A New Way of Processing Data

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#1
Hello fellow valuebuddies

Recently I was trying to analyse some company fundamentals, and got a headache doing it. I guess looking at 1000 numbers on a page is not my cup of tea.

So I wrote a program to help me make some sense of the numbers. I am quite proud of it. Big Grin Not sure if there exists stocks screeners which do this.

I share with you the report for UMS Holdings.
.pdf   UMS Holdings Ltd (558.SI).pdf (Size: 417.19 KB / Downloads: 120)

I now use it to help me scan through the fundamentals to raise red flags and yellow flags. Only then I start digging deeper if I am interested in the company.

Comments anyone? Big Grin
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#2
Hi there shuoyanz,

This looks really good for an overview. Does it take a long time for you to compile the data individually, or is it automated.

Cheers!
theasiareport.com

(21-07-2014, 10:51 PM)shuoyanz Wrote: Hello fellow valuebuddies

Recently I was trying to analyse some company fundamentals, and got a headache doing it. I guess looking at 1000 numbers on a page is not my cup of tea.

So I wrote a program to help me make some sense of the numbers. I am quite proud of it. Big Grin Not sure if there exists stocks screeners which do this.

I share with you the report for UMS Holdings.

I now use it to help me scan through the fundamentals to raise red flags and yellow flags. Only then I start digging deeper if I am interested in the company.

Comments anyone? Big Grin
http://theasiareport.com - Reflections From Finding Value In Asia
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#3
How do you determine the yellow flags?
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#4
Hello theasiareport

Thanks! I grabbed some data off online sources and calculated some automatically using the program. Takes 2-3 minutes per report.

Hello dxdx

The yellow flags are based off what I think I should look out for in a company. I does not mean the company is bad, but warrants a further investigation. Do you have another idea in mind?
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#5
Nice! can share the program?

(22-07-2014, 11:52 AM)shuoyanz Wrote: Hello theasiareport

Thanks! I grabbed some data off online sources and calculated some automatically using the program. Takes 2-3 minutes per report.

Hello dxdx

The yellow flags are based off what I think I should look out for in a company. I does not mean the company is bad, but warrants a further investigation. Do you have another idea in mind?
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#6
very nice.
what software do you use?
i currently use excel
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#7
(22-07-2014, 11:52 AM)shuoyanz Wrote: Hello theasiareport

Thanks! I grabbed some data off online sources and calculated some automatically using the program. Takes 2-3 minutes per report.

Hello dxdx

The yellow flags are based off what I think I should look out for in a company. I does not mean the company is bad, but warrants a further investigation. Do you have another idea in mind?

Really good stuff. I recommend checking out the Altman Z Score and the Beneish M Score. I am sure you can calculate it easily with the financial data you have.

They are the most commonly used ratios for detecting red flags.
http://theasiareport.com - Reflections From Finding Value In Asia
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#8
Hi shuoyanz,

Great piece of tool !

But...................there are limitations..........

To really appreciate or demostrate its limitations - try changing your input data for UMS Holdings to only 4 years - from 2010 to 2013 inclusive - and see how different the outputs are compare to what you have got !

Also, on dividend payout, it was
FY2010 = SGD 5.00 cents
FY2011 = SGD 6.00 cents
FY2012 = SGD 5.00 cents
FY2013 = SGD 6.50 cents
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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#9
where do you get the data from?
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#10
(22-07-2014, 10:44 PM)Boon Wrote: Hi shuoyanz,

Great piece of tool !

But...................there are limitations..........

To really appreciate or demostrate its limitations - try changing your input data for UMS Holdings to only 4 years - from 2010 to 2013 inclusive - and see how different the outputs are compare to what you have got !

Also, on dividend payout, it was
FY2010 = SGD 5.00 cents
FY2011 = SGD 6.00 cents
FY2012 = SGD 5.00 cents
FY2013 = SGD 6.50 cents

Hi Boon
Indeed, the figures will change if you change your timespan. I chose 10 years data so that one-off events, or a bad year like 2009 will not skew the figures too much.

Argh, thanks for pointing out, let me fix the dividend figures.


Hi theasiareport
Good idea, I will look into them. Thanks!


Hi wahkao
Some data comes from Morningstar, some data comes from Yahoo Finance, some is calculated by me.
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