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Factors affecting Equity Investment
Factors affecting Equity Investment
Financial information
Expected earnings
Neutral (20%)
High (50%)
Low (6%)
Very High (21%)
Very Low (3%)
Expected dividend
Neutral (36%)
High (38%)
Low (10%)
Very High (13%)
Very Low (2%)
Annual reports
Neutral (24%)
High (43%)
Low (7%)
Very High (20%)
Very Low (6%)
Expected rights/bonus issue/stock splits
Low (13%)
Neutral (37%)
Very Low (5%)
High (36%)
Very High (10%)
Financial statements
Neutral (20%)
High (42%)
Low (7%)
Very High (27%)
Very Low (4%)
Valuation techniques: P/E, P/BV
Low (9%)
Neutral (28%)
Very Low (4%)
High (35%)
Very High (24%)
Company/MF perception
Quality of goods/services
Very Low (2%)
Low (5%)
Neutral (21%)
High (44%)
Very High (28%)
Local operations
Low (10%)
Neutral (44%)
Very Low (3%)
High (32%)
Very High (10%)
Group/Company’s reputation
High (40%)
Very High (41%)
Neutral (13%)
Low (4%)
Very Low (2%)
Global presence
Low (8%)
Neutral(34%)
Very Low (5%)
High (37%)
Very High (16%)
Promoter’s image
High (33%)
Very High (42%)
Neutral (17%)
Low (4%)
Very Low (3%)
General Information
Coverage in electronic media
Neutral (37%)
High (37%)
Low (6%)
Very High (16%)
Very Low (5%)
Recent price movements
Low (7%)
Neutral (29%)
Very Low (3%)
High (43%)
Very High (16%)
Coverage in print media
High (34%)
Neutral (38%)
Low (9%)
Very Low (6%)
Very High (13%)
Information from Investment firms
Low (10%)
Neutral (31%)
High (38%)
Very Low (4%)
Very High (17%)
Personal Goals
Availability of investible surplus
Low (5%)
Neutral (23%)
Very Low (3%)
High (47%)
Very High (22%)
Tax implication
Low (10%)
Neutral (40%)
Very Low (4%)
High (35%)
Very High (11%)
Diversification
High (41%)
Very High (24%)
Neutral (27%)
Low (4%)
Very Low (3%)
Creation of corpus for retirement/other need
Neutral (26%)
High (42%)
Very High (18%)
Low (10%)
Very Low (3%)