Impact of KPIs and Forward Look, on Stock Returns

​Welcome to Session 6/10 in Helix's Global Financial Education Course

​​​​
Tools Needed:

1. ​​​​Trading View

2. ​​​​Notebook LM

3. ​​​​Google Gemini

​​​​Pre-requisite Learning:

1. ​​​​Factors affecting stock returns

2. ​​​​Backtesting & forward testing of returns

3. ​​​Assessing the Revenue to Cash Flow, Moat, Business Model, and Debt in Listed Stocks

4. ​​Impact of the Macro Environment & Industry Structure on Stock Returns

5. ​Impact of Valuations and Greenwashing on Stock Returns

​​​​If you require access to the recordings for these pre-requisites, please email [email protected] to request an invoice for the same. Once the invoice is paid, we will provide you with the link to the respective recording.

​​​​In this session, we will be assessing the impact of KPIs that are specific to the industry, and the forward look/ guidance, on the stock returns.

​​​​By the end of session 6, you would be able to explain the stock returns, for your own portfolio, using:

​​
Market Beta

​​​​Momentum

​​​​Size

​​​​Value

​​​​Investment
Eco-Efficiency

​Profitability (KPIs)

​Integrity & Health (Guidance)