Flexible Inquiry Model

Value Assessment Functionality
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Explanation Examples °V Customers Only

 CMoney Institutional Investors Investment Decision Support System °V Explanation Examples


By using CMoney, you will readily receive the following 5 important investment decision supports. Below are some of the explanation examples of these features. From these examples you will clearly understand that these features provide you with valuable information that you won°¶t be able to find in today°¶s other ordinary products, not to mention the fact that they are extremely costly. You can also refer to the benefits analysis that CM software brings you. >>Advantages Assessment°C

1. How to make use of Flexible Inquiry Model, in order to create financial reports with information you wish to analyze?

Using CM software°¶s Flexible Inquiry Model, you can define almost unlimited number of criteria and uncover individual stocks that meet those criteria, as well as display them in any order of columns within at most ten seconds. All of information columns and comparison numbers, date, and number of days illustrated below are not fixed, and can be changed on your own.

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Examples of CM software°¶s Flexible Inquiry Model

Speed

1

Display latest stock price, P/E ratio, monthly operating income, quarterly gross profits, and institutional holding of stocks within motherboard sector on one screen.

Only 1sec

2

List single-quarter EPS in the last four quarters of all stocks, including a sum of all EPS in the last four quarters.

Only 2sec

3

Display the top 50 stocks with criteria of highest expected EPS and lowest expected EPS forecasted by each organization, along with the criteria of current market price, in order from lowest P/E ratio to highest P/E ratio.

Only 1sec

4

List the top 50 stocks in which 3 main institutional investors in aggregate decrease percent holding in the recent 5 days and whose stock price surges 2 days in a row.

Only 3sec

5

List the stocks whose monthly operating income of this month breaks record low counting at least 3 months.

Only 2sec

6

Show all stocks with prospect of changes in the board of directors in this year.

Only 4sec

7

List stocks whose average single-quarter EPS of last 3 years is above $1 and that operating cash inflow increases consecutively in last 2 quarters.

Only 2sec

8

Predefine formula for lower shadow candlestick charting. List all stocks which exhibit lower shadow with more than 3% two days in a row.

Only 2sec

9

List stocks, among the top 20 price percent losers of the last 5 days, of those whose K-Line shows a hammer.

Only 3sec

10

Find out all stocks meeting abovementioned 3~9 criteria and list the search results in a table mentioned in Ex. 1.

Only 9sec

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2.  How to make use of the four Market Analysis Tools, in order for you to effectively monitor the current market movements?

By using CM software, with 6 keystrokes at most, you will be able to acquire the type of market movement analysis no other system can provide you.

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Examples of CM software°¶s Market Analysis  Model

Step

1

List a table of price percent gains of today°¶s main industry groups and with up to 6 of sub-categories underneath it.

 1click

2

Display the ranking of each industry group (with up to 1024 definitions for industry) in which SITE overbought in aggregate of the last 5 days.

 3 clicks

3

Learn which sector, upstream, midstream, or downstream sector of computer & electronics industry, has more bearish news in average today.

 2 clicks

4

Find out the performance comparison of the 2 sector groups since the beginning of this year (in terms of aggregated sector groups) - high stock price stocks vs. high growth stocks.

 3 clicks

5

List which industry group, and individual stocks within it, have the highest average growth rate in last month.

 2 clicks

6

In terms of sector averages, analyze the relative strength of trend between cold-rolled steel products and hot-rolled steel products from the beginning of this year.

 2 clicks

7

Find out the growth comparison of operating income of last 12 months for all HP OEM and Dell OEM stocks, in terms of sector averages.

 3 clicks

8

Acquire daily trading summary of online gaming stocks (in terms of aggregated sector groups) by three major institutional investors.

 2 clicks

9

Learn the differences between china concept stocks enlisted 2 years ago and the newly enlisted china concept stocks.

 3 clicks

10

Find out Ji-Haw Industrial Co., Ltd. belongs to which sectors, and the relative stock price, P/E ratio, and growth comparison of operating income of individual stocks within those sectors.

 5 clicks


The abovementioned sector groups stocks all have macros built-in. For instances, different stocks (within the high stock price sector) will be shown according to the daily fluctuation of stock prices and capitals. Criteria for each sector group and concept stock can also be self defined, as well as the columns and dates.

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3.  How to make use of the 2 major evaluation tools, in a combination with your professional experiences and information, in order to process value assessment?
By using CM software, you can preset the relative significance of each rating column. The program will then calculate and display the ranking sequence with overall rating in accordance with your configuration, which is also applicable for individual and sector group stocks.

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Examples of CM software°¶s 2 major Evaluation Models

Speed

1

Grade online gaming stocks according to the ranking order of profits gained.

Only 2 sec

2

Compare forecast EPS, monthly operating income growth, and closing prices. Rank each criteria individual to determine overall grades and list the top 20.

Only 3 sec

3

Determine whether the average price of upstream TFT-LCD sector stocks and downstream computer screen sector stocks have fallen below 3-, 5-, and 10-day average and which also exhibit a bearish trend. Compare also the relative strength between upstream sector and downstream sector.

4 clicks

4

Search by each file the top 20 stocks which meet the below 7 criteria and rank them according to the number of criteria met. This process requires only 5 seconds. (Price closed with gains, K-line with gains, closed with long lower shadow, breaks through 3-day average, transaction volume breaks record high of last 3 days but price percent increase is smaller than 70% comparing to last trading volume. Forecasted with EPS of more than $2 this year, stock price lower than $30, and is listed in the top 100 of percent price loser of the last 10 days.

Only 6 sec

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4. How to use Correlation Analysis and Decision Check Wizard to help you analyze the effectiveness and expected returns of any strategy?

Any investment portfolio you constructed can be validated for effectiveness through Correlation Analysis Model and Decision Check Wizard. You are also allowed to request the program to analyze this investment decision and its expected profit returns for a specified period of time. You are also able to list trading summary reports for each period, including: buying and selling of stocks, turning ratio, relative price percent advances, standard deviation of profit returns, and etc.

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Examples of CM software°¶s Correlation Analysis Model

Speed

1

Analyze the correlation between the number of shares of AU Optronics Corp. overbought and oversold by SITE => mid-level positive correlation of AU°¶s stock price with a 2-period lead

Only 1 sec

2

Analyze the correlation between stock price of Powerchip Semiconductor Corp. and market price of DDR266 => high-level positive correlation with a 1~3-days lead.

Only 1 sec

3

Analyze the correlation between Hon Hai°¶s monthly operating income growth rate in the last 2 years and its stock price => no obvious correlation with its stock price in the coincident period.

Only 1 sec

4

Analyze the correlation between Norscan pulp producers°¶ reserves and stock price of TPPC => highly negative-correlated in the coincident period.

Only 1 sec

5

Analyze the correlation between economic coincident indicators and indices => highly positive-correlated while lags the same-period-indices with 2 periods.

Only 1 sec

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Procedure

Examples of CM software°¶s Decision Check Wizard

Buying strategy

If the following criteria are met: top 50 of price percent declines of last 5 days, P/E ratio below 10, yearly forecast of EPS above $1, operating income is positively growing in the last month, 3 main institutional investors retain 5% of total shares in aggregate and today°¶s stock price breaks through 3-day average, then buy and hold.

Selling strategy

If the stock price of stocks in hand falls below 5-day average or stock price falls against important bullish news, then sell.

Stock retaining percentage

If DJI is above 21-day average, then retain 100%; if below 21-day average, then retain 70%.

Stock retaining range

China concept + high market price + midstream & upstream sector of electronics + Dell OEM concept

Testing period

Recent last year

The software will, based on the above criteria you specified and the data in the specified period, help you process simulation and analyze this investment strategy including daily buying and selling reports, as well as stocks retained and their returns. It will then create an analysis table and a detail summary of daily trading. By using this, you can testify whether your investment strategy has effectively increased profit returns, as well as compare it with overall performance of the indices or another set of investment portfolio. You can receive all trading details and profit returns assessment report within 10 minutes.

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5. Four Groupware functions °V how to cut down operating time of all staffs at research department significantly?

CM software°¶s analyzing tools, regardless of procedures and result, are all equipped with 4 main Groupware features: data output and input, password protection, hide, and upgrade. As a result, any of your operating procedures require only one-time process by one staff, which makes it possible that all resources can be shared among all workers of the project. Setting of authority level with password protection is also provided.

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Examples of CM software°¶s Correlation Analysis Model

Step

1

Pre-configure the setting for displaying the ranking of price percent losers in the last 30 days. In the future, all you need is clicking to display, which is also allowed for sharing upgrade.

5 clicks

2

Upgrade your pre-configured browsing format of reports, for example, #1-Example 1. All staffs can use the function at the same time.

1 clicks

3

Output your analysis reports, like #1-Example 10, as .CMY file; or send only to directors for reviewing.

2 clicks

4

Categorize the pre-configured multiple leveled industry groups and upgrade it for sharing among all employees.

1 clicks

5

Add password protection to upgrade items or output files so that only authorized employees can open the files.

2 clicks

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