Lotte Energy (Korea) Performance

020150 Stock   23,950  550.00  2.24%   
The company secures a Beta (Market Risk) of -0.58, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Lotte Energy are expected to decrease at a much lower rate. During the bear market, Lotte Energy is likely to outperform the market. At this point, Lotte Energy Materials has a negative expected return of -0.81%. Please make sure to verify Lotte Energy's total risk alpha, maximum drawdown, potential upside, as well as the relationship between the treynor ratio and value at risk , to decide if Lotte Energy Materials performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days Lotte Energy Materials has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Begin Period Cash Flow136.7 B
Total Cashflows From Investing Activities-457.5 B
  

Lotte Energy Relative Risk vs. Return Landscape

If you would invest  3,975,000  in Lotte Energy Materials on September 6, 2024 and sell it today you would lose (1,580,000) from holding Lotte Energy Materials or give up 39.75% of portfolio value over 90 days. Lotte Energy Materials is generating negative expected returns and assumes 3.0008% volatility on return distribution over the 90 days horizon. Simply put, 26% of stocks are less volatile than Lotte, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon Lotte Energy is expected to under-perform the market. In addition to that, the company is 4.11 times more volatile than its market benchmark. It trades about -0.27 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.24 per unit of volatility.

Lotte Energy Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Lotte Energy's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Lotte Energy Materials, and traders can use it to determine the average amount a Lotte Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.2701

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Negative Returns020150

Estimated Market Risk

 3.0
  actual daily
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74% of assets are more volatile

Expected Return

 -0.81
  actual daily
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Most of other assets have higher returns

Risk-Adjusted Return

 -0.27
  actual daily
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Most of other assets perform better
Based on monthly moving average Lotte Energy is not performing at its full potential. However, 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 Lotte Energy by adding Lotte Energy to a well-diversified portfolio.

Lotte Energy Fundamentals Growth

Lotte Stock prices reflect investors' perceptions of the future prospects and financial health of Lotte Energy, and Lotte Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lotte Stock performance.

About Lotte Energy Performance

By analyzing Lotte Energy's fundamental ratios, stakeholders can gain valuable insights into Lotte Energy's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Lotte Energy has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Lotte Energy has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.

Things to note about Lotte Energy Materials performance evaluation

Checking the ongoing alerts about Lotte Energy for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Lotte Energy Materials help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Lotte Energy generated a negative expected return over the last 90 days
Lotte Energy has high historical volatility and very poor performance
About 54.0% of the company shares are owned by insiders or employees
Evaluating Lotte Energy's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lotte Energy's stock performance include:
  • Analyzing Lotte Energy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lotte Energy's stock is overvalued or undervalued compared to its peers.
  • Examining Lotte Energy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Lotte Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lotte Energy's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Lotte Energy's stock. These opinions can provide insight into Lotte Energy's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Lotte Energy's stock performance is not an exact science, and many factors can impact Lotte Energy's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Lotte Stock analysis

When running Lotte Energy's price analysis, check to measure Lotte Energy's 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 Lotte Energy is operating at the current time. Most of Lotte Energy's value examination focuses on studying past and present price action to predict the probability of Lotte Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lotte Energy's price. Additionally, you may evaluate how the addition of Lotte Energy to your portfolios can decrease your overall portfolio volatility.
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