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The Swiss Helvetia Fund Inc. (SWZ)

7.62   0.02 (0.26%) 03-22 15:59
Open: 7.62 Pre. Close: 7.6
High: 7.6729 Low: 7.62
Volume: 15,980 Market Cap: 101(M)

Technical analysis

as of: 2023-03-22 3:51:46 PM
Stoxline posted a BUY today, upgraded from lower rating. Upward movement to be expected.
Target: Six months: 9.12     One year: 9.39
Support: Support1: 7.44    Support2: 6.19
Resistance: Resistance1: 7.81    Resistance2: 8.03
Pivot: 7.68
Moving Average: MA(5): 7.61     MA(20): 7.7
MA(100): 7.77     MA(250): 7.83
MACD: MACD(12,26): -0.1     Signal(9): -0.1
Stochastic oscillator: %K(14,3): 47     %D(3): 44.7
RSI: RSI(14): 42.5
52-week: High: 9.5  Low: 6.55
Average Vol(K): 3-Month: 19 (K)  10-Days: 30 (K)

Price, moving averages and Bollinger Bands

Price has closed above its short-term moving average. Short-term moving average is currently below mid-term; and below long-term moving average. From the relationship between price and moving averages: This stock is NEUTRAL in short-term; and NEUTRAL in mid-long term.
[ SWZ ] has closed above bottom band by 32.4%. Bollinger Bands are 38.7% narrower than normal. The current width of the bands does not suggest anything about the future direction or movement of prices.

Stock Price Prediction

Update at 5:00pm EST
If tomorrow: Open lower Open higher
High: 7.65 - 7.69 7.69 - 7.72
Low: 7.46 - 7.52 7.52 - 7.56
Close: 7.53 - 7.61 7.61 - 7.67

Company Description

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.

Headline News

Thu, 16 Mar 2023
Swiss Helvetia Fund: Dividend Insights - Swiss Helvetia Fund (NYSE:SWZ) - Benzinga

Sun, 12 Mar 2023
Short Interest in The Swiss Helvetia Fund Inc. (NYSE:SWZ) Rises By ... - MarketBeat

Mon, 13 Jun 2022
Stocks That Hit 52-Week Lows On Monday - TuSimple Hldgs (NASDAQ:TSP), Sixth Street Specialty (NYSE:TSLX) - Benzinga

Wed, 09 Mar 2022
These Beaten-Up Closed-End Funds Are Future Bargains - Barron's

Sat, 02 Nov 2019
Short Interest Increases - MarketBeat

Thu, 20 Sep 2018
Dividend Calendar 2023 | Ex-Dividend Payout Dates - MarketBeat

Financial Analysis

Price to Book Value: Neutral
P/BV, a ratio used to compare book value to its current market price, to gauge whether a stock is valued properly.
Price to Earnings: Neutral
PE, the ratio for valuing a company that measures its current share price relative to its earnings per share (EPS).
Discounted cash flow: Neutral
DCF, a valuation method used to estimate the value of an investment based on its expected future cash flows.
Return on Assets: Neutral
ROA, indicates how profitable a company is in relation to its total assets, how efficiently uses assets to generate a profit.
Return on Equity: Neutral
ROE, a measure of financial performance calculated by dividing net income by equity. a gauge of profitability and efficiency.
Debt to Equity: Neutral
evaluate financial leverage, reflects the ability of equity to cover outstanding debts in the event of a business downturn.
Free Technical Analysis Charts

Stock Basics & Statistics

Exchange:  NYSE
Sector:  Financial Services
Industry:  Asset Management
Shares Out. 13 (M)
Shares Float 0 (M)
% Held by Insiders 0.2 (%)
% Held by Institutions 36.3 (%)
Shares Short 12 (K)
Shares Short P.Month 4 (K)

Stock Financials

EPS -2.1
EPS Est Next Qtl 0
EPS Est This Year 0
EPS Est Next Year 0
Book Value (p.s.) 8.8
Profit Margin (%) 0
Operating Margin (%) 32.6
Return on Assets (ttm) 0.4
Return on Equity (ttm) -20.5
Qtrly Rev. Growth 71.5
Gross Profit (p.s.) 0.22
Sales Per Share 0.22
EBITDA (p.s.) 0
Qtrly Earnings Growth -45.3
Operating Cash Flow 8 (M)
Levered Free Cash Flow 1 (M)

Stock Valuations

PE Ratio -3.64
PEG Ratio 0
Price to Book value 0.86
Price to Sales 33.57
Price to Cash Flow 12.48

Stock Dividends

Dividend 0.11
Forward Dividend 0
Dividend Yield 1.5%
Dividend Pay Date 2018-10-18
Ex-Dividend Date 2021-12-19
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