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CMoney Institutional Investors Investment Decision
Support System – Explanation Examples |
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By using CMoney, you will readily receive the following 5
important investment decision supports. Below are some of the
explanation examples of these features. From these examples you
will clearly understand that these features provide you with
valuable information that you won’t be able to find in today’s
other ordinary products, not to mention the fact that they are
extremely costly. You can also refer to the benefits analysis that
CM software brings you.
>>Advantages Assessment。
1.
How to make use of Flexible Inquiry Model, in order to create
financial reports with information you wish to analyze?
Using CM software’s Flexible Inquiry Model, you can define almost
unlimited number of criteria and uncover individual stocks that
meet those criteria, as well as display them in any order of
columns within at most ten seconds. All of information columns and
comparison numbers, date, and number of days illustrated below are
not fixed, and can be changed on your own.
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Item |
Examples of CM software’s Flexible Inquiry
Model |
Speed |
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1 |
Display latest stock price, P/E ratio, monthly
operating income, quarterly gross profits, and institutional
holding of stocks within motherboard sector on one screen. |
Only 1sec |
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2 |
List single-quarter EPS in the last four
quarters of all stocks, including a sum of all EPS in the last
four quarters. |
Only 2sec |
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3 |
Display the top 50 stocks with criteria of
highest expected EPS and lowest expected EPS forecasted by
each organization, along with the criteria of current market
price, in order from lowest P/E ratio to highest P/E ratio. |
Only 1sec |
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4 |
List the top 50 stocks in which 3 main
institutional investors in aggregate decrease percent holding
in the recent 5 days and whose stock price surges 2 days in a
row. |
Only 3sec |
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5 |
List the stocks whose monthly operating income
of this month breaks record low counting at least 3 months. |
Only 2sec |
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6 |
Show all stocks with prospect of changes in
the board of directors in this year. |
Only 4sec |
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7 |
List stocks whose average single-quarter EPS
of last 3 years is above $1 and that operating cash inflow
increases consecutively in last 2 quarters. |
Only 2sec |
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8 |
Predefine formula for lower shadow candlestick
charting. List all stocks which exhibit lower shadow with more
than 3% two days in a row. |
Only 2sec |
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9 |
List stocks, among the top 20 price percent
losers of the last 5 days, of those whose K-Line shows a
hammer. |
Only 3sec |
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10 |
Find out all stocks meeting abovementioned 3~9
criteria and list the search results in a table mentioned in
Ex. 1. |
Only 9sec |
2. How to make use of the four Market
Analysis Tools, in order for you to effectively monitor the
current market movements?
By using CM software, with 6 keystrokes at most, you will be able
to acquire the type of market movement analysis no other system
can provide you.
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Item |
Examples of CM software’s Market Analysis
Model |
Step |
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1 |
List a table of price percent gains of today’s
main industry groups and with up to 6 of sub-categories
underneath it. |
1click |
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2 |
Display the ranking of each industry group
(with up to 1024 definitions for industry) in which SITE
overbought in aggregate of the last 5 days. |
3 clicks |
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3 |
Learn which sector, upstream, midstream, or
downstream sector of computer & electronics industry, has more
bearish news in average today. |
2 clicks |
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4 |
Find out the performance comparison of the 2
sector groups since the beginning of this year (in terms of
aggregated sector groups) - high stock price stocks vs. high
growth stocks. |
3 clicks |
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5 |
List which industry group, and individual
stocks within it, have the highest average growth rate in last
month. |
2 clicks |
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6 |
In terms of sector averages, analyze the
relative strength of trend between cold-rolled steel products
and hot-rolled steel products from the beginning of this year. |
2 clicks |
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7 |
Find out the growth comparison of operating
income of last 12 months for all HP OEM and Dell OEM stocks,
in terms of sector averages. |
3 clicks |
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8 |
Acquire daily trading summary of online gaming
stocks (in terms of aggregated sector groups) by three major
institutional investors. |
2 clicks |
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9 |
Learn the differences between china concept
stocks enlisted 2 years ago and the newly enlisted china
concept stocks. |
3 clicks |
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10 |
Find out Ji-Haw Industrial Co., Ltd. belongs
to which sectors, and the relative stock price, P/E ratio, and
growth comparison of operating income of individual stocks
within those sectors. |
5 clicks |
The abovementioned sector groups stocks all have macros built-in.
For instances, different stocks (within the high stock price
sector) will be shown according to the daily fluctuation of stock
prices and capitals. Criteria for each sector group and concept
stock can also be self defined, as well as the columns and dates.
3. How to make use of the 2 major evaluation
tools, in a combination with your professional experiences and
information, in order to process value assessment?
By using CM software, you can preset the relative significance
of each rating column. The program will then calculate and display
the ranking sequence with overall rating in accordance with your
configuration, which is also applicable for individual and sector
group stocks.
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Item |
Examples of CM software’s 2 major Evaluation
Models |
Speed |
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1 |
Grade online gaming stocks according to the
ranking order of profits gained. |
Only 2 sec |
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2 |
Compare forecast EPS, monthly operating income
growth, and closing prices. Rank each criteria individual to
determine overall grades and list the top 20. |
Only 3 sec |
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3 |
Determine whether the average price of
upstream TFT-LCD sector stocks and downstream computer screen
sector stocks have fallen below 3-, 5-, and 10-day average and
which also exhibit a bearish trend. Compare also the relative
strength between upstream sector and downstream sector. |
4 clicks |
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4 |
Search by each file the top 20 stocks which meet the below 7
criteria and rank them according to the number of criteria
met. This process requires only 5 seconds. (Price closed with
gains, K-line with gains, closed with long lower shadow,
breaks through 3-day average, transaction volume breaks record
high of last 3 days but price percent increase is smaller than
70% comparing to last trading volume. Forecasted with EPS of
more than $2 this year, stock price lower than $30, and is
listed in the top 100 of percent price loser of the last 10
days. |
Only 6 sec |
4. How to use Correlation Analysis and Decision
Check Wizard to help you analyze the effectiveness and expected
returns of any strategy?
Any investment portfolio you constructed can
be validated for effectiveness through Correlation Analysis Model
and Decision Check Wizard. You are also allowed to request the
program to analyze this investment decision and its expected
profit returns for a specified period of time. You are also able
to list trading summary reports for each period, including: buying
and selling of stocks, turning ratio, relative price percent
advances, standard deviation of profit returns, and etc.
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Item |
Examples of CM software’s Correlation Analysis
Model |
Speed |
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1 |
Analyze the correlation between the number of
shares of AU Optronics Corp. overbought and oversold by SITE
=> mid-level positive correlation of AU’s stock price with a
2-period lead |
Only 1 sec |
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2 |
Analyze the correlation between stock price of
Powerchip Semiconductor Corp. and market price of DDR266 =>
high-level positive correlation with a 1~3-days lead. |
Only 1 sec |
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3 |
Analyze the correlation between Hon Hai’s
monthly operating income growth rate in the last 2 years and
its stock price => no obvious correlation with its stock price
in the coincident period. |
Only 1 sec |
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4 |
Analyze the correlation between Norscan pulp
producers’ reserves and stock price of TPPC => highly
negative-correlated in the coincident period. |
Only 1 sec |
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5 |
Analyze the correlation between economic
coincident indicators and indices => highly
positive-correlated while lags the same-period-indices with 2
periods. |
Only 1 sec |
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Procedure |
Examples of CM software’s Decision Check Wizard |
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Buying strategy |
If the following criteria are met: top 50 of
price percent declines of last 5 days, P/E ratio below 10,
yearly forecast of EPS above $1, operating income is positively
growing in the last month, 3 main institutional investors retain
5% of total shares in aggregate and today’s stock price breaks
through 3-day average, then buy and hold. |
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Selling strategy |
If the stock price of stocks in hand falls below
5-day average or stock price falls against important bullish
news, then sell. |
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Stock retaining percentage |
If DJI is above 21-day average, then retain
100%; if below 21-day average, then retain 70%. |
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Stock retaining range |
China concept + high market price + midstream &
upstream sector of electronics + Dell OEM concept |
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Testing period |
Recent last year |
The software will, based on
the above criteria you specified and the data in the specified
period, help you process simulation and analyze this investment
strategy including daily buying and selling reports, as well as
stocks retained and their returns. It will then create an analysis
table and a detail summary of daily trading. By using this, you
can testify whether your investment strategy has effectively
increased profit returns, as well as compare it with overall
performance of the indices or another set of investment portfolio.
You can receive all trading details and profit returns assessment
report within 10 minutes.
5. Four Groupware functions – how to cut down
operating time of all staffs at research department significantly?
CM software’s analyzing tools, regardless of procedures and
result, are all equipped with 4 main Groupware features: data
output and input, password protection, hide, and upgrade. As a
result, any of your operating procedures require only one-time
process by one staff, which makes it possible that all resources
can be shared among all workers of the project. Setting of
authority level with password protection is also provided.
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Item |
Examples of CM software’s Correlation Analysis
Model |
Step |
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1 |
Pre-configure the setting for displaying the
ranking of price percent losers in the last 30 days. In the
future, all you need is clicking to display, which is also
allowed for sharing upgrade. |
5 clicks |
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2 |
Upgrade your pre-configured browsing format of
reports, for example, #1-Example 1. All staffs can use the
function at the same time. |
1 clicks |
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3 |
Output your analysis reports, like #1-Example
10, as .CMY file; or send only to directors for reviewing. |
2 clicks |
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4 |
Categorize the pre-configured multiple leveled
industry groups and upgrade it for sharing among all
employees. |
1 clicks |
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5 |
Add password protection to upgrade items or
output files so that only authorized employees can open the
files. |
2 clicks |
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