Monthly Archives: May 2015

India: the promising emerging country

Many eyes are on India, after Narendra Modi was elected as new Prime Minister last year. His reformist agenda interested the investors’ community, as India is still a country with several barriers for an open market. However, only the effect of expectations about Modi’s reforms pushed the stock market, as BlackRock’s Investment Chief Russ Koesterich commented.

It is expected that the GDP in the fiscal year 2014/2015 (till March) has grown around 7.4%. However, there is a current slowdown related to the traditional country structure. Reforms are not easy in such a big country with strong social structures. But Modi has generated optimism to make business easier and attract foreign investment. He also plan strong investments in infrastructures to promote the economy. Oil prices have helped control the prices, traditionally rampant, and the Reserve Bank of India reduced in March the interest rate to 7.5%, with possible new cuts if fiscal policies are under control.

What about the stock exchange? Sensex Index in Bombay shows that there is currently a correction after the peaks in the first quarter of 2015. The former year registered a steady line upwards favoured by Modi’s reformist programme.

Global trend in India by T-Advisor

What are the winners and losers in Bombay Stock Exchange? Top performers are related to car industry (Bharat Forge and Ashok Leyland), pharma (Ranbaxy Labs and Lupin) and chemicals (United Phosphorus). These are the figures in T-Advisor:

Best performers in Bombay Stock Exchange

On the other hand, worst performers are related to infrastructure (Jaiprakash and GMR), tourism (Indian Hotels), education (Educomp Solutions) and industry (Jindal Steel and Power). These are the figures in T-Advisor:

Worst performers in Bombay Stock Exchange

India has still several handicaps, but with a Chinese economy suffering a slowdown, many investors pay attention to the Indian economy, as they perceive this country as the promising emerging amongst the famous BRICS group.

Market opportunities by T-Advisor: Nufarm

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

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

Nufarm main figures in T-Advisor

The chart shows the evolution in the last year:

Nufarm chart in T-Advisor

The technical analysis reveals also more data:

Nufarm technical analysis in T-Advisor

Finally, the risk analysis is as follows:

Nufarm risk analysis in T-Advisor

Nufarm is the 9th largest crop protection and specialist seeds company. Nufarm produces products to help farmers protect their crops against damage caused by weeds, pests and disease. With manufacturing and marketing operations based in Australia, New Zealand, Asia, Europe and the Americas, Nufarm employs more than 3,400 people.

Group sales grew in 2014 (till 31st July) a 15.2%, till AUD 2,623 million. It was the best figure and the highest increase since 2011. Net profit grew also in the same period a 3.8%, till AUD 86.4 million, although the figure is far from the profit record in 2012 (AUD 115.4 million). The share price is currently in its peak and has overtaken the maximum price reached in 2010.

T-Advisor arrives in Mexico

Pictures from T-Advisor event in Mexico

T-Advisor, the suite of investment tools for all, arrived in Mexico. In a recent conference for Mexican professionals, our General Manager, Mr. Jaime Bolívar, explained the features and the usability of T-Advisor. He insisted in the accuracy of the data, the easiness of the use and the focus on the investors’ needs.

Mr. Bolívar also introduced the new T-Advisor 3.0 development, where social features were implemented to create an investors’ community. People interested in finances are looking for quality information and data, good tools and interesting opinions, said Mr. Bolívar. He also insisted that T-Advisor is a multichannel solution, as the access is possible through computer, tablet or mobile phone.

Another relevant subject in the event was the use of T-Advisor by professionals, as a platform to manage the client portfolio of any adviser. Our country manager and partner in Mexico, José Luis de la Plaza, pointed out that technology has opened the door to reach a client segment that was not profitable for many advisers before. T-Advisor, as a professional platform, is the solution to reach clients with a little portfolio with competitive fees. Mr. Bolívar added that T-Advisor tools are a support for advisers to provide a better service for the clients.

The event underlined the relevance of our company in Mexico, where our solutions are a reference since 2009. The country is also a reference for our company, as we already have several projects in the financial sector, where our tools and features have been implemented.

T-Advisor is a suite of online investment tools. Anyone can build his or her own portfolio, manage it, obtain full reports from the portfolio and the assets, access a large list of thousands of assets from any important market in the world and receive alerts to react to market variations. Our new 3.0. version opens the door to the exchange of opinions and investment ideas amongst the users, so that a new community can be created.

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

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

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Adva AG

10

105.68%

36.29%

-7.07%

Xetra
Hyphoport

10

105.23%

38.53%

-7.16%

Deutsche Boerse
Technotrans AG

10

75.27%

26.78%

-5.60%

Xetra
Ams AG

10

72.48%

30.15%

-6.68%

Deutsche Boerse
BasicNet

10

70.56%

28.87%

-5.69%

Mercato continuo italiano

USA/CANADA

Theratechnologies

10

286.11%

74.05%

-16.30%

Toronto
Multi-Fineline Elec

10

122.79%

35.95%

-6.41%

Nasdaq
Repligen

10

110.75%

47.39%

-9.54%

Nasdaq
Skechers USA

10

84.61%

34.73%

-6.77%

NYSE
Cal-Maine Foods

10

53.37%

43.12%

-10.00%

Nasdaq

ASIA

Kingdee Int. Software

10

144.58%

40.90%

-5.44%

Hong Kong
Fosun International

10

90.74%

33.46%

-6.52%

Hong Kong
Digital China

10

85.53%

43.54%

-8.88%

Hong Kong
Shenzhen Investment

10

82.95%

33.16%

-6.43%

Hong Kong
Hong Kong Exchanges and Clearing

10

66.80%

33.53%

-3.64%

Hong Kong

LATAM

Cerro Verde

10

10.41%

23.25%

-7.06%

Lima
Banmedica

9.85

21.75%

32.95%

-5.29%

Santiago de Chile
Embonor

9.50

18.42%

20.78%

-4.44%

Santiago de Chile
CorpBanca

8.58

1.67%

20.12%

-3.83%

Santiago de Chile
Embotelladora Andina

8.35

22.16%

24.59%

-5.46%

Santiago de Chile

The best funds in May were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

Invesco PRC Equity Fund [Dub] CH

10

20.30%

16.85%

-2.92%

Invesco
BGF China Hedged E2 EUR

10

23.76%

18.17%

-3.10%

BlackRock
BGF  Pacific Equity Fund E2 USD

9.83

13.31%

11.82%

-2.61%

BlackRock
BGF Japan Value Fund A2 JPY

9.76

9.70%

17.28%

-4.02%

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

9.74

21.25%

14.42%

-2.61%

Allianz
Schroder ISF Emerging Markets B Cap

9.66

6.75%

13.38%

-3.23%

Schroder
BGF  World Healthscience Fund E2 USD

9.65

9.28%

12.87%

-2.35%

BlackRock
Invesco Korean Eqty — Shs — Class -A-

9.64

27.64%

14.86%

-3.04%

Invesco
BGF Swiss Opportunities A2 CHF

9.63

8.90%

19.40%

-4.68%

BlackRock
BGF  US Growth Fund E2 USD

9.50

5.04%

13.45%

-2.66%

BlackRock

FIXED-INCOME

SISF Asian Conv Bd EUR Hdg I Acc

9.30

12.65%

6.61%

-0.93%

Schroder
BGF  Emerging Markets Bond Fund E2 EUR

9.22

9.76%

8.64%

-1.84%

BlackRock
BGF US Dollar High Yield BondFd Class A2 USD

8.64

3.17%

4.51%

-1.23%

BlackRock
FonDeudPubInter – Units

8.63

11.69%

6.37%

-1.25%

Caixabank
BGF  US Government Mortgage Fund E2 USD

8.55

0.58%

1.78%

-0.35%

BlackRock
C.MURCIA SEL.DIN

8.45

15.15%

11.25%

-2.17%

Ahorro Corporación
PIM Gl Real Ret — Accum.Shs — Class -A-

8.41

0.75%

5.76%

-1.61%

Pimco
Pim Low Av Dur-E-Ac

8.39

0.16%

0.96%

-0.22%

Pimco
Fid MoneyB Eu AD

7.87

18.38%

14.14%

-3.62%

Fidelity
JB Mbd Abs Bd Pl BC

7.75

1.64%

3.81%

-1.07%

Swiss and Global AM

 

Market opportunities by T-Advisor: Andritz AG

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

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

Andritz AG main figures in T-Advisor

The chart shows the evolution in the last year:

Andritz AG chart in T-AdvisorThe technical analysis reveals also more data:

Andritz AG technical analysis in T-Advisor

Finally, the risk analysis is as follows:

Andritz AG risk analysis in T-Advisor

The Andritz Group is a globally leading supplier of plants, equipment, and services for hydropower stations, the pulp and paper industry, the metalworking and steel industries, and solid/liquid separation in the municipal and industrial sectors. The publicly listed technology Group is headquartered in Graz, Austria, and has a staff of almost 25,000 employees. The company operates over 250 sites worldwide. Since 1990, Andritz has purchased around 60 companies. The most important operations were the purchase of Ahlstrom Machinery Group and VA Tech Hydro.

Sales in 2014 reached € 5.859 million, a 2.6% more than in 2013. Net income multiplied four times compared with 2013, till € 210 million. Amongst the four departments (Hydro, Pulp & Paper, Metals and Separation), Metals has pushed the figures in 2014, balancing the little worsening in the other three ones. The share has recently overtaken the peak in March 2013.

Investor: watch these figures to select your assets

You are a new investor or with low experience in investments. You have available a good database to check possible asset to invest in, but which would be the right one? How can you select the most interesting assets for your goals? We recommend you to look into a database with high-quality reports about the assets. There you will find lots of information. Check the following figures to take a decision:

Figures to follow in investments

  • Performance: look at the historical performance. How good were the returns in the last months? And in the last years? It is true that past performances do not guarantee future results, but it show a trend about the long-term stability. It is not the same to get a share with positive and negative returns in different years than a one with regular positive returns.
  • Volatility: this is quite important. Volatility measures a deviation from a middle point. For instance, if the price goes up 4% one day and goes down 3% the following, the security is quite volatile. On the other hand, if the price goes up 0.2% three days and goes down 0.1% one day, it is less volatile. Take it into account depending your risk profile: if you are risk averse, you will not feel comfortable with a share that has high variations every day.
  • Trend: it is the development of a security in a timeframe. You have to consider the recent trend to decide to invest or not. A trend has a slope. If the slope is strong, it means that the trend has accelerated. For instance, if the slope is strong upwards, it can mean a bubble or that there is speculation behind the movement. On the other hand, if is very negative, it can mean a crisis in the company.

Chart to follow investments

  • A historical chart: an image is worth more than a thousand words. It is easy to detect the items mentioned above in a chart. The best one is an active chart where you can choose different timeframes.
  • Value at Risk (VaR): this is an advanced item, but very useful. What does it measures? The probability of losses in a timeframe. You will read “VaR one week” or “VaR one year”. It indicates that you can lose at maximum the written figure with a 95% probability. In other words: if you invest in that asset, you can earn, you can lose less than the indicated figure in the VaR, you can lose at maximum that figure with 95% probability and you can lose more than that maximum with 5% probability. These are the scenarios that you have to analyze. The highest VaR it is, the highest risk you accept.

This is the beginning. There are some more that we will comment in future posts. The T-Report in T-Advisor offers all these data. Check it in our platform.

Market opportunities by T-Advisor: Grupo Mexico

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

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

Grupo Mexico chart in T-Advisor

The chart shows the evolution in the last year:

Grupo Mexico chart in T-Advisor

The technical analysis reveals also more data:

Grupo Mexico technical analysis in T-Advisor

Finally, the risk analysis is as follows:

Grupo Mexico risk analysis in T-Advisor

Grupo Mexico ranks amongst the most important companies in Mexico, Peru, and the US, and it is one of the major copper producers in the world. It additionally incorporates the largest multimodal rail service in México and a substantial Infrastructure Development Division with attractive growth prospects. Main Grupo Mexico activities are in the mining-metallurgic industry, the exploration, exploitation, and benefit of metallic and non-metallic ores, multimodal freight railroad service, and infrastructure development. Created 70 years ago, the company is listed on the Mexican Stock Exchange since 1978 and is one of the most traded stocks in the exchange.

Total sales decreased an 8% in 2013, till USD 9,357 million, after some years in a row with a positive development. The fall in metal prices is the major reason for the result. As a result, net profit dropped a 23% in 2013, till USD 1,845 million. However, the share is currently near the peak reached in March 2013.

T-Advisor 3.0.: The Evolution of your Investment Suite

T-Advisor 3.0 new social features

T-Advisor, your investment management suite, evolves with its new 3.0 version. This new version offers substantial improvements to make finances easier and more accessible for all. The platform keeps its self-directed management model, but it adds new features focused on the social side. Our aim is that you feel part of a community to share and exchange ideas about finances and investments to improve your results.

First of all, we changed the design to be more user-friendly, with clean and flat colours, a structure easy to switch into grid or list to view the elements and easy-to-find buttons.

Secondly, you will find several relevant changes in your portfolios. In order to promote the community and the exchange of investment ideas, new created portfolios are public by default, except of you prefer to switch them into private just with a click. On the other hand, old existing portfolios are private by default, although you can switch them into public. In any case, community members will view only returns as a percentage and the structure of the public portfolios. They never view balances or specific assets.

Moreover, the profile has more details to promote the community. The main additions are:

  • You have received a default nick that you can change anytime.
  • You may upload a picture to customize your profile.
  • You will be reported about your position in the community users’ ranking and the medals that you obtain. New T-Advisor has implemented some little events to motivate the users to invest and enjoy the platform tools.
  • You will be reported about your followers and you will be able to exchange messages with them through the “Social” tab, where there is a wall to post comments.

We have also implemented notification alerts and messages. For instance, you will receive an alert when someone sends you a message or you get a new medal.

New T-Advisor has implemented a list of handicaps to obtain medals in order to motivate the users in their investments. We took the so-called “serious games” as a reference to improve the financial education of the T-Advisor community and offer a different way to enjoy the investment activity. We had not put aside main issues, as obtaining good performances. However, users will be able to focus their decisions in a more pleasant way.

We will publish some posts in the next weeks to explain all changes in the new T-Advisor 3.0. We invite you to enter, browse and discover all the new features. We hope that they will be useful for you and improve your investment experience. Take part in our community!

Market opportunities by T-Advisor: Torunlar Gayr

T-Advisor, through its tool Market Opportunities, has detected the company Torunlar Gayr, listed in IMBK Istanbul as an opportunity for investment.

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

Torunlar Gayr main figures in T-Advisor

The chart shows the evolution in the last year:

Torunlar Gayr chart in T-Advisor

The technical analysis reveals also more data:

Torunlar Gayr technical analysis in T-Advisor

Finally, the risk analysis is as follows:

Torunlar Gayr risk analysis in T-Advisor

Torunlar Gayrimenkul Yatirim Ortakligi A.S. operates as a shopping mall focused real estate investment company in Turkey. It primarily develops shopping malls, as well as residences, offices, hotels, marinas, and mixed-use projects with residential units, office units, and retail space. The company was formerly known as Toray Insaat Sanayi ve Ticaret A.S. and changed its name to Torunlar Gayrimenkul Yatirim Ortakligi A.S. in January 2008. Founded in 1996, it is based in Istanbul, Turkey.

Revenues increased 125% in 2014 compared with the former year, till 773.2 million turkish lira. Net income jumped also strongly: 4.5 times more, till 1,036 million turkish lira, based on the rise of investment property and investment incomes. The share is now near the peak reached in May, 2013.