SM Investments (Philippines) Buy Hold or Sell Recommendation
| SM Stock | 870.00 15.00 1.69% |
Assuming the 90 days trading horizon and your above-average risk tolerance, our recommendation regarding SM Investments Corp is 'Cautious Hold'. Macroaxis provides SM Investments buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SM positions. The advice algorithm takes into account all of SM Investments' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting SM Investments' buy or sell advice are summarized below:
Real Value 861.01 | Hype Value 870 | Market Value 870 | Naive Value 890.81 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell SM Investments Corp given historical horizon and risk tolerance towards SM Investments. When Macroaxis issues a 'buy' or 'sell' recommendation for SM Investments Corp, the advice is generated through an automated system that utilizes algorithms and statistical models.
SM Investments |
Execute SM Investments Buy or Sell Advice
The SM Investments recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on SM Investments Corp. Macroaxis does not own or have any residual interests in SM Investments Corp or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute SM Investments' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Inapplicable | Details |
SM Investments Trading Alerts and Improvement Suggestions
| SM Investments Corp generated a negative expected return over the last 90 days |
SM Investments Returns Distribution Density
The distribution of SM Investments' historical returns is an attempt to chart the uncertainty of SM Investments' future price movements. The chart of the probability distribution of SM Investments daily returns describes the distribution of returns around its average expected value. We use SM Investments Corp price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of SM Investments returns is essential to provide solid investment advice for SM Investments.
| Mean Return | -0.14 | Value At Risk | -2.35 | Potential Upside | 1.72 | Standard Deviation | 1.29 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of SM Investments 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.
SM Investments 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 SM Investments or Industrials 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 SM Investments' price will be affected by overall stock 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 SM Investments stock'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 | -0.16 | |
β | Beta against NYSE Composite | 0.13 | |
σ | Overall volatility | 1.29 | |
Ir | Information ratio | -0.15 |
SM Investments Volatility Alert
SM Investments Corp exhibits very low volatility with skewness of -0.7 and kurtosis of 2.17. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure SM Investments' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact SM Investments' stock 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.SM Investments Fundamentals Vs Peers
Comparing SM Investments' 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 SM Investments' direct or indirect competition across all of the common fundamentals between SM Investments and the related equities. This way, we can detect undervalued stocks with similar characteristics as SM Investments or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of SM Investments' fundamental indicators could also be used in its relative valuation, which is a method of valuing SM Investments by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare SM Investments to competition |
| Fundamentals | SM Investments | Peer Average |
| Revenue | 428.06 B | 9.43 B |
| Net Income | 61.47 B | 570.98 M |
| Total Debt | 405.22 B | 5.32 B |
| Cash Flow From Operations | 48.14 B | 971.22 M |
| Earnings Per Share | 23.76 X | 3.12 X |
| Market Capitalization | 1.02 T | 19.03 B |
| Total Asset | 1.34 T | 29.47 B |
| Z Score | 1.2 | 8.72 |
| Net Asset | 1.34 T |
SM Investments Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as SM Investments . 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.
| Accumulation Distribution | 0.0192 | |||
| Daily Balance Of Power | (0.88) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 878.5 | |||
| Day Typical Price | 875.67 | |||
| Market Facilitation Index | 17.0 | |||
| Price Action Indicator | (16.00) | |||
| Period Momentum Indicator | (15.00) | |||
| Relative Strength Index | 40.67 |
About SM Investments Buy or Sell Advice
When is the right time to buy or sell SM Investments Corp? Buying financial instruments such as SM Investments Stock 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.
Use Investing Ideas to Build Portfolios
In addition to having SM Investments in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Momentum Thematic Idea Now
Momentum
Large corporations operating in software, education, financial and car manufacturing industries. The Momentum theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Momentum Theme or any other thematic opportunities.
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Check out SM Investments 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 Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Complementary Tools for SM Investments Stock analysis
When running SM Investments' price analysis, check to measure SM Investments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy SM Investments is operating at the current time. Most of SM Investments' value examination focuses on studying past and present price action to predict the probability of SM Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SM Investments' price. Additionally, you may evaluate how the addition of SM Investments to your portfolios can decrease your overall portfolio volatility.
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