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New feature from Moo, more info for all 🙌

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MooMamaLlama joined discussion ¡ Aug 1, 2023 23:09
Detailed coverage on Analyst Ratings is here!
Ever wonder where those Analyst Ratings come from?
Moo's new upgraded info on Ratings is a great new feature that tells you exactly that. It includes details on the Institutions and also the Analysts they use to come to those conclusions.
We can now see if these ratings, ie. buy and sell price targets, are made by one analyst or a consensus made by many (also showing their variations between high and low targets)
If we get to know the Analysts, we can better use the information when deciding on our own high and  low targets!!
Simply go to a quotes page, I've used Futu as an eg.  (unfortunately so far US listed stock only) click Company >   Profile>   Analyst Ratings
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Who are Institutions giving ratings?   Who are the Analysts they use to get those ratings?
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Fig.4
We can see there are many institutions giving ratings, this example is Futu. You can then click Analysts (next to Institutions)  to see the names of the Analysts involved in the ratings given.   If you go to a specific analyst (eg. Katherine Lei) to the left it will say 'x amount of ratings in a year' -for that ticker- where you can see their buy/sell/hold points.
You'll note some institutions like Futu use many, others use just a few, but if we can learn who they are we can deduce if returns are based on one particular analyst, or the institution as a whole.
I've used Katherine Lei as an example below. You can see when she made her ratings on Futu and the returns, if any, from those recommendations.
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Fig.6
The same analyst will not have the same track record with each stock though, so use due diligence to see who favours what stocks or markets... ie. who does better with those tickers and markets 😉
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Fig.7
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Fig.5
Which of these institutions or individuals has a better track record as far as success rate and returns go?? 📈📉📈        Its a huge factor and you'd be surprised how often the 'experts' get it wrong!! So here are a couple of examples to make us feel better about our own track records! hehehe!!! Success rate clearly isn't reflected in the return rate?!
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Why is this helpful? 
We can go back and see what was happening in the market at the time they made the rating. From that we can somewhat deduce the reasoning behind a downgrade, upgrade, or transaction by institution. Again, this can be affected by which analysts they use. Luckily each individual analyst has a little icon to the far left, like a clipboard, that is a direct link to the article that includes their rating.  This gives a better insight into their "why"
Simply choose an institution, then look at their analysts, to the far left is a notepad icon... This will give you the link to any write up or article by that person which includes their reasons behind it--  which is a very important factor indeed.
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Fig.9
When they rate a buy or sell is also important. This information is included, in an easy to understand visual similar to the one we use for our own buy and sell points. We can check different stocks etc that they also analyse. Gives a good idea of who covers what sectors and similar companies. Earnings seasons and releases, big changes to the companies etc, all have an impact on when and how an analyst will cover a stock as well so keep an eye out  🧐
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Fig.10
In a time poor environment, simple, at a glance visuals give our brain a fair bit of detail in a short amount of time..
I'm still learning what this information can give me besides a simple buy or sell rating in a stock... I'm curious if there are any specific analysts to follow also, with good track records and timely analysis very nice new feature👌
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only. Read more
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  • snoopy123 : hope that moomoo will invest resources to build up these "insights" also for non-US market stocks (SG, AU, HK..) sometime sooner.. undefinedundefined

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  • MooMamaLlamaOP snoopy123: oh my gosh... EXACTLY!

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  • MooMamaLlamaOP snoopy123: I primarily invest in AU so its only helpful for a fraction of my own stocks right now but I'm excited to see them develop it, I'm sure it won't be long before we can all use this for all our investments across any exchange!
    It does give me insights into how they work so it is helpful to apply same rules to Au, HK, SG, CA stock analyst ratings also. Now I look to see who is analysing what and when, at institutions and through my subscriptions. It often gives you the why, which is too often they were simply paid to give a certain opinion (through subscriptions like Motley Fool and Simply Wall Street you do notice when stocks 'trend' for analysts and all of a sudden every article and link to a rating is for the same stocks)

    I love the way Moo helps me actually learn how to filter out that bull****!!!! đŸ¤Ē

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  • Rockhoundj : Thank you for this write up!

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  • MooMamaLlamaOP Rockhoundj: no worries 👍
    I still find new things in the features after 2 yrs especially with regular updates so it's handy to have someone point them out. Most welcome 🙏

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MooMamaLlama
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