Get a quick overview of the fundamentals of a company | Tijori Fundamentals widget

Summary

The script introduces a new widget on Kite, powered by JY, simplifying stock and ETF analysis. Users can access fundamental snapshots, valuations, financials, and performance comparisons within the platform. It also offers insights into revenue mix, geographical breakdown, corporate events, and financial summaries. The widget enhances investment research by providing a comprehensive view of company performance and ETF holdings, encouraging informed decision-making.

Takeaways

• 😀 New Widget: A new fundamental widget powered by JY has been introduced for a streamlined investment analysis experience.
• 🔍 Quick Fundamentals: The widget offers a quick snapshot of a company's fundamentals, including valuations and financials, within the Kite platform.
• 📊 Access on Kite: Users can access the widget on the Kite app by tapping on the 'fundamentals' option and on Kite web through the menu.
• 🏢 Company Overview: The widget provides a brief description of the company, its market cap, and key fundamental ratios.
• 📈 Price Trend: It offers a quick overview of the price trend for up to 5 years, allowing users to track historical performance.
• 📊 Performance Comparison: Users can compare the stock's performance with related indices or a custom index.
• 📈 Revenue Mix: Insights into how different segments or products contribute to a company's revenue, including historical changes.
• 🌐 Geographical Breakdown: Information on how much revenue a company earns from different geographical locations.
• 📅 Corporate Events: A tracker for upcoming and historical corporate actions such as financial results and stock splits.
• 📰 News Section: Important news headlines related to the company are displayed for up-to-date information.
• 💼 Financials: Access to the company's latest quarterly results and a financial summary of revenues, profits, and debt.
• 📊 Shareholdings: Information on the company's shareholdings for the last two quarters, including year-on-year and quarter-on-quarter changes.
• 📊 Peer Comparison: The ability to compare a company's performance against its peers across various metrics on the Thori website.
• 💼 ETF Overview: For ETFs, the widget offers an overview of assets under management, price-to-earnings ratio, expense ratio, and benchmark index.
• 📈 Portfolio Analysis: Users can check the asset allocation of an ETF and its exposure to different sectors, along with the holdings and their range.
• 🔍 Thori Platform: Thori is an investment research platform, with more information available through the provided link.
• ⚠️ Investment Risk: A reminder that investments in the securities market are subject to market risks and to read all related documents carefully before investing.

Q & A

What is the new fundamental widget introduced by JY?

The new fundamental widget is a tool that allows users to quickly check the fundamentals of stocks and ETFs, including valuations, financials, and more, without having to visit multiple websites.

How can I access the new widget on the Kite app?

On the Kite app, you can access the widget by tapping on the 'Kite' tab, then selecting the 'Instrument', and finally tapping on 'Fundamentals'.

What is the process to access the widget on Kite web?

On Kite web, you can access the widget by clicking on the 'Menu' and then selecting 'Fundamentals'.

What information does the widget provide about a company?

The widget provides a quick description of the company, its market cap, key fundamental ratios like P/E, P/B, dividend yield, and return on equity, as well as a price trend overview for up to 5 years.

How can I compare the performance of a stock with an index using the widget?

The widget allows you to compare the performance of a stock with a related index or a custom index made by theori companies.

What does the Revenue mix feature show in the widget?

The Revenue mix feature shows how different segments of a company contribute to its revenue, including historical changes over the years, product-wise.

What information can I find under the 'Events' tab in the widget?

Under the 'Events' tab, you can track upcoming and historical corporate actions such as financial results, annual reports, dividends, bonus, stock splits, etc., announced by the company.

How can I view important news related to a company in the widget?

The 'News' section of the widget shows important news headlines related to the company.

What financial information is available under the 'Financials' section of the widget?

In the 'Financials' section, you can check the company's latest quarterly results and get a quick overview of the financial summary, including revenues, profits, and debt for the financial year or the quarter.

What does the 'Shareholdings' tab show in the widget?

The 'Shareholdings' tab shows the company's shareholdings for the last two quarters, along with the year-on-year and quarter-on-quarter changes.

How can I compare a company's performance against its peers using the widget?

You can compare a company's performance against its peers across various metrics by clicking on 'View More Info' on the theori website.

What information about ETFs can I get from the widget?

For ETFs, the widget provides a quick overview of assets under management, price to earnings ratio, expense ratio, and its benchmark index. You can also check the asset allocation and exposure to different sectors, as well as the holdings of the ETF with their range.

What is theori and how can I learn more about it?

Theori is an investment research platform. To learn more about them, you can check out the link provided in the description of the video script.

What is the cautionary advice given about investments in the securities market?

The script advises that investments in the securities market are subject to market risks and recommends reading all related documents carefully before investing.