Bank Hapoalim (Israel) Performance

POLI -- Israel Stock  

ILS 2,578  11.00  0.43%

Bank Hapoalim has performance score of 8 on a scale of 0 to 100. The firm shows Beta (market volatility) of 0.0564 which signifies that as returns on market increase, Bank Hapoalim returns are expected to increase less than the market. However during bear market, the loss on holding Bank Hapoalim will be expected to be smaller as well. Although it is extremely important to respect Bank Hapoalim B historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards foreseeing future performance of any stock is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By analyzing Bank Hapoalim B technical indicators you can presently evaluate if the expected return of 0.1908% will be sustainable into the future. Bank Hapoalim B right now shows a risk of 1.437%. Please confirm Bank Hapoalim B Jensen Alpha, Maximum Drawdown and the relationship between Information Ratio and Treynor Ratio to decide if Bank Hapoalim B will be following its price patterns.
8

Risk-Adjusted Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Bank Hapoalim B M are ranked lower than 8 (%) of all global equities and portfolios over the last 30 days. Despite somewhat weak basic indicators, Bank Hapoalim may actually be approaching a critical reversion point that can send shares even higher in May 2019.
Fifty Two Week Low2,210.00
Target High Price28.50
Fifty Two Week High2,724.00
Payout Ratio22.26%
Trailing Annual Dividend Yield0.01%
Target Low Price26.00
Horizon     30 Days    Login   to change

Bank Hapoalim B Relative Risk vs. Return Landscape

If you would invest  248,200  in Bank Hapoalim B M on March 24, 2019 and sell it today you would earn a total of  9,600  from holding Bank Hapoalim B M or generate 3.87% return on investment over 30 days. Bank Hapoalim B M is generating 0.1908% of daily returns and assumes 1.437% volatility on return distribution over the 30 days horizon. Simply put, 12% of equities are less volatile than Bank Hapoalim and 97% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Bank Hapoalim is expected to generate 2.47 times more return on investment than the market. However, the company is 2.47 times more volatile than its market benchmark. It trades about 0.13 of its potential returns per unit of risk. The DOW is currently generating roughly 0.09 per unit of risk.

Bank Hapoalim Market Risk Analysis

Sharpe Ratio = 0.1328
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Bank Hapoalim Relative Performance Indicators

Estimated Market Risk
 1.44
  actual daily
 
 12 %
of total potential
 
12
Expected Return
 0.19
  actual daily
 
 3 %
of total potential
 
3
Risk-Adjusted Return
 0.13
  actual daily
 
 8 %
of total potential
 
8
Based on monthly moving average Bank Hapoalim is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Bank Hapoalim by adding it to a well-diversified portfolio.

Bank Hapoalim Alerts

Equity Alerts and Improvement Suggestions

Bank Hapoalim B is not yet fully synchronised with the market data
BK HAPOALIM has accumulated about 102.08B in cash with (776M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 76.54.

Bank Hapoalim Dividends

Bank Hapoalim B Dividends Analysis

Check Bank Hapoalim B dividend payout schedule and payment analysis over time. Analyze past dividends calendar and estimate annual dividend income
Check Dividends  
Additionally take a look at Your Equity Center. Please also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
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