SEC FORM U-5S
SEC Form U-5S is a filing accomplished annually by all registered holding company under the Securities and Exchange Commission. The data gathered under SEC Form U-5S include details on the parent holding company and all statutory subsidiaries, the quantity of shares owned that are common in both companies, shares’ book value, percentage of voting power, and a summary of acquisitions, sales, contributions, contracts, officers, directors, and financial statements. These information were used by the SEC to monitor holdings, operations, and financing of the registered public utility system.
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Target Return
Pricing model used in valuing a business based on what an investor expects from any capital invested in the firm. It is computed by adding the amou ...
Remainder Man
An individual who receives the remaining principal in a trust account after all required payments have been made, such as those to the beneficiary ...
Average Collected Balance
The total average of the collected funds in a bank account in a month. The balance is calculated by adding the collected balance and dividing it by ...
Bankable Funds
Forms of payment that are accepted at financial institutions. Retailers and other organizations that directly accept payments from customers typica ...
Prudent-Person Rule
A legal maxim that restricts the discretion in a client's account to investments that a prudent person seeking reasonable income and preservati ...
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Digesting Financial Statements: Long-Lasting Assets
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Principles of Trading: Introduction
Trading is an active participation in the financial markets. Those who partake in buy-and-hold investing are called traders. Also called market pla ...
Digesting Financial Statements: Cash Flow
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Digesting Financial Statements: Working Capital
Analysts and investors look at the working capital and its trends to measure a company’s financial performance. This metric determines a busi ...
ECONOMIC CALENDAR
| Time | Country | Indices | Period |
|---|---|---|---|
| 04:00 | Expected Annual Inflation 2y from now | 4 quarter | |
| 07:00 | Economy Watchers Survey | Oct | |
| 10:30 | New Yuan Loans | Oct | |
| 01:30 | Westpac Consumer Sentiment | Nov | |
| 01:50 | M2 Money Supply + CD | Oct | |
| 02:30 | NAB Business Confidence | Oct | |
| 08:00 | Prelim Machine Tool Orders | Oct | |
| 09:00 | CPI | Oct | |
| 09:00 | Harmonized CPI | Oct |
