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 SetForecastDebtEquityScore_AE(AEForecastParameter f1Score,
AustralianEquitySuitabilityParameters table)
{
if (Sector == "Financial Services")
{
f1Score.DebtEquityF1 = table.F1Parameters.Defensive.ScoreRanking;
}
else if (F1Recommendation.DebtEquityRatio <= table.F1Parameters.Defensive.DebtEquityF1)
{
f1Score.DebtEquityF1 = table.F1Parameters.Defensive.ScoreRanking;
}
else if (F1Recommendation.DebtEquityRatio <= table.F1Parameters.Conservative.DebtEquityF1)
{
f1Score.DebtEquityF1 = table.F1Parameters.Conservative.ScoreRanking;
}
else if (F1Recommendation.DebtEquityRatio <= table.F1Parameters.Balance.DebtEquityF1)
{
f1Score.DebtEquityF1 = table.F1Parameters.Balance.ScoreRanking;
}
else if (F1Recommendation.DebtEquityRatio <= table.F1Parameters.Assertive.DebtEquityF1)
{
f1Score.DebtEquityF1 = table.F1Parameters.Assertive.ScoreRanking;
}
else
{
f1Score.DebtEquityF1 = 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 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 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 SetForecastPriceEarningRatioScore_AE(AustralianEquitySuitabilityParameters table,
AEForecastParameter f1Score)
{
if (F1Recommendation.PriceEarningRatio <= table.F1Parameters.Defensive.PEF1)
{
f1Score.PEF1 = table.F1Parameters.Defensive.ScoreRanking;
}
else if (F1Recommendation.PriceEarningRatio <= table.F1Parameters.Conservative.PEF1)
{
f1Score.PEF1 = table.F1Parameters.Conservative.ScoreRanking;
}
else if (F1Recommendation.PriceEarningRatio <= table.F1Parameters.Balance.PEF1)
{
f1Score.PEF1 = table.F1Parameters.Balance.ScoreRanking;
}
else if (F1Recommendation.PriceEarningRatio <= table.F1Parameters.Assertive.PEF1)
{
f1Score.PEF1 = table.F1Parameters.Assertive.ScoreRanking;
}
else
{
f1Score.PEF1 = 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 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 SetForecastDividendYieldScore_AE(AustralianEquitySuitabilityParameters table,
AEForecastParameter f1Score)
{
if (F1Recommendation.DividendYield >= table.F1Parameters.Defensive.DivYieldF1)
{
f1Score.DivYieldF1 = table.F1Parameters.Defensive.ScoreRanking;
}
else if (F1Recommendation.DividendYield >= table.F1Parameters.Conservative.DivYieldF1)
{
f1Score.DivYieldF1 = table.F1Parameters.Conservative.ScoreRanking;
}
else if (F1Recommendation.DividendYield >= table.F1Parameters.Balance.DivYieldF1)
{
f1Score.DivYieldF1 = table.F1Parameters.Balance.ScoreRanking;
}
else if (F1Recommendation.DividendYield >= table.F1Parameters.Assertive.DivYieldF1)
{
f1Score.DivYieldF1 = table.F1Parameters.Assertive.ScoreRanking;
}
else
{
f1Score.DivYieldF1 = table.F1Parameters.Aggressive.ScoreRanking;
}
}
private void SetForecastReturnOnAssetScore_AE(AustralianEquitySuitabilityParameters table,
AEForecastParameter f1Score)
{
if (F1Recommendation.ReturnOnAsset >= table.F1Parameters.Defensive.ROAF1)
{
f1Score.ROAF1 = table.F1Parameters.Defensive.ScoreRanking;
}
else if (F1Recommendation.ReturnOnAsset >= table.F1Parameters.Conservative.ROAF1)
{
f1Score.ROAF1 = table.F1Parameters.Conservative.ScoreRanking;
}
else if (F1Recommendation.ReturnOnAsset >= table.F1Parameters.Balance.ROAF1)
{
f1Score.ROAF1 = table.F1Parameters.Balance.ScoreRanking;
}
else if (F1Recommendation.ReturnOnAsset >= table.F1Parameters.Assertive.ROAF1)
{
f1Score.ROAF1 = table.F1Parameters.Assertive.ScoreRanking;
}
else
{
f1Score.ROAF1 = table.F1Parameters.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);
}
