def kazuyo_katsuma(data, yn, stock_data, share_data, verbose=False):
meta = stock_data[common.META]
daily = stock_data[common.DAILY]
finance = stock_data[common.FINANCE]
section = data.add_section(u'勝間和代')
section.add(*_pass(yn))
for y in (common.LAST_4Q_YEAR, meta[common.LAST_YEAR]):
y_f = finance[y]
y_sec = section
if verbose:
y_sec = section.add_section(y)
_add_finance_field(y_sec, y_f, u'權責發生額')
if verbose:
for f in (u'本期稅後淨利', u'來自營運之現金流量'):
_add_finance_field(y_sec, y_f, f)
for q in meta[common.QUARTERS][:5]:
q_f = finance[q]
if verbose:
roa_sec = section.add_section(q)
var_name = u'總資產報酬率'
else:
roa_sec = section.add_section(u'總資產報酬率')
var_name = q
roa_sec.add(var_name, _get(q_f, common.field_var(u'總資產報酬率')))
if verbose:
for f in (u'稅前純利', u'資產總額'):
_add_finance_field(roa_sec, q_f, f)
def _gather_info(finance, year):
fields = (u'稅前淨利', u'營業收入淨額', u'營業毛利', u'營業費用', u'營業利益')
info = {}
for f in fields:
info[f] = finance[year][common.field_var(f)]
# Hack it
q_fields = (u'來自營運之現金流量', u'投資活動之現金流量')
all_q = (u'.1Q', u'.2Q', u'.3Q', u'.4Q')
if all((year + q in finance for q in all_q)):
for f in q_fields:
info[f] = sum(finance[year + q][common.field_var(f)]
for q in (u'.1Q', u'.2Q', u'.3Q', u'.4Q'))
else:
raise Exception('missing finance report!')
return info
def calculate_day(day, stock_data, average_data, stock_no=None):
average_day = average_data.setdefault(day, {})
finance = stock_data[common.FINANCE]
daily_prices = stock_data[common.DAILY]
daily = daily_prices[day]
price = daily[common.field_var(u'股價')]
last_year = stock_data[common.META].get(common.LAST_YEAR, None)
for y, field in ((common.LAST_4Q_YEAR, u'4Q本益比'), (last_year, u'本益比')):
f = finance.get(y, None)
if not f:
continue
try:
# per 本益比 = 股價 / 每股盈餘(元)
eps = f.get(common.field_var(u'每股盈餘(元)'), 0)
if eps > 0:
per = price / eps
else:
per = 0
field_name = common.field_var(field)
daily[field_name] = per
# data for average per
for postfix in (common.AVG_SUM, common.AVG_COUNT):
k = field_name + postfix
if k not in average_day:
average_day[k] = 0
if per > 0:
average_day[field_name + common.AVG_SUM] += per
average_day[field_name + common.AVG_COUNT] += 1
except Exception as e:
msg = '%s: %s, per failed: %s %s' % (stock_no, y, type(e),
e.message)
common.report_error(msg)
# 殖利率 = 股價 / 最近一年股利
f = finance.get(last_year, None)
if f and price:
dividend = f.get(common.field_var(u'股利'), 0)
if dividend:
yield_rate = dividend / price
daily[common.field_var(u'殖利率')] = yield_rate
def _prepare_per(stock_data, share_data):
daily_data = stock_data[common.DAILY]
day = sorted(daily_data.keys(), reverse=True)[0]
var_per = common.field_var(u'本益比')
c_key = stock_data[common.META][common.META_CATEGORY_KEY]
per = daily_data[day][var_per]
avg_per = share_data['categories'][c_key][day][var_per]
return per, avg_per
def calculate_average_per(average_day, total):
average_day[common.TOTAL] = total
for field in (u'4Q本益比', u'本益比'):
field_name = common.field_var(field)
count = average_day[field_name + common.AVG_COUNT]
if count:
avg = average_day[field_name + common.AVG_SUM] / count
else:
avg = 0
average_day[field_name] = avg
def _prepare_amount(stock_data, share_data):
daily_data = stock_data[common.DAILY]
days = sorted(daily_data.keys(), reverse=True)
latest_day = days[0]
exam_days = days[1:6]
var_amount = common.field_var(u'成交量')
avg_amount = sum(
(daily_data[d][var_amount] for d in exam_days)) / len(exam_days)
latest_amount = daily_data[latest_day][var_amount]
return latest_amount, avg_amount
def format_basic(stock_data, data=None):
""" format basic info """
meta = stock_data[common.META]
daily = stock_data[common.DAILY]
latest_day = common.get_latest_day(stock_data)
day = daily[latest_day]
data = data if data is not None else PresentData(u'股票')
data.add(u'號碼', _get(meta, common.META_STOCK_NO))
data.add(u'名稱', _get(meta, common.META_NAME))
data.add(u'資料日期', latest_day)
for f in (u'股價', u'成交量'):
var = common.field_var(f)
data.add(f, _format_float(_get(day, var)))
return data
def _per(data, yn, stock_data, share_data, title, verbose=False):
meta = stock_data[common.META]
daily = stock_data[common.DAILY]
section = data.add_section(u'本益比')
section.add(*_pass(yn, title=title))
if verbose:
day = common.get_latest_day(stock_data)
var_per = common.field_var(u'本益比')
c_key = meta[common.META_CATEGORY_KEY]
per = daily[day][var_per]
avg_per = share_data['categories'][c_key][day][var_per]
section.add(u'本益比', _format_float(per))
section.add(u'分類平均', _format_float(avg_per))
section.add(u'比例', _format_float(per / avg_per))
section.add(u'分類', c_key)
def _amount(data, yn, stock_data, share_data, title, verbose=False):
meta = stock_data[common.META]
daily = stock_data[common.DAILY]
section = data.add_section(u'成交量')
section.add(*_pass(yn, title=title))
days = meta[common.META_DAYS]
latest_day = days[0]
exam_days = days[1:6]
var_amount = common.field_var(u'成交量')
avg_amount = sum(
(daily[d][var_amount] for d in exam_days)) / len(exam_days)
latest_amount = daily[latest_day][var_amount]
section.add(latest_day, _format_float(latest_amount))
section.add(u'前五日平均', _format_float(avg_amount))
section.add(u'比例', _format_float(latest_amount / avg_amount))
if verbose:
for d in exam_days:
section.add(d, _format_float(daily[d][var_amount]))
def _add_finance_field(section, finance, field_name):
section.add(field_name,
_format_float(_get(finance, common.field_var(field_name))))
