Yuanta STOXX (Taiwan) Buy Hold or Sell Recommendation
| 00762 Etf | TWD 70.65 0.10 0.14% |
Assuming the 90 days trading horizon and your typical level of risk aversion, our recommendation regarding Yuanta STOXX Global is 'Strong Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Yuanta STOXX Global given historical horizon and risk tolerance towards Yuanta STOXX. When Macroaxis issues a 'buy' or 'sell' recommendation for Yuanta STOXX Global, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Yuanta STOXX Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual funds such as Yuanta and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Yuanta STOXX Global. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation.
Yuanta |
Execute Yuanta STOXX Buy or Sell Advice
The Yuanta recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Yuanta STOXX Global. Macroaxis does not own or have any residual interests in Yuanta STOXX Global or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Yuanta STOXX's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Yuanta STOXX Trading Alerts and Improvement Suggestions
| The fund holds 94.89% of its total net assets in equities |
Yuanta STOXX Returns Distribution Density
The distribution of Yuanta STOXX's historical returns is an attempt to chart the uncertainty of Yuanta STOXX's future price movements. The chart of the probability distribution of Yuanta STOXX daily returns describes the distribution of returns around its average expected value. We use Yuanta STOXX Global price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Yuanta STOXX returns is essential to provide solid investment advice for Yuanta STOXX.
| Mean Return | 0.25 | Value At Risk | -1.42 | Potential Upside | 2.36 | Standard Deviation | 1.33 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Yuanta STOXX historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Yuanta STOXX Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Yuanta STOXX or Yuanta Securities Inv Trust Co., Ltd sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Yuanta STOXX's price will be affected by overall etf market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Yuanta etf's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.19 | |
β | Beta against Dow Jones | 0.48 | |
σ | Overall volatility | 1.35 | |
Ir | Information ratio | 0.09 |
Yuanta STOXX Volatility Alert
Yuanta STOXX Global has relatively low volatility with skewness of -0.48 and kurtosis of 2.41. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Yuanta STOXX's etf risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Yuanta STOXX's etf price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Yuanta STOXX Fundamentals Vs Peers
Comparing Yuanta STOXX's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Yuanta STOXX's direct or indirect competition across all of the common fundamentals between Yuanta STOXX and the related equities. This way, we can detect undervalued stocks with similar characteristics as Yuanta STOXX or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of Yuanta STOXX's fundamental indicators could also be used in its relative valuation, which is a method of valuing Yuanta STOXX by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Yuanta STOXX to competition |
| Fundamentals | Yuanta STOXX | Peer Average |
| One Year Return | 36.13 % | (0.97) % |
| Net Asset | 729.05 M | 2.29 B |
| Equity Positions Weight | 94.89 % | 52.82 % |
Yuanta STOXX Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Yuanta . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Yuanta STOXX Buy or Sell Advice
When is the right time to buy or sell Yuanta STOXX Global? Buying financial instruments such as Yuanta Etf isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Other Information on Investing in Yuanta Etf
Yuanta STOXX financial ratios help investors to determine whether Yuanta Etf 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 Yuanta with respect to the benefits of owning Yuanta STOXX security.