Monthly Archives: June 2015

Weekly market opportunities in T-Advisor: the best on June, 29th

T-Advisor updates weekly a list of market opportunities from several stock exchanges around the world. We sum up a selection of the best ones:

EUROPE

  • Greene King (London). A chain of franchised pubs, restaurants and hotels.

Greene King main figures in T-Advisor

Greene King chart in T-Advisor

  • Yara International (Oslo). One of the world’s main fertilizers’ producer.

Yara main figures in T-Advisor

Yara chart in T-Advisor

AMERICAS

  • Brookfield Assets (Toronto). A global alternative asset manager with a focus on property, renewable energy, infrastructure and private equity.

Brookfield Asset main figures in T-Advisor

Brookfield Asset chart in T-Advisor

ASIA

  • Celebi Hava (Istanbul). A ground handling services company in Turkish airports.

Celebi Hava main figures in T-Advisor

Celebi Hava chart in T-Advisor

  • Dr. Reddy’s Lab (Bombay). A pharmaceutical company for generic formulations.

Dr. Reddy’s Lab main figures in T-Advisor

Dr. Reddy’s Lab chart in T-Advisor

Find more opportunities from the main exchanges in the world on our module “Market opportunities” in T-Advisor.

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

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

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Galapagos

10

201.64%

51.40%

-10.86

Euronext Brussels
Adva AG

10

159.16%

40.47%

-7.07%

Xetra
Digital Bros

10

150.78%

40.45%

-5.96%

Mercato Continuo Italiano
WCM Beteiligung

10

109.29%

50.72%

-13.73%

Deutsche Boerse
Picanol

10

83.71%

27.75%

-4.91%

Euronext Brussels

USA

Synageva

10

154.12%

88.08%

-12.52%

Nasdaq
Oncothyreon

10

104.73%

72.51%

-16.65%

Nasdaq
Seattle Genetic

10

50.29%

42.49%

-11.19%

Nasdaq
Nautilus

10

47.03%

44.33%

-9.99%

NYSE
LeMaitre Vascular

10

46.79%

25.64%

-4.60%

Nasdaq

ASIA

China Aerospace

10

134.40%

54.83%

-8.90%

Hong Kong
Asia Tele Net

10

71.64%

59.36%

-9.84%

Hong Kong
Culturecom

10

52.63%

55.25%

-12.24%

Hong Kong
Nine Dragons Paper

10

4.11%

43.03%

-8.33%

Hong Kong
Lion Corp

9.98

52.69%

23.09%

-4.30%

Tokyo

LATAM

Milpo

6.41

1.60%

30.79%

-7.48%

Lima
Empresas CMPC

6.40

13.39%

19.59%

-4.23%

Santiago de Chile
Banmedica

6.40

9.35%

33.89%

-6.62%

Santiago de Chile
Minera Poderosa

6.39

7.62%

27.49%

-7.90%

Lima
SM Banco Chile

6.04

3.82%

8.18%

-1.97%

Santiago de Chile

The best funds in June were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

M&G ASIAN FUND-€-A-ACC

10

60.74%

45.36%

-3.39%

M&G Investment
JPmorgan Jpnse Inv

9.15

37.17%

19.56%

-4.03%

JP Morgan
JPM UK Sml Co-X-Ins

8.99

14.28%

10.09%

-2.21%

JP Morgan
JPMorgan Funds – US Strategic Growth Fund

8.29

8.18%

12.98%

-2.73%

JP Morgan
Fid Special Sit Acc

8.21

12.17%

11.40%

-3.00%

Fidelity
JPMorgan Funds – US Technology Fund

8.15

10.58%

17.60%

-4.48%

JP Morgan
SISF US Small & Mid EUR Hg C Acc

7.94

7.36%

10.24%

-2.70%

Schroder
M&G EUROPEAN SM CO-€-C-ACC

7.86

23.94%

15.27%

-3.71%

M&G Investment
JPMorgan Funds – US Select 130/30 Fund

7.82

3.26%

12.35%

-2.57%

JP Morgan
Fr TI US Eq AHGC

7.65

7.42%

12.83%

-3.18%

Franklin Templeton

FIXED-INCOME

Carmignac Sécurité

7.85

1.22%

1.71%

-0.45%

Carmignac
SSSF Sterling Liquidity Plus C Acc

7.19

0.20%

0.12%

-0.02%

Schroder
Invesco Global Unconstrained Bond Fund [LUX] C

7.16

3.92%

2.82%

-0.49%

Invesco
FonDeudPubInter – Units

7.11

11.57%

6.47%

-1.25%

Caixabank
AXA WF European High Yield Bds M Cap GBP Hedged GBP

7.01

3.91%

3.27%

-0.61%

AXA
JB Mbd Abs R Bd CC

6.72

2.33%

2.59%

-0.59%

Swiss and Global AM
Pioneer Fund – Total Return Currencies  Class H Non – Distributing EUR

6.57

2.41%

3.85%

-1.07%

Pioneer
Carmignac Court Terme

6.56

0.19%

0.02%

0.00%

Carmignac
JPMF US Dollar Liquidity C – USD

6.55

0.01%

0.00%

0.00%

JP Morgan
Allianz Renminbi Fixed Income IT (H2-EUR)

6.54

1.75%

2.36%

-0.62%

Allianz

 

Weekly market opportunities in T-Advisor: the best on June, 22nd

T-Advisor updates weekly a list of market opportunities from several stock exchanges around the world. We sum up a selection of the best ones:

EUROPE

  • Lenzing (Vienna). A supplier of textile and nonwovens industry with high-quality man-made cellulose fibers.

Lenzing main figures in T-Advisor

Lenzing chart in T-Advisor

  • Randstad (Amsterdam). A company specialised in human resources services and recruitment.

Randstad main figures in T-Advisor

Randstad chart in T-Advisor

AMERICAS

  • Alsea (Mexico)The most important restaurant franchise in Latin America, with brands like Domino’s Pizza, Starbucks, Burger King, Chili’s, amongst others.

Alsea main figures in T-Advisor

Alsea chart in T-Advisor

  • Becton Dickinson (NYSE). A medical technology company that manufactures and sells medical devices, instrument systems and reagents.

Becton Dickinson main figures in T-Advisor

Becton Dickinson chart in T-Advisor

ASIA

  • Lupin (Bombay)A pharmaceutical company with a wide range of branded and generic formulations as well as biotechnology products.

Lupin main figures in T-Advisor

Lupin chart in T-Advisor

  • Don Quijote (Tokyo). A discount chain store that has over 160 locations throughout Japan as well as three stores in Hawaii.

Don Quijote main figures in T-Advisor

Don Quijote chart in T-Advisor

Find more opportunities from the main exchanges in the world on our module “Market opportunities” in T-Advisor.

The Olympics in Fintech: T-Advisor 3.0. medals

Some gamification features in T-Advisor

T-Advisor has recently launched its 3.0 version for its users. It was a milestone in the development of our tools, as the new version includes gamification features. We believe that some ideas for games are very useful to learn, motivate and evolve in finances. That is why we adopted them in T-Advisor. Every user has access to several medals depending on the goals that the person complies.

There are 8 global achievements:

  • I use the T-Advisor features
  • I take part in the T-Advisor community
  • I am an active T-Advisor community user
  • I have basic financial knowledge
  • I learn to invest
  • I diversify my investments by myself
  • I manage my investments properly
  • I am an expert manager of my investments

Each achievement has some tasks to fulfil. Some of them depend of users’ interactions with the system, as uploading a profile image, create portfolios, write a comment in your wall, follow another user or invest a part of your portfolio in our weekly-recommended investment opportunities.

Some tasks to fulfil an achievement in T-Advisor

Other tasks depend on what the system detects in your actions and profile, for instance, if someone clicks “like” in a comment made by you in the wall, if your portfolio has a bullish trend or has achieved different temporary performances (1 month, year-to-date, 1 year) or if the volatility is within your risk profile limits.

You get points and medals. The more you get, the higher position you obtain in the ranking. You can compete with other T-Advisor users and compare you position in the ranking by points, followers and scored portfolios.

You can discover all these features in “My profile” page in the T-Advisor platform. You can follow what medals you obtained, how much points you have, what features you have to fulfil to complete an achievement and your global position in the ranking.

Ranking by points in T-Advisor

This is our particular Olympics in Fintech. T-Advisor promotes the financial training for everybody through its platform, because we really believe that investments should not be only for very rich people, but for everyone who has interest in getting a better return for the savings.

Weekly market opportunities in T-Advisor: the best on June, 15st

T-Advisor updates weekly a list of market opportunities from several stock exchanges around the world. We sum up a selection of the best ones:

EUROPE

  • RPC Group (London). An industrial company specialised in manufacturing rigid plastics packaging.

RPC main figures in T-Advisor

RPC chart in T-Advisor

  • Skandinaviska Enskilda Banken (Stockholm). A Swedish financial group for corporate customers, institutions and private individuals.

-	Skandinaviska Enskilda Banken main figures in T-Advisor

-	Skandinaviska Enskilda Banken chart in T-Advisor

AMERICAS

  • Washington Federal (Nasdaq). A bank holding company that conducts its operations through a federally insured national bank subsidiary, Washington Federal, National Association.

Washington Federal main figures in T-Advisor

Washington Federal chart in T-Advisor

  • Sun Life Financial (Toronto). An international provider of protection and wealth products and services to individual and corporate customers.

Sun Life Financial main figures in T-Advisor

Sun Life Financial chart in T-Advisor

Find more opportunities from the main exchanges in the world on our module “Market opportunities” in T-Advisor.

Investment risk: some figures to watch in the assets

Risk chapter in a T-Report in T-Advisor

When you are an investor, you accept some risk. We have already written about the different kind of risks in investments. The question is: can we measure the risk? Well, risk is a qualitative ratio, but we can obtain some clues through quantitative measures.

Volatility is one of these measures. Does it mean that high volatility is the same as high risk? It depends on the asset. First of all, volatility does not measure the risk, but the price variation in a certain period. If there is a high diversion from the average price, it is very volatile. Of course, it is risky, as far as the prices change sharply and the investor can win or lose suddenly. However, think about another asset, as housing. Prices are no so volatile, but it is risky, because you have another risks: counterparty risk, inflation risk…

The liquidity grade is also important to measure the risk, as an investor can perceive how often the asset is purchased or sold. A low liquidity shows that the asset has a high risk that you cannot find a buyer when you want to sell it.

One of the most important measures for risk is Value at Risk, broadly know by its initials VaR. This index shows how much an investor can lose at the most with a probability of 95% in a certain period. The higher is the figures, the more risky is to lose money.

Correlation offers also a clue about the risk. This figure has a range between -1 and 1. In this case, the asset is compared with another asset, with its sector or with the reference stock index. If the correlation is 0 or near to 0, there is no correlation. If is 1 or near 1, there is a high correlation: the asset moves following the trend of the reference. On the other side, if is -1 or near -1, there is an inverse correlation: the asset moves in the opposite trend of the reference. This is very useful for negative waves, for instance.

As you can see, risk has no concrete measure. You have to look into figures to discover if the asset is risky and if the risk level of the asset is acceptable for your profile. The T-Report in T-Advisor gives full details about all the data about risks that an investor need to know to take decisions.

Weekly market opportunities in T-Advisor: the best on June, 8st

T-Advisor updates weekly a list of market opportunities from several stock exchanges around the world. We sum up a selection of the best ones:

EUROPE

  • Actielec (Euronext Paris). An industrial company specialised electronic equipment for vehicles and telecommunications.

Actielec main figures in T-Advisor

Actielec chart in T-Advisor

  • Biesse (Mercato Continuo Italiano). A manufacturer of solutions for joiners and large furniture, windows, doors and wood building components manufacturers.

Biesse main figures in T-Advisor

Biesse chart in T-Advisor

AMERICAS

  • BancorpSouth (NYSE). A regional bank in US.

Bancorpsouth main figures in T-Advisor

Bancorpsouth chart in T-Advisor

  • Natus Medical (Nasdaq). A provider of medical devices, software and services for some fields, as neurology, newborn care and sleep.

Natus Medical main figures in T-Advisor

Natus Medical chart in T-Advisor

ASIA

  • Casio Computer (Tokyo Stock Exchange). A producer of consumer electronic devices.

Casio main figures in T-Advisor

Casio chart in T-Advisor

  • Dogus Otomotiv (IMKB Istanbul). A leading automotive importer and one of the biggest automotive distributors in Turkey.

Dogus Otomotive main figures in T-Advisor

Dogus Otomotive chart in T-Advisor

Find more opportunities from the main exchanges in the world on our module “Market opportunities” in T-Advisor.

Comparing assets in T-Advisor with our tools

When an investor is looking for interesting assets for his or her portfolio, he or she usually looks into reports to find objective figures: performance, volatility, risk… This task is necessary to take a decision, as everyone has to analyze deeply where to invest the money. But other way to decide an investment is the comparison.

Think about that: you have heard that any sector is living a momentum and you begin to read reports of some companies of this sector. You would like to have a tool to see at a glance the evolution of the performance, instead of building charts by yourself: the T-Advisor tool to compare is your solution.

These are the steps: select the assets and include them in your watchlist. Just click on the star to put on your list. Then choose all the assets that you want to compare. Once you have chosen the assets to compare, click on the button “Comparison”. Watchlist in T-Advisor Let’s look an example with British banks. These are the results: Charts with the comparation in T-Advisor This chart shows the evolution of the returns of the selected assets for different timeframes: Comparation of risk and returns in T-Advisor This other chart compares the position of each asset in the relationship performance-risk.

Both views provide valuable information, as it helps obtain a global view for your interests. You have also more information if you scroll down: Comparative data in T-Advisor You can also use the tool to compare the assets in your portfolio. Select your portfolio and click on the button “Watchlist”. Choose the assets to compare and click on the button “Compare”.

You will obtain the same charts as above. For instance, let’s look the Germany portfolio in T-Advisor: List of assets in a portfolio in T-Advisor Comparative chart in T-Advisor T-Advisor has developed its tools to be a useful help for investors. We are aware that information is important, but in a world with such volume of figures and data, information has to be organized so that everyone can understand it to take their own investment decisions. That is why our developments are focused in collecting relevant data to provide them in understandable and easy ways for our users.

Weekly market opportunities in T-Advisor: the best on June, 1st

T-Advisor updates weekly a list of market opportunities from several stock exchanges around the world. We sum up a selection of the best ones:

EUROPE

  • Schindler (Swiss Stock Exchange). An industrial company specialised in lifts and rolling stairs.

Schindler main figures in T-AdvisorSchindler chart in T-Advisor

  • Gas Natural (Spanish Stock Exchange). A gas supplier and one of the main energy suppliers in Spain.

Gas Natural main figures in T-Advisor

Gas Natural chart in T-Advisor

AMERICAS

  • CSG Systems (Nasdaq). A business support systems software company.

CSG main figures in T-Advisor

CSG chart in T-Advisor

  • BRF Foods (Sao Paulo Stock Exchange). One of the largest world food producers.

BRF Foods main figures in T-Advisor

BRF Foods chart in T-Advisor

ASIA

  • Kubota (Tokyo Stock Exchange). An industrial company specialised in agricultural vehicles.

Kubota main figures in T-Advisor

Kubota chart in T-Advisor

  • Hindustan Petroleum (Bombay Stock Exchange). An oil and gas company in India.

Hindustan Petroleum main figures in T-Advisor

Hindustan Petroleum chart in T-Advisor

Find more opportunities from the main exchanges in the world on our module “Market opportunities” in T-Advisor.