Economatica SA · BMFBOVESPA:ECOM3
Economatica SA — Investor Presentation (2024)
19 slides from Economatica SA's investor presentation, Apr 6, 2024
Slide 1: a tC company
a tC company * entbe oe =~ onodeeere ed TTT aH TTT | 400 agonnneee ; 900
Slide 2: Economatica offices
Economatica offices Argentina Mexico Brazil Peru Chile USA Colombia
Slide 3: Data sets
Data sets • More than 120,000 securities • Data since 1986 • Coverage of all listed companies in the US and Latam exchanges • Data Mining with extreme flexibility
Slide 4: Stocks & ADRs
Stocks Historical stock prices adjusted 100% for corporate & ADRs actions as far back as 1986. Complete financial statements with footnotes (link to original filings), vertical and horizontal Breakdown of shareholders analysis, viewed in dollars, data, shares outstanding euros or inflation adjusted.
Slide 5: Securities Lending
Securities Lending • On loan and lendable • Borrowing & Lending rates The securities lending market tool provides a number of metrics ideal for lending desk • Days to cover analysts. The tool can monitor: • Short interest % • Identify crowded trades
Slide 6: Funds
Funds Data of all investments funds Analyze the FoFs portfolios with all with a 360° view. the indirect and consolidated holdings. In a single window it is possible to see the historical Analysis by fund evolution of the holdings. and/or administrator. Detail evolution over time of assets More than
Slide 7: Funds
Funds Enable sales/marketing area to Effective administration fee for all Tear sheets by individual funds or monitor all of the liabilities of any funds: the system calculates the comparables with quantitative data manager, fund or set of funds effective administration fee for funds including holdin
Slide 8: REITs, Fixed Income and Pension Funds
REITs All real estate investment funds listed on the B3 exchange and monitored by ANBIMA. Historical series that allow complete quantitative analysis. Includes pricing and detail property holdings Fixed Income Government bonds and debentures priced by ANBIMA. Daily historical prices fully adjusted.
Slide 9: Tools: DCF Valuation
Tools DCF VALUATION • Build a Discounted Cash Flow model for non-financial firms assisted by Prof. Damodaran's methodology. The tool will populate the evolution of cash flows for the firm and calculate the WACC. • Sensitivity analysis by way of a Spider Chart highlights the key components and model
Slide 10: Portfolio Optimization - Markowitz and Pair Trading
PORTFOLIO OPTIMIZATION - MARKOWITZ Create up to 4 optimization curves combining any type of security in the database. Set up constraints using any of the existing variables, for example: • Equity: Sector, Beta, Average Daily Volume, Dividend Yield, etc. • Funds: Sharpe, Investment strategy, Net Asse
Slide 11: Tools: Multiples Matrix and Sector Analysis
MULTIPLES MATRIXX Ferramentas SECTOR ANALYSIS Sector indicators for all companies in US • Historic series going as far back Build historical series as defined by the and LATAM. as 1986 for certain markets. needs of the analyst. Access a multitude of quantitative metrics to model indices or any Gener
Slide 12: Tools: Screening, Portfolio Simulation, Graphs
Ferramentas SCREENING Perform advanced searches using filters with ratios or multiples found in the system or employ variables created by the user using the system's internal calculator. PORTFOLIO SIMULATION The system allows simulating hypothetical portfolios with or without automatic rebalancing,
Slide 13: The data you trust, directly into Excel
EXCEL ADD-IN The data you trust, directly into Excel Everything that your Economatica offers, now can be accessed in Excel by using the Economatica Excel Add-in. Get to the data without the need of copying and pasting.
Slide 14: Excel Add-in: Easy formulas
EXCEL ADD-IN Easy formulas Link data to your models seamlessly. Integrate your Economatica data into Excel Powerful and personalized Create your own calculations using current Save countless hours of analysis by historical data. automatically accessing the data in Excel. Excel commands Updating your
Slide 15: Excel Add-in: Your time is valuable
Visit the Excel Gallery now. There are several spreadsheets already parameterized, ready to use. And if they don t fully meet your needs, no problem, ask Economatica to implement a cus Visit the Excel Gallery now. There are several spreadsheets already parameterized, ready to use. And if they don't
Slide 16: Data Feed
Data Feed Financial data without Schedule the day, boundaries, restrictions time and desired or codes. format for your data. For Python, R, Power BI, Access and analyze data robots, and other at the speed of the automation processes. digital transformation.
Slide 17: Data Feed
Data Feed Easy to use Flexible Do it yourself, no coding is Works with any program that accepts necessary. csv or txt files. Smart Fast The API feeds data management Data updates design to facilitate systems automatically. quantitative tasks and to optimize your time.
Slide 18: Why Choose us?
Why Choose us? High Quality Data Excel Add-in Access the data directly from the comfort of your own Excel Rigorously vetted data received directly from spreadsheets. primary sources. Track record and market presence Personalized support For over 30 years we've been serving the top global financial O
Slide 19: Economatica - a TC company
‘€conomatica — a tc company