equity Income

9.62

14.77%

10.01%

-2.69%

AXA

FIXED-INCOME

AXA WF Frm Glob Opportunitie

9.29

15.86%

12.79%

-2.87%

AXA
SISF Global Convertible Bond

9.07

4.73%

7.37%

-1.78%

Schroder Investment
SEBF1 Ass Sel — Units -C- — Capitalisation

8.83

15.06%

7.37%

-1.96

SEB
BANIF BOLSA GARANTIZADO

8.58

15.70%

9.31%

-2.44

Santander AM
Salar — Accum.Shs — Class -E3- USD

8.49

1.55%

4.00%

-1.00%

Ferox Capital
Av I Lg Eu Bd — Shs -A- — Capitalisation

8.39

25.82%

4.97%

-0.85%

Aviva Funds
Pioneer SF – Euro Extra Long Term Bond

8.35

24.28%

5.04%

-0.86%

Pioneer
JPMF Sterling Bond A – GBP Cap

8.30

16.64%

5.64%

-1.03%

JP Morgan AM
AXA WF Global Inflation Bonds A Cap USD

8.29

9.19%

4.09%

-0.96%

AXA
Invesco Global Investment Grade Corporate Bond Fund

8.27

21.17%

5.26%

-1.11%

Invesco AM

Market opportunities by T-Advisor: KBC Groupe

T-Advisor, through its tool Market Opportunities, has detected the company KBC Groupe, listed in Euronext Brussels as an opportunity for investment.

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

KBC Groupe main figures in T-Advisor

The chart shows the evolution in the last year:

KBC Groupe chart in T-Advisor

The technical analysis reveals also more data:

KBC Groupe technical analysis in T-Advisor

Finally, the risk analysis is as follows:

KBC Groupe risk analysis in T-Advisor

Created by a merge of three financial institutions, KBC Groupe is a Belgian bank-insurance group focused on retail, SME and midcap customers. Main markets are Belgium and some countries in Central and Eastern Europe. Market share in Belgium is 20%.

The group lived a crisis in the last years and received support by the government. After the divestment programme since 2010, the company reduced notably its assets and revenues (-25% and -10% between 2010 and 2013, respectively), but the net income reached €1.015 million in 2013, a 66% more than the former year.

T-Advisor, a robo-advisor solution for financial institutions

Robo-advisors are already part of the financial landscape. Many companies have appeared and grown in this field, creating a new player through technology and low costs. Some traditional financial players look at them with reluctance or even fear. But, what about changing the foe into friend?

Technological developments are expensive and it is not so easy to obtain profits in a short-term. However, the chance of implementing a flexible platform in your own system sounds more interesting. T-Advisor was conceived with a double purpose: a way for common people to manage their own finances and a platform for institutions and advisors to manage their clients’ investments.

Think about that: you offer an easy, usable and flexible solution for your clients, who feel the investment experience. They will have the perception that they control their investments. They will feel as the owners. But behind that, the institution or the advisor is providing a high value added service. Then you are getting the foe into friend: the robo-advisor is part of your strategy.

The idea is clear. If you give tools to your clients to let them be more independent, they will trust you more. The more they trust you, the more they hire other services from your company. This virtuous circle comes from a technological solution. That is why robo-advisors are a real business chance for financial institutions.

T-Advisor advantages for advisors and financial institutions

T-Advisor is a solution for advisors and financial institutions. They do not need to develop anything new, because T-Advisor is the answer. The platform can be easily implemented and adapted in existed structures with real success. Many clients are already enjoying our solutions.

Market opportunities by T-Advisor: Federated Investors

T-Advisor, through its tool Market Opportunities, has detected the company Federated Investors, 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:

Federated Investors main figures in T-Advisor

The chart shows the evolution in the last year:

Federated Investors chart in T-Advisor

The technical analysis reveals also more data:

Federated Investors technical analysis in T-Advisor

Finally, the risk analysis is as follows:

Federated Investors risk analysis in T-Advisor

Federated Investors is one of the US largest investment managers with $352.3 billion in assets under management. The company delivers 132 domestic and international equity, fixed-income and money market funds, as well as a variety of separately managed accounts. Federated Investors’ product line is distributed through approximately 7,700 financial intermediaries and institutions who assist investors in meeting their unique objectives.

Company’s revenues went down 7.1% in 2013, till $878.3 million. Net income also fell 13.7%, till $162.1 million. Share has overtaken highest price in December, 2009. The trend is upward since the lowest point in December, 2011. The price has doubled in this period.

Global market trends: What will 2015 bring?

November was an interesting month as developments in economy and finances brought some surprises: the main one is the drop of the oil prices, that positively affect to consumption, but it put at risk the economic viability of fracking and other alternative oil ventures. There is an open war between Arabian countries and other producers as US and Canada which colaterally affect Russia and Venezuela, for instance.

Global market trends in T-Advisor

Global market trends in November were quite positive. US stock markets are still in peaks. In Europe, after the volatile October, last month was better with the outlook of a soon action from the ECB. LatAm and Asia are also obtaining benefits from the positive stream in the developed markets. The trend change between October and November was very clear.

But what about 2015? What do experts say about the outlook for next year? Generally speaking, economic figures will be positive, as world expected growth will outpace the 3% bar, but IMF is pessimistic about recovering the former pace before the current crisis.

If we focus on different markets, the main detected trends by experts and entities are as follow:

  • USA: it is taken for granted that the Federal Reserve will increase rates. This decision will strengthen the dollar as currency against euro and others. It is also expected that US will be again the engine for the economic development in the world. Opinions about market evolution are also positive, although prices are in historic records.
  • Europe: the point in the Old Continent is quite different. US abandon the expansive monetary policy and Europe is adopting it. There is an internal fight amongst some EU members (mainly Germany and France) about the next steps. Poor economic projections affect France and Italy, which are pressuring for quicker monetary policy decisions to boots their development.
  • LatAm: many of these countries are depending on commodities and foreign investments. Brazil is again in recession, Argentina still fights with its eternal debt troubles. Next US rate hike and a more expensive dollar will make this region more volatile.
  • Asia: Abenomics in Japan are not working as expected. Japan lives also an eternal stagnation and next election will surely not solve anything. Two key countries will also have important developments next year: China and India. China presented last months mixed figures about economic progress, while Modi’s government is expected to favour business, making India a stronger economic pole in the continent.

Market opportunities by T-Advisor: United Overseas Bank

T-Advisor, through its tool Market Opportunities, has detected the company United Overseas Bank, listed in Singapore Stock Exchange, as an opportunity for investment.

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

United Overseas Bank main figures in T-Advisor

The chart shows the evolution in the last year:

United Overseas Bank chart in T-Advisor

The technical analysis reveals also more data:

United Overseas Bank technical analysis in T-Advisor

Finally, the risk analysis is as follows:

United Overseas Bank risk analysis in T-Advisor

United Overseas Bank is a credit entity from Singapore. It is focused mainly on retail services and banking for small and medium enterprises. Founded in 1935, it has grown through several purchases in Singapore and the countries around, as Malaysia, Thailand, Indonesia, Vietnam and China. The bank has also branches in Europe and North America.

The balance sheet has grown even in these years, from S$185,5 billion in 2009 to S$284,2 billion in 2013. From this amount, loans increased from S$99,2 billion to S$178,8 billion. Net profit also increased in this period from S$1,902 million to S$3,008 million. The growth was 7.3% comparing 2012 and 2013. The share price has developed positively since the minimum in 2011 to the current situation, with an increase of 60%.