scholarly journals A STUDY ON PERFORMANCE EVALUATION OF SELECTED MUTUAL FUNDS IN INDIA

2020 ◽  
Vol 3 (4) ◽  
pp. 80-85
Author(s):  
JYOTI PATEL
Keyword(s):  
Performance Evaluation ◽  
Mutual Funds ◽  
Capital Market ◽  
Sharpe Ratio ◽  
Ratio Analysis ◽  
Treasury Bill ◽  
Financial Ratio ◽  
Market Sentiment ◽  
Financial Ratio Analysis ◽  
Net Assets

In the Indian Capital market various platforms for the investor to take a position their money for getting more return. Among equity share, bond, Treasury bill, bond, open-end fund then many, but within the Indian capital market, an open-end fund is one among the foremost favorable platforms for an investor to increase their wealth. That is why here we are conducting a study on selected mutual funds in India, the sample of the study is 7 mutual funds The Financial ratio analysis is employed for performance evaluation of fund, therein taking NAV (Net assets value) and return of the three years from 17th July 2017 to 2019. Finding Sharpe ratio, Variance, BETA, and Jenson's alpha on the bases of three-year data. In this study found market sentiment affect more in aggressive hybrid open-end fund compare to conservative.

scholarly journals ANALISIS PENGARUH RASIO KEUANGAN TERHADAP HARGA SAHAM PADA BANK DI BURSA EFEK INDONESIA

2014 ◽  
Vol 3 (1) ◽  
pp. 122
Author(s):  
Robert Lambey
Keyword(s):  
Capital Market ◽  
Random Sampling ◽  
Stock Price ◽  
Stock Exchange ◽  
Financial Statements ◽  
Analytical Tool ◽  
Coefficient Of Determination ◽  
Ratio Analysis ◽  
Financial Ratio ◽  
Financial Ratio Analysis

aruh analisis rasio  keuangan yaitu CR, ROA,DER,dan TATO terhadap Harga Saham pada bank. Dalam hal ini peneliti menggunakan data berupa laporan keuangan Bank yang tercatat di Bursa Efek Indonesia (BEI). Peneliti menggunakan sampel sebanyak 7 Bank yang dipilih secara purposive random sampling, yaitu perusahaan Bank yang terdaftar di BEI periode tahun 2008-2011. Data laporan keuangan yang digunakan adalah laporan keuangan yang telah dipublikasikan di dalam Indonesia Capital Market Directory (ICMD) 2013. Alat analisis yang digunakan adalah analisis regresi berganda, uji t, uji F dan koefisien determinasi yang diuji dengan uji asumsi klasik. Berdasarkan hasil analisis data dapat disimpulkan bahwa variabel ROA dan TATO mempunyai pengaruh yang signifikan terhadap Harga Saham. Kata Kunci: CR,ROA,DER, TATO, Harga Saham. ABSTRACTThe purpose of this study to know the effect of financial ratio analysis, namely CR, ROA, DER, and TATO to the stock price on the bank. In this case the researchers used the data in the form of financial statements of the Bank are listed on the Indonesia Stock Exchange (IDX). Researchers used a sample of 7 Banks are selected by purposive random sampling, the bank company listed on the Stock Exchange in the period 2008-2011. The data used financial statements are the financial statements that have been published in the Indonesian Capital Market Directory (ICMD) 2013. Analytical tool used is multiple regression analysis, t test, F test and coefficient of determination are tested with classical assumption test. Based on the analysis of data it can be concluded that the variables ROA and TATO has a significant effect on stock price. Keywords: CR, ROA, DER, TATO, Stock Price

FINANCIAL RATIO ANALYSIS IN CONSTRUCTION INDUSTRY: AN INVESTIGATION USING MACHINE LEARNING

2021 ◽  
Vol 8 (1) ◽  
Author(s):  
Osama Salah ◽  
Maged Georgy ◽  
Atef Ragab
Keyword(s):  
Machine Learning ◽  
Performance Evaluation ◽  
Financial Performance ◽  
Evaluation Model ◽  
Financial Ratios ◽  
Ratio Analysis ◽  
Data Set ◽  
Financial Ratio ◽  
Financial Ratio Analysis ◽  
Financial Characteristics

Financial Ratio Analysis is considered one of the most fundamental ways of evaluating performance in companies. Analysis of major financial ratios of a company can help decision-makers take early business decisions/actions that could prevent, or at least alleviate, the potential hardships in the future. This paper reviews the literature and shows that various financial models have been developed in the past to evaluate an organization’s financial performance. The paper further proposes to upgrade and extend the resources used for financial performance evaluation through employing advanced artificial intelligence (AI) techniques, with application onto Egyptian construction companies. Research methodology included the gathering of a large number of financial reports/data items from relevant companies. Six major financial ratios were determined over a number of years, based on the consolidated financial accounts and income statements. These ratios include Current Ratio, Quick Ratio, Return on Equity, and others. The use of Machine Learning (ML) techniques is then investigated to analyze those ratios and to develop a financial performance evaluation model. K-means, as an un-supervised ML technique, was utilized to cluster the collected data set into three major groups. Each group has its own unique financial characteristics. Finally, future study measures are discussed where case studies will be used to verify and explain the findings.

ANALISIS LAPORAN KEUANGAN UNTUK MENILAI KINERJA KEUANGAN PT. ASTRA AGRO LESTARI Tbk

2019 ◽  
Vol 5 (2) ◽  
pp. 75-88
Author(s):  
M. Shobihin ◽  
Sayekti Suindyah Dwiningwarni ◽  
Supriadi Supriadi
Keyword(s):  
Financial Performance ◽  
Good Condition ◽  
Balance Sheet ◽  
Financial Statements ◽  
Ratio Analysis ◽  
Business Decisions ◽  
Financial Ratio ◽  
Financial Ratio Analysis ◽  
Income Statement ◽  
Quantitative Descriptive

The financial statements serve as a benchmark in assessing the financial performance of the company as the basis for making business decisions. The motivation in conducting this research is to support previous research to see the development condition of one of the oil palm plantation companies. The purpose of this study is to assess the financial performance by using financial ratio analysis and horizontal analysis. The method used in this research is Quantitative Descriptive with analysis design using Term series Analysis. The result of the research based on financial ratio analysis shows the liquidity ratio and solvency ratio in good condition, while the activity ratio and profitability ratio are not good because it is below the industry average of similar companies. Based on horizontal analysis, financial performance fluctuated and influenced internal and external factors such as operational performance and the average price of world palm oil. The limitations of this study are using only two analytical tools and financial statements analyzed only the balance sheet and income statement.

Analysis of the Management and Control System of Trade Receivables on the Effectiveness of the Corporate Cash Flow on PT. Enseval Putera Megatrading, tbk

2020 ◽  
Vol 2 (1) ◽  
pp. 75-87
Author(s):  
Syarifah Nuriah ◽  
Abdul Rakhman Laba ◽  
Muhammad Sobarsyah
Keyword(s):  
Control System ◽  
Cash Flow ◽  
Primary Data ◽  
Ratio Analysis ◽  
Financial Ratio ◽  
Accounts Receivable ◽  
Corporate Capital ◽  
Financial Ratio Analysis ◽  
Data Source ◽  
And Control

This study aims to determine the management and control system of trade receivables on the effectiveness of the cash flow company’s at PT. Enseval Putera Megatrading, Tbk. The data source used in this study is the primary data source, obtained directly from the company. The analytical method used for testing the management and control system of receivables on the effectiveness of cash flow is the analysis of financial ratios. In this study, the data used for analysis are qualitative data analysis and financial ratio analysis, namely the activity ratio (RTO, ACP, Arrears Ratio, and Billing Ratio). The results showed that (1) RTO of PT. Enseval Putera Megatrading, the highest rate in 2017 was 189 times, while the lowest RTO was in 2015 which was 115 times. This shows the normal level of turnover. The faster the payment terms, the better for the company, because the faster the working capital embedded in receivables returns to capital or cash, which means the higher the receivables turnover. (2) ACP or the average age of collection of receivables applied by companies, especially the value in 2017 is 2 days. This means that the company has been effective in managing its accounts receivable because the standard for collecting receivables set by the company is the repayment limit or due date no later than 7 (seven) to 90 (Ninety) calendar days from the billing statement received by the service user. (3) The Arrears Ratio, namely from 2014-2018, the largest was only 1.11%. This shows that the lower the arrears ratio, the better for the company, which means the company is able to handle its receivables properly. (4) Billing Ratio shows that from 2014-2018 the lowest that is 98.88% shows the greater the value of collectible receivables means the greater the percentage value of the collection ratio so that the better for the company because of the greater return on corporate capital. Then it can be concluded that the Billing Ratio of PT. Enseval Putera Megatrading, it's not working effectively.

scholarly journals Financial ratio analysis using ARMS data

2012 ◽  
Vol 72 (2) ◽  
pp. 262-272 ◽  
Author(s):  
Bruce L. Ahrendsen ◽  
Ani L. Katchova
Keyword(s):  
Ratio Analysis ◽  
Financial Ratio ◽  
Financial Ratio Analysis
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