Kaori Heat (Taiwan) Performance
| 8996 Stock | TWD 335.00 0.50 0.15% |
The company secures a Beta (Market Risk) of 0.82, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Kaori Heat's returns are expected to increase less than the market. However, during the bear market, the loss of holding Kaori Heat is expected to be smaller as well. At this point, Kaori Heat Treatment has a negative expected return of -0.22%. Please make sure to verify Kaori Heat's information ratio, total risk alpha, maximum drawdown, as well as the relationship between the jensen alpha and treynor ratio , to decide if Kaori Heat Treatment 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 Kaori Heat Treatment has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of abnormal performance in the last few months, the Stock's basic indicators remain fairly stable which may send shares a bit higher in January 2025. The latest fuss may also be a sign of long-term up-swing for the venture sophisticated investors. ...more
| Begin Period Cash Flow | 540.6 M | |
| Total Cashflows From Investing Activities | -131.5 M |
Kaori |
Kaori Heat Relative Risk vs. Return Landscape
If you would invest 39,850 in Kaori Heat Treatment on September 13, 2024 and sell it today you would lose (6,350) from holding Kaori Heat Treatment or give up 15.93% of portfolio value over 90 days. Kaori Heat Treatment is generating negative expected returns and assumes 3.5374% volatility on return distribution over the 90 days horizon. Simply put, 31% of stocks are less volatile than Kaori, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Kaori Heat Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Kaori Heat's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Kaori Heat Treatment, and traders can use it to determine the average amount a Kaori Heat'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 = -0.0618
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| Negative Returns | 8996 |
Estimated Market Risk
| 3.54 actual daily | 31 69% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Kaori Heat 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 Kaori Heat by adding Kaori Heat to a well-diversified portfolio.
Kaori Heat Fundamentals Growth
Kaori Stock prices reflect investors' perceptions of the future prospects and financial health of Kaori Heat, and Kaori Heat 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 Kaori Stock performance.
| Return On Equity | 0.12 | |||
| Return On Asset | 0.0463 | |||
| Profit Margin | 0.09 % | |||
| Operating Margin | 0.11 % | |||
| Current Valuation | 16.81 B | |||
| Shares Outstanding | 89.38 M | |||
| Price To Earning | 14.60 X | |||
| Price To Book | 8.13 X | |||
| Price To Sales | 5.98 X | |||
| Revenue | 2.23 B | |||
| EBITDA | 318.48 M | |||
| Cash And Equivalents | 516.84 M | |||
| Cash Per Share | 5.78 X | |||
| Total Debt | 393.83 M | |||
| Debt To Equity | 25.80 % | |||
| Book Value Per Share | 21.95 X | |||
| Cash Flow From Operations | 295.3 M | |||
| Earnings Per Share | 2.58 X | |||
| Total Asset | 3.41 B | |||
| Retained Earnings | 332 M | |||
| Current Asset | 2 B | |||
| Current Liabilities | 827 M | |||
About Kaori Heat Performance
Evaluating Kaori Heat's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Kaori Heat 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 Kaori Heat has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Kaori Heat Treatment Co., Ltd. develops, manufactures, and sells heat exchanger solutions in Taiwan and internationally. The company was founded in 1970 and is headquartered in Taoyuan City, Taiwan. KAORI HEAT operates under Diversified Industrials classification in Taiwan and is traded on Taiwan Stock Exchange.Things to note about Kaori Heat Treatment performance evaluation
Checking the ongoing alerts about Kaori Heat for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Kaori Heat Treatment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Kaori Heat Treatment generated a negative expected return over the last 90 days | |
| Kaori Heat Treatment has high historical volatility and very poor performance | |
| About 19.0% of the company shares are owned by insiders or employees |
- Analyzing Kaori Heat'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 Kaori Heat's stock is overvalued or undervalued compared to its peers.
- Examining Kaori Heat'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 Kaori Heat's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kaori Heat's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Kaori Heat's stock. These opinions can provide insight into Kaori Heat's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Kaori Stock Analysis
When running Kaori Heat's price analysis, check to measure Kaori Heat'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 Kaori Heat is operating at the current time. Most of Kaori Heat's value examination focuses on studying past and present price action to predict the probability of Kaori Heat's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Kaori Heat's price. Additionally, you may evaluate how the addition of Kaori Heat to your portfolios can decrease your overall portfolio volatility.