Monthly Archives: April 2015

Market opportunities by T-Advisor: Yum Brands

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

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

Yum Brands main figures in T-Advisor

The chart shows the evolution in the last year:

Yum Brands chart in T-Advisor

The technical analysis reveals also more data:

Yum Brand technical analysis in T-Advisor

Finally, the risk analysis is as follows:

Yum Brand risk analysis in T-Advisor

Yum Brands is an American fast food company created in 1997 as a spin-off from PepsiCo. It has more than 40,000 restaurants in 125 countries around the world. The company owns the brands KFC, Pizza Hut and Taco Bell. Revenues have evolved from a proportion 80% US-20% abroad to 30% US-70% abroad. The company bets strongly for China and India as their emerging markets to develop its business. Yum Brands has 18% of its restaurants in both countries in 2014, from 11% in 2010.

Global revenues increased 1.5% in 2014 compared with the former year, till US$13,279 million. On the contrary, net profit fell 3.6% in the same period, to U$1,051 million. The share doubled its price since July 2010.

Ranking T-Advisor: Our best stocks and funds in April

What stocks and funds were the best in April? 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 in April were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Washtec

10

76.64%

24.87%

-3.34%

Xetra
Pirelli

10

54.50%

25.19%

-5.20%

Milan
Lab Farmacéuticos

10

52.13%

22.19%

-4.36%

Madrid
Cembre

10

51.32%

28.05%

-6.21%

Milan
Esker

10

49.43%

26.20%

-5.98%

Paris

USA

Firstservice

10

38.36%

21.02%

-4.24%

Toronto
Columbia Sportsware

10

36.10%

26.90%

-3.92%

Nasdaq
Centene

10

34.44%

22.34%

-4.32%

NYSE
Inverness Med

10

31.71%

27.41%

-5.89%

NYSE
Under Armour

10

29.24%

27.78%

-4.44%

NYSE

ASIA

Fosun International

10

78.34%

31.25%

-5.70%

Hong Kong
Shenzhen Investment

10

57.84%

32.55%

-6.43%

Hong Kong
Wowow

10

56.66%

26.55%

-2.97%

Tokyo
Isetan Mitsukoshi Holdings

10

38.51%

29.09%

-5.38%

Tokyo
Mabuchi Motors

10

36.38%

29.06%

-5.38%

Tokyo

LATAM

Empresas CMPC

9.84

15.11%

19.68%

-4.35%

Santiago de Chile
Lojas Renner

9.72

20.30%

23.64%

-3.65%

Sao Paulo
Colbun S.A.

9.70

14.16%

17.84%

-3.35%

Santiago de Chile
Fomento Económico

9.62

10.00%

17.72%

-3.21%

Mexico
Falabella SACI

9.46

19.69%

21.35%

-5.71%

Santiago de Chile

The best funds in April were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

Raiff-Rus-Akt — Vollthesaurierungs-Anteile (Ausland) — Klasse -R-

10

44.81%

30.29%

-7.44%

Reiffeisen
Franklin Templeton Japan Fund I EUR

10

30.67%

14.10%

-2.62%

Franklin Templeton
FF-PACIFIC EUR

10

27.59%

12.43%

-2.41%

Fidelity
Invesco Korean Eqty — Shs — Class -A-

10

22.48%

14.00%

-3.04%

Invesco
AGIF Hong Kong — Shs -IT (USD)- — Capitalisation

10

17.74%

14.63%

-2.61%

Allianz
Templeton China Fund A SGD

10

17.72%

11.63%

-2.39%

Franklin Templeton
Allianz RCM Little Dragons A USD

10

14.58%

11.46%

-2.39%

Allianz
R Cap As-Pac Eq — Shs -D EUR- — Capitalisation

9.99

29.75%

13.02%

-2.94%

Robeco
Franklin Biotechnology Discovery Fund N Cap

9.99

16.71%

23.89%

-5.98%

Franklin Templeton
Eurovalor Sector Inmobiliario

9.96

21.49%

19.18%

-3.78%

Popular Gestión

FIXED-INCOME

SISF Asian Convertible Bond I

9.84

11.13%

6.46%

-0.93%

Schroder
BkRk MunYld AZ

9.67

4.25%

12.47%

-2.96%

BlackRock
Fid MoneyB Eu AD

9.65

20.02%

13.51%

-3.69%

Fidelity
Aberdeen Global – Sovereign High Yield Bond Fund A Cap

9.64

3.62%

6.24%

-1.20%

Aberdeen
SISF Global Convertible Bond C

9.63

5.78%

6.79%

-1.53%

Schroder
Nuv Ariz Prm Inc Mn

9.60

4.25%

10.55%

-2.55%

BlackRock
AXA WF Global Em Markets Bonds I Cap USD

9.59

4.15%

4.57%

-1.13%

AXA
BkRk MnHd NY Qt

9.58

1.50%

7.36%

-2.06%

BlackRock
BGF As Tig Bd A2C

9.54

3.94%

3.53%

-0.69%

BlackRock
FF-ASIAN HI YLD ACC EUR

9.50

16.12%

9.94%

-1.99%

Fidelity

Market opportunities by T-Advisor: Cegedim

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

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

Cegedim main figures in T-Advisor

The chart shows the evolution in the last year:

Cegedim chart in T-Advisor

The technical analysis reveals also more data:

Cegedim technical analysis in T-Advisor

Finally, the risk analysis is as follows:

Cegedim risk analysis in T-Advisor

Listed since 1995, Cegedim supplies services, technological tools, specialized software, data flow management services and databases. Its offerings are targeted notably at healthcare industries, life sciences companies, healthcare professionals (60% of the revenue in 2014) and insurance companies.

Company revenues improved 1.2% in 2014, till 493.5 million euros, while it registered losses for 9.4 million euros. The share price has doubled since the minimum in October 2012.

Are you an investor? Here are some advices

Thinking about investments? Some advises by T-Advisor

Are you an investor? How long have you been investing? Maybe recently? You should have to take into account some advices to avoid any fail:

  1. Analyze your risk tolerance. That is the first step in T-Advisor. You have to answer some questions to know your behaviour related to the chance of losing money. Some people are very risk averse and their profile is conservative. Others are more aggressive and accept more fluctuations. This profiling is very important to decide the products you are going to invest in.
  2. Decide the amount of money you invest. How to decide it? Analyze you incomes and expenses. You should have always money to cover the regular expenses, set some apart for unexpected expenses and some cash. With the money left, you can decide your investment. We underline this: invest always the money that you do not need for regular expenses. The amount is not very important: you can begin with $1,000 (or euros, pounds or the currency of your country).
  3. Set a goal and an investment horizon. Why do you decide to invest? Do you think in a car, a house or a long-term investment for your retirement? Be realistic. Do not build any false dreams. Patience is an investor attitude: results are not coming from one day to the next.
  4. Learn something about finances. No, we do not recommend you to attend a postgraduate or read think handbooks (you may do it, of course), but you have to become familiar with some expressions: performance, returns, volatility, trend… T-Advisor has several hints to make these concepts understandable. This vocabulary will help you take better decisions, as you will be able to look for appropriate products.
  5. Find the right platform for your interests. The market offers now several ways to invest. There are self-directed platforms to invest on your own in products as shares, funds and ETFs and set your portfolio. Others offer model portfolios depending on your risk profile. In T-Advisor, you have both. Select the one in which you feel more comfortable.
  6. Be wary with news and experts. Do not let be influenced by sudden events, market fluctuations or positive/negative comments from experts. Investment is a long-term way. You can be a day-trader, but that is a job in its own. We speak today to current people with some money left to invest. Follow your strategy, target your goal and do not react with panic. Fluctuations are usual. Of course, you should rebalance every certain time to adjust your portfolio, but not according with sudden reactions. That will not avoid losses. On the contrary, it maybe creates more than you would like.

These are simple but effective advices for investors. We will soon write about the most important concepts to take into account when deciding a product to invest in.

Market opportunities by T-Advisor: Hong Kong Electric

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

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

Hong Kong Electric main figures in T-Advisor

The chart shows the evolution in the last year:

Hong Kong Electric chart in T-Advisor

The technical analysis reveals also more data:

Hong Kong Electric technical analysis in T-Advisor

Finally, the risk analysis is as follows:

Hong Kong Electric risk analysis in T-Advisor

Hong Kong Electric Holdings Limited, today Power Assets Holdings Limited, is the holding company of gas and electric business subsidiaries and participated companies. The holding has interests in several power related businesses in Australia, Canada, China, Hong Kong, Netherlands, New Zealand, Thailand and United Kingdom. In 2013, the holding completed a spin-off in the ownership of the Hong Kong electricity business to expand abroad and in different sources (gas, electricity, renewables).

As a result of the spin-off, the holding obtain cash of HK$ 59 bn. This is the reason because the profit attributable to shareholders increased 446%, till HK$61,005 million. Excluding this one-time gain, the holding’s profits had been HK$8,077 million (2013: HK$11,165 million), dropped by 28%, mainly due to a reduction of its share in the Hong Kong electricity business from 100% to 49.9% and deferred tax credits arising from the lowering of the UK corporate tax rate from 23% to 20% in 2013. The share price increased a 36% since the beginning of 2014.

Global market trends: markets in the first quarter

The first months of 2015 were really busy. The markets have a main driver: the currency war. The main central banks are playing with the monetary policy, which has become very expansive everywhere. The list grows every month: more than 20 countries have reduced their rates. Cash flows everywhere, because monetary authorities and governments are really concerned about disinflation (not deflation…still). The main effects are the consequences in the exchange rates and the positive wave in the stock exchanges.

World and regional global market trends

In the middle of this trend, US seems to be the odd, because the Federal Reserve has begun the way back from the quantitative easing applied in the last years. The outlook is that the institution will raise the interest rates sooner o later, as some messages have been already sent to the markets, but its members do not agree about the proper date. US economy has slowed its path in the last months, although it is typical in the last years linked to hard winters that stop the economic activity. However, the intention has already effects in the dollar, which has strengthened its position against all currencies. On the other hand, this possibility has no apparent effect in the stock exchanges, as the Nasdaq has topped historic positions.

Europe is living what many experts and governments (mainly from Southern Europe) demanded before: a quantitative expansion, as it was made in the US. The European Central Bank began the asset purchases in January. Euro has dropped to forgotten levels (around 1.07 dollars). Meanwhile, the decision opens a rally in the European stock exchanges, which have very welcomed this cash flow: just in the first quarter, Madrid increased 11.3%; Frankfurt, 22.5%; Paris, 20.7%; Milan, 21%. The new Greek government and the chance that Greece can be out of the euro (known as Grexit) is probably discounted by markets.

Latin-American countries are, on the contrary, suffering from a strong dollar, as most of them depend on exports. The drop also in the oil price (around 50% in six months) has very negative effects for Brazil, Venezuela and Mexico, which are very dependent from it. Other negative effects are inflation, as the exchange rates against dollar have become very volatile.

Finally, Asia is looking its three poles with different eyes: India is becoming stronger, as markets are really betting for Mr. Modi’s government. China, on the other hand, is creating new worries about the strength of its development, as several indicators open some doubts. In the case of Japan, the country is still in its endless crisis since the end of the 20th century and the outlook is not much better despite the recent new election.

Market opportunities by T-Advisor: Elementis

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

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

Elementis main figures in T-Advisor

The chart shows the evolution in the last year:

Elementis chart in T-Advisor

The technical analysis reveals also more data:

Elementis technical analysis in T-Advisor

Finally, the risk analysis is as follows:

Elementis risk analysis in T-Advisor

Elementis is a UK listed global specialty chemicals company with operations worldwide that serve customers in North and South America, Europe and Asia Pacific in a wide range of markets and sectors. The group comprises three businesses: Specialty Products, Chromium and Surfactants. Both Specialty Products and Chromium hold leading market positions in their chosen sectors. Elementis employs over 1,300 people at more than 30 locations worldwide.

Elementis revenues in 2014 were $790.4 million, a 1.75% more than in 2013. Meanwhile, net profit jumped a 64.3%, till $175.4 million. The evolution in the last five years was positive, as revenues increased 13% and net profit more than doubled the figures. The positive trend replied also in the share price, which multiplied four times in the same period.