US stock markets includes two major stocks exchange, namely NASDAQ and NYSE. Since many years, US financial markets has gained huge investor attention. Being the stock market of the world largest economy, even a small change in the indices of these stock exchange, impacts the stock market globally. Stocks of big players like Facebook, Amazon, Apple, Netflix, Google, Microsoft, Tesla etc are listed here. These companies are popular among investors. Thus, draws their attention.
Another reason why investors continue investing in US stocks to diversify risk, especially if the returns in US financial markets have little correlation with returns of their domestic financial markets.
The report is aimed to provide our Australian customers an exposure to US based stocks which we will launch on 01 August 2022. The focus would be to offer stocks with growth potential and help in diversifying the risk.
Kapitales is not just a translation of the word 'Capital', it is embracing the global vision of our team to provide data driven and authentic general financial advice to our customers.
Our primary aim is to provide general investment ideas to our clients to enable them to achieve success in an increasingly complex landscape. We believe in building effective, long-term relationships through trust and mutual benefits. In a world that changes shape by the second, we constantly reinvent ourselves to redefine the future. We leverage technology to develop innovative solutions that make decisions easier for our customers and create value for our stakeholders. We want to empower every investor with (our well researched) investing opinions
We have a combined research experience of over 30 years. We are fully regulated and authorised to offer general financial advice in the form of securities recommendations like Buy, Sell, Hold, Avoid and Watch. Nothing provides us more comfort than having clients come back to us for more.
Investment theme provide investors to invest in trends that are bringing changes in the world.
Theme-based investing focus on powerful, long-term trends transforming the world and creating huge investment opportunities.
At Kapitales, we offer detailed research reports based on different themes that matches our customer requirements. Some of them include:
Based on the theme of the investment, we at Kapitales starts whittling down the possible universe of stocks based on size, market capitalisation etc.
After considering these criteria, we analyse the risk appetite and recommend various products that fit the requirement of the investor
Screening of stocks is the most crucial step in the process of identifying the stock that matches the investment goal. Market participants use several software or application, financial media analysis to screen stocks.
We, at Kapitales filter stocks purely based on the data provided by the companies along with the screeners to filter stocks that fits various theme-based reports based on parameters, keeping in mind the customers’ goal.
Based on the theme of the investment, we at Kapitales starts whittling down the possible universe of stocks based on size, market capitalisation etc.
After considering these criteria, we analyse the risk appetite and recommend various products that fit the requirement of the investor
| Name | Recommendation | Recommendation Date | Recommendation Price | Price as on 23 Nov 2022 | Change (%) |
|---|---|---|---|---|---|
| Schlumberger NV | Buy | 29-Aug-22 | 39.42 | 53.64 | 36.073% |
| EOG Resources Inc | Buy | 03-Oct-22 | 111.73 | 144.32 | 29.169% |
| Halliburton Company | Buy | 10-Oct-22 | 30.41 | 37.45 | 23.150% |
| AerCap Holdings N.V. | Buy | 31-Oct-22 | 53.09 | 59.86 | 12.752% |
Kapitales Research US Starter Report is an online subscription-based service that focuses on companies which are listed on the stock exchange of the United States of America. In this product we would include good fundamental companies from blue-chip, mid-cap and small cap, covering all the sectors. The subscription provides members with one Detailed Report every week, a "Buy/Speculative Buy" recommendation published on our website. The subscriber-only website includes features such as discussion forums, special reports, plus audio and video content. The standard cost of a one-year subscription is $2200, payable at the time of subscription. The subscription fee may change from time to time as a result of promotional offers. The report is published every Monday except holidays and non-trading days.
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
