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MICHX Matthews China Small Companies Instl Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of Small Companies located in China. China includes its administrative and other districts, such as Hong Kong. A company or other issuer is considered to be "located" in a country or a region, and a security or instrument is deemed to be an Asian (or specific country) security or instrument, if it has substantial ties to that country or region.

Market Cap

The average market capitalization across the Matthews China Small Companies Instl MF is 4.4B. The market cap for tickers in the group ranges from 1.85B to 8.02B. BZ holds the highest valuation in this group at 8.02B. The lowest valued company is ACMR at 1.85B.

Volume

The average weekly volume growth across all stocks in the Matthews China Small Companies Instl MF was 37%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was 110%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 58
P/E Growth Rating: 80
Price Growth Rating: 51
SMR Rating: 87
Profit Risk Rating: 86
Seasonality Score: -41 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category PacificAsiaexJapanStk

Profile
Fundamentals
Details
Category
China Region
Address
Four Embarcadero CenterSuite 550San Francisco
Phone
N/A
Web
www.matthewsasia.com/
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MICHX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MICHX has been closely correlated with MCSMX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if MICHX jumps, then MCSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MICHX
1D Price
Change %
MICHX100%
-0.88%
MCSMX - MICHX
100%
Closely correlated
-0.77%
HLMCX - MICHX
92%
Closely correlated
-1.11%
TCELX - MICHX
92%
Closely correlated
-0.09%
TRCLX - MICHX
92%
Closely correlated
-0.19%
MCDFX - MICHX
90%
Closely correlated
-0.26%
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