Author Archives: Oscar Garcia

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Weekly market opportunities in T-Advisor: the best on July, 24th

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

 -Rubis (Euronext Paris). The group has its roots in the acquisitions of 2 French operators, compagnie Parisienne des Asphaltes And vitogaz (LPG Distribution) in 1994. By guaranteeing sound management, strategy and financial resources, Rubis turned these 2 regional family-owned SMEs into structured international business units at the front of their respective market segments

market opportunities Europe

graph market opportunities Europe

AMERICA

-Fomento Económico Mexicano SAB de CV. (BOLSA MEXICANA DE VALORES): Fomento Económico Mexicano SAB de CV engages in the production, distribution, and marketing of beverages. The firm also produces, markets, sells, and distributes Coca-Cola trademark beverages, including sparkling beverages.

market opportunities america

graph market oportunities america

ASIA-PACIFIC

-HCL Technologies. (Bombay stock exchange): Helps global enterprises reimagine their businesses for the digital age. Through innovative technology solutions built around Digital, IoT, Cloud, Automation, Cybersecurity, Analytics, Infrastructure Management and Engineering Services, amongst others.

market opportunities asia-pacific

graph market opportunities asia-pacific

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

Weekly market opportunities in T-Advisor: the best on July, 17th

Weekly market opportunities in T-Advisor: the best on July, 17th

 

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

 - Anglo American PLC (London Stock Exchange Sets). It´s a globally diversified mining business, with a portfolio of world-class competitive mining operations and undeveloped resources provides the raw materials to meet the growing consumer-driven demands of the world´s developed and maturing economies

Market opportunitites Europe - tadvisor

Market opportunitites graph europe- tadvisor

AMERICA

-Norbord. (TORONTO STOCK EXCHANGE): Norbord Inc. Is an international producer of wood-based panels with assets of $1.6 billion. They have 17 plan locations in the United States, Europe and Canada.

They Manufacture OSB in the United States, Canada and Europe. In addition, they manufacture MDF, particleboard and furniture in Europe.

Market opportunitites America- tadvisor

Market opportunitites graph America - tadvisor

ASIA-PACIFIC

- Commonwealth Bank of Australia. (Australia Stock Exchange): Australia´s leading provider of integrated financial services, including retail, premium, business and institutional banking, funds management, superannuation, insurance, investment and share-broking products and services.

Market opportunitites Asia-pacific - tadvisor

Market opportunitites graph Asia-pacific - tadvisor

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

Weekly market opportunities in T-Advisor: the best on July, 10th

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

 - Avanza (Stockholm). Avanza Bank Holding AB is the parent company of the avanza Group. The operational activities is driven by avanza bank AB, Avanza Pension, Avanza Fonder AB and Placera Media Stockholm AB.

Stock Oportunities Europe - Avanza Group

Stock Oportunities Europe graph - Avanza Group

AMERICA

 -    Lockheed Martin Corp. (NYSE). It’s an American global aerospace, defense, security and advance technology company with worldwide interest. It was formed by the merger of Lockheed Corporation with Martin Marietta in March 1995

Stock oportunities America Locheed Martin Group

Stock oportunities America graph - Locheed Martin Group

ASIA-PACIFIC

 -    BHP Billition Ltd. (Australia Stock Exchange). Is one of the world´s largest minning company. Was formed through the merge of Australian Broken Hill Propieraty Company Limited (BHP) and the Anglo-Dutch Billition plc.

stock oportunities asia pacific - BHP Billition ltd

stock oportunities asia pacific graph - BHP Billition ltd

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

Ranking T-Advisor: The 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

Masmovil

10

142.58%

28.48%

-3.16%

Mercado Alternativo
Evotec OAI

10

91.55%

31.79%

-3.30%

Xetra
Ipsen

10

78.31%

22.31%

-3.25%

Euronext Paris
Hanseyatchs

10

68.53%

34.15%

-6.08%

Deutsche Boerse
Delignit

10

52.49%

36.74%

-6.90%

Deutsche Boerse

USA-CANADA

Extreme Networks

10

99.01%

36.35%

-6.47%

Nasdaq
Petmedexpress

10

77.98%

40.46%

-4.65%

Nasdaq
Tree.com

10

77.45%

41.95%

-7.65%

Nasdaq
Tesla Motors

10

73.73%

30.78%

-6.67%

Nasdaq
Mimedx Group

10

72.69%

40.03%

8.76%

Nasdaq

ASIA-PACIFIC

Geely Auto

10

122.76%

43.19%

-9.28%

Hong Kong
Melco Intern.

10

101.61%

35.99%

-4.79%

Hong Kong
Qantas Airlines

10

68.17%

25.00%

-5.38%

Australia
Konami

10

32.84%

28.67%

-6.97%

Tokyo
Taisei Corp

10

27.38%

24.63%

-4.38%

Tokyo

LATAM

SM Banco Chile

8.80

22.51%

9.18%

-1.54%

Santiago de Chile
Forus

7.74

3.51%

25.84%

-5.79%

Santiago de Chile
Embonor

7.49

19.95%

20.45%

-4.76%

Santiago de Chile
Cervecerías

7.13

26.57%

16.80%

-3.48%

Santiago de Chile
Ripley Corp.

7.07

28.25%

23.34%

-1.75%

Santiago de Chile

The best funds in June were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY

INVESCO FUNDS SICAV – JAPANESE VALUE EQUITY FUND/A/EUR

9.62

8.31%

15.16%

-3.85%

Invesco
JPMORGAN FUNDS – US GROWTH FUND/A/EUR

9.53

20.23%

8.91%

-2.48%

JP Morgan
INVESCO FUNDS SERIES 4 – CONTINENTAL EUROPEAN SMALL…

9.38

14.31%

14.32%

-2.63%

Invesco
FF – GERMANY FUND/A/EUR

9.33

13.93%

11.64%

-2.17%

Fidelity
INVESCO FUNDS SICAV – NIPPON SMALL/MID CAP EQUITY F…

9.33

15.45%

18.45%

-5.37%

Invesco
SCHRODER ISF – ASIAN TOTAL RETURN/A/EUR

9.31

22.85%

9.42%

-1.84%

Schroder
DWS AKTIEN STRATEGIE DEUTSCHLAND/A/EUR

9.31

16.37%

14.50%

-3.00%

Deutsche Asset

FIXED INCOME

AVIVA INVESTORS – GLOBAL HIGH YIELD BOND FUND/A/EUR

8.79

11.66%

7.28%

-1.09%

Aviva
AVIVA INVESTORS – GLOBAL CONVERTIBLES FUND/A/EUR

8.73

12.78%

8.33%

-1.71%

Aviva
BKRK MNYD PA QT – SHS OF BENEF INTEREST/-/USD

8.55

1.71%

7.87%

-1.74%

BlackRock
AVIVA INVESTORS – EMERGING MARKETS BOND FUND/A/EUR

8.27

13.17%

8.17%

-1.43%

Aviva
CIE BENR OPP IN — SHS -A-(USD)

7.90

3.11%

2.05%

-0.54%

Benjamin de Rothschild
MUTUAFONDO BONOS CONVERTIBLES A FI/-/EUR

7.69

6.47%

4.55%

-1.05%

Mutuactivos
M&G IF 3 – M&G EUROPEAN HIGH YIELD BOND FUND/A/EUR

7.63

3.96%

3.29%

-0.59%

MG Investments

 

Weekly market opportunities in T-Advisor: the best on June, 19th

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

  • DS Smith (London). A leading British-based international packaging business.

DS Smith main figures in T-Advisor

DS Smith chart in T-Advisor

AMERICAS

  • Alliance Data Systems (NYSE). A provider of loyalty and marketing services, such as private label credit cards, coalition loyalty programs, and direct marketing, derived from the capture and analysis of transaction-rich data.

Alliance Data Systems main figures in T-Advisor

Alliance Data Systems chart in T-Advisor

ASIA-PACIFIC

  • Bluescope Steel (Australia). A flat product steel producer with operations in Australia, New Zealand, Pacific Islands, North America, and Asia. It was demerged from BHP Billiton.

Bluescope Steel main figures in T-Advisor

Bluescope chart in T-Advisor

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

Blockchain: the next revolution in finances

This is the buzzword right now in technologies and finances: blockchain. The most disruptive technology, something like personal computers in 1975 or internet in 1993, or, as the Harvard Business Review published: the first native digital medium for value, just as the internet was the first native digital medium for information.

But what is it? This article explains it very simply: think about a book where each page is a block with a statement of any transaction. Every time a block is filled and added to the chain (a new page), a new block is generated. Blocks are linked to each other in a chronological order, as pages in a book.

Initially, blockchain was created as the technology that sustained the cryptocurrency bitcoin. Now, banks are investing a huge amount of money here, because they perceive the disruption of this technology.

Blockchain is a huge ledger running on million of devices and it is capable of recording anything of value, as money, equities, funds, bonds, contracts…It is a safe and private peer-to-peer system because trust does not depend on central institutions, but on network consensus, cryptography, collaboration and clever code. What does it mean immediately? It is a risk for intermediaries, essentially in finances. People can sign contracts or exchange assets without knowing each other but being confident that they will not be cheated. Without intermediaries, there will be increasing savings (between $16 and $20 bn a year, from different sources).

Following a report from the international consultancy Deloitte, blockchain has several advantages:

  • Disintermediation. Counterpart risk disappears.
  • Empowering of users, because they control their information and transactions.
  • High quality data, widely available.
  • Durability, reliability and longevity, hacker-proof.
  • Immutability of transactions: nobody can erase an operation
  • Transparency, because block changes are viewable by all parties.
  • Simplification: there is an only ledger, not several.
  • Faster clearing and settlement transactions, in minutes.
  • Lower cost transactions, due to the elimination of intermediaries.

However, this technology has still some challenges. Deloitte mentions that it is a very new technology without any regulation that consumes a great deal of energy from computers. Although it helps save money, it also has huge initial costs. Finally, as it is a new technology, there are still concerns about security, privacy, integration with other systems and the leaning to accept it by the users.

Financial experts say that blockchain will change some processes as know-your-customer, due diligence and anti-money laundering. This banking compliancy costs will disappear. Once a bank did it with a customer, other financial entities will then be able to use it, because this data are under customer control. Several time-consuming processes will disappear (and the attached costs) and the role of the adviser will deeply change. It value will be linked to their knowledge, not to their ability to make transactions. This is only the beginning of the next future and its name is blockchain.

Weekly market opportunities in T-Advisor: the best on June, 12th

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

  •  Jyske Bank (Copenhague). The third largest Danish bank in terms of market share.

Jyske Bank main figures in T-Advisor

Jyske Bank chart in T-Advisor

AMERICAS

  • Lundin Mining (Toronto). A multinational copper and nickel mining company with operations in Europe, Russia and Africa.

Lundin Mining main figures in T-Advisor

Lundin Mining chart in T-Advisor

ASIA-PACIFIC

  • Amcor (Australia). A multinational packaging company producing flexible and rigid plastics packaging.

Amcor main figures in T-Advisor

Amcor chart in T-Advisor

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

Weekly market opportunities in T-Advisor: the best on June, 5th

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

  • Bachem (Switzerland). A manufacturer of pharmaceutical ingredients and biochemicals.

Bachem main figures in T-Advisor

Bachem chart in T-Advisor

AMERICAS

  • Colbún (Chile). One of the main hydropower utilities in Chile.

Colbún main figures in T-Advisor

Colbún chart in T-Advisor

ASIA-PACIFIC

  • IndusInd Bank (Bombay). A retail bank in the areas of Mumbai, Chennai and New Delhi.

IndusInd Bank main figures in T-Advisor

IndusInd Bank 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: The best stocks and funds in May

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 May were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Masmovil

10

118.05%

28.61%

-3.66%

Mercado Alternativo
Biesse

10

79.78%

27.79%

-4.63%

Mercato italiano
Orbis

10

76.92%

31.16%

-6.83%

Deutsche Boerse
Viscom

10

68.45%

28.11%

-6.81%

Deutsche Boerse
Evotec OAI

10

68.30%

33.45%

-4.50%

Xetra

USA-CANADA

Ultra Clean Holding

10

140.93%

42.45%

-7.77%

Nasdaq
Extreme Networks

10

89.86%

36.72%

-6.98%

Nasdaq
IRobot

10

70.78%

29.71%

-3.12%

Nasdaq
IAC-Interactivecorp

10

64.38%

27.14%

-3.55%

Nasdaq
Brooks Aut.

10

61.69%

32.21%

-4.04%

Nasdaq

ASIA-PACIFIC

Melco Internat.

10

86.72%

37.91%

-6.26%

Hong Kong
Tokyo Electron

10

41.69%

30.45%

5.34%

Tokyo
Qantas Airlines

9.99

49.55%

26.32%

-6.90%

Australia
Minebea

9.74

63.23%

43.93%

-8.31%

Tokyo
Konami

9.64

13.98%

28.08%

-6.97%

Tokyo

The best funds in May were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY

ALLIANZ INST. INV. SERIES – EUROPEAN MICRO CAP/A/EUR

9.76

23.92%

13.53%

-1.82%

Allianz
INVESCO FUNDS SERIES 4 – CONTINENTAL EUROPEAN SMALL…

9.56

20.74%

13.66%

-2.91%

Invesco
BLACKROCK BSF – EUROPEAN OPPORTUNITIES EXTENSION/A/EUR

9.50

15.79%

11.57%

-3.40%

BlackRock
JPMORGAN FUNDS – EUROPE SMALL CAP FUND/A/EUR

9.44

16.49%

10.63%

-2.83%

JP Morgan
MORGAN STANLEY IF – US ADVANTAGE/A/EUR

9.43

16.18%

8.40%

-1.58%

Morgan Stanley
FF – IBERIA FUND/A/EUR

9.43

18.14%

12.54%

-3.22%

Fidelity
JPMORGAN FUNDS – EUROPE TECHNOLOGY FUND/D/EUR

9.41

18.76%

12.35%

-2.69%

JP Morgan
BLACKROCK BGF – SWISS SMALL , MIDCAP OPPORTUNITIES/…

9.40

23.30%

9.08%

-2.04%

BlackRock
FF – FRANCE FUND/A/EUR

9.38

11.68%

12.92%

-2.95%

Fidelity
DWS AKTIEN STRATEGIE DEUTSCHLAND/A/EUR

9.36

15.90%

14.90%

-3.00%

Deutsche Asset and Wealth

FIXED INCOME

AVIVA INVESTORS – EMERGING MARKETS BOND FUND/A/EUR

9.12

11.54%

8.06%

-1.43%

Aviva
AVIVA INVESTORS – GLOBAL HIGH YIELD BOND FUND/A/EUR

8.94

9.58%

7.17%

-1.09%

Aviva
BKRK MNYD PA QT – SHS OF BENEF INTEREST/-/USD

8.55

1.71%

7.87%

-1.74%

BlackRock
AVIVA INVESTORS – EMERGING MARKETS CORPORATE BOND F…

8.53

9.65%

6.25%

-0.99%

Aviva
AVIVA INVESTORS – GLOBAL CONVERTIBLES FUND/A/EUR

8.50

10.98%

8.09%

-1.34%

Aviva
ALLIANZ GIF – US HIGH YIELD/A/PLN

8.18

3.82%

4.08%

-0.96%

Allianz
ALLIANZ GIF – EURO HIGH YIELD BOND/A/PLN

7.98

3.56%

3.45%

-0.94%

Allianz
AURUM RENTA VARIABLE FI/-/EUR

7.91

6.49%

9.08%

-1.92%

Popular Gestión
CIE BENR OPP IN — SHS -A-(USD)

7.90

3.11%

2.05%

-0.54%

Benjamin de Rothschild
SCHRODER ISF – GLOBAL HIGH YIELD/A/EUR

7.80

4.12%

4.37%

-1.23%

Schroder

 

The future is now: artificial intelligence and wealth management

Think about this situation. Imagine that you are client of any wealth manager and the staff sends you a report about the best chances for your investments, with recommendations and comments to obtain the best performance. Then, you talk to a friend, who is also client of the same wealth manager and you both comment about the report. You discover that both reports are personalised and are not the traditional recommendations’ standardised reports that these entities publish regularly. Each one have personalised information and you both discover that the entity has used your full data to design the best report to meet your needs. Then, you explain your friend several changes in your investments. Both have the same risk profile, but your portfolios (and the historic operations) have nothing to do to another.

The example could be larger, but it is enough to introduce the changes that we will live soon in the wealth management branch. The expression behind these changes is artificial intelligence. Shortened as AI, it is not a Steven Spielberg film. It is far from fiction, because it is reality. The learning capability of machines increased exponentially in the last years and the soar will keep on. There is a combination of big data analysis, natural language and machine learning. Big data analysis provides the capability of learning better not only about the customer, but also about any trend that goes around him. Natural language allows machines to interpret and generate spoken and written language. Machine learning uses algorithms that can learn and make predictions on data.

This will be the mix that we will see growing in the next years. The transformation will be deep in the whole financial sector. Currently, a 26% of assets and wealth manager firms already use AI to inform the next big decisions, according to PricewaterhouseCoopers. Money is flowing increasingly there, because all agree that this will be the next step for fintech business.

For instance, natural language processes will help comply better with regulations, as machines will learn immediately the changes and adaptations will be easier in platforms. This will also has a very relevant collateral effect managing risks more efficiently. The client will obtain a high-improved user experience with new interfaces. The advisor tasks will focus in asset gathering and portfolio monitoring. They will also become more responsive to client needs and increase the added value of their services.

Robo-advisor in the first deep step in this change. There will be further changes with a greater automation. Robo-advisors and human advisors will experience several transformations in their tasks and roles against clients. They, the clients, will be winners and the only losers will be entities (not only human, also fintech) that will not adapt to the new wave.