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margin_compression_severe on R F INDUSTRIES LTD (RFIL)

SIC 3678 — Electronic Connectors · CIK 740664 · default direction: short

Definition

Fires on >500 bps year-over-year decline in operating margin. Captures the 'good business getting worse' pattern.

Every time the signal fired on RFIL

FYFiling dateEvent date1d5d20d60d252d
FY20192019-12-202019-12-20+0.00%+16.22%+12.96%-33.76%-16.05%
FY20162017-01-272017-01-27+0.00%+0.00%-9.09%-7.86%+105.38%
FY20152016-01-282016-01-28-1.90%-2.38%-9.50%-36.84%-59.26%

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
1d2,429+2.00%+36.27%short-2.03%46-0.02
5d2,429+3.35%+38.74%short-2.80%47-0.02
20d2,364+6.26%+38.32%short-4.81%52-0.03
60d2,266+78.74%+40.47%short-75.14%65-0.03
252d2,195+41.39%+39.77%short-31.94%126-0.09

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


Data: /api/company/740664/financials