ANALYSIS & REPORTS
STOCK REPORTS
A comprehensive overview, updated twice a week.
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Sensitivity & Risk
Metrics related to the stock’s market sensitivity along with correlations and Value at Risk (VaR) -
Charts
9 custom charts visualising our key metrics over time. -
Benchmarking
Outline details and metrics for each stock’s primary bench-marks. -
Alternatives
Comparable investments based on the current analysis and Global Evaluation. -
Summary Analysis
Breaks down the numbers into simple language to help you see the big picture. -
Financial Ratios
Return on Equity, Equity on Assets, Operating Margin, Price / Book Value. -
Key Data
Fundamental Data in the public domain. Links to Annual / Quarterly Reports and relevant filings. -
About
A concise, detailed overview of the company, brands, products and services.
FUND REPORTS
Understand your Funds.
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Global Evaluation
Combines all our analysis into a single metric which we track over time. -
Return Analysis
Breaks down key quantitative performance metrics. -
Market Trend
A technical indicator that assesses whether the market views the fund favourably or not. -
Performance
Tracks return performance over a 5-year horizon. -
Summary Analysis
Breaks down the numbers into simple language to help you see the big picture. -
Sensitivity and Risk
Tracks a variety of factors related to fund performance in rising or falling markets as well as key metrics around correlation to benchmark indices and Value-at-Risk.
INDUSTRY REPORTS
Updated twice weekly, Aurora DIY Investing Industry Reports offer timely, in-depth analysis of more than 100 sectors in 18 Industry Groups and includes the following sections:
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General Overview
This section brings together primary data on industry size, value, performance and expectations, along with our combined analysis Global Evaluation Score. -
Comparative Analysis
Providing an overview of the Industry performance in relation to key metrics and relevant indices. -
Technical Checklist
Offers a number of key indicators based on technical analysis of the underlying assets. -
Price and Sensitivity Evolution
This section relates price volatility in the industry to key markets as they rise and fall. We include several metrics and produce a Sensitivity analysis which is tracked over time. -
Allocation by Group and Sector
Based on market cap, this section provides an analysis of the Group in relation to the broader market as well as a breakdown of the sub-sectors which make it up. -
Sector Evolution
This section looks in detail at the sectors which make up the Industry Group providing key metrics, variation and perfor-mance for YTD and over the last 12 months. -
Performance of the 20 largest Stocks
A close-up look at the 20 largest stocks represented in the In-dustry Group, with a further focus on the best and worst per-forming stocks. -
Stocks of Interest
We do not provide financial advice but our analysis allows us to present a list of stocks which we think deserve consideration. Specifically we identify Stocks with the best valuations, stocks with the most attractive dividends, the best defensive stocks and stocks with the weakest Price to Earning Ratio in relation to its reference market. -
Glossary
A comprehensive reference to the language and terminology used in the report.
MARKET REPORTS
Updated twice weekly, Aurora DIY Investing Industry Reports offer timely, in-depth analysis of more than 100 sectors in 18 Industry Groups and includes the following sections:
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Overview
Primary data on market size, value, performance and expectations, along with our combined analysis Global Evaluation Score. -
Comparative Analysis
Provides an overview of market performance with respect to key metrics and relevant indices. -
Technical Checklist
Offers a number of key indicators based on technical analysis of the underlying assets. -
Price and Sensitivity Evolution
This section relates price volatility in the market as it compares to related market performance. We include several metrics and produce a Sensitivity analysis which is tracked over time. -
Groups by Market Cap
This section provides an analysis of the Market in terms of its Industry Groups. -
YTD Performance by Industry Group
Provides an overview analysis of Group performance within the market. -
Performance of the 20 largest Stocks
A close-up look at the 20 largest stocks represented in the market, with a further focus on the best and worst performing stocks. -
Stocks of Interest
We do not provide financial advice but our analysis allows us to present a list of stocks which we think deserve consideration. Specifically we identify Stocks with the best valuations, stocks with the most attractive dividends, the best defensive stocks and stocks with the weakest Price to Earning Ratio in relation to its reference market. -
Glossary
A comprehensive reference to the language and terminology used in the report.
The system provides information and financial data to help you identify investment ideas. However, we do not advise or guide you in this regard, or provide recommendations on what products to buy or sell – these decisions are yours alone. SDIS and the system are not subject to regulation, and SDIS does not hold a license for investment advice, investment marketing or management of investment portfolios under any law.
The content provided in the system is independent and is not based on or tailored to your personal circumstances, needs or purposes, and should not be relied upon as an assessment of the profitability or suitability of investing in a particular stock for any purpose. Past performance is no guarantee of present or future performance. Investments can lose their full value.