Furthermore, on a daily basis, our team conducts comprehensive research spanning foreign exchange, commodities, company updates and announcements, changes in analyst ratings, broker calls, institutional valuations and recommendations. This meticulous analysis is aimed at identifying potential stocks that could present lucrative opportunities or exhibit vulnerability in light of these dynamic events.
Every day, we diligently scrutinize macroeconomic developments, encompassing global events from the US, China, and Europe, as well as pertinent domestic news such as GDP, inflation, unemployment rates, retail sales, and more within our own economy. This rigorous analysis helps us pinpoint sectors within the market that stand to gain from or face vulnerabilities due to these factors.
Our strategic choice to scrutinize the top 500 companies by market capitalization is rooted in their exceptional liquidity, extensive coverage by major institutions, and consistent track record. This approach aligns with our commitment to minimizing risk while maximizing potential returns.
Our dedicated team of analysts and researchers diligently track these companies on a daily basis. They meticulously review company announcements, stay abreast of news, and immerse themselves in articles from reputable sources. By doing so, we ensure that we remain at the forefront of any information that could impact the stock price of these businesses. This proactive approach empowers us to make well-informed decisions that drive your investment success.
Our key fundamental filtering criteria of a company includes:
Understanding the perception of a company within the broader market is crucial. We delve into how major institutions assess and value the companies of interest, as this offers valuable insights into overall market sentiment. By gaining access to the ratings and valuations assigned by these institutions, we gain an unbiased perspective, allowing for a more comprehensive due diligence process. We meticulously monitor day-to-day shifts in valuations, along with upgrades and downgrades from major institutions, curating and delivering this invaluable intelligence to our clients. These shifts can unveil potential opportunities or raise awareness of increased risk associated with stocks held in our clients’ portfolios.
We offer our clients access to valuations and ratings from major institutions of the likes of Goldman Sachs, UBS, Morgan Stanley, Macquarie, Credit Suisse, and Citi Bank. This exclusive wealth of information, not readily accessible elsewhere, equips our clients to make informed decisions rooted in a deep comprehension of the market sentiment.
Valuing a company is a complex endeavor, given the myriad of factors, both tangible and intangible, that can influence its worth. Traditional institutional valuation models, while tried and tested, can sometimes miss the mark due to their inherent limitations. By combining these traditional valuations with our proprietary model, we aim to capture the true essence of a company’s intrinsic value.
While many models focus heavily on established methods like the P/B-ROE Model, Residual Income Model, and Discounted Cash Flow (DCF) Model, we have broadened our approach. By embracing a wider spectrum of metrics, we not only improve the precision of our assessments but also enhance their comprehensiveness. This ensures our valuations are not only more accurate but also resilient in the face of changing market dynamics.
Our endeavor goes beyond simply identifying undervalued investment-grade companies in prime sectors. We delve deeper into the world of technical analysis, a crucial discipline that aids in mitigating risk and increasing returns.
By deciphering price action, market structure, and pinpointing areas of value, we unlock the essence of acquiring exceptional companies at precisely the right time that possess a favourable risk to reward ratio. This endeavor, a challenge embraced by both institutional and retail investors, requires deep insights, niche expertise, and decades of charting wisdom. Steering clear of market peaks and skillfully navigating downturns, shields against drastic price drops, minimizing opportunity costs and saving time.
Leaving no stone unturned, we harness the power of our in-house Artificial Intelligence/Machine Learning software. Crafted by the brilliance of some of the world’s top programmers, who have crafted algorithms for esteemed hedge funds and institutions, our software stands as a pinnacle of technological advancement. This machine learning marvel empowers us to elevate our decision-making in investment meetings, drawing insights from real-time data streams.
Guided by this software’s acumen, we navigate the labyrinth of possibilities, sieving out low-risk gems while continually assessing the ever-evolving market landscape. Our vigilant investment team receives timely alerts on any stocks within our clients’ portfolios that warrant a closer look due to potential risks. This proactive approach allows us to promptly replace vulnerable positions with promising low-risk opportunities, ensuring your capital remains safeguarded with unwavering diligence.
Comprising a team of exceptional industry talents, our trading and dealing experts proactively oversee the market, foster insightful discussions, and swiftly seize time-sensitive, cutting-edge opportunities.
Embark on your journey with the advantage of a dedicated team of market experts, available to you from Monday to Friday (8:30am-5:30pm), ensuring you're supported every step of the way.
Experience the privilege of direct and exclusive access to our team of highly qualified research analysts, ready to engage with you on any company or market-related news. Your insights, questions, and curiosities will find the attention they deserve with our expert team by your side.
Elevate your investment decisions with firsthand input and expert analysis designed to inspire unwavering confidence in every move you make.
Comprising a team of exceptional industry talents, our trading and dealing experts proactively oversee the market, foster insightful discussions, and swiftly seize time-sensitive, cutting-edge opportunities.
Embark on your journey with the advantage of a dedicated team of market experts, available to you from Monday to Friday (8:30am-5:30pm), ensuring you're supported every step of the way.
Experience the privilege of direct and exclusive access to our team of highly qualified research analysts, ready to engage with you on any company or market-related news. Your insights, questions, and curiosities will find the attention they deserve with our expert team by your side.
Elevate your investment decisions with firsthand input and expert analysis designed to inspire unwavering confidence in every move you make.
Within KOSEC, a remarkable team of economists, analysts, and mathematicians works tirelessly to unravel complex global intricacies and translate them into simple, actionable insights. This dedicated group scrutinizes the broader landscape, delves into the finest details, and sieves through the noise to equip our clients with the unwavering conviction needed to make investment decisions that stand firm with clarity and assurance.
Experience the pulse of daily global and domestic market dynamics, immersed in the latest updates on commodities, currencies, and company news.
Receive an email immediately following our daily investment meeting, providing you with a comprehensive breakdown of our top-down reasoning.
Dive into our concise research that delves into the world of top-performing companies. Explore in-depth discussions about their latest developments, empowering you with the insights needed to identify potential investment opportunities with confidence.
Uncover the essence of each trading week with our captivating Friday evening report. As the markets wind down for the weekend, our report springs to life, encapsulating the vibrant highlights of the week.
Each month, explore our publication that offers a deep dive into global macroeconomic trends while spotlighting eight standout investment-grade opportunities.
Delve into the depths of our comprehensive report, a meticulous exploration of top-performing companies, highlighting their financials, product and service offering, market strategies, leadership excellence, and inherent risks,
Tune into our exclusive weekly webinar, where expert analysts guide you through macroeconomic events, market updates, and commodity and currency trends, offering vital insights in a session that echoes the intimacy of our boardroom discussions.
Unveil a world of decision-driving data: from the latest macroeconomic insights to currency and commodities forecasts, laser-focused sector analysis, insider trading intel, company-specific updates, fundamental analysis, institutional valuations, analyst ratings, broker consensus, thematic stocks, unparalleled insights, dynamic charting tools, and the force of Artificial Intelligence. Crafted with the expertise of industry professionals, this remarkable software was initially designed for internal use. Now, we’re opening the doors to you, granting unique access to a universe of knowledge.
Experience the brilliance of KOSEC Gems – a curated selection of top-performing companies with boundless potential. Our advanced watchlist feature keeps you in the loop with company-specific news and announcements that matter to you. All this and more, right at your fingertips, transforming your investment approach into an extraordinary journey.
Lotus Blue meticulously pinpoints investment-grade companies within the All Ords index, prioritizing profitability and return on equity (ROE).
These selections are further refined, earning ratings that mirror their financial consistency, excellence in product/service, and the strength of their management teams.
Originating as an internal tool for our fund management, we’ve now handed over the reins to you. Seize control and fine-tune your stock selection through filters that consider crucial parameters, encompassing sector, risk, valuation, and technical indicators.
Inspired by Warren Buffet’s prowess in selecting undervalued companies within the stock market, the genesis of this innovation was driven by our Founder, Michael Kodari. He aspired to infuse a new level of precision into valuation methodologies. Guiding this endeavor was Dr. Adam Sierakowski, a distinguished mathematician and former lecturer at esteemed universities. Notably associated with the prestigious Fields Institute of Mathematics in Canada, a Nobel Prize-winning institution, and equipped with a Ph.D. in Mathematics, Dr. Sierakowski’s insights were of paramount significance.
Seizing the opportune moment, Adam meticulously subjected major valuation models to back-testing, with the aim of forging a more robust and potent model for intrinsic company valuation. What sets our approach apart is its comprehensive incorporation of a diverse range of financial metrics, marking a departure from conventional models. This all-encompassing integration optimizes accuracy, bestowing our valuation model with unmatched solidity and precision.
Our pursuit of a distinct advantage led us to develop a finely-tuned Artificial Intelligence/Machine Learning algorithm. Crafted by a collective of brilliant programmers, data scientists, and mathematicians, this algorithm provides us with a strategic edge that sets us apart from the rest.
This cutting-edge algorithm empowers us to swiftly identify time-sensitive opportunities that lie beyond the grasp of conventional methods. By swiftly analyzing thousands of crucial data points, we unearth prospects that might elude human detection.
Moreover, this technology enables us to pinpoint any potential risks associated with our clients’ holdings. In essence, we combine pioneering technology with a legacy of success, offering you a truly exceptional investment experience.
Our Portfolio Screener goes beyond the surface, delving into the financial health and vital fundamental ratios of every company within your portfolio. But that’s just the beginning. Our tool takes it a step further by comparing the ratings and valuations from major institutions, as well as our own valuation model. Each company is automatically charted, and thorough technical analysis is conducted.
Prepare to revolutionize the way you approach portfolio reviews. Our Portfolio Screener is a game-changer, shedding light on your portfolio’s true potential and bringing unparalleled clarity to your investment journey.
Set out on a transformative educational expedition with KOSEC’s lively learning platform. Following each enlightening video, participate in an immersive interaction with our enticing multiple-choice quizzes. Strengthen your comprehension of vital concepts and discover an enjoyable way to reaffirm your recently gained insights.
Engaging in a collaborative experience, we open our screens to delve into the realm of stock market fundamentals, fundamental analysis, our investment strategy, meticulous company valuations, and the intricacies of technical analysis.
This immersive session equips our clients with a comprehensive understanding of strategies meticulously crafted to mitigate risk and enhance returns, all aimed at elevating their prowess as informed investors.
We discuss the latest global and domestic market news, top-performing companies traded during the week, commodities, and currencies that may impact specific sectors and companies.
Clients have the opportunity to listen to real investors and traders who analyse the daily markets in search of opportunities.
These articles delve into a wide range of topics, from basic concepts to more advanced discussions.
By offering clear explanations, real-world examples, and actionable insights, these articles empower clients to make informed decisions, whether they’re just beginning their investment journey or looking to refine their strategies.
Uncover innovative opportunities as you explore the dynamic landscape of investing.
Indulge in the luxurious ambiance of prestigious venues while savoring complimentary canapes and drinks. Immerse yourself in an atmosphere of networking with fellow enthusiasts, industry luminaries, and distinguished public figures who share your passion for growth and success.
Harnessing our expansive global networks, KOSEC opens doors to unique opportunities that elude the grasp of conventional institutions and high-net-worth investors. Our adept approach uncovers off-market treasures, delivering a handpicked assortment of deals that could yield exceptional returns for our valued clients.
Your search ends here – with KOSEC, your needs are in capable hands. Meet our Corporate Finance & Advisory (CFA) team, a group of seasoned experts skilled in uncovering often overlooked aspects of businesses. We specialize in guiding companies towards successful listings and ensuring their triumph in the market.
Step into a welcoming atmosphere where you can effortlessly deepen your understanding of the stock market while engaging with our team of seasoned experts. Here, connections flourish as you interact with a diverse array of kindred spirits, including influential business leaders, accomplished athletes, and esteemed politicians. This is your invitation to not only expand your financial horizons but to also forge valuable connections that could shape your journey towards success.
Embark on a journey of refined elegance with KODARI Investment & Lifestyle Magazine – an exquisite coffee table publication tailored to those who savor life’s luxuries. Within its pages, you’ll uncover a world of opulent indulgence, coupled with invaluable insights into the realms of investing and education.
This high-quality print masterpiece is meticulously crafted to captivate your senses and enrich your mind. Whether you find yourself perusing its pages in esteemed newsagents, luxury hotel lounges, or within the digital realms of iTunes and Google Play, KODARI Magazine promises to satiate your desire for both refined living and informed decision-making. And for those at the pinnacle of the business world, our hard copies are hand-delivered to the distinguished ASX top 300 CEOs, further solidifying its reputation as a prestigious authority.
Envisioned as an unwavering industry beacon, KOSEC holds a distinguished presence in the nation’s esteemed news media landscape, making captivating appearances on renowned channels including SKY News, CNBC, and Channel 7’s Elevator Pitch program.
Distinguished guest spots have graced an array of exceptional shows such as Market Moves, Kochie’s Business Builders, Your Money Your Call, Switzer Show, Sky News Trading Day, and the captivating Sky News The Close, fostering a lasting connection with our discerning audience.
Ticker News
Tune in every Friday at 4:15 pm for an enriching experience and the chance to get your questions answered. Clients unlock access to the entire show, while a sneak peek is available on various platforms:
One notable example is our esteemed partnership with the University of New South Wales, home to the renowned COMM 4444 program. This collaboration with Australia’s top Business School underscores our commitment to fostering talent and equipping students with essential skills for their future careers. We extend our influence further through engaging lectures at institutions like Macquarie University, and through collaborations with ICMS, UBSS, and AIPP, ensuring MBA candidates are well-prepared and confident as they step into the workforce.
At KOSEC, giving back is at the core of who we are. From the very beginning, we’ve made it a priority to actively contribute to meaningful causes, support charities, and play an integral role in community events that uplift and make a positive impact.
Chifley Tower, 2 Chifley Square,
Sydney NSW 2000
1300 854 151
© 2023 KOSEC | Kodari Securities Pty Ltd | ABN 90 147 963 755 | FSG | Terms & Conditions | Disclaimer & Legal
© 2023 KOSEC | Kodari Securities Pty Ltd
ABN 90 147 963 755
KOSEC - Kodari Securities does not provide any investment advice, nor is anything mentioned an offer to sell, or a solicitation of an offer to buy any security or other instrument. Anything discussed is for informational purposes only and does not address the circumstances or needs of any particular individual or entity. Investing in the stock market is high risk. Under no circumstances should investments be based solely on the information provided. We do not guarantee the security or completeness of information on this website and are not held liable. Kodari Securities PTY Ltd trading as KOSEC is a corporate authorized representative (AFSL no.246638) which is regulated by the Australian securities and investment commission (ASIC).
