ISAR model evaluates stock investment opportunities from four aspects, namely, improved business fundamentals, sustainability, attractive relative valuation and rising expectations.
In every aspect, the model has a scientific index system. Generally speaking, the improvement of fundamentals and the continuity of improvement have solved the problem of choosing "good companies"; The latter two groups of indicators, namely low valuation and expected improvement, solve the problem of choosing "good stocks". A company should be not only a good company, but also a good stock in the capital market, which is the core idea of Principal ISAR model. Based on the essence of value investment, this model pays attention to the influence of investors' expectations on the market. Specifically, the fundamental improvement examines the basic factors that affect whether a company is worth investing, such as the improvement of industry, the improvement of industrial environment, the expansion of scale, the rise of product prices, the decline of costs, and the improvement of management level. The sustainability of fundamental improvement is to highlight a company with long-term investment value and pay attention to the ability, process and sustainability of value creation of listed companies, so as to achieve permanent value growth; Attractive relative valuation tries to find the deviation between the market and the actual value of the company, and the degree of underestimation determines the size of stock investment opportunities; The expected promotion of investors is to grasp the process of the influence of new information on the market when the company's fundamentals change, and carefully analyze the process of this change being transmitted to the stock price change, so as to better grasp the investment opportunities.
Generally speaking, the improvement of fundamentals and the continuity of improvement have solved the problem of choosing "good companies"; The latter two groups of indicators, namely low valuation and expected improvement, solve the problem of choosing "good stocks". It can be considered that having good companies and stocks at the same time is the core idea of ISAR model.