Lotes (Taiwan) Performance
| 3533 Stock | TWD 1,650 60.00 3.51% |
On a scale of 0 to 100, Lotes holds a performance score of 6. The company secures a Beta (Market Risk) of 0.41, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Lotes' returns are expected to increase less than the market. However, during the bear market, the loss of holding Lotes is expected to be smaller as well. Please check Lotes' total risk alpha, treynor ratio, and the relationship between the jensen alpha and sortino ratio , to make a quick decision on whether Lotes' current price movements will revert.
Risk-Adjusted Performance
6 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Lotes Co are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, Lotes showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 2.9 B | |
| Total Cashflows From Investing Activities | -4.1 B |
Lotes |
Lotes Relative Risk vs. Return Landscape
If you would invest 148,500 in Lotes Co on August 29, 2024 and sell it today you would earn a total of 22,500 from holding Lotes Co or generate 15.15% return on investment over 90 days. Lotes Co is generating 0.2776% of daily returns and assumes 3.2986% volatility on return distribution over the 90 days horizon. Simply put, 29% of stocks are less volatile than Lotes, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Lotes Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lotes' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Lotes Co, and traders can use it to determine the average amount a Lotes' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0841
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | 3533 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 3.3 actual daily | 29 71% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Lotes is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Lotes by adding it to a well-diversified portfolio.
Lotes Fundamentals Growth
Lotes Stock prices reflect investors' perceptions of the future prospects and financial health of Lotes, and Lotes fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lotes Stock performance.
| Return On Equity | 0.3 | |||
| Return On Asset | 0.14 | |||
| Profit Margin | 0.22 % | |||
| Operating Margin | 0.24 % | |||
| Current Valuation | 91.78 B | |||
| Shares Outstanding | 106.49 M | |||
| Price To Earning | 12.87 X | |||
| Price To Book | 4.46 X | |||
| Price To Sales | 3.62 X | |||
| Revenue | 21.39 B | |||
| EBITDA | 6.12 B | |||
| Cash And Equivalents | 2.89 B | |||
| Cash Per Share | 28.22 X | |||
| Total Debt | 941.53 M | |||
| Debt To Equity | 3.80 % | |||
| Book Value Per Share | 198.08 X | |||
| Cash Flow From Operations | 2.69 B | |||
| Earnings Per Share | 53.43 X | |||
| Total Asset | 26.42 B | |||
| Retained Earnings | 4.08 B | |||
| Current Asset | 6.79 B | |||
| Current Liabilities | 2.44 B | |||
About Lotes Performance
Evaluating Lotes' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lotes has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Lotes has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
LOTES Co., Ltd. designs, manufactures, and sells connectors and CPU sockets for notebook and personal computers, mobile electronic devices, etc. under the LOTES brand in Asia and internationally. LOTES Co., Ltd. was founded in 1986 and is headquartered in Keelung, Taiwan. LOTES LTD operates under Electronic Components classification in Taiwan and is traded on Taiwan Stock Exchange.Things to note about Lotes performance evaluation
Checking the ongoing alerts about Lotes for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Lotes help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lotes had very high historical volatility over the last 90 days | |
| About 27.0% of the company shares are owned by insiders or employees |
- Analyzing Lotes' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lotes' stock is overvalued or undervalued compared to its peers.
- Examining Lotes' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lotes' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lotes' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Lotes' stock. These opinions can provide insight into Lotes' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Lotes Stock Analysis
When running Lotes' price analysis, check to measure Lotes' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lotes is operating at the current time. Most of Lotes' value examination focuses on studying past and present price action to predict the probability of Lotes' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lotes' price. Additionally, you may evaluate how the addition of Lotes to your portfolios can decrease your overall portfolio volatility.