- Price is above Fair Value, showing premium demand versus the model.
- Activity pressure is positive on the latest completed week.
AIQ
ASX
Week ended 07 Aug 2026
Weekly Investor Report
Alternative Investment Trust · Financial Services · Asset Management
Latest close
1.37 AUD
-1.8%
latest week
Weekly setup
Mixed setup
The weekly trend is not active. Price is -1.5% below the Trend Line and sits at 14.4% of its 52-week range. The latest completed week returned -1.8%, after a 0.5% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive. The latest news-sentiment score is 50/100. Near-term considerations: volume confirmation is below normal.
Setup score
33
out of 100
Latest Close
1.37 AUD
7 Aug 2026
1W Return
-1.8%
latest completed week
4W Return
0.5%
short-term follow-through
12W Return
-2.1%
quarterly tape
Trend Breadth
9.6%
5 of 52 weeks active
Volume Ratio
0.9x
vs 13-week average
- The trend backdrop is inactive, so price action has not confirmed a constructive regime.
- Price is below the Trend Line, which keeps downside pressure in focus.
- Next-week expectancy is negative at 40.70% based on similar historical setup states.
- Activity pressure is weak, so confirmation is not yet broad enough.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
-1.8%
Latest completed week; four-week move 0.5%.
Indicator stack
5/43
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Next-Week Expectancy
Negative 40.70%
Historical one-week expectancy contributes to the evidence score when direction is confirmed.
News sentiment
50/100
12 relevant articles in the latest sentiment read.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is not active. Price is -1.5% below the Trend Line and sits at 14.4% of its 52-week range. The latest completed week returned -1.8%, after a 0.5% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 0.9x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.1512-week average 0.20
12-week confirmation
Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure10/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.15Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers
No recent accumulation markers. No reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is 0.5% over four weeks, -2.1% over 12 weeks, and -11.2% over one year. The current trend has remained active for 0 consecutive weeks.
Performance by holding period
Active trend streak0 weeks
Active weeks in one year5
Trend breadth9.6%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure0.02Latest activity-pressure read.
Pressure change-91.3%Four-week change in activity pressure.
Leadership-7.68Latest relative-leadership reading.
RS change-46.1%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive.
Factor week 09 Aug 2026
Financial statements through 31 Dec 2021
Field coverage 58%
Model confidence 17%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength82/100Blend of value, momentum, and quality. Underlying universe rank 19; rank 1 is best.
Value73/100Relative valuation strength. Underlying universe rank 28; rank 1 is best.
Quality71/100Profitability and accounting quality. Underlying universe rank 30; rank 1 is best.
Momentum72/100Medium-term price momentum. Underlying universe rank 29; rank 1 is best.
Growth72/100Revenue and earnings growth. Underlying universe rank 29; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 6.5x Price divided by trailing earnings.
- Price / sales
- 6.2x Market value relative to trailing revenue.
- EV / EBITDA
- - Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 0.5% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- - Gross profit retained from each unit of revenue.
- Operating margin
- - Operating profit retained from revenue.
- Free-cash-flow margin
- 2.9% Free cash flow generated from revenue.
- Return on invested capital
- - Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- - Latest one-year revenue growth.
- EPS growth
- - Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- - Latest one-year free-cash-flow growth.
- Piotroski F-score
- 1/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 7.7% Cash dividends relative to market value.
- Buyback yield
- 0.0% Net share repurchases relative to market value.
- Shareholder yield
- 7.7% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- - Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Insider activity-
No recent insider transactions are stored for this company.
News sentiment50/100
Weighted news tone is neutral across 12 relevant articles.
0 positive · 12 neutral · 0 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-20.0%Distance below the 52-week high.
13-week volatility2.6%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
13 Feb
13 Mar
10 Apr
8 May
5 Jun
3 Jul
7 Aug
Weeks higher11 of 2610 weeks finished lower.
Best week+6.1%Week of 31 Jul.
Worst week-5.6%Week of 24 Jul.
Latest week-1.8%Week of 7 Aug.
Shape of recent returns
Strong gains1
Modest gains10
Flat weeks5
Modest losses9
Sharp losses1
Recent vol2.6%13-week weekly-return volatility.
Base vol2.3%52-week weekly-return volatility.
Up/down split22/22Count of positive and negative weeks in the 52-week window.
Average skew1.7% / -2.2%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorAU Financial Services
4-week rank- / 100
Group average2.0%
Trend breadth43.0%
Trend43.0%active weekly trend signals
MD80.0%positive activity pressure
RS37.0%positive relative leadership
Four-week leaders
IndustryAU Asset Management
4-week rank56 / 100
Group average0.7%
Trend breadth29.0%
Trend29.0%active weekly trend signals
MD72.0%positive activity pressure
RS25.0%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape29/100
Trend, activity pressure, participation, and risk combine to a 29/100 tape read.
Indicator analysis29/100Latest 12-week confirmation: trend 0/12, activity pressure 10/12, relative leadership 0/12.
Activity pressure 0.15; No reversal markers Next-Week ExpectancyNegative 40.70%Next-week expectancy is negative with a 40.70% historical one-week setup read.
Adds short-term historical context without overriding trend, activity, or relative leadership. Factors74/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 23; Small Cap Core rank 35 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment50/100Weighted news tone is neutral across 12 relevant articles.
Micron Stock Is Down 39% From Its High. History Suggests a $5,000 Investment Now Will Be Worth This Much by Mid-2028. Insiders50/100No recent insider transaction evidence is stored.
Earnings50/100No stored earnings event is currently attached to this ticker.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | 1.37 AUD | -1.8% | 1.39 AUD | 1.33 AUD | 0.02 | -7.68 | 123.7K | Off |
| 31 Jul 2026 | 1.40 AUD | 6.1% | 1.39 AUD | 1.32 AUD | 0.03 | -3.31 | 5.5K | Off |
| 24 Jul 2026 | 1.31 AUD | -5.6% | 1.39 AUD | 1.32 AUD | 0.04 | -7.32 | 111.1K | Off |
| 17 Jul 2026 | 1.39 AUD | 2.1% | 1.40 AUD | 1.32 AUD | 0.22 | -2.72 | 190.7K | Off |
| 10 Jul 2026 | 1.36 AUD | -0.7% | 1.40 AUD | 1.32 AUD | 0.21 | -5.26 | 6.1K | Off |
| 3 Jul 2026 | 1.37 AUD | 0.4% | 1.40 AUD | 1.32 AUD | 0.16 | -5.48 | 6 | Off |
| 26 Jun 2026 | 1.37 AUD | -2.3% | 1.40 AUD | 1.32 AUD | 0.04 | -5.43 | 0 | Off |
| 19 Jun 2026 | 1.40 AUD | 1.1% | 1.40 AUD | 1.31 AUD | -0.07 | -4.39 | 192.0K | Off |
| 12 Jun 2026 | 1.39 AUD | -0.7% | 1.40 AUD | 1.31 AUD | -0.10 | -5.22 | 36.3K | Off |
| 5 Jun 2026 | 1.40 AUD | 1.1% | 1.40 AUD | 1.31 AUD | 0.02 | -2.64 | 80.3K | Off |
| 29 May 2026 | 1.38 AUD | -1.4% | 1.40 AUD | 1.31 AUD | 0.09 | -4.89 | 122.4K | Off |
| 22 May 2026 | 1.40 AUD | 0.0% | 1.40 AUD | 1.31 AUD | 0.08 | -2.78 | 878.4K | Off |
| 15 May 2026 | 1.40 AUD | -1.4% | 1.40 AUD | 1.31 AUD | -0.26 | -2.55 | 9.3K | Off |
| 8 May 2026 | 1.42 AUD | 2.5% | 1.40 AUD | 1.30 AUD | -0.50 | -2.47 | 1.2K | Off |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.