Form 6K Lichen International Ltd For: 19 September

Amidst the S&P 500's latest record close, the article highlights a stock screener product designed to identify investment opportunities. This tool offers over 50 predefined screens, such as 'Piotroski's Picks' (claiming 23% average annual returns) and 'Momentum Masters,' enabling investors to discover financially strong companies, high-momentum stocks, and undervalued giants.

Analysis

The provided text, set against the backdrop of the S&P 500 achieving a new record close, is primarily a promotional piece for a stock screening tool rather than a market analysis. It highlights the tool's utility in identifying investment opportunities across a broad market by using over 50 predefined screens and 160 customizable filters. The article specifically references several quantitative strategies embedded in the screener, including 'Piotroski's Picks,' which it claims averages 23% in annual returns by focusing on financial strength. Other featured methods target 'Momentum Masters' for stocks with significant price traction, 'Blue-Chip Bargains' for undervalued large-cap companies, and a screen for stocks trading under $10 with recent momentum. The content suggests a factor-based investment approach, enabling users to systematically search for opportunities based on criteria like value, growth, momentum, and dividend yield, thereby aiming to streamline the research process for individual investors.

Key Decisions for Investors

• Investors could consider evaluating systematic screening tools to identify opportunities that align with specific factor criteria, such as value, momentum, or financial strength, especially in a broad market at record highs.
• It is critical to exercise due diligence and independently verify the performance claims of predefined strategies, such as the advertised 23% average annual returns for the 'Piotroski's Picks' method, before relying on them for investment decisions.
• Given the strong market performance, utilizing screens to uncover potential opportunities in less-followed segments, such as stocks under $10 or undervalued blue-chips, may offer a way to diversify beyond crowded trades.