Exemple #1
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 private void SetCurrentBetaFiveYearsScore_AE(AustralianEquitySuitabilityParameters table,
     AECurrentParameter f0Score)
 {
     if (F0Ratios.BetaFiveYears <= table.F0Paramters.Defensive.BetaFiveYear)
     {
         f0Score.BetaFiveYear = table.F0Paramters.Defensive.ScoreRanking;
     }
     else if (F0Ratios.BetaFiveYears <= table.F0Paramters.Conservative.BetaFiveYear)
     {
         f0Score.BetaFiveYear = table.F0Paramters.Conservative.ScoreRanking;
     }
     else if (F0Ratios.BetaFiveYears <= table.F0Paramters.Balance.BetaFiveYear)
     {
         f0Score.BetaFiveYear = table.F0Paramters.Balance.ScoreRanking;
     }
     else if (F0Ratios.BetaFiveYears <= table.F0Paramters.Assertive.BetaFiveYear)
     {
         f0Score.BetaFiveYear = table.F0Paramters.Assertive.ScoreRanking;
     }
     else
     {
         f0Score.BetaFiveYear = table.F0Paramters.Aggressive.ScoreRanking;
     }
 }
Exemple #2
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 private void SetCurrentCapitalisationScore_AE(AustralianEquitySuitabilityParameters table,
     AECurrentParameter f0Score)
 {
     if (F0Ratios.Capitalisation >= table.F0Paramters.Defensive.CurrentMarketCapitalisation)
     {
         f0Score.CurrentMarketCapitalisation = table.F0Paramters.Defensive.ScoreRanking;
     }
     else if (F0Ratios.Capitalisation >= table.F0Paramters.Conservative.CurrentMarketCapitalisation)
     {
         f0Score.CurrentMarketCapitalisation = table.F0Paramters.Conservative.ScoreRanking;
     }
     else if (F0Ratios.Capitalisation >= table.F0Paramters.Balance.CurrentMarketCapitalisation)
     {
         f0Score.CurrentMarketCapitalisation = table.F0Paramters.Balance.ScoreRanking;
     }
     else if (F0Ratios.Capitalisation >= table.F0Paramters.Assertive.CurrentMarketCapitalisation)
     {
         f0Score.CurrentMarketCapitalisation = table.F0Paramters.Assertive.ScoreRanking;
     }
     else
     {
         f0Score.CurrentMarketCapitalisation = table.F0Paramters.Aggressive.ScoreRanking;
     }
 }
Exemple #3
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        private AssetSuitability GetAustralianEquityAssetSuitability()
        {
            var table = new AustralianEquitySuitabilityParameters();
            var f0Score = new AECurrentParameter();
            SetF0Score_AustralianEquity(table, f0Score);
            f0Score.Total = f0Score.EpsGrowth + f0Score.CurrentMarketCapitalisation + f0Score.DivYieldF0 +
                            f0Score.FrankF0
                            + f0Score.ROAF0 + f0Score.ROEF0 + f0Score.InterestCoverF0 + f0Score.DebtEquityF0 +
                            f0Score.PEF0 + f0Score.BetaFiveYear;
            var f1Score = new AEForecastParameter();
            SetF1Score_AustralianEquity(table, f1Score);
            f1Score.Total = f1Score.EpsGrowth + f1Score.MorningStarRecommandation + f1Score.DivYieldF1 +
                            f1Score.FrankF1
                            + f1Score.ROAF1 + f1Score.ROEF1 + f1Score.InterestCoverF1 + f1Score.DebtEquityF1 +
                            f1Score.PEF1 + f1Score.IntrsicValueVariation;

            return new AssetSuitability
            {
                F1Parameters = f1Score,
                SuitabilityRating = GetRatingScore(f1Score.Total + f0Score.Total),
                F0Parameters = f0Score,
                TotalScore = f1Score.Total + f0Score.Total
            };
        }
Exemple #4
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 private void SetReturnOnEquityScore_AE(AustralianEquitySuitabilityParameters table, AECurrentParameter f0Score)
 {
     if (F0Ratios.ReturnOnEquity >= table.F0Paramters.Defensive.ROEF0)
     {
         f0Score.ROEF0 = table.F0Paramters.Defensive.ScoreRanking;
     }
     else if (F0Ratios.ReturnOnEquity >= table.F0Paramters.Conservative.ROEF0)
     {
         f0Score.ROEF0 = table.F0Paramters.Conservative.ScoreRanking;
     }
     else if (F0Ratios.ReturnOnEquity >= table.F0Paramters.Balance.ROEF0)
     {
         f0Score.ROEF0 = table.F0Paramters.Balance.ScoreRanking;
     }
     else if (F0Ratios.ReturnOnEquity >= table.F0Paramters.Assertive.ROEF0)
     {
         f0Score.ROEF0 = table.F0Paramters.Assertive.ScoreRanking;
     }
     else
     {
         f0Score.ROEF0 = table.F0Paramters.Aggressive.ScoreRanking;
     }
 }
Exemple #5
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 private void SetForecastReturnOnEquityScore_AE(AustralianEquitySuitabilityParameters table,
     AEForecastParameter f1Score)
 {
     if (F1Recommendation.ReturnOnEquity >= table.F1Parameters.Defensive.ROEF1)
     {
         f1Score.ROEF1 = table.F1Parameters.Defensive.ScoreRanking;
     }
     else if (F1Recommendation.ReturnOnEquity >= table.F1Parameters.Conservative.ROEF1)
     {
         f1Score.ROEF1 = table.F1Parameters.Conservative.ScoreRanking;
     }
     else if (F1Recommendation.ReturnOnEquity >= table.F1Parameters.Balance.ROEF1)
     {
         f1Score.ROEF1 = table.F1Parameters.Balance.ScoreRanking;
     }
     else if (F1Recommendation.ReturnOnEquity >= table.F1Parameters.Assertive.ROEF1)
     {
         f1Score.ROEF1 = table.F1Parameters.Assertive.ScoreRanking;
     }
     else
     {
         f1Score.ROEF1 = table.F1Parameters.Aggressive.ScoreRanking;
     }
 }
Exemple #6
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 private void SetForecastMorningstarRecommendationScore_AE(AEForecastParameter f1Score,
     AustralianEquitySuitabilityParameters table)
 {
     if (F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.Buy ||
         F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.HighlyRecommended)
     {
         f1Score.MorningStarRecommandation = table.F1Parameters.Defensive.ScoreRanking;
     }
     else if (F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.Accumulate ||
              F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.Recommended)
     {
         f1Score.MorningStarRecommandation = table.F1Parameters.Conservative.ScoreRanking;
     }
     else if (F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.Hold ||
              F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.InvestmentGrade)
     {
         f1Score.MorningStarRecommandation = table.F1Parameters.Balance.ScoreRanking;
     }
     else if (F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.Reduce)
     {
         f1Score.MorningStarRecommandation = table.F1Parameters.Assertive.ScoreRanking;
     }
     else if (F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.Sell ||
              F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.Avoid ||
              F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.UnderReview)
     {
         f1Score.MorningStarRecommandation = table.F1Parameters.Aggressive.ScoreRanking;
     }
     else if (F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.CeasedCoverage ||
              F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.None ||
              F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.NoRecommendation)
     {
         f1Score.MorningStarRecommandation = 20*table.F1Parameters.Aggressive.ScoreRanking;
     }
     else
     {
         f1Score.MorningStarRecommandation = table.F1Parameters.Aggressive.ScoreRanking;
     }
 }
Exemple #7
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 private void SetForecastIntrinsicValueScore_AE(AustralianEquitySuitabilityParameters table,
     AEForecastParameter f1Score)
 {
     if (F1Recommendation.IntrinsicValue >= table.F1Parameters.Defensive.IntrsicValueVariation)
     {
         f1Score.IntrsicValueVariation = table.F1Parameters.Defensive.ScoreRanking;
     }
     else if (F1Recommendation.IntrinsicValue >= table.F1Parameters.Conservative.IntrsicValueVariation)
     {
         f1Score.IntrsicValueVariation = table.F1Parameters.Conservative.ScoreRanking;
     }
     else if (F1Recommendation.IntrinsicValue >= table.F1Parameters.Balance.IntrsicValueVariation)
     {
         f1Score.IntrsicValueVariation = table.F1Parameters.Balance.ScoreRanking;
     }
     else if (F1Recommendation.IntrinsicValue >= table.F1Parameters.Assertive.IntrsicValueVariation)
     {
         f1Score.IntrsicValueVariation = table.F1Parameters.Assertive.ScoreRanking;
     }
     else
     {
         f1Score.IntrsicValueVariation = table.F1Parameters.Aggressive.ScoreRanking;
     }
 }
Exemple #8
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 private void SetForecastInterestCoverScore_AE(AEForecastParameter f1Score,
     AustralianEquitySuitabilityParameters table)
 {
     if (Sector == "Financial Services")
     {
         f1Score.InterestCoverF1 = table.F1Parameters.Defensive.ScoreRanking;
     }
     else if (F1Recommendation.InterestCover >= table.F1Parameters.Defensive.InterestCoverF1)
     {
         f1Score.InterestCoverF1 = table.F1Parameters.Defensive.ScoreRanking;
     }
     else if (F1Recommendation.InterestCover >= table.F1Parameters.Conservative.InterestCoverF1)
     {
         f1Score.InterestCoverF1 = table.F1Parameters.Conservative.ScoreRanking;
     }
     else if (F1Recommendation.InterestCover >= table.F1Parameters.Balance.InterestCoverF1)
     {
         f1Score.InterestCoverF1 = table.F1Parameters.Assertive.ScoreRanking;
     }
     else
     {
         f1Score.InterestCoverF1 = table.F0Paramters.Aggressive.ScoreRanking;
     }
 }
Exemple #9
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 private void SetForecastEpsGrowthScore_AE(AustralianEquitySuitabilityParameters table,
     AEForecastParameter f1Score)
 {
     if (F1Recommendation.EpsGrowth >= table.F1Parameters.Defensive.EpsGrowth)
     {
         f1Score.EpsGrowth = table.F1Parameters.Defensive.ScoreRanking;
     }
     else if (F1Recommendation.EpsGrowth >= table.F1Parameters.Conservative.EpsGrowth)
     {
         f1Score.EpsGrowth = table.F1Parameters.Conservative.ScoreRanking;
     }
     else if (F1Recommendation.EpsGrowth >= table.F1Parameters.Balance.EpsGrowth)
     {
         f1Score.EpsGrowth = table.F1Parameters.Balance.ScoreRanking;
     }
     else if (F1Recommendation.EpsGrowth >= table.F1Parameters.Assertive.EpsGrowth)
     {
         f1Score.EpsGrowth = table.F1Parameters.Assertive.ScoreRanking;
     }
     else
     {
         f1Score.EpsGrowth = table.F1Parameters.Aggressive.ScoreRanking;
     }
 }
Exemple #10
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 private void SetF1Score_AustralianEquity(AustralianEquitySuitabilityParameters table,
     AEForecastParameter f1Score)
 {
     SetForecastEpsGrowthScore_AE(table, f1Score);
     SetForecastMorningstarRecommendationScore_AE(f1Score, table);
     SetForecastDividendYieldScore_AE(table, f1Score);
     SetForecastFrankScore_AE(table, f1Score);
     SetForecastReturnOnAssetScore_AE(table, f1Score);
     SetForecastReturnOnEquityScore_AE(table, f1Score);
     SetForecastInterestCoverScore_AE(f1Score, table);
     SetForecastDebtEquityScore_AE(f1Score, table);
     SetForecastPriceEarningRatioScore_AE(table, f1Score);
     SetForecastIntrinsicValueScore_AE(table, f1Score);
 }
Exemple #11
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 private void SetF0Score_AustralianEquity(AustralianEquitySuitabilityParameters table, AECurrentParameter f0Score)
 {
     SetCurrentEpsGrowthScore_AE(table, f0Score);
     SetCurrentCapitalisationScore_AE(table, f0Score);
     SetCurrentDividendYieldScore_AE(table, f0Score);
     SetCurrentFrankScore_AE(table, f0Score);
     SetCurrentReturnOnAssetScore_AE(table, f0Score);
     SetReturnOnEquityScore_AE(table, f0Score);
     SetCurrentInterestCoverScore_AE(f0Score, table);
     SetCurrentDebtEquityScore_AE(f0Score, table);
     SetCurrentPriceEarningRatioScore_AE(table, f0Score);
     SetCurrentBetaFiveYearsScore_AE(table, f0Score);
 }
Exemple #12
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 private void SetCurrentPriceEarningRatioScore_AE(AustralianEquitySuitabilityParameters table,
     AECurrentParameter f0Score)
 {
     if (F0Ratios.PriceEarningRatio <= table.F0Paramters.Defensive.PEF0)
     {
         f0Score.PEF0 = table.F0Paramters.Defensive.ScoreRanking;
     }
     else if (F0Ratios.PriceEarningRatio <= table.F0Paramters.Conservative.PEF0)
     {
         f0Score.PEF0 = table.F0Paramters.Conservative.ScoreRanking;
     }
     else if (F0Ratios.PriceEarningRatio <= table.F0Paramters.Balance.PEF0)
     {
         f0Score.PEF0 = table.F0Paramters.Balance.ScoreRanking;
     }
     else if (F0Ratios.PriceEarningRatio <= table.F0Paramters.Assertive.PEF0)
     {
         f0Score.PEF0 = table.F0Paramters.Assertive.ScoreRanking;
     }
     else
     {
         f0Score.PEF0 = table.F0Paramters.Aggressive.ScoreRanking;
     }
 }
Exemple #13
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 private void SetCurrentInterestCoverScore_AE(AECurrentParameter f0Score,
     AustralianEquitySuitabilityParameters table)
 {
     if (Sector == "Financial Services")
     {
         f0Score.InterestCoverF0 = table.F0Paramters.Defensive.ScoreRanking;
     }
     else if (F0Ratios.InterestCover >= table.F0Paramters.Defensive.InterestCoverF0)
     {
         f0Score.InterestCoverF0 = table.F0Paramters.Defensive.ScoreRanking;
     }
     else if (F0Ratios.InterestCover >= table.F0Paramters.Conservative.InterestCoverF0)
     {
         f0Score.InterestCoverF0 = table.F0Paramters.Conservative.ScoreRanking;
     }
     else if (F0Ratios.InterestCover >= table.F0Paramters.Balance.InterestCoverF0)
     {
         f0Score.InterestCoverF0 = table.F0Paramters.Balance.ScoreRanking;
     }
     else if (F0Ratios.InterestCover >= table.F0Paramters.Assertive.InterestCoverF0)
     {
         f0Score.InterestCoverF0 = table.F0Paramters.Assertive.ScoreRanking;
     }
     else
     {
         f0Score.InterestCoverF0 = table.F0Paramters.Aggressive.ScoreRanking;
     }
 }
Exemple #14
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 private void SetCurrentEpsGrowthScore_AE(AustralianEquitySuitabilityParameters table, AECurrentParameter f0Score)
 {
     if (F0Ratios.EpsGrowth >= table.F0Paramters.Defensive.EpsGrowth)
     {
         f0Score.EpsGrowth = table.F0Paramters.Defensive.ScoreRanking;
     }
     else if (F0Ratios.EpsGrowth >= table.F0Paramters.Conservative.EpsGrowth)
     {
         f0Score.EpsGrowth = table.F0Paramters.Conservative.ScoreRanking;
     }
     else if (F0Ratios.EpsGrowth >= table.F0Paramters.Balance.EpsGrowth)
     {
         f0Score.EpsGrowth = table.F0Paramters.Balance.ScoreRanking;
     }
     else if (F0Ratios.EpsGrowth >= table.F0Paramters.Assertive.EpsGrowth)
     {
         f0Score.EpsGrowth = table.F0Paramters.Assertive.ScoreRanking;
     }
     else
     {
         f0Score.EpsGrowth = table.F0Paramters.Aggressive.ScoreRanking;
     }
 }
Exemple #15
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 private void SetCurrentDividendYieldScore_AE(AustralianEquitySuitabilityParameters table,
     AECurrentParameter f0Score)
 {
     if (F0Ratios.DividendYield >= table.F0Paramters.Defensive.DivYieldF0)
     {
         f0Score.DivYieldF0 = table.F0Paramters.Defensive.ScoreRanking;
     }
     else if (F0Ratios.DividendYield >= table.F0Paramters.Conservative.DivYieldF0)
     {
         f0Score.DivYieldF0 = table.F0Paramters.Conservative.ScoreRanking;
     }
     else if (F0Ratios.DividendYield >= table.F0Paramters.Balance.DivYieldF0)
     {
         f0Score.DivYieldF0 = table.F0Paramters.Balance.ScoreRanking;
     }
     else if (F0Ratios.DividendYield >= table.F0Paramters.Assertive.DivYieldF0)
     {
         f0Score.DivYieldF0 = table.F0Paramters.Assertive.ScoreRanking;
     }
     else
     {
         f0Score.DivYieldF0 = table.F0Paramters.Aggressive.ScoreRanking;
     }
 }