After years of stagnation, the prices on the Vienna Stock Exchange have almost exploded in the last year. Can this rally, led by Raiffeisen Bank, continue forever? If not forever, at least the share price and profit ratios still have catching-up potential by international standards.
Our current market analysis highlights the stocks that appear to be particularly attractive.
The banking software and service provider Avaloq and the research specialist theScreener have concluded a cooperation within the framework of the Avaloq Software Exchange. The quantitative analyst will provide so-called « Banklets » for the new Web Banking package of the Zurich-based fintech company, using which the bank will be able to add new functions to its Avaloq System with ease.
Growth without end? Led by the German Aixtron, no less than 14 significant technology stocks with a market value of more than US$ 1 billion have more than doubled this year. The jumbos of technology stocks such as Apple and Alphabet also posted double-digit growth.
Our current industry analysis shows which stocks were tops or flops and where there is still upward potential
Against the tide: For years, the Warsaw stock exchange has lagged behind the uptrend of other markets followed by the inverse picture with a strong rise this year and specially this summer, exactly when the mainstream had run out of steam.
Who are the players in this small stock market and which ones have further potential? Answers can be found in our market analysis.
Media versus markets? While the victory of ‘media-shocking’ Trump drove the US stock market skyward, France’s courses have moved sideways ever since the victory of ‘media darling’ Macron. Our current market analysis illuminates as to which course the « Grande Nation » could be « en marche » in the near future.
Ready to run again? For two years, the prices of many health care shares have been lagging behind the market and it has become quieter around the favourite industry of so many investors.
Our industry analysis compares the key figures of the big companies and points to some particularly interesting, less well-known ones.
The producers of the miniature electronics sparkle with high growth and low prices.
Despite excellent performances and continued double-digit growth forecasts, the price earnings ratios of the semiconductors are barely higher than five years ago – and thus more than 30% below the average of other technology investments.
Our current sector analysis shows how the sector has developed relative to the rest of the technology industry and which of the companies appear particularly attractive today.
We wish you a stimulating read!
New giant factories, cities and environmental regulations have one thing in common: they produce a lot of work for the waste and disposal companies: from the waste-water to the outdated car battery. Hardly ‘glamourous’, but stable, non-cyclical cash flows are the hallmarks of the industry. Who are the winners in this sector and who is still attractively valued?
After 2015, theScreener is able again in 2016 to place a top spot in the ranking of the Swiss investment portal Investory. With the trade-oriented strategy « Trading-TSO-CH », the Swiss Research company theScreener is again heading for the overall victory in the « Best Swiss Strategy » category.
Although – or thanks to – the Russian economy’s ups and downs, the Bull and the Bear accelerated this year the fantasy of the excellent illustrator Max Kostenko from Moscow. Our two heroes are hunting for new records once again and amuse us at the highest level. We wish you nothing but all-time highs in the coming months.
Last weekend, for most people in Switzerland, was a regular good time with friends and family. But, for close to 80 people, it was an intense weekend full of emotions: courage, stress, fun, happiness and teamspirit! Our community dared to take the opportunity to change the world by creating a FinTech Startup. Participants had 54 hours to dream of changing the world’s biggest but, perhaps, least innovative industry: banking.
Congratulations on the outperformance with the Strategie Analyst-EU in the second quarter. A minus of 0.47% does not seem heroic at first, but when viewing it in relation to the stock market, for instance Stoxx 50, which lost 5% in the same time period and when taking a look at last year’s development of +44.1%, it can actually be noted that your strategy was again better than the market. How satisfied are you with this result?
theScreener Switzerland launches a new generation of its well-known stock reports.
The research house extends its stock analysis to include key financial ratios in the evaluation of companies. The inclusion of the financial ratios with regard to industry benchmarks will significantly increase their relevance.
“With the latest stage of development, we could increase the benefits of our analysis significantly without compromising the simple clarity. We are especially pleased that the expansions came out of specific customer needs and we could implement them promptly. Therefore, our equities analysis has set a further milestone in the market with regard to scope, quality and cost-efficiency« ,
concludes Andreas Lusser, CEO of theScreener.
Following works of art from Switzerland, Germany, Israel, Singapore and the USA, the latest « Bear vs Bull » illustrations were created by the highly gifted polish artist Michal Dziekan. Thanks to him, Bull and Bear are once again at loggerheads with each other. And once more, the roles are clearly defined. In this spirit, we wish you a prosperous 2016
This year’s INVESTORY Cup was even more challenging than in previous years. For the first time, portfolios were not virtual but real, as investment strategies were pitted against each other. And the competition was certainly not without its surprises: this year it was dominated not by a traditional asset manager, but by a Zug-based research company, theScreener, which was one of the biggest winners. The renowned market leader in independent equity valuations significantly outperformed the benchmark indices and impressed the jury with its franc strategy Trading-TSO CH (1st place) and its two euro strategies Analysts-EU (1st place) and Trading-TSO-EU (3rd place).
Research firm theScreener further expands its activities in Asia Pacific with the former Asia Equity Strategist of ABN AMRO, Daphne Roth, joining as Executive Director.
The German ARIS GmbH (ARIS) and the Swiss theScreener SA (theScreener) have launched a new research product together. With a combination of qualitative and quantitative equity research, banks now have an independent source at their disposal to advise customers.
« Bear vs. Bull » goes America. For our calendar 2015 we had the privilege to work with David Colman, one of the best animal character illustrators for the United States. So this year, you can once again look forward to plenty of humor against lots of malicious glee. Here’s to the year 2015 and its endless opportunities!
One man’s meat is another man’s poison – and vice versa. Our this year’s very talented illustrator, Delia Farwagi form Morges provides us with the various shades of this age-old saying in beautiful watercolors. As always, the encounters of our protagonists Bull and Bear leave no doubt when it comes to understanding our market expectations for the coming year. We wish you good joy with these, admittedly, strictly one-sided views.
Already for the fifth time the Bull and the Bear are fighting for predominance on the markets, this time in the Far East. And for good reason: in January 2012 our Asian subsidiary opened its doors in Singapore. It is great pleasure that on this occasion Sheena Aw, one of the city state’s most renowned artists, has dedicated herself to our topic. We hope that 2013 will also be the »year of the Bull » for you.
With the upcoming stock market year, this calendar might trigger some laughter in you. theScreener presents its fourth edition of Bull and Bear as amusing foes which will hopefully entertain you and your beloved throughout 2012. We owe this year’s illustrations to the talent of Denis Zilber who managed to give a distinctive character to our Bull and Bear for 2012. Have fun !
Clear the ring. In 2011 our Bull and Bear go in the third round and while the winner in this calendar is already determined, it remains to be seen, how the two will hit on the stock exchanges. In the fight with a brush, pen and ink, the illustrator Michel Casarramona has done brilliantly. We are delighted that our third calendar is an eye-catcher, presenting a distinctive style from the Zurich artist.
The Battle continues. In 2010 the Bull and the Bear are at it again, both in and out of the markets. This year we are very fortunate to work with Harald Siepermann for our calendar as featured artist. Harald is a character designer at Walt Disney, where he has created many well-known characters in films such as Roger Rabbit, Tarzan, and Brother Bear. Let’s hope the dynamic created in our calendar sets the trend for the markets in 2010!
Encouraged by the positive response to last year’s caricatures, we though we’d give our friends the bear and the bull a broader arena for their quarrels, in the form of this calendar. We are very proud to have Gavin Patterson, one of the country’s top cartoonists and caricaturist as our illustrative artist. For 2009 we hope the bull will have the upper hand, and not only in this calendar !