PAS Training
Manual
Pickastock.info
STOCKAID PRO
VER. 2.0
Pickastock.info - Content
Category
Page
Category
Page
Home
9
Top Market Capital
71
Chatroom
16
Seasonality
74
PBCIV
18
Technical Chart
79
Top 10
22
Calendar
91
Market
28
Calculators
93
News
31
Corp. Fundamental
95
Articles
33
Compare Stocks
101
Price Target
35
Quarterly Report
108
IPOs
37
Div/ Entitlement
112
Market Capital
39
Share Transaction
117
Advance Screener
41
Share Ownership
128
Warrant Screener
50
My Portfolio
131
Preset Screener
53
Favourite Stocks
144
Top Dividend
68
Profile/Settings
150
2
PAS Room
When click this,
it will pop up a
quick briefing
on this page
This box will
appear if you
are in
StockAid’s
room
Search box
here allows
you to search
for a company
/ name easily
Click this to
minimize the
functions here
Click here to
see COW
Index
3
PAS Room
Click on this to
show and hide
stock basket
You can create a
new basket name/
subject here
Click this to
delete previous
basket
Click this to add
new basket
4
PAS Room
Click here to add
new basket
5
PAS Room
Click this
to screen shot
6
PAS Room
Click on this
shortcut to create
portfolio
7
PAS Room
•
Cl i ck on the Star
s i gn a llows you to
a dd this company i n
your fa vori te list
This is the summary page when search for a stock / company
8
Home
9
Home
The i nstruction /
mes sage box will pop
up when cl ick on this
10
Home- Keywords
11
Home- Calendar
12
Home– Today Update
13
Home– Latest Article, Latest News, Public Portfolio
Portfol io that
publ ished by the
owner
Comments from
the a nalys ts,
di fferent people
ha s different
vi ew
Information/
a nnouncement
wri tten by
journalists
14
Home– Chatroom & Latest Chat Message
Comments from
the group
members on
certai n topic or
on the news/
a rti cles
15
Chatroom
Chatroom
Thi s is StockAid
pri va te chatroom,
onl y members
wi thin the group
wi l l see this
cha troom.
Cl i ck here to see
our Goreng Li st
Bul lish
Ca n wri te your
comments/
questions here
Bea rish
Ka ngaroo market /
Si deways
17
PBCIV
PBCIV
• PBCIV i s a fundamental analysis report created by JT
Low, founder of Stock Ai d Sdn Bhd.
• PBCIV i s the abbreviation of
P = P&L (Profi t & Los s)
B = Ba l ance Sheet
C = ca s hflow
I = Industry comparison
V = va l uation
• The s coring is calculated base on companies fi nancial
fundamental in comparing to the broad industry
ca rryi ng certain weightage
• Green numbers and highlighted in green are those
good fundamental companies which we will treat it
a s mid term i nvestment (Growth)
• The report is updated on weekly basis
19
PBCIV
Ca n vi ew the scoring
by weekly, monthly or
qua rterly basis
Ca n s elect the period of
the s coring from here
Ca n a dd i n the filter if want
to compa re the company’s
s cori ng within the
i ndustry, Industrial
products & s ervi ces,
cons umer products &
s ervi ces, technology,
energy, fi nancial s ervices,
hea lth care,
tel ecommunications &
media, tra nsportation &
l ogistics, utilities, closed
end fund, construction,
pl a ntation, property,
REITS, SPAC, Bonds, ETFs,
Wa rra nts
20
PBCIV
• The s equence will be
ba s ed on the last
s cori ng
• The box i n green means
the s coring has been
i ncreased from previous
res ult
• Fi gure with bolded
green with a crown
refers to the highest
s cori ng for the company
wi thin the period
• The box i n red means
the s coring has been
decreased from the
previ ous result
• If the s coring remain
the s ame as previous
res ult, there will be not
col oured
• The gra ph shows the
movement of the
a vera ge and median
PBCIV
• Ca n cl ose the line by
poi nting the cursor on
the box or wording
21
Top 10
Top 10
Ca n s elect here if
wa nt to opt for
Sya ri ah compliance,
wa rra nts, or weekly
res ult instead of
toda y’s result
Colour Code
Colour
Ca n s hare the result vi a
Cl i ck here to see cumulative market participants, EPF Recent
Acqui red, Latest top 20 Ma rket Ca pital
Example
Meaning
Gold
No change
(no up /
down)
Bolded green
Increased
significantly
Green
Increased
Bolded red
Decreased
significantly
Red
Decreased
23
Top 10 – Top Volumes
• Thi s section s hows today’s top volume of the counters that people are
buyi ng or selling
• Red bolded : hi ghest/ significant price drop i n i ts ca tegory
• Red : pri ce decreases/ down
• Green bolded : highest/ significant price up in i ts category
• Green : pri ce increases/ up
• Ora nge : pri ce remains unchanged
Thi s button allows us to know the volume s hown here i s how much of the
total shares issued by this company
24
Top 10 – Hot Sector
• Thi s section s hows the most active sectors/ which s ectors are
currently i n play
• We ca n s ee if the movement of a certain industry i s movi ng within
the i ndustry or i s kind of broad-based movement
• Red fi gure means that the index has lower tha n previous trading
da y
• Green figure means that the index is higher tha n previous trading
da y
25
Top 10
– Top Gainers & Top Gainers %
• There a re two (2) s cenarios for Top Gainers
Price – the mos t value gain
Chg (%) – the hi ghest percentage gained
• Top Gainers (Price) a re referring to the stock’s
pri ce i ncreased the most i n the day i n term of
s en
• Top Gainers (Chg %) a re referring to the stock’s
pri ce i ncreased the most i n the day i n term of
percentage
26
Top 10
– Top Losers & Top Losers %
• Si mi lar to Top Gainers, there are two (2)
s cenarios for Top Losers
Price – the mos t value loss
Chg (%) – the hi ghest percentage l oss
• Top Losers (Price) a re referring to the
s tock’s price decreased the most i n the day
i n term of s en
• Top Losers (Chg %) a re referring to the
s tock’s price decreased the most i n the day
i n term of percentage
27
Market
Market
• Overa l l market outlook
• It ha s been categorized into 4:
1) Ma l aysia market
2) Worl d i ndices
3) Commodity
4) Forex
Green = bought > sold
Red = sold > bought
can see the details by pointing the cursor to
the box
Green = higher than previous day
Red = lower than previous day
Can click this to expand the report of the
Market Participation in more detail
This expand to the seasonality chart
This expand to the technical chart
29
Market – Market Participants
Pa rti ci pants’ action movement
Red font in light red
background
Sold > bought, least contribution to
the market among the 3 categories
Bolded red font in light
red background
Sold > bought, higher contribution
to the market among the 3
categories
Bolded red font in
darker red background
Sold > bought, highest contribution
to the market among the 3
categories
Green font in light
green background
Bought > sold, least contribution to
the market among the 3 categories
Bolded green font in
light green background
Bought > sold, higher contribution
to the market among the 3
categories
Bolded green font in
darker green
background
Bought > sold, highest contribution
to the market among the 3
categories
In comparison among the 3 categories of market
participants: foreign, local inst. and retailer.
30
News
News
• News – overall news related
to compa nies, stocks,
economic
• My News – news i n relation
to the s tocks keyed i n
“Fa vourite Stocks”
Expa nd to open “My
News ”
Green : day gain (stock found
in the favorite)
Red : day loss (stock found in
the favorite)
Blue : News on general topic,
not on a particular company
Ca n choose English or
Chi nese news
Expa nd to open
“News ”
Source of news
32
Articles
Articles
Thes e are the opinion pieces
wri tten by a nalys ts
34
Price Target
Price Target
• Ca n s earch the stock by pressing the keyboard “Ctrl F”
• Thes e are the price ta rget gi ven by di fferent institutions
The l ink to the full report of the source pertaining the
pri ce target
From here can s ee the comparison in between the price
target a nd the l ast price a nd ca n see the difference of the
pri ces
Ca n cha nge the display up to 100 i tems per page
Ca n s hare the result vi a
36
IPOs
IPOs
Cl i ck here to get more info on this IPO
38
Market Capital
Market Capital
Ca n s elect the market
a ccording to the i ndustry
Ca n s elect the chat by
ma rket capital or TTM
(Tra i ling 12 months) Revenue
or TTM Net profit
Cl i ck here to narrow down
the comparison to the
compa nies within the same
ca tegory/ level
Ca n a dd i n the company i nto the
compa rison i f the company wa nted
to compa re with does not autoi ncl uded
40
Advance Screener
Advance Screener
Dra g out the category,
a nd i t will be removed
from the s andbox
Dra g the criteria
from here to your
s a ndbox "Search
Cri teri a"
42
Advance Screener
When cl ick on the drop
down menu here are the
options to choose from to
cover the ra nge of the
number
43
Advance Screener
To res et all the Search Cri teria i f want to
a pply different cri teria
Ca n s ave the selected “Search Cri teria” as a
“Template” s o that can use it i n a nother time
wi th s etting it all over again
44
Advance Screener
Cl i ck “Screen It”, scroll down
a nd you will see all the
compa nies within the s creener
a re a ll there
After cl i cked on “Screen It” the
s ys tem will run to sellect the
s tocks with the chosen “Search
Cri teri a”
45
Advance Screener
•
•
Cl i ck “Chart Vi ew”, a nd i t will
jump to the technical chart
“Mul ti ple Chart” i s where you
ca n vi ew the chart i n different
ti me fra me
The s tocks list that meet the
“Sea rch Cri teria” requirement
46
Advance Screener
Thes e is the list of the stocks
tha t has been screened out as
per “Search Cri teria” s elected
the s creening results
The basic i nfo for the
s tock
“Mul ti ple Chart” vi ew
47
Advance Screener
Ca n cl i ck this button to
mi ni mise this s creening
res ult
Thi s close button allows
you to go out from this
pa ge and return to the
“Sea rch Cri teria” page
Cl i ck here will l ead you to
the company overvi ew
Cl i ck this button to
expa nd to vi ew the
i nfo of this s tock
To mi nimise
48
Advance Screener
Da y cha rt on top by
defa ult
Cl i ck this button to switch
the s mall chart become
bi g chart
Thes e smaller charts down
here a re 1 mi nute, 5
mi nutes and 60 mi nutes
49
Warrant Screener
Warrant Screener
When do screening for
wa rra nt, need to drag out
thi s default s earch criteria
Sea rch Cri teria is l esser i f
compa re to Advance
Screener but replace with
the mos t relevant criteria
51
Warrant Screener
Us e the same process as
Adva nce Screening. Do take
note to drag out this
* Pl ease take note that you will
need to add this back to your
Sea rch Cri teria when doing
Adva nce Screening. If not, the
s earch result will i ncludes
Wa rra nt
52
Preset Screener
Preset Screener
Choos e “52W High”
a l lows you to screen out
the s tocks price hit to 52week high
54
Preset Screener
Choos e “52W
Low” a l lows
you to s creen
out the s tocks
pri ce hit to 52week low
55
Preset Screener
Choos e “Highest
Profi t” a llows you to
s creen out the
compa nies havi ng
the hi ghest profit in
thei r latest quarter
report
56
Preset Screener
Choos e “Highest Revenue”
a l lows you to screen out the
compa nies havi ng the highest
revenue i n their latest quarter
report
57
Preset Screener
Choos e “Alltime High Profit”
a l lows you to screen out the
compa nies havi ng alltime high
profi t i n their latest quarter
report
58
Preset Screener
Choos e “Alltime Highest
Revenue” allows you to screen
out the companies having the
a l ltime high revenue in their
l a test quarter report
59
Preset Screener
Choos e “Gap Up” allows you to
s creen out the price having gap
up on tha t day
60
Preset Screener
Choos e “Pri ce >
MA5” a l lows you to
s creen out the price
a bove movi ng
a vera ge 5
61
Preset Screener
Choos e “Pri ce> MA21” a llows
you to s creen out the price
a bove movi ng average 21
62
Preset Screener
Choos e “Pri ce > MA50” a llows
you to s creen out the price
a bove movi ng average 50
63
Preset Screener
Choos e “Pri ce > MA200” a llows
you to s creen out the price
a bove movi ng average 200
64
Preset Screener
Choos e “SMA 14 > 21”
a l lows you to screen out
the s tocks with SMA14
more tha n SMA21
65
Preset Screener
Choos e “DY > 4” a llows
you to s creen out the
s tocks with Divi dend
Yi eld more than 4
66
Preset Screener
Choos e “Smart Money”
a l lows you to screen out
the s tocks with
67
Top Dividend
Top Dividend
• Thi s will allow straight away
to fi nd the best dividend
compa nies in term of yield in
the entire Ma laysia ri ght
now
• Di vi dend s creener here does
not ha ve any cri teria, i t
ba sically s creens by dividend
yi el d
69
Top Dividend
Fi rs t Pa ge
Previ ous 5 Pa ge
La s t Pa ge
Next Pa ge
Next 5 Pa ge
La s t Pa ge
70
Top Market Cap
Top Market Capital
• Thi s will allow straight away
to fi nd the best companies
i n term of market capital in
the entire Ma laysia ri ght
now
• Ma rket Ca pital screener
here does not have any
cri teri a, it basically screens
by ma rket ca pital
72
Top Dividend
Fi rs t Pa ge
Previ ous 5 Pa ge
La s t Pa ge
Next Pa ge
Next 5 Pa ge
La s t Pa ge
73
Seasonality
Seasonality
•
•
From here can have an overall
i dea how is market’s performance
for a certain period
Ca n s elect different market’s to
l ook at i ts performance
75
Seasonality
Ca n s elect the market base
on di fferent i ndustries
76
Seasonality
1
5
7
6
1
Figure in red
Compare to previous month, it drops
2
Figure in bolded red
Drop more than 5%
3
Figure inside darker red box
Drop more than 10% but less than 15%
4
Figure inside darkest red box
Drop more than 15%
5
Figure in green
Compare to previous month, it raises
6
Figure in bolded green
Raise more than 5%
7
Figure inside darker green box
Raise more than 10% but less than 15%
8
Figure inside darkest green box
Raise more than 15%
3
2
4
8
The a rrow here indicates the figure
jumpi ng in higher or lower l evel
77
Seasonality
Ca n s elect chat vi ew
78
Technical Chart
Technical Chart
•
Cl i ck here to go to
Home
Sea rch the stock
you wa nt a t this
s earch bar here
•
Wa tchlist to the
recently vi ewed
s tocks
Ca n be minimised
or jus t cl ose i t go
ba ck to Home
To mi nimised
Go to Home
80
Technical Chart
Indicators with
(StockAi d) are the
cus tomed i ndicators to
StockAi d’s members
81
Technical Chart
Darvas Box
• The most essential i ndicator
whi ch will automated
“Res istance” and “Support”
l i ne.
• Cl i ck on the “Darvas Box”, the
bl ue a nd red dotted l ine will
a ppear, and within the Darvas
Box i ts elf, will be a ble to
determine targeted EP (entry
pri ce), TP (ta ke profit) and SL
(s top lose)
82
Technical Chart
Cl i ck on the setting to change to
the desired s etting. Default
s etting i s 5, but can change to 3 as
3 da ys is more sensitive
Ca n s ave the desired setting as
Defa ult
83
Technical Chart
Fundamental Chart
• New i ndicator a dded will be
a ppeared a t the underneath
by defa ult
• The l ayout a rrangement can
be a djusted by cl icking the
drop down menu
84
Technical Chart
•
•
Ca n s tudy the fundamental by l ooking a t
“Sa l es”, “Net Profit”, “TTM Sales”, “TTM Net
Profi t”
Tra i ling 12 months (TTM) is a term used to
des cribe the past 12 consecutive months of a
compa ny's performance data, that's used for
reporti ng financial figures. The 12 months
s tudied do not necessarily coincide with a
fi s cal-year ending period.
85
Technical Chart
Fundamental Guide Line
• It benchmarked the level of
the pri ce by using P/E, P/S,
P/B, or Di vi dend Yield
86
Technical Chart
High/ Low Within
• It s hows the highest and
l owest price within the
des ired period
• Defa ult setting is 132 days
(6 months )
• Norma lly will refer to 250
da ys (1 year)
87
Technical Chart
Moving Average 12
• Movi ng Avera ge 12
(GMMA) i s basically our
trend i ndicator. Uptrend or
downtrend.
• Bl ue below Red is
downtrend whilst Blue
a bove Red is uptrend
88
Technical Chart
Ratio Chart
Si mi lar to Fundamental
Gui deline, it has more
comprehensive reading on
“P/E”, “P/S”, “P/B”, “Sa l es Per
Sha re”, “Earn Per Share”,
“Di vi dend Per Share”,
“Di vi dend Yi eld”
89
Technical Chart
•
•
•
Standard deviation tells you how spread out the data is.
It i s a measure of how far each observed va lue is from the
mea n.
In a ny distribution, about 95% of va lues will be within
2 s tandard deviations of the mean.
90
Calender
Calender
•
You ca n vi ew all the
upcoming a nnouncement of
Di vi dend/Bonus issue/
Reports
92
Calculators
Corp. Fundamental
Corp. Fundamental
Ca n vi ew the data by Quarterly or
Annually
Ca n vi ew the Income Statement
i n term of Balance Sheet or Ca sh
Fl ow
96
Corp. Fundamental
•
•
Thi s chart i s changeable
a ccording to the figures that
you cl i ck on as i n the table
bel ow
The i nfo is calculated base on
10 yea rs data
97
Corp. Fundamental
• If you cl i ck on any of these
fi gures here, you will adding
more da ta i nto the charts
• by defa ult, i t will s how you
Ma rgi n, Interest Income, and
Net Income. Let’s say i f we
don’t wa nt Net Income to
a ppear on this chart, you will
ha ve to go to find Net Income
bel ow. Cl ick on i t, and Net
Income will be removed
• For the rest, you ca n see which
da ta you have selected from
the col our behind the number
98
Corp. Fundamental
1
4
2
5
3
6
1
Bolded green in a
box
The highest increment within the 10
years period
2
Bolded green
Increased significantly
3
Green
Increased
4
Bolded red in a box
Decreased the most within 0years
period
5
Bolded red
Decreased significantly
6
Red
Decreased
•
•
When pointed the cursor on the number, i t
wi l l show the percentage changes on Yearover-yea r,” or YoY, which refers to the
process of comparing data from one year to
da ta from the previ ous year.
It's considering i nvestment returns because
i t a l lows you to l ook at changes i n a nnual
performance from one year to the next
99
Corp. Fundamental
Cl i ck on the magnifyi ng glass to
get the detailed data for this
pa rticular report
100
Compare Stocks
Compare Stocks
•
•
Ca n s earch the company
here for the comparison
Ca n cl i ck on the “pen”
s ymbol to change the
compa ny
Cl i ck on “View Profile”, will
bri ng you to the company
profi le page which you can
vi ew a ll the information
rega rding this company
102
Compare Stock
Cl i ck on “Compare to Peers”,
to compa re the largest top
compa ny wi thin the same
s ector
Thi s fuction allows you to add
i n the company for the
compa rison i f i t doesn’t
a ppear i n the default
compa rison l ist
103
Compare Stocks
In comparing the 2
compa nies, the better side
wi l l be shown in green colour
104
Compare Stocks
Click on price, it will be
directed to technical chart
Click on P/E, P/S, P/B ratio, it
will be redirected to the ratio
chart as well.
Ps: You will be redirected to
the company’s P/E, P/S, P/B
chart instead of price chart
105
Compare Stocks
Click on P/E, P/S, P/B ratio, it
will be redirected to the ratio
chart as well.
Ps: You will be redirected to
the company’s P/E, P/S, P/B
chart instead of price chart
106
Compare Stocks
Take a look at the top
left-hand corner, it
show “PBBANK.PE”,
that is to show you
that you are looking at
a company’s P/E chart,
not a company’s price
chart
Can switch to chart of
the company in
comparison wihout
going back to the
Ratio Comparison
page
107
Quarterly Report
Quarterly Report
Qua rterly Report
ca n be retrived by
month
109
Quarterly Report
Cl i ck on the
ma gnifying glass,
you wi l l find what
a re the actual
reporti ng to Bursa
wi th the
a tta chments
Cl i ck here to choose how
ma ny i tems per page, i t
a l lows you to see more
compa nies in one page
110
Quarterly Report
•
•
The green negative figures here means that the current
performance is better than previously. Even though the
compa ny s till making loss, but the l oss is lesser than
previ ous quarter
ca n s ee from the status is showing “Loss Narrowed”
111
Dividend / Entitlement
Dividend/Entitlement
Thi s is where a ll the company's
di vi dend a nd the company’s
corpora te action is released to
you (Ri ght Issue/ Special
Di vi dends etc.)
113
Dividend/Entitlement
Cl i ck on the company’s
na me, it allows you to go to
the company’s divi dend
enti tlement in the past
114
Dividend/Entitlement
•
•
Ex-Da te / Ex-divi dend date:
To be eligible for a dividend
pa yout, you need to
purchase your s hares
before (not on, or after) the
ex-di vidend date.
Pa yment Date: This i s the
da te that you'll receive your
di vi dend.
115
Dividend/Entitlement
There’s future announcement Ex-Date
for Di vi dend/Corporate a ction
116
Share Transaction
Share Transaction
118
Share Transaction
Cl i ck “Al l” can get all the Share
Tra nsaction information
Ca n s elect the time range of the transaction
peri od that want to check
Ca n s earch for the desired company
119
Share Transaction
Cl i ck “Insider Tra de” can get
i nformation about public
compa ny's stock tra ded by
s omeone who has non-public,
ma terial information about
tha t s tock for any reason
120
Share Transaction
•
•
When pointed the cursor to the name can
s ee the brief i nfo of the share holder.
Cl i ck on the name will link you to the list
of a l l the other companies that this
pers on is holding the s hares
From here can get the info of the tra nsaction date, the
a ction taken a nd the quantity of the shares involved
121
Share Transaction
Al l other stocks /
compa nies of this
i nvestor is involved i n
the s hares tra nsaction
The cha rt here shows
the movement of the
s ha res tra nsacted by
thi s investor on weekly
ba sis
Ca n s hare this i nfo vi a
s ocial media
The cha rt here shows the
movement of the shares
tra nsacted by this
i nvestor on monthly
ba sis
122
Share Transaction
Ca n s elect the display i n
2 di fferent modes
123
Share Transaction
•
•
From here can s ee the
a mount i nvolved in s hare
tra nsacted by this investor
on da ily basis.
If Ra tio is more than 1
mea ns net buy
•
•
•
Top Acqui red are the
compa nies that this investor
i s a cquiring their s hare
hol ding on this particular day
Top Di sposed are the
compa nies that this investor
i s disposing their share
hol ding on this particular day
When pointed the cursor
towa rds the company can
s ee the total shares
tra nsacted in that company
on tha t particular day
124
Share Transaction
When cl ick on the company wi ll lead you to the
detailed share tra nsaction of this company
125
Share Transaction
Cl i ck “Shareholer” ca n get company
top s hareholder share transaction
i nformation
126
Share Transaction
Cl i ck “Company Buy Back” can get company
s ha re buy back information
127
Share Ownership
Share Ownership
Thi s section ca n tells the
s ha re ownership of the
ma i n s hare holders for a
compa ny
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Share Ownership
•
•
Ca n s earch the portfolio of a
pa rti cular investor by using this
function.
From here can know where are
the s ecurities they a re
i nvested, especially for those
fund ma nagers’ i nvestments
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My Portfolio
My Portfolio
• Hol ding : the stocks that has
not rea lized yet
• Tra nsactions : ca n see all the
i ndivi dual transactions eg. buy,
s ell, bonus
• My Goa ls : i s to s et how much
i s targeted to earn, how much
you ca n a fford to l ose
132
My Portfolio
Dropdown menu allows you to
s elect the profile that you have
crea ted
133
My Portfolio
•
•
•
•
Cl i ck on the “+” button to create a portfolio
Na me : Gi ve a name to the portfolio
Des cription : Gi ve more details of the portfolio
Ca n s et the portfolio to be
i ) Pri va te portfolio
i i ) Public portfolio
i i i) Public portfolio for promote
i v) s tudent’s portfolio
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My Portfolio
Private portfolio
For own reference only
Public portfolio
Allow other users who provided with the link only to view this portfolio
Public portfolio for
promote
Allow all users who is the targeted provided with the link only to view
this portfolio
Student’s portfolio
Allow the coach to review student’s portfolio. Coach can access via the
link provided
The l ink will come out when
the desired ca tegory has
been selected.
The l ink ca n be shared direct from the s ocial media or just copy a nd paste to the
recei ver
135
My Portfolio
Balance of Inv.
Balance of total investment cost
Net Worth
total market value
Realized Gain
total amount earned when the investment is sold
for a higher price than where it was purchased
Paper Gain
a gain on an investment that has not yet been
realized. That is, a paper gain occurs when the
current price of a security is higher than the price
the holder paid for it, or vise versa, but the holder
still owns the security
Today Change
day gain. If the number is red means that today’s
price of a security is lower than the purchased price.
If greens means if higher.
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My Portfolio
•
•
When cl ick on the Chart View wi l l lead you to the
technical chart
From the Multiple Chart ca n s ee multiple charts of
di fferent period at the same page
•
•
•
TP = Ta ke profit
CL = Cut l oss
Ca n s et desired TP/ CL here
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My Portfolio
138
My Portfolio
From the Multiple Chart ca n s ee multiple charts
of di fferent period (1 day, 1 hour, 5 mi nutes, 1
mi nutes) a t the same page
Cl i ck this to switch the chat from
s ma ller vi ew to bigger vi ew
139
My Portfolio
•
•
Ca n s ee the overall performance and
ca n s elect the period that want to
moni tor
From here can easily knows the
wei ghtage of each securities hold so
tha t to ha ve a cl earer picture of the
overa ll portfolio
140
My Portfolio
Profi t & Los s Table to ease you to have a
better monitoring on the portfolio /
a ccount
141
My Portfolio
•
•
•
•
The di fferent in between Holding and
Tra nsactions i s that you can only s ee
the unrealized securities.
Holding i s only s hows the total units
tha t you a re currently holds with
a vera ge price.
From Transactions ca n s ee all the
i ndivi dual buy/ s ell details
If you ha ve keyed in wrongly the
deta ils, you can edit or cancel here
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My Portfolio
From here to ease the process of Value
Avera gi ng / Dollar-Cost Averaging top up
143
Favorite Stocks
Favourite Stocks
Important data to look
a t when s tudy a
compa ny
•
•
The default list are the
s tocks listed i n the
“My Portfol i o”
It ca n be modified by
a dding / omitting the
des ired s tocks
145
Favourite Stocks
Ca n s ort the sequence from
a s cending to descending
order
•
•
Ca n s ee the Industry Median when pointed the cursor to the
number as a benchmark to compare with
The median data can be used to compare a company a gainst
i ts i ndustry peers. These medians allow you to compare
va ri ous data points against those of all other companies i n the
s a me industry i n which the company operates.
Last Done
Last closing price
Change (%)
Price changes in term of value ($) and percentage (%)
Green means increases
Red means decreases
Orange means no change
Today Range
The range of highest price to lowest price
Market Cap
The market value the company's outstanding shares
Net Margin
Company recent net profit (earnings) margin
NTA
Net Tangible Assets
EPS
Earnings Per Share
P/E
The price-to-earnings ratio
P/B
Price-to-book ratio
ROE
Return On Equity
DY
Dividend Yield
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Favourite Stocks
Market Cap
Market capitalization refers to the total dollar market value of a company's outstanding shares of stock. Commonly referred to as "market cap," it is calculated by multiplying
the total number of a company's outstanding shares by the current market price of one share.
Net Margin
Net profit margin or net margin is the percentage of net income generated from a company's revenue. Net income is often called the bottom line for a company or the net
profit
NTA
Net tangible assets per share is calculated by taking a company's net tangible asset number and dividing it by the total numb er of shares outstanding.
EPS
Earnings Per Share. EPS represents the portion of a company's net profits, based on the last fiscal year earnings as reported , allocated to each ordinary share. A widely used
metric to determine a company's profitability
With due consideration to the quality of the earnings figure, investors typically seek a positive trend of steadily increasin g EPS as an indication of the company's ability to
generate, sustain and grow its profits.
P/E
Price/Earnings (P/E) Ratio. P/E is a price multiple of the Earnings Per Share (EPS) where the multiple represents the premium investors are willing to pay for a ordinary share
per dollar of EPS in anticipation of future earnings growth.
Value investors view shares trading at low P/E relative to comparable companies or earnings estimates as undervalued value st ocks at potential bargains while growth
investors view shares trading at higher P/E as attractive growth stocks with perceived greater expected future earnings growt h and/or comparative advantages.
P/B
Companies use the price-to-book ratio (P/B ratio) to compare a firm's market capitalization to its book value. It's calculated b y dividing the company's stock price per share by
its book value per share (BVPS).
ROE
Return On Equity. ROE measures the rate of return on shareholders' investment and hence the management effectiveness in resou rce utilization to generate returns for each
dollar invested in the company.
A higher ROE without overleveraging over time and in comparison with comparable companies in the same industry is favored as an indication of the company's efficiency in
generating income on shareholders' investment in the company.
DY
Dividend Yield measures the rate of return for shareholders exclusive of any capital gains.
Investors seeking a minimum income stream from their investments or with a smaller risk appetite would have a preference for high Dividend Yield plays with relatively stable
Dividend Payout for offering better returns on investments particularly in a low interest rate environment.
147
Favourite Stocks
Cl i ck here to expand the
compa ny’s i nfo
148
Favourite Stocks
Cl i ck here to open up the master
pa ge of this company with all its
rel evant i nfo
149
Profile / Settings
Profile / Settings
Ca n cha nge the
pa ssword here
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