Platinum Asia Competition

Funds . USA . 
Fund . Platinum Asia Investments
PAI Fund  USD 12.66  0.01  0.08%   
Platinum Asia Investments competes with Western Asset, Madison Dividend, John Hancock, MFS High, and Total Return; as well as few others. The fund is not categorized under any group at the present time. Analyzing Platinum Asia competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Platinum Asia to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Platinum Asia Correlation with its peers.

Platinum Asia vs John Hancock Correlation

Poor diversification

The correlation between Platinum Asia Investments and JHS is 0.79 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Platinum Asia Investments and JHS in the same portfolio, assuming nothing else is changed.

Moving together with Platinum Fund

  0.82PEO Adams Natural ResourcesPairCorr
  0.8ETJ Eaton Vance RiskPairCorr
  0.83CRF Cornerstone Total Return Potential GrowthPairCorr
  0.86CLM Cornerstone StrategicPairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
12.3412.6612.98
Details
Intrinsic
Valuation
LowRealHigh
12.2812.6012.92
Details
Naive
Forecast
LowNextHigh
12.3812.7013.03
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.4512.5612.67
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Platinum Asia. Your research has to be compared to or analyzed against Platinum Asia's peers to derive any actionable benefits. When done correctly, Platinum Asia's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Platinum Asia Investments.

Platinum Asia Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Platinum Asia and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Platinum and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Platinum Asia Investments does not affect the price movement of the other competitor.

High positive correlations

FLBDX
+ 0.91
BHBFX
JHS
+ 0.9
FLBDX
GRSPX
+ 0.87
BHBFX
GRSPX
+ 0.86
FLBDX
JHS
+ 0.83
BHBFX
FLBDX
+ 0.76
IGI
  

High negative correlations

GRSPX
- 0.87
DMO
DMO
- 0.76
FLBDX
DMO
- 0.73
JHI
DMO
- 0.68
BHBFX
JHS
- 0.65
DMO
DMO
- 0.51
IGI

Risk-Adjusted Indicators

There is a big difference between Platinum Fund performing well and Platinum Asia Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Platinum Asia's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
IGI  0.21 (0.02)(0.21)(0.08) 0.28 
(0.24)
 0.49 
(0.43)
 1.47 
BHBFX  0.55  0.11  0.15  0.21  0.37 
(0.67)
 1.30 
(1.05)
 2.95 
JHI  0.29  0.01 (0.09) 0.11  0.23 
(0.39)
 0.67 
(0.58)
 2.09 
CXE  0.40  0.03 (0.04) 0.45  0.40 
(0.51)
 0.82 
(0.82)
 2.46 
FLBDX  0.10  0.00 (0.30) 0.10  0.00 
(0.14)
 0.21 
(0.21)
 0.52 
DMO  0.49 (0.08) 0.00 (0.32) 0.00 
 0.00 
 1.09 
(1.19)
 3.82 
PFO  0.36  0.00 (0.05) 0.05  0.54 
(0.36)
 0.73 
(0.97)
 2.85 
GRSPX  0.81  0.18  0.19  0.26  0.65 
(0.96)
 1.73 
(1.74)
 10.07 
MGF  0.44  0.00 (0.10) 0.04  0.47 
(0.66)
 0.99 
(0.98)
 2.64 
JHS  0.34  0.03 (0.05)(0.94) 0.49 
(0.34)
 0.62 
(0.68)
 2.76 

Platinum Asia Competitive Analysis

The better you understand Platinum Asia competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Platinum Asia's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Platinum Asia's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
PAI IGI BHBFX JHI CXE FLBDX DMO PFO GRSPX MGF
 0.08 
 12.66 
Platinum
 0.24 
 16.44 
Western
 0.99 
 26.49 
Madison
 0.15 
 13.76 
John
 0.53 
 3.79 
MFS
 0.10 
 9.65 
Total
 0.09 
 11.09 
Western
 0.21 
 9.69 
Flaherty
 0.04 
 26.35 
Greenspring
 0.33 
 3.00 
MFS
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Not too volatile
Very steady
Very steady
Very steady
Very steady
Not too volatile
Market Performance
(90 Days Performance)
Fair
Mild
Solid
Mild
Fair
Good
Weakest
Fair
Good
Weakest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Strong Buy
Not Available
Strong Sell
Hold
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Cautious Hold
Strong Buy
Hold
Hold
Strong Sell
Hold
Strong Hold
Strong Buy
Cautious Hold
Current Ratio
3.04
N/A
N/A
0.11
2.02
N/A
0.09
5.75
N/A
0.35
Net Asset
N/A
107.12 M
107.42 M
220.36 M
214.12 M
131.51 M
568.68 M
N/A
122.01 M
109.71 M
Profit Margin
N/A
N/A
N/A
0.66
0.0074
N/A
-43.8
-112.67
N/A
1.18
EBITDA
N/A
6 M
N/A
10.1 M
3.22 M
N/A
N/A
N/A
N/A
6.46 M
Price To Book
0.73
0.93
2.93
0.93
0.91
2.26
0.75
0.77
2.46
0.98
Operating Margin
84.38
N/A
N/A
0.91
0.87
N/A
82.53
85.24
N/A
0.8
Current Valuation
106.33 M
N/A
N/A
206.81 M
179.16 M
N/A
205.85 M
193.81 M
N/A
99.1 M
Five Year Return
0.61
4.55
7.32
8.03
5.31
2.7
5.96
3.64
11.25
-0.63
Retained Earnings
(41.89 M)
(12.17 M)
N/A
(40.97 M)
(23.27 M)
N/A
N/A
N/A
N/A
(19.26 M)
One Year Return
7.57
N/A
10.48
N/A
N/A
6.81
10.42
9.89
11.19
5.85
Beta
0.46
0.12
N/A
0.74
0.84
N/A
0.61
0.7
N/A
0.34
Cash Position Weight
N/A
N/A
1.32
N/A
N/A
61.88
N/A
N/A
1.64
N/A
Equity Positions Weight
N/A
N/A
98.68
N/A
N/A
0.01
N/A
N/A
84.69
N/A
Shares Outstanding
9.51 M
5.99 M
N/A
8.74 M
31.53 M
N/A
11.33 M
12.81 M
N/A
32.59 M
Three Year Return
5.28
N/A
6.2
N/A
N/A
6.67
10.85
7.82
12.39
3.05
Cash Flow From Operations
N/A
N/A
N/A
9.33 M
5.97 M
N/A
(14.44 M)
4.96 M
N/A
N/A
Annual Yield
0.0306
0.0516
0.0174
0.0884
0.0557
0.0467
0.0066
0.0066
0.0044
0.0098
Total Debt
N/A
927.8 K
N/A
86.9 M
69.2 M
N/A
84.31 M
80.6 M
N/A
3.53 M
Return On Equity
-17.05
N/A
N/A
0.0777
6.0E-4
N/A
-3.99
-10.22
N/A
0.0493
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
6.22
N/A
N/A
9.93
N/A
Number Of Shares Shorted
1.7 K
4.02 K
N/A
9.03 K
29.35 K
N/A
6.55 K
25.21 K
N/A
11.4 K
Return On Asset
2.48
N/A
N/A
0.0388
0.0256
N/A
3.04
3.12
N/A
0.0195
Book Value Per Share
16.23
N/A
N/A
14.84
4.14
N/A
14.97
11.97
N/A
3.17
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2.5 K
N/A
Total Asset
102.33 M
107.12 M
48.17 M
220.36 M
214.12 M
12.89 M
26.73 M
N/A
N/A
109.71 M
Last Dividend Paid
0.56
N/A
0.11
1.2
0.21
0.01
1.2
0.76
0.04
0.24
Short Ratio
0.11
0.23
N/A
0.35
0.22
N/A
0.19
0.99
N/A
0.14
Debt To Equity
N/A
N/A
N/A
0.64
0.68
N/A
0.56
0.6
N/A
N/A
Shares Owned By Institutions
24.33
36.57
N/A
33.31
39.14
N/A
44.73
8.35
N/A
58.36
Market Capitalization
123.26 M
98.66 M
N/A
120.15 M
119.39 M
N/A
145.11 M
140.64 M
N/A
101.68 M
Price To Earning
8.8
89.0
19.87
177.07
142.0
20.21
6.07
10.35
19.73
9.83
Price To Sales
17.37
15.72
2.17
7.89
11.6
1.53
8.72
8.9
1.13
23.22
Net Income
(23.39 M)
16.71 M
N/A
10.1 M
75.69 K
N/A
(6.36 M)
(14.92 M)
N/A
6.46 M
Earnings Per Share
1.35
0.67
N/A
1.16
0.01
N/A
-2.7
0.89
N/A
0.17
Shares Owned By Insiders
0.01
0.01
N/A
0.15
N/A
N/A
N/A
N/A
N/A
N/A
Year To Date Return
0.38
N/A
4.52
N/A
N/A
0.62
0.94
0.82
6.13
0.32
Revenue
6.49 M
4.14 M
N/A
14.79 M
3.14 M
N/A
14.51 M
13.25 M
N/A
6.74 M
Ten Year Return
N/A
N/A
10.33
N/A
N/A
N/A
N/A
N/A
4.08
N/A
Cash And Equivalents
172.44 K
N/A
N/A
2.18 K
7.42 K
N/A
5.74 K
N/A
N/A
10.22 K
Gross Profit
6.57 M
N/A
N/A
15.22 M
10.29 M
N/A
13.49 M
13.08 M
N/A
4.35 M
Day Typical Price
12.63
16.46
26.49
13.75
3.79
9.65
11.09
9.69
26.35
3.01
Accumulation Distribution
40.08
38.9
N/A
76.81
0.0026
N/A
564.94
25.44
N/A
170.87
Market Facilitation Index
0.0
0.0
N/A
0.0
0.01
N/A
0.0
0.0
N/A
0.0
Daily Balance Of Power
0.1
(0.57)
9.2 T
0.4
2.0
0
(0.10)
0.6667
0
(0.50)
Period Momentum Indicator
0.01
(0.04)
0.26
0.02
0.02
(0.01)
(0.01)
0.02
(0.01)
(0.01)
Rate Of Daily Change
1.0
1.0
1.01
1.0
1.01
1.0
1.0
1.0
1.0
1.0
Day Median Price
12.62
16.47
26.49
13.75
3.79
9.65
11.09
9.68
26.35
3.01
Price Action Indicator
0.045
(0.04)
0.13
0.025
0.015
(0.01)
(0.01)
0.015
(0.01)
(0.01)
Coefficient Of Variation
945.01
69201.66
426.82
1160.6
1233.15
700.32
(1,228)
1908.38
570.67
8574.27
Mean Deviation
0.2575
0.2134
0.5506
0.2875
0.4005
0.097
0.4888
0.3583
0.8091
0.438
Jensen Alpha
0.0154
(0.02)
0.111
0.0117
0.028
0.0033
(0.08)
(0)
0.1846
8.0E-4
Total Risk Alpha
3.0E-4
(0.03)
0.1
(0.01)
(0.01)
(0)
(0.12)
(0.02)
0.1305
(0.05)
Sortino Ratio
(0.08)
(0.21)
0.1544
(0.09)
(0.04)
(0.30)
N/A
(0.05)
0.1892
(0.1)
Downside Variance
0.1348
0.0945
0.3897
0.1218
0.3363
0.0243
N/A
0.5119
0.8943
0.363
Standard Deviation
0.3252
0.2935
0.6866
0.3967
0.5158
0.1222
0.6794
0.5056
1.39
0.5718
Kurtosis
0.1858
2.41
(0.33)
2.52
0.2243
(0.26)
2.48
1.95
21.3
(0.10)
Potential Upside
0.5556
0.486
1.3
0.6682
0.8219
0.209
1.09
0.7345
1.73
0.9868
Treynor Ratio
0.1471
(0.08)
0.206
0.1053
0.4502
0.0971
(0.32)
0.048
0.2608
0.0434
Maximum Drawdown
1.77
1.47
2.95
2.09
2.46
0.5213
3.82
2.85
10.07
2.64
Variance
0.1058
0.0861
0.4715
0.1573
0.2661
0.0149
0.4616
0.2556
1.93
0.3269
Market Risk Adjusted Performance
0.1571
(0.07)
0.216
0.1153
0.4602
0.1071
(0.31)
0.058
0.2708
0.0534
Risk Adjusted Performance
0.0652
(0.01)
0.1716
0.0548
0.0554
0.0548
(0.06)
0.034
0.1336
0.0057
Skewness
(0.18)
0.0337
(0.07)
1.0
0.142
(0.27)
(0.12)
(0.91)
3.46
0.0741
Semi Deviation
0.2539
0.2751
0.3694
0.2338
0.3963
0.0
N/A
0.5448
0.6453
0.4702
Information Ratio
(0.09)
(0.22)
0.1403
(0.08)
(0.04)
(0.39)
(0.18)
(0.08)
0.1288
(0.10)
Value At Risk
(0.48)
(0.43)
(1.05)
(0.58)
(0.82)
(0.21)
(1.19)
(0.97)
(1.74)
(0.98)
Expected Short fall
(0.28)
(0.24)
(0.67)
(0.39)
(0.51)
(0.14)
N/A
(0.36)
(0.96)
(0.66)
Downside Deviation
0.3671
0.3074
0.6242
0.349
0.5799
0.1558
N/A
0.7155
0.9457
0.6025
Semi Variance
0.0645
0.0757
0.1364
0.0547
0.157
(0.01)
N/A
0.2969
0.4164
0.2211

Platinum Asia Competition Performance Charts

Five steps to successful analysis of Platinum Asia Competition

Platinum Asia's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Platinum Asia Investments in relation to its competition. Platinum Asia's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Platinum Asia in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Platinum Asia's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Platinum Asia Investments, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Platinum Asia position

In addition to having Platinum Asia in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Other Information on Investing in Platinum Fund

Platinum Asia financial ratios help investors to determine whether Platinum Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Platinum with respect to the benefits of owning Platinum Asia security.
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