Matthews China Small Fund Buy Hold or Sell Recommendation
| MCSMX Fund | USD 8.63 0.06 0.70% |
Assuming the 90 days horizon and your bold attitude towards risk, our recommendation regarding Matthews China Small is 'Strong Sell'. Macroaxis provides Matthews China buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MCSMX positions. The advice algorithm takes into account all of Matthews China's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Matthews China's buy or sell advice are summarized below:
Real Value 7.91 | Hype Value 8.63 | Market Value 8.63 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Matthews China Small given historical horizon and risk tolerance towards Matthews China. When Macroaxis issues a 'buy' or 'sell' recommendation for Matthews China Small, the advice is generated through an automated system that utilizes algorithms and statistical models.
Matthews |
Execute Matthews China Buy or Sell Advice
The Matthews recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Matthews China Small. Macroaxis does not own or have any residual interests in Matthews China Small or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Matthews China's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Modest | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost neglects market trends | Details | |
Analyst Consensus | Not Available | Details |
Matthews China Trading Alerts and Improvement Suggestions
| The fund generated three year return of -20.0% | |
| Matthews China Small maintains 99.3% of its assets in stocks |
Matthews China Returns Distribution Density
The distribution of Matthews China's historical returns is an attempt to chart the uncertainty of Matthews China's future price movements. The chart of the probability distribution of Matthews China daily returns describes the distribution of returns around its average expected value. We use Matthews China Small price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Matthews China returns is essential to provide solid investment advice for Matthews China.
| Mean Return | 0.08 | Value At Risk | -1.79 | Potential Upside | 1.93 | Standard Deviation | 1.23 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Matthews China historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Matthews China Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Matthews China or Matthews Asia Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Matthews China's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Matthews fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.09 | |
β | Beta against NYSE Composite | -0.24 | |
σ | Overall volatility | 1.23 | |
Ir | Information ratio | -0.0052 |
Matthews China Volatility Alert
Matthews China Small has relatively low volatility with skewness of 0.83 and kurtosis of 2.44. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Matthews China's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Matthews China's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Matthews China Fundamentals Vs Peers
Comparing Matthews China's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Matthews China's direct or indirect competition across all of the common fundamentals between Matthews China and the related equities. This way, we can detect undervalued stocks with similar characteristics as Matthews China or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Matthews China's fundamental indicators could also be used in its relative valuation, which is a method of valuing Matthews China by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Matthews China to competition |
| Fundamentals | Matthews China | Peer Average |
| Price To Earning | 13.18 X | 6.53 X |
| Price To Book | 1.49 X | 0.74 X |
| Price To Sales | 1.88 X | 0.61 X |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 1.34 % | 0.39 % |
| One Year Return | (20.59) % | 4.15 % |
| Three Year Return | (19.94) % | 3.60 % |
| Five Year Return | 1.16 % | 3.24 % |
| Net Asset | 145.99 M | 4.11 B |
| Last Dividend Paid | 0.13 | 0.65 |
| Cash Position Weight | 0.70 % | 10.61 % |
| Equity Positions Weight | 99.30 % | 63.90 % |
Matthews China Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Matthews . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 8.63 | |||
| Day Typical Price | 8.63 | |||
| Price Action Indicator | 0.03 | |||
| Period Momentum Indicator | 0.06 |
About Matthews China Buy or Sell Advice
When is the right time to buy or sell Matthews China Small? Buying financial instruments such as Matthews Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Matthews China Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.