| 8.76 0.03 (0.34%) | 09-10 15:08 | |||||||||||||
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| Short term |  |
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| Mid term | |
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| Targets | 6-month : | 10.53 | 1-year : | 12.3 |
| Resists | First : | 9.02 | Second : | 10.53 |
| Pivot price | 8.81  |
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| Supports | First : | 8.57 |
Second : | 8.3 |
| MAs | MA(5) : | 8.76  |
MA(20) : | 8.75 |
| MA(100) : | 8.22 |
MA(250) : | 7.96 |
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| MACD | MACD : | 0 |
Signal : | 0.1 |
| %K %D | K(14,3) : | 35.9 |
D(3) : | 45 |
| RSI | RSI(14): 54.3 |
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| 52-week | High : | 9.02 | Low : | 7.11 |
Price has closed below its short-term moving average. Short-term moving average is currently above mid-term; and above long-term moving average. From the relationship between price and moving averages: This stock is NEUTRAL in short-term; and BULLISH in mid-long term.[ SWZ ] has closed above bottom band by 35.6%. Bollinger Bands are 0.6% narrower than normal. The current width of the bands does not suggest anything about the future direction or movement of prices.
| If tomorrow: | Open lower | Open higher |
| High: | 8.79 - 8.84 | 8.84 - 8.88 |
| Low: | 8.57 - 8.62 | 8.62 - 8.66 |
| Close: | 8.68 - 8.76 | 8.76 - 8.83 |
The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.
Mon, 09 Sep 2024
The Swiss Helvetia Fund Inc. Declares Quarterly Dividend of $0.13 (NYSE:SWZ) - MarketBeat
Fri, 06 Sep 2024
THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHARE - StockTitan
Tue, 03 Sep 2024
Swiss Helvetia stock hits 52-week high at $9.01 amid market optimism - Investing.com
Thu, 29 Aug 2024
Allspring Global Investments Holdings LLC Grows Position in The Swiss Helvetia Fund Inc. (NYSE:SWZ) - MarketBeat
Thu, 22 Aug 2024
Swiss Helvetia stock hits 52-week high at $8.8 amid market optimism - Investing.com
Fri, 03 May 2024
Swiss Helvetia Fund: High Yield, Quality Swiss Stocks At A Discount To Net Asset Value - Seeking Alpha
| Price to Book Value: P/BV, a ratio used to compare book value to its current market price, to gauge whether a stock is valued properly. |
Neutral |
| Price to Earnings: PE, the ratio for valuing a company that measures its current share price relative to its earnings per share (EPS). |
Outperform |
| Discounted cash flow: DCF, a valuation method used to estimate the value of an investment based on its expected future cash flows. |
Neutral |
| Return on Assets: ROA, indicates how profitable a company is in relation to its total assets, how efficiently uses assets to generate a profit. |
Outperform |
| Return on Equity: ROE, a measure of financial performance calculated by dividing net income by equity. a gauge of profitability and efficiency. |
Outperform |
| Debt to Equity: evaluate financial leverage, reflects the ability of equity to cover outstanding debts in the event of a business downturn. |
Underperform |
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Exchange:
NYSE
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Sector:
Financial Services
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Industry:
Asset Management
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| Shares Out | 13 (M) |
| Shares Float | 0 (M) |
| Held by Insiders | 0.2 (%) |
| Held by Institutions | 42.9 (%) |
| Shares Short | 23 (K) |
| Shares Short P.Month | 23 (K) |
| EPS | 1.42 |
| EPS Est Next Qtrly | 0 |
| EPS Est This Year | 0 |
| EPS Est Next Year | 0 |
| Book Value (p.s.) | 9.76 |
| Profit Margin | 639.7 % |
| Operating Margin | -448.3 % |
| Return on Assets (ttm) | 0.4 % |
| Return on Equity (ttm) | 15.5 % |
| Qtrly Rev. Growth | -16.2 % |
| Gross Profit (p.s.) | 0 |
| Sales Per Share | 0.22 |
| EBITDA (p.s.) | 0 |
| Qtrly Earnings Growth | -24.7 % |
| Operating Cash Flow | 8 (M) |
| Levered Free Cash Flow | 0 (M) |
| PE Ratio | 6.12 |
| PEG Ratio | 0 |
| Price to Book value | 0.89 |
| Price to Sales | 38.7 |
| Price to Cash Flow | 13.66 |
| Dividend | 0 |
| Forward Dividend | 0 |
| Dividend Yield | 0% |
| Dividend Pay Date | Invalid DateTime. |
| Ex-Dividend Date | Invalid DateTime. |
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