Sumber Global (Indonesia) Performance
| SGER Stock | IDR 392.00 8.00 2.00% |
The entity has a beta of -0.55, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Sumber Global are expected to decrease at a much lower rate. During the bear market, Sumber Global is likely to outperform the market. At this point, Sumber Global Energy has a negative expected return of -0.33%. Please make sure to validate Sumber Global's total risk alpha, maximum drawdown, skewness, as well as the relationship between the treynor ratio and potential upside , to decide if Sumber Global Energy performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Sumber Global Energy has generated negative risk-adjusted returns adding no value to investors with long positions. Despite conflicting performance in the last few months, the Stock's forward-looking signals remain quite persistent which may send shares a bit higher in January 2025. The latest mess may also be a sign of long-standing up-swing for the company institutional investors. ...more
| Total Cashflows From Investing Activities | -62.5 B |
Sumber |
Sumber Global Relative Risk vs. Return Landscape
If you would invest 50,000 in Sumber Global Energy on September 15, 2024 and sell it today you would lose (10,800) from holding Sumber Global Energy or give up 21.6% of portfolio value over 90 days. Sumber Global Energy is generating negative expected returns and assumes 3.3782% volatility on return distribution over the 90 days horizon. Simply put, 30% of stocks are less volatile than Sumber, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Sumber Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sumber Global's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sumber Global Energy, and traders can use it to determine the average amount a Sumber Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0983
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| Negative Returns | SGER |
Estimated Market Risk
| 3.38 actual daily | 30 70% of assets are more volatile |
Expected Return
| -0.33 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sumber Global is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Sumber Global by adding Sumber Global to a well-diversified portfolio.
Sumber Global Fundamentals Growth
Sumber Stock prices reflect investors' perceptions of the future prospects and financial health of Sumber Global, and Sumber Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Sumber Stock performance.
| Return On Equity | 1.17 | |||
| Return On Asset | 0.43 | |||
| Profit Margin | 0.09 % | |||
| Operating Margin | 0.12 % | |||
| Current Valuation | 2.12 T | |||
| Shares Outstanding | 3.73 B | |||
| Price To Earning | 33.45 X | |||
| Price To Sales | 0.27 X | |||
| Revenue | 3.92 T | |||
| EBITDA | 1.07 T | |||
| Cash And Equivalents | 8.58 B | |||
| Cash Per Share | 4.42 X | |||
| Total Debt | 5.05 B | |||
| Debt To Equity | 0.68 % | |||
| Book Value Per Share | 292.25 X | |||
| Cash Flow From Operations | 186.41 B | |||
| Earnings Per Share | 113.78 X | |||
| Total Asset | 1.24 T | |||
About Sumber Global Performance
By examining Sumber Global's fundamental ratios, stakeholders can obtain critical insights into Sumber Global's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Sumber Global is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
PT Sumber Global Energy, together with its subsidiaries, engages in coal trading and shipment services in Indonesia. PT Sumber Global Energy is a subsidiary of PT Sumbermas Inti Energi. Sumber Global operates under Thermal Coal classification in Indonesia and is traded on Jakarta Stock Exchange. It employs 51 people.Things to note about Sumber Global Energy performance evaluation
Checking the ongoing alerts about Sumber Global for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sumber Global Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sumber Global Energy generated a negative expected return over the last 90 days | |
| Sumber Global Energy has high historical volatility and very poor performance | |
| About 77.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Sumber Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Sumber Global's stock is overvalued or undervalued compared to its peers.
- Examining Sumber Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Sumber Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sumber Global's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sumber Global's stock. These opinions can provide insight into Sumber Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sumber Stock
Sumber Global financial ratios help investors to determine whether Sumber Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sumber with respect to the benefits of owning Sumber Global security.