The Swiss Helvetia Fund Inc. (SWZ) |
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7.62 0.02 (0.26%)
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03-22 15:59 |
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Open: |
7.62 |
Pre. Close: |
7.6 |
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High:
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7.6729 |
Low:
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7.62 |
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Volume:
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15,980 |
Market Cap:
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101(M) |
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Technical analysis |
as of: 2023-03-22 3:51:46 PM |
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Overall:
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| 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) |
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Price, moving averages and Bollinger Bands |
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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. |
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Stock Price Prediction |
Update at 5:00pm EST |
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If tomorrow:
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Open lower
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Open higher
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High:
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7.65 - 7.69 |
7.69 - 7.72 |
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Low:
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7.46 - 7.52 |
7.52 - 7.56 |
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Close:
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7.53 - 7.61 |
7.61 - 7.67 |
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Company Description |
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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
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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. |
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Stock Basics & Statistics |
| Exchange: NYSE |
| Sector: Financial Services |
| Industry: Asset Management |
| Shares Out. |
13 (M) |
| Shares Float |
0 (M) |
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% Held by Insiders
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0.2 (%) |
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% Held by Institutions
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36.3 (%) |
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Shares Short
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12 (K) |
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Shares Short P.Month
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4 (K) |
Stock Financials |
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EPS
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-2.1 |
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EPS Est Next Qtl
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0 |
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EPS Est This Year
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0 |
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EPS Est Next Year
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0 |
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Book Value (p.s.)
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8.8 |
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Profit Margin (%)
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0 |
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Operating Margin (%)
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32.6 |
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Return on Assets (ttm)
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0.4 |
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Return on Equity (ttm)
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-20.5 |
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Qtrly Rev. Growth
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71.5 |
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Gross Profit (p.s.)
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0.22 |
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Sales Per Share
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0.22 |
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EBITDA (p.s.)
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0 |
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Qtrly Earnings Growth
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-45.3 |
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Operating Cash Flow
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8 (M) |
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Levered Free Cash Flow
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1 (M) |
Stock Valuations |
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PE Ratio
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-3.64 |
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PEG Ratio
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0 |
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Price to Book value
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0.86 |
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Price to Sales
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33.57 |
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Price to Cash Flow
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12.48 |
Stock Dividends |
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Dividend
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0.11 |
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Forward Dividend
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0 |
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Dividend Yield
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1.5% |
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Dividend Pay Date
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2018-10-18 |
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Ex-Dividend Date
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2021-12-19 |
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