Stock Market Analysis: Financial Data Report

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Updated: Dec 15th, 2023

Introduction

Stock markets all over the world provide platforms for people to trade and conduct business on all the stocks listed under these platforms. The US stock exchanges are some of the most active in terms of trade and investors. As a result, this essay is going to analyze two US based companies trading in the NYSE (New York Stock Exchange) and two foreign companies also trading in the same exchange. The paper will analyze the performance of these stocks over a period of four months through use of different techniques. The American companies that will be analyzed are Pfizer and Google, while international companies will be Tata Motors and Samsung Electronics.

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Analysis

The analysis that was conducted was based on the price movements of these stocks as seen below:

  1. The percentage increase or decrease of each of these stocks as per different dates is shown below:
    As of the As of 13.01.2013
U.S.-BASED MNCs
NAME OF
FIRM
TICKER
SYMBOL
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Pfizer Inc.PFE$10,00026.25
Google Inc.GOOG$10,000739.99
FOREIGN STOCKS (ADRs)
NAME OF
FIRM
TICKER
SYMBOL
COUNTRY
WHERE FIRM
IS BASED
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Tata Motors LimitedTATAMOTORS.BOIndia$10,000328.00
Samsung Electronics Co. Ltd005930.KSSouth Korea$10,0001,552,000.00

Then the other subsequent performances of the stocks are listed below:

List your portfolio in the following format: As of 20.01.2013

U.S.-BASED MNCs
NAME OF
FIRM
TICKER
SYMBOL
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Pfizer Inc.PFE$10,00027.00
Google Inc.GOOG$10,000753.67
FOREIGN STOCKS (ADRs)
NAME OF
FIRM
TICKER
SYMBOL
COUNTRY
WHERE FIRM
IS BASED
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Tata Motors LimitedTATAMOTORS.BOIndia$10,000301.05
Samsung Electronics Co. Ltd005930.KSSouth Korea$10,0001,417,000.00
NAME OF FIRMPERCENTAGE CHANGE IN
STOCK PRICE
PRIMARY REASON
1. PFE27-26.25/26.25= 3%Pfizer stocks have been on the increase due to expected positive financial results.
2. GOOG753.67-739.99/739.99=2%Google stocks were on the increase due to the recent released financial earnings. Moreover, the company has been nearing a settlement on anti-trust issues in Europe.
3. TATAMOTORS.BO301.05-328/328= -8%Tata motors share prices plunged due to poor performance of its unit JLR luxury unit.
4. 005930.KS1417000-1552000/1417000= -10%The stock prices of Samsung were hard hit a bit by news of Apple’s win in a court battle against the company. The court suit on Smartphone issue has affected Samsung’s stock prices.
Portfolio (average)

List your portfolio in the following format: As of 27.01.2013

U.S.-BASED MNCs
NAME OF
FIRM
TICKER
SYMBOL
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Pfizer Inc.PFE$10,00026.61
Google Inc.GOOG$10,000750.53
FOREIGN STOCKS (ADRs)
NAME OF
FIRM
TICKER
SYMBOL
COUNTRY
WHERE FIRM
IS BASED
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Tata Motors LimitedTATAMOTORS.BOIndia$10,000308.55
Samsung Electronics Co. Ltd005930.KSSouth Korea$10,0001,372,000.00

List your portfolio in the following format: As of 10.02.2013

U.S.-BASED MNCs
NAME OF
FIRM
TICKER
SYMBOL
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Pfizer Inc.PFE$10,00026.88
Google Inc.GOOG$10,000785.37
FOREIGN STOCKS (ADRs)
NAME OF
FIRM
TICKER
SYMBOL
COUNTRY
WHERE FIRM
IS BASED
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Tata Motors LimitedTATAMOTORS.BOIndia$10,000285.55
Samsung Electronics Co. Ltd005930.KSSouth Korea$10,0001,462,000.00
NAME OF FIRMPERCENTAGE CHANGE IN
STOCK PRICE
PRIMARY REASON
1. PFE26.88-26.61/26.61= 1.02%The good financial results keep investors’ appetite high as they invest more on the stock leading to price appreciation. Moreover, reports of new drug releases have led to high stock prices.
2. GOOG785.37-750.53/750.53=4.6%Google Stocks continue to rally high over news and rumours of the giant opening retail stores globally. Moreover, the good financial result has attracted a lot of investors.
3. TATAMOTORS.BO285.55-308.55/308.55= -7.5%Tata motors share prices continued to dip due to poor expectations occasioned by competition in the luxury car market.
4. 005930.KS1462000-1372000/1372000=6.6%Samsung’s stock prices bounced back this week, based on good sales expectation on its range of smart phones products. The company expects to surpass sales compared to its competitors attracting good investors’ interest.
Portfolio (average)

List your portfolio in the following format: As of 24.02.2013

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U.S.-BASED MNCs
NAME OF
FIRM
TICKER
SYMBOL
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Pfizer Inc.PFE$10,00027.38
Google Inc.GOOG$10,000799.71
FOREIGN STOCKS (ADRs)
NAME OF
FIRM
TICKER
SYMBOL
COUNTRY
WHERE FIRM
IS BASED
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Tata Motors LimitedTATAMOTORS.BOIndia$10,000293.00
Samsung Electronics Co. Ltd005930.KSSouth Korea$10,0001,530,000.00
NAME OF FIRMPERCENTAGE CHANGE IN
STOCK PRICE
PRIMARY REASON
1. PFE27.38-26.88/26.88= 2%Investors are still upbeat about the performance of Pfizer in terms of its cancer drugs and financial performance.
2. GOOG799.71-785.37/785.37= 2%Google results and market expectations continue to woo investors to buy its stock. Moreover, the Google Android engine is expecting continued growth in the mobile phone industry.
3. TATAMOTORS.BO293.00-285.55/285.55= 3%The good and expected result of the economic outlook of Europe is supposed to drive its sales figures higher.
4. 005930.KS1530000-1462000/1462000= 5%Samsung expects to roll out new products that run on the Google Android engine and this will lead to increased sales for the company since it is enticing shareholders.
Portfolio (average)

List your portfolio in the following format: As of 03.02.2013

U.S.-BASED MNCs
NAME OF
FIRM
TICKER
SYMBOL
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Pfizer Inc.PFE$10,00027.39
Google Inc.GOOG$10,000806.19
FOREIGN STOCKS (ADRs)
NAME OF
FIRM
TICKER
SYMBOL
COUNTRY
WHERE FIRM
IS BASED
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Tata Motors LimitedTATAMOTORS.BOIndia$10,000288.65
Samsung Electronics Co. Ltd005930.KSSouth Korea$10,0001,544,000.00
NAME OF FIRMPERCENTAGE CHANGE IN
STOCK PRICE
PRIMARY REASON
1. PFE27.39-27.38/27.38= 0.04%Pfizer shares continue to rally and steady based on prospects of the company financials and sales performing well in the coming months.
2. GOOG806.19 -799.71/799.71= 0.81%Google financial results are expected to grow and will continue to perform well in this year due to increased use of its Android OS.
3. TATAMOTORS.BO288.65-293.00/293.00= -1.48%Tata Motors luxury brands such as Jaguar and Land Rover brands have seen declining sales and rising fuel prices affecting car sales.
4. 005930.KS1544000-1530000/1530000= 0.92%Samsung continue to enjoy good sales expectations and rise in sales for its brands in new markets such as Asia and Africa. This has led to huge demand for its stock.
Portfolio (average)

List your portfolio in the following format: As of 10.03.2013

U.S.-BASED MNCs
NAME OF
FIRM
TICKER
SYMBOL
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Pfizer Inc.PFE$10,00028.19
Google Inc.GOOG$10,000831.52
FOREIGN STOCKS (ADRs)
NAME OF
FIRM
TICKER
SYMBOL
COUNTRY
WHERE FIRM
IS BASED
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Tata Motors LimitedTATAMOTORS.BOIndia$10,000303.75
Samsung Electronics Co. Ltd005930.KSSouth Korea$10,0001,499,000.00
NAME OF FIRMPERCENTAGE CHANGE IN
STOCK PRICE
PRIMARY REASON
1. PFE28.19-27.38/27.38= 3%Pfizer is set to benefit from increased healthcare spend from middle class Americans and other countries. Moreover, some of its recent drug releases have seen it reap huge profits and this will continue in 2013. As a result, there is a lot of investor demand leading to increased share prices.
2. GOOG831.52-799.71/799.71= 4%Google share price has been on the increase. This is due to the increased use of its android engine especially on mobile phones. This will increase its ad revenues and therefore attracting investors in purchasing stock.
3. TATAMOTORS.BO303.75-293.00/293.00= 4%The rebound and increased interest in its commercial vehicle unit saw investor expectations rise. This is coupled with reduced energy costs which are expected to stabilize leading to increased car sales in major markets.
4. 005930.KS1499000-1530000/1530000= -2%Samsung stock has been on increase but the loss of several SEP (standard-essential patent) assertions against Apple has made investors worried. This was the main reason that slowed investor appetite in the last week. But impressive sales and growth figures are expected to grow for the company.
Portfolio (average)

List your portfolio in the following format: As of 16.03.2013

U.S.-BASED MNCs
NAME OF
FIRM
TICKER
SYMBOL
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Pfizer Inc.PFE$10,00028.02
Google Inc.GOOG$10,000814.30
FOREIGN STOCKS (ADRs)
NAME OF
FIRM
TICKER
SYMBOL
COUNTRY
WHERE FIRM
IS BASED
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Tata Motors LimitedTATAMOTORS.BOIndia$10,000291.10
Samsung Electronics Co. Ltd005930.KSSouth Korea$10,0001,480,000.00
NAME OF FIRMPERCENTAGE CHANGE IN
STOCK PRICE
PRIMARY REASON
1. PFE28.02-28.19/28.19= -0.6%Pfizer is a major pharmaceutical in the US. Since the US is its largest market the recent poor economic outlook and data on the US lead to investor pessimism leading to drop in the stock prices.
2. GOOG814.30-831.52/831.52= -2.1%Google just like all other American companies this week dropped in share prices. This is mainly attributed to weak economic forecasts which show more people will spend more on food than on other items. Moreover, more Americans applied for unemployment benefits which showed a weak labor market affecting the economy (Pistolese 93).
3. TATAMOTORS.BO291.10-303.75/303.75= -4.16%Tata Motors is another stock that took a beating after the slowdown in the US market where it has consumers. The weak economic data coupled with increased oil prices as a result of the death of Hugo Chavez of Venezuela lead to decreased investor demand for the stock. Moreover, Venezuela is the biggest Latin American oil producer.
4. 005930.KS1480000-1499000/1499000= -1.28%Samsung stock decreased due to the poor economic data from US which is a major market. The stock had been on the increase but US weak economic data will affect sales in that region and thus low demand for Samsung stock. Moreover, companies like Google which Samsung uses for it Android OS also had problems.
Portfolio (average)

List your portfolio in the following format: As of 23.03.2013

U.S.-BASED MNCs
NAME OF
FIRM
TICKER
SYMBOL
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Pfizer Inc.PFE$10,00028.38
Google Inc.GOOG$10,000810.31
FOREIGN STOCKS (ADRs)
NAME OF
FIRM
TICKER
SYMBOL
COUNTRY
WHERE FIRM
IS BASED
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Tata Motors LimitedTATAMOTORS.BOIndia$10,000271.50
Samsung Electronics Co. Ltd005930.KSSouth Korea$10,0001,495,000.00
NAME OF FIRMPERCENTAGE CHANGE IN
STOCK PRICE
PRIMARY REASON
1. PFE28.38-28.02/28.02= 1.28 %The stock of Pfizer rose steadily due to the optimistic news of the economy recovering and this could impact on healthcare since spending in the sector is likely to grow. Thus, Pfizer stock grew based on investor optimism.
2. GOOG810.31-814.30/814.30= -0.49 %Google shares rebounded this week from a negative downturn. The stock rose based on investor confidence in good expected rise in Ad revenues which could lead to better financial results for the company.
3. TATAMOTORS.BO271.50-291.10/291.10= -6.73 %Tata Motors stock continued to weaken due to several factors including the change in Chinese fuel norms. China might be undergoing low fuel consumption will affect adversely the purchase of vehicles and trucks. The weak economic data coupled with increased oil prices affects the Tata Motors stock. Moreover, weak European data from Cyprus did little in boosting Indian stocks.
4. 005930.KS1495000-1499000/1499000= -0.27%Samsung stock increased this week from a poor showing last week. However, the rise was not significant to erode last week decline. Samsung stock is expected to increase following release of the new products such as the Samsung Galaxy IV, which has been eagerly anticipated. Moreover, the rebound of the economy is also expected to boost the electronics giant results.
Portfolio (average)

List your portfolio in the following format: As of 30.03.2013

U.S.-BASED MNCs
NAME OF
FIRM
TICKER
SYMBOL
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Pfizer Inc.PFE$10,00028.75
Google Inc.GOOG$10,000794.46
FOREIGN STOCKS (ADRs)
NAME OF
FIRM
TICKER
SYMBOL
COUNTRY
WHERE FIRM
IS BASED
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Tata Motors LimitedTATAMOTORS.BOIndia$10,000265.50
Samsung Electronics Co. Ltd005930.KSSouth Korea$10,0001,512,000.00
NAME OF FIRMPERCENTAGE CHANGE IN
STOCK PRICE
PRIMARY REASON
1. PFE28.75-28.38/28.38= 1.30 %The stock of Pfizer continued to rise steadily due to the optimistic news coming from Europe on the company approved use of Prevenar drug on older children. Moreover, statistics show improved healthcare spending in US and Europe. Thus, Pfizer stock grew based on investor optimism.
2. GOOG794.46-810.31/810.31= -1.95 %Google shares this week dropped further and then started to rise. This is due to mixed information concerning the company. Competition from search engines such as Baidu might have slowed investor confidence in purchasing the stock.
3. TATAMOTORS.BO271.50-291.10/291.10= -6.73 %Tata Motors stock continued to weaken due to several factors. The poor car sales in Europe and Asia have impacted the stock negatively. Moreover, recent news of Jaguar/Land Rover unit seeking $ 1 billion from the UK government or the Chinese markets signaled poor performance of the company. As a result, investors were not optimistic and some pulled out of the stock leading to further stock price reductions.
4. 005930.KS1520000-1495000/1495000= 1.67%Samsung stock increased tremendously this week from a poor showing last week. The rise in the stocks was attributed to good growth sentiments from the market. Samsung stock is expected to increase following release of the new products such as the Samsung Galaxy IV, which has been eagerly anticipated. Moreover, it’s the growth in the android phone market and other electronics is supposed to increase appetite and sales for the South Korean Electronics giant.
Portfolio (average)

List your portfolio in the following format: As of 06.04.2013

U.S.-BASED MNCs
NAME OF
FIRM
TICKER
SYMBOL
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Pfizer Inc.PFE$10,00029.10
Google Inc.GOOG$10,000783.05
FOREIGN STOCKS (ADRs)
NAME OF
FIRM
TICKER
SYMBOL
COUNTRY
WHERE FIRM
IS BASED
AMOUNT OF YOUR
INVESTMENT
PRICE PER SHARE AT
WHICH YOU
PURCHASED THE
STOCK
Tata Motors LimitedTATAMOTORS.BOIndia$10,000255.30
Samsung Electronics Co. Ltd005930.KSSouth Korea$10,0001,505,000.00
NAME OF FIRMPERCENTAGE CHANGE IN
STOCK PRICE
PRIMARY REASON
1. PFE29.10-28.38/28.38= 2.53%The main reason for the increment in Pfizer stock is due to good and expected financial outlook in 2013 for the pharmaceutical giant and other drug companies.
2. GOOG783.05-810.31/810.31= -3.36%Google shares have been on the decline lately due to the pullback effect of shareholders concerned of the future of the company. Moreover, bad news out of Europe affected the firms decline in share price.
3. TATAMOTORS.BO255.30-270.40/270.40= -5.58%Tata Motors stock experienced another bad week in terms of decline of the firm’s shares. The decline has been attributed to the poor performance of automobile stocks in India.
4. 005930.KS1505000-1455000/1455000= 3.43%Samsung continues to enjoy a good stock price due to the release of new products and the anticipation of a good profit year for investors.
Portfolio (average)

The assessment of the stocks that I dealt in compared to the stocks of other students, shows that my portfolio performed quite well compared to other stocks. This is because of the good standards set by the firms where I purchased stocks. My portfolio included stocks from companies such as Google, Samsung, Tata Motors and Pfizer. These companies have in the past recorded good results and their global operations assist these companies in returning good financial results.

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The charts of the two American multinational companies Pfizer and Google are shown below.

Chart showing Pfizer stock compared to S&P 500’s performance
Figure 1: Chart showing Pfizer stock compared to S&P 500’s performance
Chart showing Google stock compared to S&P 500’s performance
Figure 2: Chart showing Google stock compared to S&P 500’s performance.

The above charts show the different levels and points in which the Pfizer stocks performed in the last 3 months. Based on the chart, we witness that Pfizer stocks have performed better than the S & P 500 averages in the past 3 months. With the exception of the two weeks between February 4 and 19, 2013, the stock has had a good showing. The same can be attributed to Google which has also had a good performance starting from a low point in January before the stock shoot upwards. The sock has been phenomenal compared to the average performance of all other stocks at the NYSE. The performances of both stocks are not attributed to the performance of other indices at the bourse but due to the individual company performance of both stocks (Fabozzi and Frank 96). Moreover, both companies operate on a global scale and they are affected marginally by the prevailing market conditions within the United States.

The charts for Tata Motors and Samsung which represent the multinational companies’ performances are shown below:

Tata Motors performance at Bombay Exchange

Samsung Electronics performance at Korean Stock Exchange
Figure 4: Samsung Electronics performance at Korean Stock Exchange

From the above charts, we witness the Samsung Electronics stock is highly correlated with the performance of the Korean (KOSPI) stock exchange. On the other hand, Tata Motors stock is not correlated with the performance of the Bombay stock. This is due to the poor performance of the Tata Motors stock.

The charts below show the performance of Tata Motors and Samsung Electronics in respect to performance of the S&P 500 exchange.

Showing Samsung Electronics stock versus the S&P 500

Showing Samsung Electronics stock versus the S&P 500
Figure 6: Showing Samsung Electronics stock versus the S&P 500.

Pfizer and Google corporations conduct most of their businesses using the Unites States dollar. Consequently, they conduct most of their businesses in the United States and Europe. From the analysis of the dollar versus the Euro the stock has been on a rise from a level of 0.75 in January 16, 2013 to a high of 0.7813 on March 29th. The exchange of the dollar versus Euro now stands at 0.7718. This means that these multinational companies will earn less of the foreign exchange and thus it will affect its overall expenditure and profitability of the company (DeFusco 108).

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Both the companies deal and conduct business using US Dollars and the same currency exchange rates apply to both companies, Google and Pfizer.

Showing Euro vs. US Dollar for a 3-month period.
Figure 7: Showing Euro vs. US Dollar for a 3-month period.

Based on the exchange rate of the Indian Rupee versus the US dollar which is mainly used by Tata Motors, we witness the Indian Rupee has been fluctuating against the Dollar. However, the currency has had few high rises against the dollar. Thus, the currency fluctuations of the Indian Rupee do not affect the stock or sales of Tata Motor Shares.
The currency fluctuations of the Indian Rupee

In the case of Samsung Electronics, the company does conduct most of its business and operations using the US dollar. Thus, it fluctuations of its operations are rarely affected in some regions. However, when we analyze the South Korean Won versus the US Dollar, we notice that the currency has been fluctuating often with no clear indication or prediction. As a result, this might adversely affect the profitability and performance of Samsung Electronics’ stock.

References

DeFusco, Richard, McLeavey, Dennis and P Jerald. Quantitative Investment Analysis, San Francisco, CA: Routlegde, 2011. Print.

Fabozzi, Frank and M. Harry. The Theory and Practice of Investment Management: Asset Management, Chicago, IL: John Wiley and Sons, 2010. Print.

Pistolese, Clifford. Select Winning Stocks Using Technical Analysis, Boston, MA: Pelshiver, 2009. Print.

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IvyPanda. (2023) 'Stock Market Analysis: Financial Data'. 15 December.

References

IvyPanda. 2023. "Stock Market Analysis: Financial Data." December 15, 2023. https://ivypanda.com/essays/stock-market-analysis-financial-data/.

1. IvyPanda. "Stock Market Analysis: Financial Data." December 15, 2023. https://ivypanda.com/essays/stock-market-analysis-financial-data/.


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