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capex_spike on IT TECH PACKAGING, INC. (ITP)

SIC 2670 — Converted Paper & Paperboard Prods (No Contaners/Boxes) · CIK 1358190 · default direction: short

Definition

Fires on >50% YoY capex increase. Captures aggressive reinvestment phases — often precedes value destruction in mature industries.

Every time the signal fired on ITP

FYFiling dateEvent date1d5d20d60d252d
FY20232024-03-272024-03-27+0.00%+7.69%-11.54%-7.69%+3.85%
FY20202021-04-192021-04-19-5.77%+11.54%-13.46%-19.23%-51.92%
FY20192020-03-232020-03-23-3.23%-4.84%+20.97%-16.13%+11.29%
FY20132014-03-252014-03-25-3.20%-4.00%-6.00%-13.20%-32.40%

Forward returns are stock returns from event date (next trading day after filing). Sign is raw stock direction; the trade direction is in the calibration table below.

Universe-wide calibration (this signal across all companies)

Horizonn eventsGross stock retHit rateTrade dirNet PnLCost (bps)r/σ net
1d2,295+0.01%+43.27%short-0.06%32-0.01
5d2,292-0.85%+41.88%short+0.74%33+0.06
20d2,258-1.91%+41.67%short+2.05%36+0.10
60d2,127+0.65%+44.01%short-0.78%47-0.02
252d2,092+14.03%+44.93%short-14.91%97-0.09

Net PnL is direction × stock return − round-trip execution cost (5 bps half-spread + ADV-tiered borrow). See capex_spike methodology for the full audit.


Data: /api/company/1358190/financials