Lotes (Taiwan) Performance
| 3533 Stock | TWD 1,580 20.00 1.28% |
The company secures a Beta (Market Risk) of -0.22, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Lotes are expected to decrease at a much lower rate. During the bear market, Lotes is likely to outperform the market. At this point, Lotes has a negative expected return of -0.31%. Please make sure to verify Lotes' total risk alpha, maximum drawdown, potential upside, as well as the relationship between the treynor ratio and value at risk , to decide if Lotes performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Lotes Co 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 April 2025. The latest fuss may also be a sign of long-term up-swing for the venture sophisticated investors. ...more
| Begin Period Cash Flow | 2.9 B | |
| Total Cashflows From Investing Activities | -4.1 B |
Lotes |
Lotes Relative Risk vs. Return Landscape
If you would invest 191,000 in Lotes Co on December 19, 2024 and sell it today you would lose (33,000) from holding Lotes Co or give up 17.28% of portfolio value over 90 days. Lotes Co is generating negative expected returns and assumes 2.7864% volatility on return distribution over the 90 days horizon. Simply put, 24% of stocks are less volatile than Lotes, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Lotes Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lotes' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Lotes Co, and traders can use it to determine the average amount a Lotes' 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 = -0.1097
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 3533 |
Estimated Market Risk
| 2.79 actual daily | 24 76% of assets are more volatile |
Expected Return
| -0.31 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lotes 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 Lotes by adding Lotes to a well-diversified portfolio.
Lotes Fundamentals Growth
Lotes Stock prices reflect investors' perceptions of the future prospects and financial health of Lotes, and Lotes 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 Lotes Stock performance.
| Return On Equity | 0.3 | |||
| Return On Asset | 0.14 | |||
| Profit Margin | 0.22 % | |||
| Operating Margin | 0.24 % | |||
| Current Valuation | 91.78 B | |||
| Shares Outstanding | 106.49 M | |||
| Price To Earning | 12.87 X | |||
| Price To Book | 4.46 X | |||
| Price To Sales | 3.62 X | |||
| Revenue | 21.39 B | |||
| EBITDA | 6.12 B | |||
| Cash And Equivalents | 2.89 B | |||
| Cash Per Share | 28.22 X | |||
| Total Debt | 941.53 M | |||
| Debt To Equity | 3.80 % | |||
| Book Value Per Share | 198.08 X | |||
| Cash Flow From Operations | 2.69 B | |||
| Earnings Per Share | 53.43 X | |||
| Total Asset | 26.42 B | |||
| Retained Earnings | 4.08 B | |||
| Current Asset | 6.79 B | |||
| Current Liabilities | 2.44 B | |||
About Lotes Performance
Evaluating Lotes' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lotes 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 Lotes 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.
LOTES Co., Ltd. designs, manufactures, and sells connectors and CPU sockets for notebook and personal computers, mobile electronic devices, etc. under the LOTES brand in Asia and internationally. LOTES Co., Ltd. was founded in 1986 and is headquartered in Keelung, Taiwan. LOTES LTD operates under Electronic Components classification in Taiwan and is traded on Taiwan Stock Exchange.Things to note about Lotes performance evaluation
Checking the ongoing alerts about Lotes for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Lotes help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lotes generated a negative expected return over the last 90 days | |
| About 27.0% of the company shares are owned by insiders or employees |
- Analyzing Lotes' 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 Lotes' stock is overvalued or undervalued compared to its peers.
- Examining Lotes' 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 Lotes' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lotes' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Lotes' stock. These opinions can provide insight into Lotes' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Lotes Stock Analysis
When running Lotes' price analysis, check to measure Lotes' 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 Lotes is operating at the current time. Most of Lotes' value examination focuses on studying past and present price action to predict the probability of Lotes' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lotes' price. Additionally, you may evaluate how the addition of Lotes to your portfolios can decrease your overall portfolio volatility.