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The Swiss Helvetia Fund Inc. (SWZ)
8.87  0.119 (1.36%)    02-13 16:00
Open: 8.8
High: 8.87
Volume: 25,263
  
Pre. Close: 8.751
Low: 8.75
Market Cap: 115(M)
Technical analysis
2025-02-13 4:51:39 PM
Short term     
Mid term     
Targets 6-month :  10.36 1-year :  12.1
Resists First :  8.86 Second :  10.36
Pivot price 8.68
Supports First :  8.07 Second :  7.57
MAs MA(5) :  8.73 MA(20) :  8.63
MA(100) :  8.24 MA(250) :  8.18
MACD MACD :  0.1 Signal :  0.2
%K %D K(14,3) :  83.1 D(3) :  74.7
RSI RSI(14): 72.9
52-week High :  9.14 Low :  7.48
Price, MAs and Bollinger Bands

Price has closed above 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 BULLISH in short-term; and NEUTRAL in mid-long term.
[ SWZ ] has closed above the upper band by 9.7%. If price is in a uptrend band; this upward trend in price might continue. However a short term pullback inside the band is likely.Bollinger Bands are 45.1% narrower than normal. The narrow width of the bands suggests low volatility as compared to its normal range. The bands have been in this narrow range for 3 bars. This is a sign that the market may be about to initiate a new trend.

Stock Price Prediction
If tomorrow: Open lower Open higher
High: 8.88 - 8.92 8.92 - 8.96
Low: 8.66 - 8.7 8.7 - 8.74
Close: 8.81 - 8.87 8.87 - 8.94
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

Sun, 09 Feb 2025
The Swiss Helvetia Fund (NYSE:SWZ) Shares Pass Above 50-Day Moving Average - Here's Why - MarketBeat

Sat, 08 Feb 2025
(SWZ) Investment Analysis and Advice - Stock Traders Daily

Sun, 02 Feb 2025
The Swiss Helvetia Fund Inc. (NYSE:SWZ) Short Interest Down 36.8% in January - MarketBeat

Tue, 28 Jan 2025
How the (SWZ) price action is used to our Advantage - Stock Traders Daily

Mon, 27 Jan 2025
The Swiss Helvetia Fund Announces Special Meeting - The Manila Times

Mon, 27 Jan 2025
Swiss Helvetia Fund Announces Major Restructuring with 30% Special Distribution Plan - StockTitan

Financial Analysis
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.
Underperform
Price to Earnings:
PE, the ratio for valuing a company that measures its current share price relative to its earnings per share (EPS).
Underperform
Discounted cash flow:
DCF, a valuation method used to estimate the value of an investment based on its expected future cash flows.
Underperform
Return on Assets:
ROA, indicates how profitable a company is in relation to its total assets, how efficiently uses assets to generate a profit.
Underperform
Return on Equity:
ROE, a measure of financial performance calculated by dividing net income by equity. a gauge of profitability and efficiency.
Underperform
Debt to Equity:
evaluate financial leverage, reflects the ability of equity to cover outstanding debts in the event of a business downturn.
Underperform
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 43.3 (%)
Shares Short 29 (K)
Shares Short P.Month 13 (K)
Stock Financials
EPS 0.64
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.) 0.22
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)
Stock Valuations
PE Ratio 13.64
PEG Ratio 0
Price to Book value 0.9
Price to Sales 39.19
Price to Cash Flow 13.83
Stock Dividends
Dividend 0.15
Forward Dividend 0
Dividend Yield 1.6%
Dividend Pay Date Invalid DateTime.
Ex-Dividend Date Invalid DateTime.

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