Fundamental, Technical

and Portfolio Analysis

Group - 3

ECONOMIC ANALYSIS
Country

Inflation

Ease of
doing
business
index
Exports of (1=most
goods and businessservices
friendly
(annual % regulation
growth)
s)

Logistics
performan
ce index:
Quality of
trade and
transportrelated
infrastruct
ure (1=low
to 5=high)

Adult
literacy
rate,
population
15+ years, GDP
both sexes growth
(%)
(annual %)

Official
exchange
rate (LCU
per US$,
period
average)

Lending
Rate

Brazil

5.70

2.99

4.09

2.96

90.57

3.98

2.12

48.07

China

2.88

13.94

43.69

2.50

95.12

10.00

6.75

5.84

India
Russian
Federation

8.50

11.06

30.58

2.89

66.03

7.71

50.82

11.25

9.49

2.89

48.15

2.47

99.68

3.80

33.11

12.67

South Africa

6.17

2.78

20.48

3.46

92.26

3.15

8.66

11.82

Average

6.55

6.73

29.40

2.86

88.73

5.67

20.29

17.93

ANALYSIS
1) Average of every indicator is considered as benchmark. Except
"lending rate" for every indicator above average point is taken.
2) Inflation above average is considered good for doing business in
any country so, India, Russia and South Africa satisfy this condition.
3) High percentage of net exports means good amount of revenue
so all those countries above average net exports are considered
feasible.
4) GDP is direct related with prosperity of economy so high GDP is
considered .
Economy with high satisfying indicators will be considered so,
Rank 1 India (7 Indicators)
Rank 2 China (5 Indicators)
Rank 3 Russia (4 Indicators)

Country
Brazil
Russia

September
2011

August
2016

52324.42

57901.1

1366.54

1971.59

16453.76

28452.17

2,344.79

3,063.31

2040.12

3427.61

% Change
10.66%
44.28%

India
China
South Africa

72.92%
30.64%
68.01%

 Data of 17 industries fetched to analyse and choose

among those the ideal industry to invest in.
The industries were Banking, Chemicals,
communication, construction, Consumer goods,
Education, Electricity, Food , Health, Hotel and
Tourism, Information system, Machinery, Mining,
Real estate, Textile, Transport service, Automobile.
3 parameters i.e. Percentage Sales growth, Capital
Expenditure (CAPEX), Profit After Tax as % of total
income (PAT) are used to select the best industry to
invest.

Food Industry
PAT as % of Total Income

Food Industry
CAPEX

6.0%
25.0%

5.0%

20.0%

4.0%

15.0%
3.0%

10.0%

2.0%

5.0%

1.0%
0.0%
39508

0.0%
39508 39873 40238 40603 40969 41334 41699 42064
39873

40238

40603

40969

41334

41699

42064

Food Industry
Sales
30.0%
25.0%
20.0%
15.0%
10.0%
5.0%
0.0%
39508

39873

40238

40603

40969

41334

41699

42064

Company Analysis

Approaches of company analysis

High return generating companies.
Low risk companies.
Growth companies.

Low Risk High Return

Britannia Industries Ltd.
Chordia Food Products
Ltd.
Freshtrop Fruits Ltd.
Glaxosmithkline
Consumer Healthcare
Ltd.
Haldiram Bhujiawala
Ltd.

Hatsun Agro Products

Ltd.
Jubilant Foodworks Ltd.
Nestle India Ltd.
Orient Beverages Ltd.
Vadilal Industries Ltd.

Companies
Britannia
Industries Ltd.
Chordia Food
Products Ltd.
Freshtrop
Fruits Ltd.
Glaxosmithklin
e Consumer
Healthcare
Ltd.
HaldiramBhuji
awala Ltd.
Hatsun Agro
Products Ltd.
Jubilant
Foodworks Ltd.
Nestle India
Ltd.
Orient
Beverages Ltd.
Vadilal
Industries Ltd.

Profititabi Effecienc Levera

lity
y
ge
Sales Growth
14%

279%

58%

18%

13%

95%

79%

15%

15%

189%

64%

20.3%

12%

196%

55%

22%

7%

213%

80%

12%

13.15%

292%

64%

22.3%

9%

216%

69%

20%

13%

141%

53%

17%

16%

177%

71%

20%

8%

102%

65%

21%

Britannia
4000
3500
3000
2500
2000
1500
1000
500
0

Hatsun Agro
400
350
300
250
200
150
100
50
0

Glaxo Smithkline
7000
6000
5000
4000
3000
2000
1000
0

Freshtrop Fruits
180
160
140
120
100
80
60
40
20
0

Orient Beverages
250

200

150

100

50

BSE
35000

30000

25000

20000

15000

10000

5000

Intrinsic Value
Company

Intrinsic
Value

Britannia Industries Ltd.

Freshtrop Fruits Ltd.
Glaxosmithkline
Consumer Healthcare
Ltd.
Hatsun Agro Products
Ltd.
Orient Beverages Ltd.

1337.85
1300.97
4169.06

819.06
1238.54

Compa
ny, Fresht
Weigh rop
t
Fruits

GSK

0.2

0.2

0.2

0.3

0.3

0.1

0.1

0.2

0.2

0.2

0.2

0.2

0.5

0.5

0.5

10

Orient Risk(m
Britan Hatsu Bevera onthly Risk(y
nia n Agro ge
)
early)
25.20
0.2
0.2
0.2
7.3%
%
25.53
0.1
0.2
0.2
7.4%
%
27.45
0.2
0.2
0.2
7.9%
%
24.25
0.3
0.2
0.2
7.0%
%
19.61
0.2
0.3
0.1
5.7%
%
33.41
0.2
0.1
0.3
9.6%
%
30.06
0
0
0
8.7%
%
19.63
0.5
0
0
5.7%
%
22.03
0.5
0.5
0
6.4%
%
53.64
0
0.5
0.5
15.5%
%

Return Return
(mont (Yearly
hly)
)
49.35
4.11%
%
47.25
3.94%
%
51.81
4.32%
%
48.98
4.08%
%
46.10
3.84%
%
52.59
4.38%
%
36.37
3.03%
%
34.52
2.88%
%
46.64
3.89%
%
64.49
5.37%
%

Technical Analysis

Sharpe & Treynor Ratio

COMPA
NY
BETA
FRESHTRO
P
1.25926
0.30344
GSK
8
0.38101
BRITANNIA
6
0.93563
HATSUN
2
ORIENT
1.26794
BEVG.
1
Bp
Rp
Rf

WEIGHTS
0.2

0.2

0.3

0.1

0.2

0.2

0.5

0.5

0.2

0.3

0.1

0.2

0.2

0.2

0.5

0.5

0.2

0.1

0.2

0.3

0.2

0.2

0.5

0.5

0.2

0.2

0.2

0.2

0.3

0.1

0.5

0.5

0.2
0.2
0.2
0.2
0.1
0.3
0
0
0
0.5
0.8294 0.82170 0.92504 0.74163 0.79622
0.78135 0.34223 0.65832 1.10178
59
3
1
5
9 0.86269
4
2
4
7

0.5
1.2636

49.35% 47.25% 51.81% 48.98% 46.10% 52.59% 36.37% 34.52% 46.64% 64.49% 64.71%
8%

8%

8%

8%

8%

8%

8%

8%

8%

8%

8%

SDp

25.20% 25.53% 27.45% 24.25% 19.61% 33.41% 30.06% 19.63% 22.03% 53.64% 57.35%

Treynor

0.50
0.48
0.47
0.55
0.48
0.52
0.36
0.78
0.59
0.51
0.45
1.6405 1.53763 1.59633 1.68969 1.94278 1.33489
1.35136 1.75394 1.05328 0.98885
62
4
5
8
7
5 0.94377
6
8
6
1

Sharpe