def __init__(self, workbook):
self.base_model = cell_value(workbook, 3, 9)
self.best_research = cell_value(workbook, 4, 9)
self.bull_analyst = cell_value(workbook, 5, 9)
self.bear_analyst = cell_value(workbook, 6, 9)
self.best_expert_call = cell_value(workbook, 7, 9)
self.av_theme = cell_value(workbook, 8, 9)
self.sub_theme = cell_value(workbook, 9, 9)
self.aisa_angle = cell_value(workbook, 10, 9)
def __init__(self, worksheet, colx):
row_rev = 20
row_ebit = 24
super(DeltaVsConsensusV2, self).__init__()
self.gross_rev = None
self.net_rev = None
self.net_nii = None
metric = cell_value(worksheet, 19, 1)
if metric == DeltaVsConsensusV2.REV_CHOICES[0]:
self.gross_rev = get_object(worksheet, row_rev, colx)
elif metric == DeltaVsConsensusV2.REV_CHOICES[1]:
self.net_rev = get_object(worksheet, row_rev, colx)
elif metric == DeltaVsConsensusV2.REV_CHOICES[2]:
self.net_nii = get_object(worksheet, row_rev, colx)
self.adj_ebitda = get_object(worksheet, 24, colx)
self.ebitdar = None
self.ebita = None
self.ebit = None
self.ppop = None
metric = cell_value(worksheet, 23, 1)
if metric == DeltaVsConsensusV2.EB_CHOICES[0]:
self.adj_ebitda = get_object(worksheet, row_ebit, colx)
elif metric == DeltaVsConsensusV2.EB_CHOICES[1]:
self.ebitdar = get_object(worksheet, row_ebit, colx)
elif metric == DeltaVsConsensusV2.EB_CHOICES[2]:
self.ebita = get_object(worksheet, row_ebit, colx)
elif metric == DeltaVsConsensusV2.EB_CHOICES[2]:
self.ebit = get_object(worksheet, row_ebit, colx)
elif metric == DeltaVsConsensusV2.EB_CHOICES[2]:
self.ppop = get_object(worksheet, row_ebit, colx)
self.adj_eps = get_object(worksheet, 28, colx)
self.gap_eps = get_object(worksheet, 32, colx)
self.fcf = None
self.bps = None
metric = cell_value(worksheet, 34, 1)
if metric == DeltaVsConsensusV2.FCF_CHOICES[0]:
self.fcf = get_object(worksheet, 35, colx)
elif metric == DeltaVsConsensusV2.FCF_CHOICES[1]:
self.bps = get_object(worksheet, 35, colx)
def get_object(worksheet, rowx, colx):
kpi = dict()
keys = ['frequency', 'source', 'weight', 'tracking_metric']
for idx, key in enumerate(keys):
cell_val = cell_value(worksheet, rowx, colx + idx)
if key == 'tracking_metric' and not cell_value:
return None
if cell_val:
kpi[key] = cell_val
return kpi
def __init__(self, worksheet):
super(BearScenario, self).__init__()
self.pt_1year = cell_value(worksheet, 42, 2)
self.pt_3year = cell_value(worksheet, 42, 3)
self.return_1year = cell_value(worksheet, 42, 4)
self.return_3year = cell_value(worksheet, 42, 5)
self.prob_1year = cell_value(worksheet, 45, 2)
self.prob_3year = cell_value(worksheet, 45, 3)
def __init__(self, worksheet):
super(BullScenario, self).__init__()
self.pt_1year = cell_value(worksheet, 40, 2)
self.pt_3year = cell_value(worksheet, 40, 3)
self.return_1year = cell_value(worksheet, 40, 4)
self.return_3year = cell_value(worksheet, 40, 5)
self.prob_1year = cell_value(worksheet, 43, 2)
self.prob_3year = cell_value(worksheet, 43, 3)
def __init__(self, worksheet):
super(TargetPrice, self).__init__()
self.base = BaseScenario(worksheet).__dict__
self.bear = BearScenario(worksheet).__dict__
self.bull = BullScenario(worksheet).__dict__
self.__validate_and_shuffle()
self.expected_value_1year = cell_value(worksheet, 46, 4)
self.expected_value_3year = cell_value(worksheet, 46, 5)
self.borrow_cost_1year = cell_value(worksheet, 47, 4)
self.borrow_cost_3year = cell_value(worksheet, 47, 5)
self.net_ret_1year = cell_value(worksheet, 48, 4)
self.net_ret_3year = cell_value(worksheet, 48, 5)
def get_object(worksheet, rowx, colx):
dvc = dict()
dvc['aim'] = cell_value(worksheet, rowx, colx)
dvc['consensus'] = cell_value(worksheet, rowx + 1, colx)
dvc['guidance'] = cell_value(worksheet, rowx + 2, colx)
return dvc
def __init__(self, data):
if isinstance(data, dict):
for k, v in data.items():
setattr(self, k, v)
else:
self.company = cell_value(data, 2, 2)
self.stock_code = cell_value(data, 3, 2)
self.fiscal_year_end = cell_value(data, 4, 2)
self.adto_20days = cell_value(data, 7, 2)
self.free_float_mshs = cell_value(data, 8, 2)
self.free_float_pfdo = cell_value(data, 8, 3)
self.wacc_country = cell_value(data, 9, 2)
self.wacc_company = cell_value(data, 9, 3)
self.direction = cell_value(data, 10, 2)
self.current_size = cell_value(data, 10, 3)
self.scenario = cell_value(data, 11, 2)
self.analyst_primary = cell_value(data, 12, 2)
self.analyst_secondary = cell_value(data, 12, 3)
self.size_reco_primary = cell_value(data, 13, 2)
self.size_reco_secondary = cell_value(data, 13, 3)
self.last_updated = cell_value(data, 14, 2)
self.next_earnings = cell_value(data, 15, 2)
self.forecast_period = cell_value(data, 16, 2)
self.likely_outcome = cell_value(data, 21, 11)
self.delta_consensus_list = get_consensus_list(data)
self.short_metrics = ShortMetrics(data).__dict__
self.irr_decomp = IRRDecomp(data).__dict__
self.tam = Tam(data).__dict__
self.analyst_fill_cells = AnalystFillCells(data).__dict__
self.target_price = TargetPrice(data).__dict__
self.data_tracking = DataTracking(data).__dict__
self.current_valuation = CurrentValuation(data).__dict__
self.financial_info = FinancialInfo(data).__dict__
self.leverage_and_returns = LeverageAndReturns(data).__dict__
self.yoy_growth_revenue = self.calculate_growth('gross_revenue')
self.cagr_4years_revenue = self.calculate_cagr_4yrs(
'gross_revenue')
self.yoy_growth_eps = self.calculate_growth('adj_eps')
self.cagr_4years_eps = self.calculate_cagr_4yrs('adj_eps')
self.base_plus_bear = self.calculate_base_plus_bear()
def __init__(self, worksheet):
super(BaseScenario, self).__init__()
self.pt_1year = cell_value(worksheet, 41, 2)
self.pt_3year = cell_value(worksheet, 41, 3)
self.return_1year = abs(cell_value(worksheet, 41, 4)) if cell_value(worksheet, 41, 4) else None
self.return_3year = abs(cell_value(worksheet, 41, 5)) if cell_value(worksheet, 41, 5) else None
self.prob_1year = cell_value(worksheet, 44, 2)
self.prob_3year = cell_value(worksheet, 44, 3)
self.base_case = {
"1year": {
"market_cap" : cell_value(worksheet, 40, 7),
"net_cash_per_mcap": cell_value(worksheet, 41, 7),
"enterprise_value": cell_value(worksheet, 42, 7),
"price_earnings_growth": cell_value(worksheet, 43, 7),
"price_to_fcf": cell_value(worksheet, 44, 7),
"adj_fcf_mult": cell_value(worksheet, 45, 7)
},
"3year": {
"market_cap" : cell_value(worksheet, 40, 8),
"net_cash_per_mcap" : cell_value(worksheet, 41, 8),
"enterprise_value" : cell_value(worksheet, 42, 8),
"price_earnings_growth" : cell_value(worksheet, 43, 8),
"price_to_fcf" : cell_value(worksheet, 44, 8),
"adj_fcf_mult" : cell_value(worksheet, 45, 8)
}
}
def __init__(self, worksheet):
self.borrow_cost = cell_value(worksheet, 11, 6)
self.si_mshares = cell_value(worksheet, 11, 6)
self.sir_bberg = cell_value(worksheet, 11, 6)
self.sir_calc = cell_value(worksheet, 11, 6)
self.si_as_of_ff = cell_value(worksheet, 11, 6)
def __init__(self, workbook):
self.irr_target = cell_value(workbook, 13, 9)
self.eps_growth = cell_value(workbook, 14, 9)
self.irr_yield = cell_value(workbook, 15, 9)
self.multiple_expansion = cell_value(workbook, 16, 9)
