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The Swiss Helvetia Fund Inc. (SWZ)
7.57  -0.08 (-1.05%)    04-25 16:00
Open: 7.52
High: 7.57
Volume: 4,381
  
Pre. Close: 7.65
Low: 7.51
Market Cap: 98(M)
Technical analysis
2024-04-25 4:46:14 PM
Short term     
Mid term     
Targets 6-month :  9.1 1-year :  9.33
Resists First :  7.79 Second :  7.98
Pivot price 7.61
Supports First :  7.48 Second :  6.23
MAs MA(5) :  7.61 MA(20) :  7.68
MA(100) :  7.9 MA(250) :  7.94
MACD MACD :  -0.1 Signal :  -0.1
%K %D K(14,3) :  38.4 D(3) :  35.8
RSI RSI(14): 39.9
52-week High :  8.56 Low :  7.11
Price, MAs and Bollinger Bands

Price has closed below 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 BEARISH in short-term; and BEARISH in mid-long term.
[ SWZ ] has closed above bottom band by 35.6%. Bollinger Bands are 1.2% narrower than normal. The current width of the bands does not suggest anything about the future direction or movement of prices.

Stock Price Prediction
If tomorrow: Open lower Open higher
High: 7.58 - 7.62 7.62 - 7.65
Low: 7.41 - 7.46 7.46 - 7.5
Close: 7.49 - 7.57 7.57 - 7.64
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

Wed, 24 Apr 2024
Trading (SWZ) With Integrated Risk Controls - Stock Traders Daily

Mon, 15 Apr 2024
The Swiss Helvetia Fund Inc. (NYSE:SWZ) Shares Sold by Allspring Global Investments Holdings LLC - Defense World

Mon, 15 Apr 2024
Sequoia Financial Advisors LLC Acquires 1121 Shares of Cintas Co. (NASDAQ:CTAS) - Defense World

Mon, 15 Apr 2024
Allspring Global Investments Holdings LLC Raises Stock Holdings in Blackrock Resources & Commodities Strategy ... - Defense World

Mon, 15 Apr 2024
Allspring Global Investments Holdings LLC Acquires 298088 Shares of Nextracker Inc. (NASDAQ:NXT) - Defense World

Mon, 15 Apr 2024
Independence Realty Trust, Inc. (NYSE:IRT) Shares Sold by Nisa Investment Advisors LLC - Defense World

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.
Neutral
Price to Earnings:
PE, the ratio for valuing a company that measures its current share price relative to its earnings per share (EPS).
Neutral
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
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 40.7 (%)
Shares Short 16 (K)
Shares Short P.Month 4 (K)
Stock Financials
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)
Stock Valuations
PE Ratio 5.29
PEG Ratio 0
Price to Book value 0.77
Price to Sales 33.44
Price to Cash Flow 11.8
Stock Dividends
Dividend 0
Forward Dividend 0
Dividend Yield 0%
Dividend Pay Date Invalid DateTime.
Ex-Dividend Date Invalid DateTime.

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