Global Disclaimer

© 2020 Yuanta. All rights reserved. The information in this report has been compiled from sources we believe to be reliable, but we do not hold ourselves responsible for its completeness or accuracy. It is not an offer to sell or solicitation of an offer to buy any securities. All opinions and estimates included in this report constitute our judgment as of this date and are subject to change without notice.

This report provides general information only. Neither the information nor any opinion expressed herein constitutes an offer or invitation to make an offer to buy or sell securities or other investments. This material is prepared for general circulation to clients and is not intended to provide tailored investment advice and does not take into account the individual financial situation and objectives of any specific person who may receive this report. Investors should seek financial advice regarding the appropriateness of investing in any securities, investments or investment strategies discussed or recommended in this report. The information contained in this report has been compiled from sources believed to be reliable but no representation or warranty, express or implied, is made as to its accuracy, completeness or correctness. This report is not (and should not be construed as) a solicitation to act as securities broker or dealer in any jurisdiction by any person or company that is not legally permitted to carry on such business in that jurisdiction.

Yuanta research is distributed in the United States only to Major U.S. Institutional Investors (as defined in Rule 15a-6 under the Securities Exchange Act of 1934, as amended and SEC staff interpretations thereof). All transactions by a US person in the securities mentioned in this report must be effected through a registered broker-dealer under Section 15 of the Securities Exchange Act of 1934, as amended. Yuanta research is distributed in Taiwan by Yuanta Securities Investment Consulting. Yuanta research is distributed in Hong Kong by Yuanta Securities (Hong Kong) Co. Limited, which is licensed in Hong Kong by the Securities and Futures Commission for regulated activities, including Type 4 regulated activity (advising on securities). In Hong Kong, this research report may not be redistributed, retransmitted or disclosed, in whole or in part or and any form or manner, without the express written consent of Yuanta Securities (Hong Kong) Co. Limited.

YSRadar is a tool to combine-useful applications to assist customers in evaluating, selecting and making investment decisions. This tool is suitable for the taste of individual as well as institutional customers in the short, medium and long-term trend. In particular, the tool is a combination of investment styles both fundamental and technical analysis to minimize risks in the market and meet the needs of fundamental approach. In addition, the tool is easy to use for non-professional customers.

1. Stock Rating
Evaluating and ranking stocks based on fundamental criteria and price fluctuations. Fundamental criteria are derived from company fundamental foundation and growth investment model. While, price movements are based on price trends in the short and medium term.

• Stock Rating above 80: The stock rating is 80% better than the rest of the market and is rated as POSITIVE (shown in green). Customers should prioritize the selection of stocks above 80.
• Stock Rating from 60 – 80: The growth rating of the stock is rated as NEUTRAL (shown in yellow). Customers should only put on watchlist or buy with a low weighting of less than 10%.
• Stock Rating is below 60: The stock’s growth rating is rated as NEGATIVE (shown in red). Customers should not buy stocks in this group.

2. Stock Screener
Including 2 functions Stock4U and Stock Screener
Stock4U provides investors to the stock filters with buy / sell signals and evaluate the short-term trend of that stock (UP / DOWN). At the same time, the Stock4U system also recommends short-term action of that stock with 4 recommendations:

• BUY: Investors may consider buying a new one. To optimize, investors should select stocks with an average volume of 20D over 100.000 shares to ensure the liquidity of the shares.
• SELL: The stock price has violated the stop loss and investors can sell the entire stock in the portfolio.
• HOLD: Stocks remain in the uptrend and the investors can maintain a hold that has opened the previous BUY position.
• OBSERVATIONS: Stocks are still in DOWN trend and investors should not buy.

The Stock Screener is a tool where you can search for stocks that match certain criteria by fundamental and technical. A stock screener is a great search tool for investors and traders to filter stocks based on metrics that you specify.

3. Stock Foreign Screener
Assiting customers to track the transaction of foreign investors on the entire markets, or by individual stocks as well as stock groups. This product will help customers evaluate foreigner’s trading trends in different aspects and this tool will be updated regularly.

Investors can see the detailed user guide here