Analysis Date: XX/XX/20XX - HLeBroking guide pdf/scr_userguide.pdf · Analysis Date: XX/XX/20XX Price - This is the price of a stock at the time of the latest update, and the currency

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Analysis Date: XX/XX/20XX

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Analysis Date

Indicators: Allow to sort value from largest to smallest or vice versa.


A. Stock Selector:

Selection

Description

Risk Rating

The Risk measurement of an equity is shown by one of three colors:

Low Risk Medium Risk High Risk

Upside rating

The Interest (upside potential) of equity is rated with up to 4 Stars.

4 Stars = Very High upside potential 3 Stars = High upside potential 2 Stars = Medium upside potential 1 Star = Low upside potential 0 Star = Very Low upside potential

Country Covered up to 7 countries.

Industry 18 industries to choose from.

LT P/E It is the PE ratio calculated on the basis of estimates of long-term earnings.

Dividend Yield It is a financial ratio that shows how much a company pays out in dividends each year relative to its share price.

Stock search Search stock by keyed in stock name.

B. Global Indices:

The index evaluation provides index trend information in the form of fundamental and technical basis:

Earnings Revision Trend Valuation Rating Mid Term Technical Trend 4 Week Performance % of Stocks in Uptrend within a certain index

Overall, the index trend information shows strengthening and weakening index trend which can be useful in determining which market looks more interesting in terms of stock or country selection.

C .Upgrade / Downgrade:

Screener stock upgrade / downgrade is an early indication when a stock is on the move. A stock upgrade indicates that this stock has become more positive and is trending up. Whereas a stock downgrade indicates that this stock has become less positive and is either trending sideways or downwards.

D. Get to know more about theScreener by clicking this icon.

Search result will be shown as below based on stock selector criteria:-

Market- Markets (Mkt) refers to the 7 online countries in HLeBroking.

Click on the indicator to sort value from largest to smallest or vice versa.



News -Stock News

Industry - HLeBroking – theScreener covered up to 18 industries.



Price - This is the price of a stock at the time of the latest update, and the currency that it is traded in.


Upside Rating - The upside is rated on a scale of 0-4 stars. Stars are earned for each element specified below:

Earning Revision Trend

Valuation Rating (Price potential)

Medium Term Technical Trend

4 week Relative Performance *Refer Appendix for in depth explanations of each element



The symbol [ ] implies that compared with their earnings revisions of seven weeks ago, the analysts have now raised their estimates (7wk EPS Rev; > 1%); the symbol [ ] indicates that compared with their earnings revisions of seven weeks ago, the analysts have now lowered their estimates (7wk EPS Rev < -1%).

When the earnings revisions (7wk EPS Rev) fall between +1% and -1%, the trend is considered to be neutral. The symbol [ ] indicates that the revisions previous to the neutral situation were positive. The symbol [ ] indicates that the revisions previous to the neutral situation were negative.

Refer appendix to view full description.


Valn Ratg- Valuation Rating

Our Valuation Rating indicates if a stock is selling at a relative premium or bargain price, based on its growth potential. To estimate a stock's value relative to its current price our Valuation Rating combines: - Stock price; - projected earnings; - projected earnings growth; - Dividends. By combining these elements we can establish a rating for the analyzed company.

There are five ratings, ranging from strongly undervalued [ ] neutral [ ] to strongly overvalued

[ ].


Mt Tech - Medium Term Technical Trend

The column MT Tech Trend indicates the current tendency, positive [ ] or negative [ ], and the column Tech Reverse indicates to which price this tendency is valid.

When a price falls between 1.75% above or below the Tech Reverse, the MT Tech Trend is considered neutral. Once the price breaks out of the +1.75% neutral zone, the MT Tech Trend will change to positive or negative depending on the movement.

The symbol [ ] indicates that the MT Tech Trend previous to the neutral situation was positive.

The symbol [ ] indicates that the MT Tech Trend previous to the neutral situation was negative.



Relv Perf - Relative Performance

This figure measures the performance of a stock relative to its national index (compared to four weeks ago).

We use 4 week Relative Performance compared to Earnings Revision Trend. A positive Earnings Revision Trend for a stock that does not show a positive 4 week Relative Performance rating should force the investor to question the pertinence of this revision. In the other direction, a stock with a negative Earnings Rev Trend that stills beats its index (4wk Rel Perf > 0) means that something special is happening with this stock, since investors are still buying it.



Risk Rating

Risk zone is determined by measuring the Bear Market Factor and the Bad News Factor against the world reference. There are three types of risk ratings: • Low Risk: Both risk factors are below reference. • Medium Risk: At least one of the two risk factors is higher than the reference, but none of the values is higher than the reference plus one standard deviation. • High Risk: At least one of the two risk factors is higher than the reference plus one standard deviation.


LT P/E - Long Term P/E Ratio It is the PE ratio calculated on the basis of estimates of long-term earnings.


Div Yield - Dividend Yield The colors represent the percentage of the Dividend Payout Ratio. Black colored when payout = 0

Green colored when payout between 0 and 40 (0 < payout <= 40)

Blue colored when payout between 40 and 70 (40 < payout <= 70)

Red colored when payout > 70


Global Evaluation Global Evaluation is a combination of the upside rating, risk rating and industry rating.


Company Valuation Click on the company name to get in depth analysis.

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Company valuation in details

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This is the price of a stock at the time of the latest update, and the currency that it is traded in.

Click on Indicators underline in bold to get full description.

Appendix


The symbol [ ] implies that compared with their earnings revisions of seven weeks ago, the analysts have now raised their estimates (7wk EPS Rev; > 1%); the symbol [ ] indicates that compared with their earnings revisions of seven weeks ago, the analysts have now lowered their estimates (7wk EPS Rev < -1%). When the earnings revisions (7wk EPS Rev) fall between +1% and -1%, the trend is considered to be neutral. The symbol [ ] indicates that the revisions previous to the neutral situation were positive. The symbol [ ] indicates that the revisions previous to the neutral situation were negative. Valuation Rating (Price potential)

theScreener Valuation Rating ( difference between projected and value and current price)

When we analyze a company's projected earnings growth, we place a certain emphasis on the G/PE Ratio. While the first two elements in our analysis are important, and fairly simple to understand (stock price and earnings), the G/PE Ratio merits further explanation.

Some analysts watch the PE (Price Earnings ratio) - the ratio of stock price divided by earnings per share. In general, this ratio is fairly linear: a low PE suggests an inexpensive/low-risk stock, while a high PE suggests an expensive/high-risk stock.

In our model, the concepts of expensive/inexpensive do not depend on the PE, but on the relation between the PE and growth. Multifactor analysis has showed that the estimated growth of earnings provides the best base for the evaluation of a stock. There is approximately a 60% correlation of estimated earnings growth to stock value. Our Growth to PE Ratio measure quickly evaluates a company and detects firms that offer the greatest relative potential for the future and are therefore, the most undervalued. Correspondingly, our Growth to PE Ratio also detects firms that offer the least relative potential for the future and are thus, the most overvalued. Our Growth to PE Ratio measure conveniently compares two stocks at a glance. Our growth projections are always based on an average of at least three estimates.

The moment an investor buys a stock, the stock's present situation becomes the past, and the success of the investment depends fully on the future. The Corporate focuses on the future in order to establish a true Valuation Rating.

Medium Term Technical Trend In order to offer a little more security in the selection of stocks, we have added a technical rating that we call a "Trend Follower". This is by no means a tool for detecting reversals in tendencies, but is simply a measure of the persistence of a given tendency.

The column MT Tech Trend indicates the current tendency, positive [ ] or negative [ ], and the column Tech Reverse indicates to which price this tendency is valid.

When a price falls between 1.75% above or below the Tech Reverse, the MT Tech Trend is considered neutral [ ]. Once the price breaks out of the +1.75% neutral zone, the MT Tech Trend will change to positive or negative depending on the movement. The symbol [ ] indicates that the MT Tech Trend previous to the neutral situation was positive. The symbol [ ] indicates that the MT Tech Trend previous to the neutral situation was negative.

The MT Tech Trend can be thought of this way: if it is positive it indicates that the market currently "likes" (or, is buying) the stock. If it is negative it indicates that the market currently "does not like" (or, is selling) the stock.

4 week Relative Performance

This figure measures the performance of a stock relative to its national index (compared to four weeks ago).

For example, a grade of 2 for a given stock would mean that this stock performed 2% better than its national index. On the contrary, a grade of -3 would indicate a performance of 3% under the index. We have chosen not to show the absolute performance, since the index remains the valid benchmark. For a given stock, figures that show an absolute gain of 2% in a market that also gained 2% do not represent any remarkable information. However, a stock that consistently beats its national index is clearly one sought after by investors. A chronic under-performance, of course, would indicate serious problems.

In fact, we use 4 week Relative Performance compared to Earnings Revision Trend. A positive Earnings Revision Trend for a stock that does not show a positive 4 week Relative Performance rating should force the investor to question the pertinence of this revision. In the other direction, a stock with a negative Earnings Rev Trend that stills beats its index (4wk Rel Perf > 0) means that something special is happening with this stock, since investors are still buying it.

Documents

Analysis Date: XX/XX/20XX - HLeBroking guide pdf/scr_userguide.pdf · Analysis Date: XX/XX/20XX Price - This is the price of a stock at the time of the latest update, and the currency