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; } }
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; } }
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 }; }
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; } }
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; } }
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; } }
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; } }
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; } }
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; } }
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); }
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); }
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; } }
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; } }
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; } }
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; } }