Bank Leumi Shares Owned By Institutions vs. Total Debt
| LUMI Stock | ILS 4,130 26.00 0.63% |
For Bank Leumi profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Bank Leumi to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Bank Leumi Le Israel utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Bank Leumi's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Bank Leumi Le Israel over time as well as its relative position and ranking within its peers.
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Bank Leumi Le Total Debt vs. Shares Owned By Institutions Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Bank Leumi's current stock value. Our valuation model uses many indicators to compare Bank Leumi value to that of its competitors to determine the firm's financial worth. Bank Leumi Le Israel is rated third overall in shares owned by institutions category among its peers. It is considered the number one company in total debt category among its peers making up about 713,663,457 of Total Debt per Shares Owned By Institutions. Comparative valuation analysis is a catch-all model that can be used if you cannot value Bank Leumi by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Bank Leumi's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Bank Total Debt vs. Shares Owned By Institutions
Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
Bank Leumi |
| = | 43.62 % |
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Total Debt refers to the amount of long term interest-bearing liabilities that a company carries on its balance sheet. That may include bonds sold to the public, notes written to banks or capital leases. Typically, debt can help a company magnify its earnings, but the burden of interest and principal payments will eventually prevent the firm from borrow excessively.
Bank Leumi |
| = | 31.13 B |
In most industries, total debt may also include the current portion of long-term debt. Since debt terms vary widely from one company to another, simply comparing outstanding debt obligations between different companies may not be adequate. It is usually meant to compare total debt amounts between companies that operate within the same sector.
Bank Total Debt vs Competition
Bank Leumi Le Israel is considered the number one company in total debt category among its peers. Total debt of Financials industry is now estimated at about 75.19 Billion. Bank Leumi totals roughly 31.13 Billion in total debt claiming about 41% of equities under Financials industry.
Bank Leumi Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Bank Leumi, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Bank Leumi will eventually generate negative long term returns. The profitability progress is the general direction of Bank Leumi's change in net profit over the period of time. It can combine multiple indicators of Bank Leumi, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Bank Leumi le-Israel B.M., together with its subsidiaries, provides banking and financial services in Israel and internationally. The company was founded in 1902 and is headquartered in Tel Aviv, Israel. BK LEUMI operates under Banks - Regional - Asia classification in Israel and is traded on Tel Aviv Stock Exchange. It employs 9740 people.
Bank Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Bank Leumi. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Bank Leumi position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Bank Leumi's important profitability drivers and their relationship over time.
Use Bank Leumi in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Bank Leumi position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Bank Leumi will appreciate offsetting losses from the drop in the long position's value.Bank Leumi Pair Trading
Bank Leumi Le Israel Pair Trading Analysis
The ability to find closely correlated positions to Bank Leumi could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Bank Leumi when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Bank Leumi - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Bank Leumi Le Israel to buy it.
The correlation of Bank Leumi is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Bank Leumi moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Bank Leumi Le moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Bank Leumi can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Bank Leumi position
In addition to having Bank Leumi 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.Did You Try This Idea?
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Other Information on Investing in Bank Stock
To fully project Bank Leumi's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Bank Leumi Le at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Bank Leumi's income statement, its balance sheet, and the statement of cash flows.