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Senin, 26 September 2016

Seven Market Anomali in Telco Industry



Small Telco Company Outperform in Telco Industry
The first analyze to this anomaly is that smaller telco company tend to outperform larger companies. Why ? We can compare marginal returns in small and large companies to measure the growth.
The financial performance among small telco companies are significantly more likely to have grown more. This small telco companies still expand but the large telco companie have been on saturation position.

January Effect Is Not About Quantity
The January effect is a rather well-known anomaly in all industry. January effect usually make telco companies focuse on large customer. Today they expand build good network quality and services. Here, the idea is that the companies that underperformed in the fourth quarter of the prior year tend to outperform the markets in January. They pump up the lack target on the fourth quarter of the prior year. The optimation telco services and good network at first quartal  is a key to sucsessful perform for a year.

Low Book Value in Telco Cost and Price Expectation
Research has shown that cost of telco services with below-average telco price ratios tend to outperform the market. The average cost of telco services depend on market trend, regulation and traffic condition (low/peak). These kind of cost parameter are leaded by price expectation. Cost reduction and price expectation are the main factor taht need to measure on those kind of parameters

Neglected Stocks
Neglected stocks are also thought to outperform the broad market averages. The neglected telco company effect suggests that returns on their stock shares. Because they are less likely to be analyzed and definition of neglected firm effect in the Financial performance. Effect helped support the findings that the smallest stocks should continue to ...


Reversals
Some evidence suggests that  at either end of the performance spectrum, over periods of time (generally a year), do tend to reverse course in the following period – yesterday's top performers become tomorrow's underperformers, and vice versa.

Days of the Week
What's effect of days of the week anomaly to the telco industri. Days of the week anomaly is a fenomenal  shown that market activity tend to move more on fridays than mondays, and that there is a bias toward positive market performance on fridays. It is not a huge discrepancy, but it is a persistent one.
In telco industry we can measure the differentiation of this fenomena on the holiday, new year, ied or christmast. The demand of the telco services is increase and the price of telco service is rise up. This positive issue make telco industry work so hard and need so much resourch on this off season.

Dogs of the Dow
 The idea behind this theory was basically that investors could beat the market by selecting stocks in the Dow Jones Industrial Average that had certain value attributes. The dogs of the Dow is an example of the dangers of trading anomalies. It's affect to the company profile up and down depend on dow jones and stock trade.

The Bottom Line
Attempting to trade anomalies is a risky way to invest. Not only are many anomalies not even real in the first place, they are unpredictable.

Seven Market Anomalies Investors Should Know | Investopedia http://www.investopedia.com/articles/financial-theory/11/trading-with-market-anomalies.asp#ixzz4LMCTAPOY 

Telco Impact in Lifestyle Trend



Summary

1. The rise of telco service price affect to the costumer loyality and expectation
2. A rise of 1 bits in the usage of telco services is a good news for investors in telco company.
3. The balance of  telco service and user growth is a parameter to rasionalize Telco service price

Mobile app developer, Telco Company and Telco User are the leader of Telco Industry Trend.Some years ago, the usage of telecomunication services stuck on the voice. Since the microprocesor and computer usage expand further telecomuniation evolve more common to all electonic equipment. We can acsess web, chat and talk to another person not only use phone but also use all smart devices that connect with telecomunication network. Video call, web page, video streaming, and online game is another another sample of data usage in telco service.

Feel free and borderless use telco devices right now

Today, all technology devices seems borderless cause the usage and functional have been develop more. In some case, it'll be a benefit to develop more  but in another case it will be boomerang in big amount.

Therefore, a further increase in Telco prices will lead to further improvement in Technology and new trend. This round cycle of user needed, supply technology and trend will impact directly to telco maps and growth. What's good news for investors? Investor expect to get more income by positive growth of telco company.


Here show you that we can frame every moment with all  telco devices everywhere

Better Times for Telco 

The price of Telco services has improved this years. Starting with competition between telco provider some years ago, this condition go further by regulation that guard by goverment to stabilize telco price in Indonesia. It affect to stable services production and user demand and has led telco to promised business.

Today it's still growing at packet data (mobile app and telco service). More over, the rate of growth in services is incrased even in small amount. Why ?
The trend and user have been positioned on stable curve where customer and telco provider has knowing the demand each other.

Rabu, 14 September 2016

Live Cycle Company

Its my hypotesis how a company work. They expand from start up into Go Public Company. Whatever they are they will happen declinie or aquisition process. Its natural happened to all company, but the differenciation is how every company try to survive on each position.

A. Start Up
A start up company is a start position of every compny takes. It usually have small scale in employee and profit. The start up company caracterize is efficien. Why ? because the decision maker and the worker is easy to coordinate. This start up company need to expand their business by expansion process. They can expansion their place, add some worker and add fresh modals.

B. Sclae Up Company
A scale up company is a middle one that show this company expand further than before.The scale up company usually on the most wanted position. This start up company need to expand their business by expansion process. They can expansion their place, add some worker and add fresh modals.

C. Go Public Compan
A Go Public company is a top position of life cycle company. Here the position which is . It usually have small scale in employee and profit. The start up company caracterize is efficien. Why ? because the decision maker and the worker is easy to coordinate. This start up company need to expand their business by expansion process. They can expansion their place, add some worker and add fresh modals.

D. Decline or Acquisition Company
A Decline or aquisition is a position which is one company on the decline growth. It usually have small scale in employee and profit. The start up company caracterize is efficien. Why ? because the decision maker and the worker is easy to coordinate. This start up company need to expand their business by expansion process. They can expansion their place, add some worker and add fresh modals.

Here 5 situation that show each condition of everysituation that show condition of company

A. Company Performance Sinusoidal
This is a natural position that every comppany takes, they follow sinusoidal rule where they ever on the highest peak and on the lowest peak. this sinusoidal proses show the process of a company on a rise position (Start up - Scale up - Go Public), and also decline position or acuisition till liquidation.

Here show that every position have ar risk that makes a company must progress on positive need risk management, good corporate to make one company stable on the rise position

B. Company Performance Positive Curve
Poaitive curve is a position that every comppany takes, they follow thesinusoidal rule where they ever on the highest peak and on the lowest peak. this sinusoidal proses show the process of a company on a rise position (Start up - Scale up - Go Public), and also decline position or acuisition till liquidation.

Here show that need risk management, good corporate to make one company stable on the rise position

C. Company Performance Maximum point
This is a maximum point, position that makes a company on the rise up progress only on the time  they follow thesinusoidal rule where they ever on the highest peak and on the lowest peak. this sinusoidal proses show the process of a company on a rise position (Start up - Scale up - Go Public), and also decline position or acuisition till liquidation.

Here show that need risk management, good corporate to make one company stable on the rise position

D. Company Performance Multiple Act
This is a multiple aact that make every curve 180 degree over lap. Here the position where the company have double line work. this sinusoidal proses show the process of a company on a rise position (Start up - Scale up - Go Public), and also decline position or acuisition till liquidation.

Here show that need risk management, good corporate to make one company stable on the rise position

E. Company Performance Optimum
This is a natural position that every comppany takes, they follow thesinusoidal rule where they ever on the highest peak and on the lowest peak. this sinusoidal proses show the process of a company on a rise position (Start up - Scale up - Go Public), and also decline position or acuisition till liquidation.

Here show that need risk management, good corporate to make one company stable on the rise position