DOCSLIB.ORG

Commonly Used Symbols Quick Reference Card

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Commonly Used Symbols Quick Reference Card COMMONLY USED SYMBOLS IN THOMSON ONE QUICK REFERENCE CARD MAJOR INDEXES US INDEXES The Americas AMEX Airline Index .XAL Dow Jones Industrial Average .DJIA AMEX Biotech Index .BTK S&P 100 .OEX AMEX Composite Index .XAX S&P 500 .SPX AMEX Computer Tech. Index .XCI NASDAQ 100 .NDX AMEX Disk Drive Index DDX NYSE Composite .NYA AMEX Financial Index .XFI NASDAQ Composite .NCOMP AMEX Gold BUGS Index HUI S&P 1500 SPSUPX AMEX Health Care Index XHL S&P MidCap400 .MID AMEX Information Tech Index XIT S&P Small Cap 600 SML AMEX Institutional Index .XII Russell 2000 .RIY AMEX Internet Index IIX/IIV TSX Composite .TTT-T AMEX Major Market Index .XMI Brazilian IBOVESPA IBOV-BR AMEX Natural Gas XNG Mexican IPC IPC-MX AMEX Networking Index .NWX AMEX Oil Index .XOI Europe AMEX Pharmaceutical Index .DRG AEX Index AEX-AE AMEX Tobacco Index TOB BEL 20 Index BEL20-BT CBOE Gold Index GOX CAC 40 Index CAC40-FR CBOE Treasury Yield 30 Year TYX DAX Index DAX-XE CBOE VIX Index VIX EuroSTOXX 50 SX5E-STX Dow Jones Composite Average .COMP FTSE 100 Index UKX-LN Dow Jones Global Titans Index .DJGT FTSE ALL SHARE ASX-LN Dow Jones Industrial Average .DJIA IBEX 35 Index IB-MC Dow Jones Industrial Avg Tracking Stock DIA JSE All Share J203-JO Dow Jones Semiconductor .DJSEM MIB30 Index MIB30-MI Dow Jones Transportation Average .TRAN OMX Helsinki OMXHPI-HE Dow Jones US Growth Index .DJGTH OMX Stockholm 30 Index OMXS30-SK Dow Jones US Large Cap Index .DJLRG RTS Index RTSI-RS Dow Jones US Mid Cap Index .DJMID STOXX 50 Index SX5P-STX Dow Jones US Small Cap Index .DJSMC Swiss Market Index SMI-EB Dow Jones US Value Index .DJVAL Asia Pacific Dow Jones Utility Average .UTIL ASX All Ordinaries Index XAO-AU Morgan Stanley Consumer Index CMR Bombay Sensex Index SENSEX-BY NASDAQ 100 Index .NDX Hang Seng Index HSI-HK NASDAQ 100 Index Tracking Stock QQQQ KLSE Composite Index COMPOSITE-KU NASDAQ Biotechnology Index NBI Korea Composite Index KCI-SE NASDAQ Composite .NCOMP Nikkei Stock Average 225 NK225-OK NASDAQ Financial Index .IXF Shanghai Composite Index SHGIDX-SH NASDAQ Telecommunications Index IXTC Straits Times Index STRAITS-LN North American Telecom Index .XTC TOPIX Index TPX-TO NYSE Composite Index .NYA NYSE Financial Index .NYKID PHLX Gold and Silver Index XAU QRG-383 ©2008 Thomson Reuters. All marks herein are used under license. COMMONLY USED SYMBOLS IN THOMSON ONE QUICK REFERENCE CARD US INDEXES (CONTINUED) FUTURES PHLX KBW Bank .DABKX Financial Futures PHLX Oil Service Index .OSX Euribor Future, Liffe I/1-LI PHLX Semiconductor Index .SOX Euro Bobl Future, Eurex FGBM/1-DT Reuters Jefferies CRB Index CR/Y Euro Bund Future, Eurex FGBL/1-DT Russell 1000 .RIX Euro Schatz Future, Eurex FGBS/1-DT Russell 2000 .RIY Euro Yen Future, Tiffe EY/1-TI Russell 3000 .RIZ S&P 100 Index .OEX Eurodollar Day/Pit Session ED/1 S&P 500 Index .SPX Eurodollar Electronic Session GE/1 S&P 500 Index Tracking Stock SPY Euroswiss Future, Liffe S/1-LI S&P 500 Consumer Discretionary Sector .SPSCD Fed Funds Day/Pit Session FFA/1 S&P 500 Energy Sector .SPSE Fed Funds Electronic Session FDA/ S&P 500 Financials Sector .SPSF Long Gilt Future, Liffe R/1-LI S&P 500 Health Care Sector .SPSHC Short Sterling Future, Liffe L/1-LI S&P 500 Industrials Sector .SPSI US Treasury 2 Year Day/Pit Session TU/1 S&P 500 Information Technology Sector .SPSIT US Treasury 2 Year Electronic Session ZT/1 S&P 500 Materials Sector .SPSM US Treasury 5 Year Day/Pit Session FV/1 S&P 500 Telecommunication Sector .SPSTS S&P 500 Utilities Sector .SPSU US Treasury 5 Year Electronic Session F./1 S&P 1500 Index SPSUPX US Treasury 10 Year Day/Pit Session TY/1 S&P Industrial Index .SPIN US Treasury 10 Year Electronic SessionZN/1 S&P MidCap400 .MID US Treasury 30 Year Day/Pit Session US/1 S&P Small Cap 600 SML US Treasury 30 Year Electronic SessionB./1 S&P/TSX 60 Index .TXLX-T Index Futures S&P/TSX Composite Index .TTT-T CAC 40 Future, Liffe FCE/1-MT S&P/TSX Venture Composite Index .JX-T DAX Future, Eurex FDAX/1-DT SPDR Consumer Discretionary XLY DJ Euro Stoxx 50, Eurex FESX/1-DT SPDR Consumer Staples XLP Dow Jones Day/Pit Session DJ/1 SPDR Energy XLE Dow Jones Electronic Session Z./1 SPDR Financials XLF FTSE 100 Future, Liffe Z/1-LI SPDR Health Care XLV Hang Seng Future, HKFE HSI/1-HF SPDR Industrials XLI NASDAQ 100 ND/1 SPDR Materials XLB NASDAQ 100 Day/Pit Session ND/1-RT SPDR Technology XLK NASDAQ 100 E-mini NQ/1 SPDR Utilities XLU Nikkei 225 Future, Osaka NIK/1-OK Value Line Index VA/Y Russell 2000 RL/ Wilshire 5000 .DIWC Russell 2000 Day/Pit Session RL/-RT Russell 2000 E-mini RI/ MARKET INDICATORS S&P 500 SP/1 S&P 500 Day/Pit Session SP/1-RT Indicator AMEX NYSE NASDAQ S&P 500 E-mini ES/1 Advances .UPA .UPN .UPO Commodity Futures Declines .DPA .DPN .DPO Aluminum Futures AL/1 Unchanged .SPA .SPN .SPO Brent Futures, ICE BRN/1-IP Issues Traded .NITA .NITN .NITO Copper Futures HG/1 Up Volume .UPVA .UPVN .UPVO Corn Futures C/1 Down Volume .DPVA .DPVN .DPVO Cotton Futures CT/1 Unchanged Volume .SPVA .SPVN .SPVO Gold Futures GC/1 Total Volume .VOLA .VOLN .VOLO Heating Oil Futures HO/1 Trin .TPIA .TPIN .TPIO Light Sweet Crude Futures CL/1 New Highs .NHA .NHN .NHO Light Sweet Crude Futures, Near Contract CLL/1A New Lows .NLA .NLN .NLO 2 of 3 COMMONLY USED SYMBOLS IN THOMSON ONE QUICK REFERENCE CARD Commodity Futures (continued) INTEREST RATES Lumber Futures LB/1 Natural Gas Futures NG/1 Euribor Daily Fixings 3M EIBOR3M-IR Natural Gas Futures, Near Contract NGG/1A Euribor Daily Fixings 6M EIBOR6M-IR Silver Futures SI/1 Libor Daily Fixings Go to: IBOR Pg. via PPM Soybean Futures S/1 USD Libor 3M BBUSD3M-IR USD Libor 6M BBUSD6M-IR Currency Futures British Pound Electronic Session P./ Canadian Dollar Electronic Session C./ FOREIGN EXCHANGE Euro Electronic Session E./ Australian Dollar AUD-TN Japanese Yen Electronic Session J./ British Pound GBP-TN Swiss Franc Electronic Session SW/ Canadian Dollar CAD-TN Euro EUR-TN US TREASURIES Euro-Australian Dollar EURAUD-TN Euro-British Pound EURGBP-TN 3 Month T-Bill US.03M Euro-Canadian Dollar EURCAD-TN 6 Month T-Bill US.06M Euro-Japanese Yen EURJPY-TN 2 year Note US.02 Euro-Swiss Franc EURCHF-TN 5 Year Note US.05 Japanese Yen JPY-TN 10 Year Note US.10 New Zeeland Dollar NZD-TN 30 Year Bond US.30 Singapore Dollar SGD-TN Swiss Franc CHF-TN GLOBAL 10-YEAR BENCHMARKS METAL SPOTS Canada CDN.10 France FRA.10 Gold XAUUSD-TN Germany GER.10 Silver XAGUSD-TN Italy ITA.10 Platinum XPTUSD-TN Japan JPN.10 Palladium XPDUSD-TN United Kingdom UK.10 3 of 3 .
Load more

Recommended publications
  • How Much Globalization Is There in the World Stock Markets and Where Is It?
    How much Globalization is there in the World Stock Markets and where is it? Gianni Nicolini University of Rome “Tor Vergata” Faculty of Economics Researcher in Banking and Finance [email protected] Ekaterina Dorodnyk University of Rome “Tor Vergata” Faculty of Economics PhD in Banking and Finance – PhD Candidate [email protected] ABSTRACT Globalization, as the process of integration of national economies into the international economy through trade, foreign direct investment, capital flows, migration and the spread of technology, has been analyzed by academic literature in different manners. Anyway a comprehensive analysis in a worldwide perspective that compares all the main stock markets' performances in a long term period misses. In this paper, the authors try to fill this gap by a correlation analysis applied to stock exchange market indexes. This methodology is implemented in order to highlight the dynamic trend of financial market globalization. The paper investigates the degree of association of weekly returns for 53 international stock exchanges from 1995 to 2010 in a year-by-year approach, trying to evaluate how the average correlation through national stock indexes changed by the time. Moreover, an analysis of single geographical areas (North America and Canada, Latin America, Asia and Oceania, Northern Europe, Eastern Europe and Western Europe) has been done in order to test the hypothesis that globalization follows a homogenous (or heterogeneous) path. Results suggest an upward globalization trend that is developing at an increasing growth rate. Furthermore, an analysis of single geographical areas supports the hypothesis that globalization is a heterogeneous phenomena where different cluster of countries are engaged in different manners.
    [Show full text]
  • Midwest Financial Brian Johnson, RFC 706 Montana Street Glidden, IA 51443 [email protected] 712-659-2156
    Midwest Financial Brian Johnson, RFC 706 Montana Street Glidden, IA 51443 www.midwestfinancial.us [email protected] 712-659-2156 The SITREP for the week ending 08/06/2021 ***************************************************** SIT REP: n. a report on the current situation; a military abbreviation; from "situation report". In the markets: U.S. Markets: U.S. stocks recorded solid gains for the week and several indices hit record highs. The Dow Jones Industrial Average rose 273 points finishing the week at 35,209, a gain of 0.8%. The NASDAQ retraced all of last week’s decline by rising 1.1% to close at 14,836. By market cap, the large cap S&P 500 rose 0.9%, while the mid cap S&P 400 and small cap Russell 2000 gained 0.5% and 1.0%, respectively. International Markets: Major international markets also finished the week solidly in the green. Canada’s TSX added 0.9%, while the United Kingdom’s FTSE 100 gained 1.3%. France’s CAC 40 and Germany’s DAX rose 3.1% and 1.4%, respectively. China’s Shanghai Composite added 1.8%, while Japan’s Nikkei rallied 2%. As grouped by Morgan Stanley Capital International, developed markets finished up 1.0% and emerging markets gained 0.7%. Commodities: Precious metals had a difficult week. Gold retreated -3.0% to $1763.10 per ounce, while Silver fell a steeper -4.8% to $24.33. West Texas Intermediate crude oil gave up all of the last two week’s gains, declining -7.7% to $68.28 per barrel. The industrial metal copper, viewed by some analysts as a barometer of world economic health due to its wide variety of uses, finished the week down -3%.
    [Show full text]
  • RGB Perspectives July 12, 2021 Written by Rob Bernstein ([email protected]) RGB Capital Group LLC • 858-367-5200 •
    RGB Perspectives July 12, 2021 Written by Rob Bernstein ([email protected]) RGB Capital Group LLC • 858-367-5200 • www.rgbcapitalgroup.com Not much has changed in the market over the last week with a divided stock market environment. The S&P 500 Index continues to trend up and closed at an all-time high on Friday. Many of the other major stock market indices, including the S&P 500 Index Dow Jones, Nasdaq Composite Index and the Nasdaq 100 have Six-Month Chart similar chart patterns and closed at all-time highs at the end of last week. Other segments of the market are stuck in intermediate-term trading ranges. These include the Russell 2000 Index, S&P 400 Index, NYSE Composite Index, and the Value Line Arithmetic Index. The Russell 2000 Index is at the same level it was at back in February. Russell 200 Index Six-Month Chart BAML High-Yield Master II Index Six-Month Chart In this type of environment where stocks are giving mixed signals, I use junk bonds to provide additional clues to the overall direction of the market as they are generally a good barometer of the overall health of the market. The BAML 50-Day Moving Average High-Yield Master II Index continues to trend up above its 50- day moving average on low volatility. While risk management is always important, it is more important in less certain market environments such as the stock market environment we are experiencing now. I continue to focus on risk management to different degrees in the RGB Capital Group investment strategies.
    [Show full text]
  • Gauging Your Investments with Performance Benchmarks
    Gauging Your Investments with Performance Benchmarks One way to evaluate your investments objectively is to use industry-standard performance benchmarks. A benchmark is a market index or average that allows you to compare the performance of your stocks, bonds, or mutual funds against similar investments. Here are some of the most well-known and widely used investment benchmarks: Stock Benchmarks Dow Jones Industrial Average (DJIA). The oldest and most widely quoted market indicator. It reflects the price-weighted average of 30 actively traded blue chip stocks, mostly industrials, that generally represent 15% to 20% of the New York Stock Exchange (NYSE) total market value. (In a price- weighted index, higher priced stocks carry more weight than lower priced issues.) The mix of individual stocks changes occasionally. Standard and Poor’s 500 Index (S&P 500). A market value-weighted index that reflects changes in the aggregate market value of 500 stocks compared to the base period of 19411943. The S&P 500 consists mainly of New York Stock Exchange industrials, although it also includes transportation, utility, and financial stocks traded on the American Stock Exchange (AMEX), as well as over-the-counter (OTC). National Association of Securities Dealers Automated Quotation (NASDAQ) Composite Index. A broader measure of market activity than the DJIA or the S&P 500, this market value-weighted index tracks the prices of all securities traded on the NASDAQ Stock Market. The NASDAQ specializes in emerging companies, such as technology, telecommunications, and even electronic commerce. Market values are computed by multiplying the most recent sale price of the stock with the total number of outstanding shares.
    [Show full text]
  • CS ETF (CH) on SLI Holding AG, Novartis AG and UBS AG
    Simplified Prospectus • October 2011 ® the SLI® as at August 15, 2011 were as follows: Nestlé SA, Roche CS ETF (CH) on SLI Holding AG, Novartis AG and UBS AG. The composition of the index is Subfund of the Umbrella Fund of the Category periodically updated by SIX Swiss Exchange. “Other Funds for Traditional Investments” Risk Profile of the Subfund Simplified Prospectus The value of the Subfund’s investments is governed by the market value of investments at any given time. Depending on the prevailing stock October 2011 market trend and the performance of the stocks held in the portfolio, the net asset value can fluctuate considerably. The possibility of a depreciation Distribution in Switzerland and Liechtenstein in value over longer periods cannot be ruled out. There is no guarantee that the investors will receive a certain return and that they will be able to return their units to the fund management company for redemption at a certain price. When redeeming units, it is possible that an investor will not Note recoup the amount originally invested in the Subfund. This simplified prospectus contains a summary of the key information on CS ETF (CH) on SLI®1 (the “Subfund”). The legal and financial aspects Performance of the Subfund (in %) are governed conclusively by the full sales prospectus with integrated fund (change in the net asset value where distributions are reinvested) contract. These govern, among other things, the rights of the investors, the duties and obligations of the fund management company and the 40.0% custodian bank, and the investment policy of the Fund.
    [Show full text]
  • Global Exchange Indices
    Global Exchange Indices Country Exchange Index Argentina Buenos MERVAL, BURCAP Aires Stock Exchange Australia Australian S&P/ASX All Ordinaries, S&P/ASX Small Ordinaries, Stock S&P/ASX Small Resources, S&P/ASX Small Exchange Industriials, S&P/ASX 20, S&P/ASX 50, S&P/ASX MIDCAP 50, S&P/ASX MIDCAP 50 Resources, S&P/ASX MIDCAP 50 Industrials, S&P/ASX All Australian 50, S&P/ASX 100, S&P/ASX 100 Resources, S&P/ASX 100 Industrials, S&P/ASX 200, S&P/ASX All Australian 200, S&P/ASX 200 Industrials, S&P/ASX 200 Resources, S&P/ASX 300, S&P/ASX 300 Industrials, S&P/ASX 300 Resources Austria Vienna Stock ATX, ATX Five, ATX Prime, Austrian Traded Index, CECE Exchange Overall Index, CECExt Index, Chinese Traded Index, Czech Traded Index, Hungarian Traded Index, Immobilien ATX, New Europe Blue Chip Index, Polish Traded Index, Romanian Traded Index, Russian Depository Extended Index, Russian Depository Index, Russian Traded Index, SE Europe Traded Index, Serbian Traded Index, Vienna Dynamic Index, Weiner Boerse Index Belgium Euronext Belgium All Share, Belgium BEL20, Belgium Brussels Continuous, Belgium Mid Cap, Belgium Small Cap Brazil Sao Paulo IBOVESPA Stock Exchange Canada Toronto S&P/TSX Capped Equity Index, S&P/TSX Completion Stock Index, S&P/TSX Composite Index, S&P/TSX Equity 60 Exchange Index S&P/TSX 60 Index, S&P/TSX Equity Completion Index, S&P/TSX Equity SmallCap Index, S&P/TSX Global Gold Index, S&P/TSX Global Mining Index, S&P/TSX Income Trust Index, S&P/TSX Preferred Share Index, S&P/TSX SmallCap Index, S&P/TSX Composite GICS Sector Indexes
    [Show full text]
  • Market Preview Domestic Indices Market
    24-AUG-2021 Domestic Indices Market wrap up Domestic indices The domestic equity benchmarks managed to close with decent index Close Prv close %Chg gains after a volatile session on Monday. The Nifty closed just NIFTY 50 16,496.5 16,450.5 0.28 NIFTY SMALLCAP 50 4820.55 4928.35 -2.19 shy of the 16,500 mark. IT stocks climbed while auto and metal NIFTY MIDCAP 50 7,186.8 7,238.4 -0.71 shares tumbled.The barometer index, the S&P BSE Sensex, NIFTY SMALLCAP 250 8350.15 8518.7 -1.98 advanced 226.47 points or 0.41% to 55,555.79. The Nifty 50 NIFTY BANK 35,124.4 35,033.9 0.26 index gained 45.95 points or 0.28% to 16,496.45.Bajaj Finserv , NIFTY NEXT 50 39220.15 39381.85 -0.41 NIFTY METAL 5,291.3 5,336.0 -0.84 Nestle India , Bharti Airtel, Bajaj Finance and Reliance Industries INDIA VIX 13.69 14.02 -2.35 supported the indices.Mahindra & Mahindra , Bajaj Auto , Global indices UltraTech Cement and ITC were major drags. In th broader market, the BSE Mid-Cap index fell 0.90% index Close Prv close %Chg Global Market NASDAQ 13,192.0 13,119.0 0.56% Wall Street rallied on Monday, and the Nasdaq reached an all- DOW 28,323.4 28,391.4 -0.24% time closing high as sentiment was boosted by full FDA approval CAC 40 5,769.0 5,765.0 1.16% DAX 13,884.0 13,786.0 0.71% of a COVID-19 vaccine and market participants looked ahead to NIKKEI 29,452.0 28,966.0 2.41% the Jackson Hole Symposium expected to convene later this HANG SENG 26,016.2 25,709.2 1.18% week.The Dow Jones Industrial Average rose 215.63 points, or NYSE 2,072.2 2,077.2 -0.24% 0.61%, to 35,335.71, the S&P 500 gained 37.86 points, or 0.85%, FTSE 6,553.0 6,483.0 1.07% to 4,479.53 and the Nasdaq Composite added 227.99 points, or As on 8.00 IST 1.55%, to 14,942.65.Shares in Asia-Pacific largely rose in NiftyMarket Watch Snapshot Tuesday morning trade .
    [Show full text]
  • Scanned Image
    3130 W 57th St, Suite 105 Sioux Falls, SD 57108 Voice: 605-373-0201 Fax: 605-271-5721 [email protected] www.greatplainsfa.com Securities offered through First Heartland Capital, Inc. Member FINRA & SIPC. Advisory Services offered through First Heartland Consultants, Inc. Great Plains Financial Advisors, LLC is not affiliated with First Heartland Capital, Inc. In this month’s recap: the Federal Reserve eases, stocks reach historic peaks, and face-to-face U.S.-China trade talks formally resume. Monthly Economic Update Presented by Craig Heien with Great Plains Financial Advisors, August 2019 THE MONTH IN BRIEF July was a positive month for stocks and a notable month for news impacting the financial markets. The S&P 500 topped the 3,000 level for the first time. The Federal Reserve cut the country’s benchmark interest rate. Consumer confidence remained strong. Trade representatives from China and the U.S. once again sat down at the negotiating table, as new data showed China’s economy lagging. In Europe, Brexit advocate Boris Johnson was elected as the new Prime Minister of the United Kingdom, and the European Central Bank indicated that it was open to using various options to stimulate economic activity.1 DOMESTIC ECONOMIC HEALTH On July 31, the Federal Reserve cut interest rates for the first time in more than a decade. The Federal Open Market Committee approved a quarter-point reduction to the federal funds rate by a vote of 8-2. Typically, the central bank eases borrowing costs when it senses the business cycle is slowing. As the country has gone ten years without a recession, some analysts viewed this rate cut as a preventative measure.
    [Show full text]
  • ELECTRONIC, ELECTRICAL & SYSTEMS ENGINEERING Beng Final Year Project (EE3P) Ahmed Zaidi 1153609 Forecasting Weekly WTI Crude
    ELECTRONIC, ELECTRICAL & SYSTEMS ENGINEERING BEng Final Year Project (EE3P) Ahmed Zaidi 1153609 Forecasting Weekly WTI Crude Oil using Twitter Sentiment of US Foreign Policy and Oil Companies Dr. Mourad Oussalah Abstract The drop in crude oil price during late 2014 has had a significant impact on all nations. While some countries have reaped the benefits of low oil prices, others have suffered greatly. As a result, it is no surprise that many academics have attempted to develop reliable models to forecast crude oil price. In the age of information and social media, the role of Twitter and Facebook has become increasingly more relevant in understanding our environment. Many academics have exploited this wealth of data to extract features including sentiment and word frequency to build reliable forecasting models for financial instruments such as stocks. These methodologies, however, remain unexplored for the prediction of crude oil prices. The purpose of this investigation to develop a novel model that uses sentiment of United States foreign policy and oil companies’ to forecast the direction of weekly WTI crude oil prices. The investigation is divided into three parts: 1) a methodology of collecting tweets relevant to US foreign policy and oil companies’; 2) a statistical analysis of the novel features using Granger Causality Test; 3) the development and evaluation of three machine learning classifiers including Naïve Bayes, ANNs, and SVM to predict the direction of weekly WTI crude oil. The findings of the statistical analysis showed strong correlation between the novel inputs and WTI crude oil price. The results of the statistical tests were then used in the development of the predictive model.
    [Show full text]
  • Animal Spirits
    Pan Asia Strategy 23 November 2017 Animal Spirits Reconciling Nifty-style and Asian small cap equities Continuing the Nifty-style theme, we suggest having some exposure to Asian small caps to hedge concentration risk as growth returns Asian small caps are outgrowing the broader indices, and while size alone favours the mega caps, JASDAQ and KOSDAQ surprise Based on factor and thematic selection, we add Canvest Environment Paul M. Kitney, PhD Protection and Lee & Man Paper to our top picks (852) 2848 4947 [email protected] Asian small caps and diversifying market concentration risk. While large cap and especially mega cap equities have made an outsized contribution to equity returns, our analysis demonstrates evidence that growth stocks are now generating alpha. Small cap names, particularly those with sustainable growth, provide diversification from Nifty-style market concentration. Small cap growth is superior and the price for growth is reasonable. MSCI Asia ex-Japan small cap earnings growth is markedly outpacing the broader MSCI Asia ex-Japan index, and the PEG is meaningfully lower for 2018 and 2019. Animal Spirits top picks Company Ticker JASDAQ and KOSDAQ outperform with concrete earnings drivers. New China Life Insurance 1336 HK While the JASDAQ has outperformed the TOPIX since January 2017, the PICC 1339 HK KOSDAQ has only started to outperform the KOSPI since October 2017 Hana Financial 086790 KS Yes Bank YES IN but is making up for lost time. Earnings growth for both over-the-counter SK Hynix 000660 KS (OTC) markets is more rapid than the broader indices, but we find the NCsoft 036570 KS JASDAQ is more attractively priced, relatively.
    [Show full text]
  • Ishares SMI®
    For Professional Clients Only. iShares SMI® ETF (CH) CSSMI August Factsheet Performance, Portfolio Breakdowns and Net Assets information as at: 31-Aug- 2021 All other data as at 07-Sep-2021 Investors should read the Key Investor Information Document and Prospectus prior to investing. Capital at risk. All financial investments involve an element of risk. Therefore, the value The Fund seeks to track the performance of an index composed of the 20 largest Swiss companies. of your investment and the income from it will vary and your initial investment amount cannot Effective from 18 September 2017, the maximum weighting to any one stock is restricted to 18% on be guaranteed. a quarterly basis KEY FACTS Asset Class Equity KEY BENEFITS Fund Base Currency CHF Share Class Currency CHF Targeted exposure to the 20 largest Swiss companies 1 Fund Launch Date 06-Oct-1999 Direct investment into blue-chip companies representative of leaders in Switzerland Share Class Launch Date 06-Oct-1999 2 Benchmark Swiss Market Index (SMI®) 3 Single country and large market capitalisation companies exposure ISIN CH0008899764 Total Expense Ratio 0.35% Distribution Type Ad-Hoc Key Risks: Investment risk is concentrated in specific sectors, countries, currencies or companies. Domicile Switzerland This means the Fund is more sensitive to any localised economic, market, political or regulatory Methodology Replicated events. The value of equities and equity-related securities can be affected by daily stock market Product Structure Physical movements. Other influential factors include political, economic news, company earnings and Rebalance Frequency Quarterly significant corporate events. Counterparty Risk: The insolvency of any institutions providing UCITS No services such as safekeeping of assets or acting as counterparty to derivatives or other Use of Income Distributing instruments, may expose the Fund to financial loss.
    [Show full text]
  • Annual Report 2010 2 Traction Annual Report 2010 Shareholder Information
    ANNUAL REPORT 2010 2 TRACTION ANNUAL REPORT 2010 SHAREHOLDER INFORMATION Ankarsrum Assistent AB SHAREHOLDER INFORMATION 2011 May 9 Interim Report for the period January – March May 9 Annual General Meeting 2011 July 21 Interim Report for the period January – June October 27 Interim Report for the period January – September Subscription to financial information via e-mail may be made at traction.se, or by e-mail to [email protected]. All reports during the year will be available at the Company’s website. Traction’s official annual accounts are available for downloading at the website well before the Annual General Meeting. TRACTION ANNUAL REPORT 2010 3 CONTENTS CONTENTS 4 2010 SUMMARY 6 PRESIDENT’S STATEMENT 8 TRACTION’S BUSINESS 1 5 BUSINESS ORGANISATION 16 LISTED ACTIVE HOLDINGS 19 UNLISTED ACTIVE HOLDINGS 23 SUBSIDIARIES 26 OWNERSHIP POLICY 28 TRACTION FROM AN INVESTOR PERSPECTIVE 32 A SMALL SELECTION OF TRANSACTIONS OVER THE PAST TEN YEARS 36 THE TRACTION SHARE 38 BOARD OF DIRECTORS 3 9 ADDRESSES Nilörngruppen AB 4 TRACTION ANNUAL REPORT 2010 TRACTION IN BRIEF 2010 SUMMARY • Profit after taxes amounted to MSEK 206 (SEK 12.11 per share). • The change in value of securities was MSEK 110 (267). • Operating profit in the operative subsidiaries amounted to MSEK 67 (–13). • Underwriting of new issues in Switchcore, Rörvik Timber, PA Resources and Alm Brand, which generated revenue of MSEK 15.5 (7.8). • The return on equity was 15 (25) %. • Equity per share amounted to SEK 95 (85). • Sharp increases in profit of Nilörngruppen and Ankarsrum Motors. • Traction’s liquid capacity for new, active engagements amounts to MSEK 800.
    [Show full text]