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Baloise Holding Ltd ADR
Buy, Hold or Sell?

Let's analyse Baloise together

PenkeI guess you are interested in Baloise Holding Ltd ADR. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Baloise Holding Ltd ADR. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

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Quick analysis of Baloise (30 sec.)










What can you expect buying and holding a share of Baloise? (30 sec.)

How much money do you get?

How much money do you get?
$3.09
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
$11.11
Expected worth in 1 year
$-15.71
How sure are you?
70.0%

+ What do you gain per year?

Total Gains per Share
$-23.73
Return On Investment
-149.4%

For what price can you sell your share?

Current Price per Share
$15.88
Expected price per share
$15.88 - $
How sure are you?
50%

1. Valuation of Baloise (5 min.)




Live pricePrice per Share (EOD)

$15.88

Intrinsic Value Per Share

$-23.54 - $-3.50

Total Value Per Share

$-12.43 - $7.61

2. Growth of Baloise (5 min.)




Is Baloise growing?

Current yearPrevious yearGrowGrow %
How rich?$5b$8b-$3b-60.4%

How much money is Baloise making?

Current yearPrevious yearGrowGrow %
Making money$605.3m$650m-$44.6m-7.4%
Net Profit Margin7.4%6.7%--

How much money comes from the company's main activities?

3. Financial Health of Baloise (5 min.)




What can you expect buying and holding a share of Baloise? (5 min.)

Welcome investor! Baloise's management wants to use your money to grow the business. In return you get a share of Baloise.

What can you expect buying and holding a share of Baloise?

First you should know what it really means to hold a share of Baloise. And how you can make/lose money.

Speculation

The Price per Share of Baloise is $15.88. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Baloise.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Baloise, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is $11.11. Based on the TTM, the Book Value Change Per Share is $-6.70 per quarter. Based on the YOY, the Book Value Change Per Share is $0.77 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is $0.77 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Baloise.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 $% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share
Usd Eps1.348.4%1.348.4%1.449.0%1.348.5%1.308.2%
Usd Book Value Change Per Share-6.70-42.2%-6.70-42.2%0.774.8%-0.75-4.7%0.010.1%
Usd Dividend Per Share0.774.9%0.774.9%0.704.4%0.694.4%0.613.8%
Usd Total Gains Per Share-5.93-37.4%-5.93-37.4%1.479.3%-0.05-0.3%0.623.9%
Usd Price Per Share14.22-14.22-15.87-13.20-9.42-
Price to Earnings Ratio10.64-10.64-11.06-9.89-7.20-
Price-to-Total Gains Ratio-2.40--2.40-10.79-6.44-6.98-
Price to Book Ratio1.28-1.28-0.89-0.87-0.63-
Price-to-Total Gains Ratio-2.40--2.40-10.79-6.44-6.98-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share15.88
Number of shares62
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.770.69
Usd Book Value Change Per Share-6.70-0.75
Usd Total Gains Per Share-5.93-0.05
Gains per Quarter (62 shares)-367.76-3.27
Gains per Year (62 shares)-1,471.03-13.09
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
1191-1663-1481172-185-23
2383-3325-2952343-370-36
3574-4988-4423515-554-49
4766-6650-5894687-739-62
5957-8313-7365858-924-75
61149-9975-88361030-1109-88
71340-11638-103071202-1293-101
81532-13300-117781374-1478-114
91723-14963-132491545-1663-127
101915-16625-147201717-1848-140

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%18.00.00.0100.0%
Book Value Change Per Share0.01.00.00.0%2.01.00.066.7%3.02.00.060.0%7.03.00.070.0%12.06.00.066.7%
Dividend per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%18.00.00.0100.0%
Total Gains per Share0.01.00.00.0%2.01.00.066.7%3.02.00.060.0%7.03.00.070.0%12.06.00.066.7%

Fundamentals of Baloise

About Baloise Holding Ltd ADR

Bâloise Holding AG, together with its subsidiaries, primarily engages in the insurance and banking businesses in Switzerland, Germany, Belgium, Luxembourg. It operates through Non-Life, Life, Asset Management & Banking, and Other Activities segments. The company offers various non-life insurance products, including accident, health, general liability, motor, fire and other property, marine, credit protection, and legal expenses insurance. It also provides life insurance products, which include endowment policies, such as conventional and unit-linked life insurance; group life insurance products; term insurance; immediate and deferred annuities; and policy riders, including premium waiver, accidental death, and disability. In addition, the company engages in the banking activities in Switzerland; and offers asset management services. Further, it has interests in equity investment companies, real-estate firms, and financing companies. The company sells its products and services to individuals, small and medium sized enterprises, and industrial clients. Bâloise Holding AG was founded in 1863 and is headquartered in Basel, Switzerland.

Fundamental data was last updated by Penke on 2024-03-07 12:05:03.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a profit.
Using its assets, the company is inefficient in making profit.
Using its investors money, the company is less efficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating less efficient.
Liquidity Details
 Compared to previous yearCompared to industry
The company is very able to pay all its short-term debts.
The company is very able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is just able to pay all its debts by selling its assets.
The company is unable to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is underpriced.
Based on the earnings, the company is underpriced.
Based on how much money comes from the company's main activities, the company is expensive.

1.1. Profitability of Baloise Holding Ltd ADR.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Baloise earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare Baloise to the Insurance - Diversified industry mean.
  • A Net Profit Margin of 7.4% means that $0.07 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Baloise Holding Ltd ADR:

  • The MRQ is 7.4%. The company is making a profit. +1
  • The TTM is 7.4%. The company is making a profit. +1
Trends
Current periodCompared to+/- 
MRQ7.4%TTM7.4%0.0%
TTM7.4%YOY6.7%+0.7%
TTM7.4%5Y6.7%+0.7%
5Y6.7%10Y6.4%+0.3%
1.1.2. Return on Assets

Shows how efficient Baloise is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Baloise to the Insurance - Diversified industry mean.
  • 0.7% Return on Assets means that Baloise generated $0.01 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Baloise Holding Ltd ADR:

  • The MRQ is 0.7%. Using its assets, the company is inefficient in making profit. -1
  • The TTM is 0.7%. Using its assets, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ0.7%TTM0.7%0.0%
TTM0.7%YOY0.7%+0.0%
TTM0.7%5Y0.7%+0.0%
5Y0.7%10Y0.7%0.0%
1.1.3. Return on Equity

Shows how efficient Baloise is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Baloise to the Insurance - Diversified industry mean.
  • 12.1% Return on Equity means Baloise generated $0.12 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Baloise Holding Ltd ADR:

  • The MRQ is 12.1%. Using its investors money, the company is less efficient in making profit.
  • The TTM is 12.1%. Using its investors money, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ12.1%TTM12.1%0.0%
TTM12.1%YOY8.1%+4.0%
TTM12.1%5Y9.1%+3.0%
5Y9.1%10Y9.4%-0.4%

1.2. Operating Efficiency of Baloise Holding Ltd ADR.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Baloise is operating .

  • Measures how much profit Baloise makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Baloise to the Insurance - Diversified industry mean.
  • An Operating Margin of 9.7% means the company generated $0.10  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Baloise Holding Ltd ADR:

  • The MRQ is 9.7%. The company is operating less efficient.
  • The TTM is 9.7%. The company is operating less efficient.
Trends
Current periodCompared to+/- 
MRQ9.7%TTM9.7%0.0%
TTM9.7%YOY7.7%+2.0%
TTM9.7%5Y8.3%+1.4%
5Y8.3%10Y8.6%-0.3%
1.2.2. Operating Ratio

Measures how efficient Baloise is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Insurance - Diversified industry mean).
  • An Operation Ratio of -0.90 means that the operating costs are $-0.90 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Baloise Holding Ltd ADR:

  • The MRQ is -0.903.
  • The TTM is -0.903.
Trends
Current periodCompared to+/- 
MRQ-0.903TTM-0.9030.000
TTM-0.903YOY-0.923+0.020
TTM-0.9035Y-0.763-0.140
5Y-0.76310Y-0.514-0.249

1.3. Liquidity of Baloise Holding Ltd ADR.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Baloise is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Insurance - Diversified industry mean).
  • A Current Ratio of 41.36 means the company has $41.36 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Baloise Holding Ltd ADR:

  • The MRQ is 41.361. The company is very able to pay all its short-term debts. +2
  • The TTM is 41.361. The company is very able to pay all its short-term debts. +2
Trends
Current periodCompared to+/- 
MRQ41.361TTM41.3610.000
TTM41.361YOY52.766-11.404
TTM41.3615Y51.498-10.136
5Y51.49810Y53.483-1.985
1.3.2. Quick Ratio

Measures if Baloise is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Baloise to the Insurance - Diversified industry mean.
  • A Quick Ratio of 79.00 means the company can pay off $79.00 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Baloise Holding Ltd ADR:

  • The MRQ is 79.004. The company is very able to pay all its short-term debts with the most liquid assets. +2
  • The TTM is 79.004. The company is very able to pay all its short-term debts with the most liquid assets. +2
Trends
Current periodCompared to+/- 
MRQ79.004TTM79.0040.000
TTM79.004YOY100.935-21.930
TTM79.0045Y98.365-19.361
5Y98.36510Y102.741-4.375

1.4. Solvency of Baloise Holding Ltd ADR.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Baloise assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Baloise to Insurance - Diversified industry mean.
  • A Debt to Asset Ratio of 0.94 means that Baloise assets are financed with 94.3% credit (debt) and the remaining percentage (100% - 94.3%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Baloise Holding Ltd ADR:

  • The MRQ is 0.943. The company is just able to pay all its debts by selling its assets.
  • The TTM is 0.943. The company is just able to pay all its debts by selling its assets.
Trends
Current periodCompared to+/- 
MRQ0.943TTM0.9430.000
TTM0.943YOY0.919+0.025
TTM0.9435Y0.926+0.017
5Y0.92610Y0.928-0.001
1.4.2. Debt to Equity Ratio

Measures if Baloise is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Baloise to the Insurance - Diversified industry mean.
  • A Debt to Equity ratio of 1,674.1% means that company has $16.74 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Baloise Holding Ltd ADR:

  • The MRQ is 16.741. The company is unable to pay all its debts with equity. -1
  • The TTM is 16.741. The company is unable to pay all its debts with equity. -1
Trends
Current periodCompared to+/- 
MRQ16.741TTM16.7410.000
TTM16.741YOY11.349+5.392
TTM16.7415Y12.848+3.894
5Y12.84810Y13.036-0.189

2. Market Valuation of Baloise Holding Ltd ADR

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings Baloise generates.

  • Above 15 is considered overpriced but always compare Baloise to the Insurance - Diversified industry mean.
  • A PE ratio of 10.64 means the investor is paying $10.64 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Baloise Holding Ltd ADR:

  • The EOD is 11.878. Based on the earnings, the company is underpriced. +1
  • The MRQ is 10.636. Based on the earnings, the company is underpriced. +1
  • The TTM is 10.636. Based on the earnings, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD11.878MRQ10.636+1.242
MRQ10.636TTM10.6360.000
TTM10.636YOY11.055-0.419
TTM10.6365Y9.886+0.750
5Y9.88610Y7.201+2.685
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Baloise Holding Ltd ADR:

  • The EOD is -15.001. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The MRQ is -13.433. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The TTM is -13.433. Based on how much money comes from the company's main activities, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD-15.001MRQ-13.433-1.568
MRQ-13.433TTM-13.4330.000
TTM-13.433YOY15.213-28.646
TTM-13.4335Y158.525-171.958
5Y158.52510Y81.377+77.148
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Baloise is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Insurance - Diversified industry mean).
  • A PB ratio of 1.28 means the investor is paying $1.28 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Baloise Holding Ltd ADR:

  • The EOD is 1.430. Based on the equity, the company is underpriced. +1
  • The MRQ is 1.280. Based on the equity, the company is underpriced. +1
  • The TTM is 1.280. Based on the equity, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD1.430MRQ1.280+0.149
MRQ1.280TTM1.2800.000
TTM1.280YOY0.891+0.389
TTM1.2805Y0.869+0.411
5Y0.86910Y0.635+0.234
2. Total Gains per Share

3. Summary

3.1. Key Performance Indicators

The key performance indicators of Baloise Holding Ltd ADR compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share---6.704-6.7040%0.767-975%-0.745-89%0.010-67044%
Book Value Per Share--11.10611.1060%17.809-38%15.218-27%14.066-21%
Current Ratio--41.36141.3610%52.766-22%51.498-20%53.483-23%
Debt To Asset Ratio--0.9430.9430%0.919+3%0.926+2%0.928+2%
Debt To Equity Ratio--16.74116.7410%11.349+48%12.848+30%13.036+28%
Dividend Per Share--0.7720.7720%0.704+10%0.692+12%0.605+28%
Eps--1.3371.3370%1.436-7%1.3430%1.299+3%
Free Cash Flow Per Share---1.059-1.0590%1.043-201%0.665-259%0.746-242%
Free Cash Flow To Equity Per Share---1.439-1.4390%0.460-413%0.082-1851%0.132-1193%
Gross Profit Margin--1.0001.0000%0.921+9%0.948+5%0.974+3%
Intrinsic Value_10Y_max---3.497--------
Intrinsic Value_10Y_min---23.539--------
Intrinsic Value_1Y_max--0.511--------
Intrinsic Value_1Y_min---0.599--------
Intrinsic Value_3Y_max--0.878--------
Intrinsic Value_3Y_min---3.334--------
Intrinsic Value_5Y_max--0.455--------
Intrinsic Value_5Y_min---7.731--------
Market Cap7190559534.080+10%6438901547.5206438901547.5200%7186031473.920-10%6012463537.257+7%4358277788.481+48%
Net Profit Margin--0.0740.0740%0.067+10%0.067+10%0.064+15%
Operating Margin--0.0970.0970%0.077+25%0.083+17%0.086+13%
Operating Ratio---0.903-0.9030%-0.923+2%-0.763-16%-0.514-43%
Pb Ratio1.430+10%1.2801.2800%0.891+44%0.869+47%0.635+102%
Pe Ratio11.878+10%10.63610.6360%11.055-4%9.886+8%7.201+48%
Price Per Share15.880+10%14.22014.2200%15.870-10%13.197+8%9.418+51%
Price To Free Cash Flow Ratio-15.001-12%-13.433-13.4330%15.213-188%158.525-108%81.377-117%
Price To Total Gains Ratio-2.677-12%-2.397-2.3970%10.795-122%6.443-137%6.982-134%
Quick Ratio--79.00479.0040%100.935-22%98.365-20%102.741-23%
Return On Assets--0.0070.0070%0.007+4%0.007+4%0.007+1%
Return On Equity--0.1210.1210%0.081+49%0.091+33%0.094+28%
Total Gains Per Share---5.932-5.9320%1.470-503%-0.053-99%0.615-1064%
Usd Book Value--5028704870.0005028704870.0000%8064199530.000-38%6973197810.000-28%6622024727.000-24%
Usd Book Value Change Per Share---6.704-6.7040%0.767-975%-0.745-89%0.010-67044%
Usd Book Value Per Share--11.10611.1060%17.809-38%15.218-27%14.066-21%
Usd Dividend Per Share--0.7720.7720%0.704+10%0.692+12%0.605+28%
Usd Eps--1.3371.3370%1.436-7%1.3430%1.299+3%
Usd Free Cash Flow---479329330.000-479329330.0000%472369720.000-201%311547494.000-254%355746541.000-235%
Usd Free Cash Flow Per Share---1.059-1.0590%1.043-201%0.665-259%0.746-242%
Usd Free Cash Flow To Equity Per Share---1.439-1.4390%0.460-413%0.082-1851%0.132-1193%
Usd Market Cap7190559534.080+10%6438901547.5206438901547.5200%7186031473.920-10%6012463537.257+7%4358277788.481+48%
Usd Price Per Share15.880+10%14.22014.2200%15.870-10%13.197+8%9.418+51%
Usd Profit--605375600.000605375600.0000%650005480.000-7%616002814.000-2%612699761.000-1%
Usd Revenue--8226811370.0008226811370.0000%9758588390.000-16%9224068248.000-11%9545845264.000-14%
Usd Total Gains Per Share---5.932-5.9320%1.470-503%-0.053-99%0.615-1064%
 EOD+4 -4MRQTTM+0 -0YOY+10 -265Y+12 -2410Y+14 -22

3.2. Fundamental Score

Let's check the fundamental score of Baloise Holding Ltd ADR based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-1511.878
Price to Book Ratio (EOD)Between0-11.430
Net Profit Margin (MRQ)Greater than00.074
Operating Margin (MRQ)Greater than00.097
Quick Ratio (MRQ)Greater than179.004
Current Ratio (MRQ)Greater than141.361
Debt to Asset Ratio (MRQ)Less than10.943
Debt to Equity Ratio (MRQ)Less than116.741
Return on Equity (MRQ)Greater than0.150.121
Return on Assets (MRQ)Greater than0.050.007
Total6/10 (60.0%)

3.3. Technical Score

Let's check the technical score of Baloise Holding Ltd ADR based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5063.218
Ma 20Greater thanMa 5015.880
Ma 50Greater thanMa 10015.866
Ma 100Greater thanMa 20015.678
OpenGreater thanClose15.880
Total4/5 (80.0%)



Latest Balance Sheet

Balance Sheet of 2022-12-31. Currency in CHF. All numbers in thousands.

Summary
Total Assets80,550,100
Total Liabilities75,998,000
Total Stockholder Equity4,539,500
 As reported
Total Liabilities 75,998,000
Total Stockholder Equity+ 4,539,500
Total Assets = 80,550,100

Assets

Total Assets80,550,100
Total Current Assets30,884,600
Long-term Assets50,515,800
Total Current Assets
Cash And Cash Equivalents 3,370,200
Short-term Investments 27,514,400
Net Receivables 593,500
Total Current Assets  (as reported)30,884,600
Total Current Assets  (calculated)31,478,100
+/- 593,500
Long-term Assets
Property Plant Equipment 414,500
Goodwill 96,300
Long Term Investments 49,644,100
Intangible Assets 143,000
Other Assets -850,300
Long-term Assets  (as reported)50,515,800
Long-term Assets  (calculated)49,447,600
+/- 1,068,200

Liabilities & Shareholders' Equity

Total Current Liabilities746,700
Long-term Liabilities746,700
Total Stockholder Equity4,539,500
Total Current Liabilities
Short-term Debt 250,000
Accounts payable 746,700
Other Current Liabilities -746,700
Total Current Liabilities  (as reported)746,700
Total Current Liabilities  (calculated)250,000
+/- 496,700
Long-term Liabilities
Capital Lease Obligations Min Short Term Debt-224,100
Deferred Long Term Liability 1,166,600
Long-term Liabilities  (as reported)746,700
Long-term Liabilities  (calculated)942,500
+/- 195,800
Total Stockholder Equity
Common Stock4,600
Retained Earnings 7,040,100
Other Stockholders Equity -2,505,200
Total Stockholder Equity (as reported)4,539,500
Total Stockholder Equity (calculated)4,539,500
+/-0
Other
Capital Stock4,600
Cash and Short Term Investments 30,884,600
Common Stock Shares Outstanding 451,968
Current Deferred Revenue496,700
Liabilities and Stockholders Equity 80,550,100
Net Debt 1,514,200
Net Invested Capital 9,398,000
Property Plant and Equipment Gross 950,000
Short Long Term Debt Total 4,884,400



Balance Sheet

Currency in CHF. All numbers in thousands.

 Trend2022-12-312021-12-312020-12-312019-12-312018-12-312017-12-312016-12-312015-12-312014-12-312013-12-312012-12-312011-12-312010-12-312009-12-312008-12-312007-12-312006-12-312005-12-31
> Total Assets 
61,315,100
64,032,500
66,995,500
61,243,100
67,292,500
65,391,400
69,066,200
73,527,200
75,696,900
79,342,300
78,783,800
80,614,300
84,523,900
80,854,800
87,017,800
88,364,500
89,979,000
80,550,100
80,550,10089,979,00088,364,50087,017,80080,854,80084,523,90080,614,30078,783,80079,342,30075,696,90073,527,20069,066,20065,391,40067,292,50061,243,10066,995,50064,032,50061,315,100
   > Total Current Assets 
450,200
741,500
1,620,400
1,305,500
2,528,700
2,208,900
2,287,800
28,694,200
29,488,200
31,895,200
30,307,700
31,337,100
32,824,600
31,464,500
35,440,600
36,097,800
37,258,000
30,884,600
30,884,60037,258,00036,097,80035,440,60031,464,50032,824,60031,337,10030,307,70031,895,20029,488,20028,694,2002,287,8002,208,9002,528,7001,305,5001,620,400741,500450,200
       Cash And Cash Equivalents 
450,200
741,500
1,620,400
1,305,500
2,528,700
2,208,900
2,287,800
2,923,700
2,960,800
2,969,600
2,839,800
3,173,300
3,551,600
4,036,100
3,988,000
4,004,000
4,073,500
3,370,200
3,370,2004,073,5004,004,0003,988,0004,036,1003,551,6003,173,3002,839,8002,969,6002,960,8002,923,7002,287,8002,208,9002,528,7001,305,5001,620,400741,500450,200
       Short-term Investments 
0
0
0
0
0
0
0
25,770,500
26,527,400
28,925,600
27,467,900
28,163,800
29,273,000
27,428,400
31,452,600
32,093,800
33,184,500
27,514,400
27,514,40033,184,50032,093,80031,452,60027,428,40029,273,00028,163,80027,467,90028,925,60026,527,40025,770,5000000000
       Net Receivables 
0
0
0
0
0
0
0
0
1,212,600
869,600
766,300
954,700
931,000
847,800
904,500
889,200
827,400
593,500
593,500827,400889,200904,500847,800931,000954,700766,300869,6001,212,60000000000
       Other Current Assets 
0
0
0
0
0
0
0
0
1,745,100
1,469,700
3,492,300
3,516,400
2,692,800
1,775,000
6,546,100
6,160,300
6,094,100
5,231,200
5,231,2006,094,1006,160,3006,546,1001,775,0002,692,8003,516,4003,492,3001,469,7001,745,10000000000
   > Long-term Assets 
34,995,400
37,698,000
39,639,700
33,353,400
38,505,100
38,360,700
41,011,300
43,283,900
45,050,800
49,412,600
48,483,400
49,608,900
52,840,900
49,673,100
55,152,400
57,018,400
59,114,000
50,515,800
50,515,80059,114,00057,018,40055,152,40049,673,10052,840,90049,608,90048,483,40049,412,60045,050,80043,283,90041,011,30038,360,70038,505,10033,353,40039,639,70037,698,00034,995,400
       Property Plant Equipment 
626,300
638,300
672,600
621,200
611,200
535,700
559,900
458,500
422,400
379,300
399,100
349,200
353,300
318,200
362,800
518,800
438,600
414,500
414,500438,600518,800362,800318,200353,300349,200399,100379,300422,400458,500559,900535,700611,200621,200672,600638,300626,300
       Goodwill 
0
0
0
0
0
0
0
73,400
64,500
71,800
67,100
66,300
81,200
78,900
80,700
103,100
99,900
96,300
96,30099,900103,10080,70078,90081,20066,30067,10071,80064,50073,4000000000
       Long Term Investments 
0
0
0
0
0
0
0
0
35,458,200
38,113,800
37,097,500
48,989,800
52,173,800
49,049,000
54,417,400
56,113,200
58,333,100
49,644,100
49,644,10058,333,10056,113,20054,417,40049,049,00052,173,80048,989,80037,097,50038,113,80035,458,20000000000
       Intangible Assets 
1,357,200
1,357,500
1,601,700
1,587,200
1,562,400
1,342,600
1,300,200
256,000
203,600
159,300
140,400
134,300
143,800
153,500
194,100
195,400
168,700
143,000
143,000168,700195,400194,100153,500143,800134,300140,400159,300203,600256,0001,300,2001,342,6001,562,4001,587,2001,601,7001,357,5001,357,200
       Other Assets 
25,869,500
25,593,000
25,735,400
26,584,200
26,258,700
24,821,800
25,767,100
1,549,100
1,157,900
-1,965,500
-7,300
-331,700
-1,141,600
-282,800
-3,575,200
-4,751,700
-6,393,000
-850,300
-850,300-6,393,000-4,751,700-3,575,200-282,800-1,141,600-331,700-7,300-1,965,5001,157,9001,549,10025,767,10024,821,80026,258,70026,584,20025,735,40025,593,00025,869,500
> Total Liabilities 
56,923,800
59,046,000
62,129,900
57,347,500
62,782,500
61,257,900
65,172,600
68,654,400
70,790,500
73,511,300
73,321,500
74,840,600
78,114,700
74,846,600
80,302,200
81,378,800
82,679,100
75,998,000
75,998,00082,679,10081,378,80080,302,20074,846,60078,114,70074,840,60073,321,50073,511,30070,790,50068,654,40065,172,60061,257,90062,782,50057,347,50062,129,90059,046,00056,923,800
   > Total Current Liabilities 
0
0
616,800
802,700
12,007,700
13,418,900
479,400
628,500
523,800
645,600
522,200
537,900
593,100
675,900
668,000
566,200
706,100
746,700
746,700706,100566,200668,000675,900593,100537,900522,200645,600523,800628,500479,40013,418,90012,007,700802,700616,80000
       Short-term Debt 
0
0
0
0
0
0
0
0
3,775,300
3,759,500
0
0
0
0
0
50,000
250,000
250,000
250,000250,00050,000000003,759,5003,775,30000000000
       Short Long Term Debt 
0
0
0
0
0
0
0
0
3,775,300
3,759,500
15,063
10,660
36,331
0
0
0
0
0
0000036,33110,66015,0633,759,5003,775,30000000000
       Accounts payable 
0
0
0
706,300
509,800
470,600
479,400
542,500
445,200
571,800
440,600
456,600
593,100
675,900
668,000
566,200
706,100
746,700
746,700706,100566,200668,000675,900593,100456,600440,600571,800445,200542,500479,400470,600509,800706,300000
       Other Current Liabilities 
0
0
616,800
-706,300
-509,800
-470,600
-479,400
-542,500
-445,200
-571,800
-440,600
-456,600
-593,100
-675,900
-668,000
-566,200
-706,100
-746,700
-746,700-706,100-566,200-668,000-675,900-593,100-456,600-440,600-571,800-445,200-542,500-479,400-470,600-509,800-706,300616,80000
   > Long-term Liabilities 
56,923,800
59,046,000
2,327,900
1,929,800
692,800
641,700
654,400
4,246,700
4,072,600
4,534,400
4,551,200
4,732,700
922,400
2,652,300
3,306,500
5,774,700
5,999,700
746,700
746,7005,999,7005,774,7003,306,5002,652,300922,4004,732,7004,551,2004,534,4004,072,6004,246,700654,400641,700692,8001,929,8002,327,90059,046,00056,923,800
       Other Liabilities 
0
0
0
0
0
0
0
0
57,052,800
59,910,900
57,433,800
59,142,500
61,815,400
60,370,500
65,711,300
66,481,600
66,964,900
60,927,000
60,927,00066,964,90066,481,60065,711,30060,370,50061,815,40059,142,50057,433,80059,910,90057,052,80000000000
       Deferred Long Term Liability 
0
0
0
0
0
0
0
0
812,200
678,100
630,700
635,500
777,400
808,800
759,800
856,900
911,800
1,166,600
1,166,600911,800856,900759,800808,800777,400635,500630,700678,100812,20000000000
> Total Stockholder Equity
4,330,400
4,921,900
4,781,900
3,691,000
4,315,000
4,100,000
3,860,300
4,830,700
4,855,900
5,791,300
5,427,600
5,741,300
6,346,200
5,970,600
6,714,000
6,983,700
7,285,100
4,539,500
4,539,5007,285,1006,983,7006,714,0005,970,6006,346,2005,741,3005,427,6005,791,3004,855,9004,830,7003,860,3004,100,0004,315,0003,691,0004,781,9004,921,9004,330,400
   Common Stock
5,500
5,500
5,400
5,000
5,000
5,000
5,000
5,000
5,000
5,000
5,000
5,000
4,900
4,900
4,900
4,900
4,600
4,600
4,6004,6004,9004,9004,9004,9005,0005,0005,0005,0005,0005,0005,0005,0005,0005,4005,5005,500
   Retained Earnings 
3,598,800
4,176,500
4,626,000
4,244,800
4,442,900
4,661,900
4,511,400
4,736,300
4,926,700
5,413,900
5,691,400
5,985,500
6,151,700
6,420,500
6,839,400
6,983,000
6,809,700
7,040,100
7,040,1006,809,7006,983,0006,839,4006,420,5006,151,7005,985,5005,691,4005,413,9004,926,7004,736,3004,511,4004,661,9004,442,9004,244,8004,626,0004,176,5003,598,800
   Capital Surplus 000000000000000000
   Treasury Stock000000000000000000
   Other Stockholders Equity 
726,100
739,900
150,500
-558,800
-132,900
-566,900
-656,100
89,400
-75,800
372,400
-268,800
-249,200
189,600
-454,800
-130,300
-207,800
291,900
-2,505,200
-2,505,200291,900-207,800-130,300-454,800189,600-249,200-268,800372,400-75,80089,400-656,100-566,900-132,900-558,800150,500739,900726,100



Balance Sheet

Currency in CHF. All numbers in thousands.




Cash Flow

Currency in CHF. All numbers in thousands.




Income Statement

Currency in CHF. All numbers in thousands.


Latest Income Statement (annual, 2022-12-31)

Gross Profit (+$)
totalRevenue7,447,100
Cost of Revenue--
Gross Profit7,447,1007,447,100
 
Operating Income (+$)
Gross Profit7,447,100
Operating Expense--6,726,700
Operating Income720,40014,173,800
 
Operating Expense (+$)
Research Development-
Selling General Administrative867,000
Selling And Marketing Expenses-
Operating Expense-6,726,700867,000
 
Net Interest Income (+$)
Interest Income5,700
Interest Expense-34,000
Other Finance Cost-5,700
Net Interest Income-34,000
 
Pretax Income (+$)
Operating Income720,400
Net Interest Income-34,000
Other Non-Operating Income Expenses-
Income Before Tax (EBT)682,900757,900
EBIT - interestExpense = 686,400
686,400
582,000
Interest Expense34,000
Earnings Before Interest and Taxes (EBIT)720,400716,900
Earnings Before Interest and Taxes (EBITDA)818,600
 
After tax Income (+$)
Income Before Tax682,900
Tax Provision-138,400
Net Income From Continuing Ops544,500544,500
Net Income548,000
Net Income Applicable To Common Shares-
 
Non-recurring Events
Discontinued Operations-
Extraordinary Items-
Effect of Accounting Charges-
Other Items-
Non Recurring-
Other Operating Expenses6,764,300
Total Other Income/Expenses Net-37,50034,000
 

Technical Analysis of Baloise
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Baloise. The general trend of Baloise is BULLISH with 71.4% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Baloise's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (71.4%) Bearish trend (-71.4%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Baloise Holding Ltd ADR.

The long score for the Support & Resistance is 1/1.
The longshort score for the Support & Resistance is 1/(-1 +1).

  • Around support: The price is currently trading around a support level. This can be considered as a potential entry level. +1

The bullish price targets are: < < .

The bearish price targets are: 15.88 > 15.88 > 15.88.

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Baloise Holding Ltd ADR Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Baloise Holding Ltd ADR. The current mas is .

The long score for the Moving Averages is 12/14.
The longshort score for the Moving Averages is 10/(-14 +14).

  • MA 20 trending down: The MA 20 is trending down. -1
  • Close < MA 20: The price is below the MA 20. -1
  • MA 20 > MA 50: The MA 20 is higher than the MA 50. +1
  • MA 20 > MA 100: The MA 20 is higher than the MA 100. +1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending up: The MA 50 is trending up. +1
  • Close > MA 50: The price is above the MA 50. +1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close > MA 100: The price is above the MA 100. +1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Baloise Holding Ltd ADR Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Baloise Holding Ltd ADR. The current macd is 0.00746831.

The long score for the Moving Average Convergence/Divergence (MACD) is 1/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is -2/(-4 +4).

  • MACD line < signal line: The MACD line is below the signal line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Baloise price going down in the near term. -2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Baloise. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the Baloise price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending down: The MACD line is trending down. This indicates that the short-term moving average is falling faster than the long-term moving average, suggesting negative momentum in the market. This signals that sellers are becoming more active and insecure, leading to potential price decreases as traders anticipate further losses and are willing to sell at lower prices. -1
Baloise Holding Ltd ADR Daily Moving Average Convergence/Divergence (MACD) ChartBaloise Holding Ltd ADR Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Baloise Holding Ltd ADR. The current adx is 44.84.

The long score for the Directional Movement Index (DMI) is 3/7.
The longshort score for the Directional Movement Index (DMI) is 3/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy Baloise shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX > 25 && ADX trending down: The ADX is above 25 and indicates a strong bullish trend. The ADX is declining, the bullish trend is weakening. Could be a potential reversal to the downside. +2
Baloise Holding Ltd ADR Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Baloise Holding Ltd ADR. The current sar is 16.04.

The long score for the Parabolic SAR is 0/1.
The longshort score for the Parabolic SAR is -1/(-1 +1).

  • Close < SAR: The price is below the SAR. It's generally considered a bearish signal. -1
Baloise Holding Ltd ADR Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Baloise Holding Ltd ADR. The current rsi is 63.22. The current phase is Continuation in bull market.

The long score for the Relative Strength Index (RSI) is 3/13.
The longshort score for the Relative Strength Index (RSI) is 3/(-13 +13).

  • Continuation in bull market: Uptrend continues after a consolidation or pullback. Hold or add to existing positions.
Baloise Holding Ltd ADR Daily Relative Strength Index (RSI) ChartBaloise Holding Ltd ADR Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Baloise Holding Ltd ADR. The current phase is Oversold in bull market.

The long score for the Stochastic Oscillator is 0/6.
The longshort score for the Stochastic Oscillator is -6/(-6 +6).

  • STOCH < 50: The STOCH %K is below 50. There are more sellers than buyers. -1
  • STOCH < 20: The STOCH %K is below 20 and oversold. -2
  • STOCH %K line < STOCH %D line: The STOCH %K line is below the STOCH %D line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Baloise price going down in the near term. -2
  • Trending down: The STOCH %K is trending down. -1
Baloise Holding Ltd ADR Daily Stochastic Oscillator ChartBaloise Holding Ltd ADR Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Baloise Holding Ltd ADR. The current cci is 66.67.

Baloise Holding Ltd ADR Daily Commodity Channel Index (CCI) ChartBaloise Holding Ltd ADR Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Baloise Holding Ltd ADR. The current cmo is 28.59.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
Baloise Holding Ltd ADR Daily Chande Momentum Oscillator (CMO) ChartBaloise Holding Ltd ADR Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Baloise Holding Ltd ADR. The current willr is 0.

The long score for the Williams %R is 1/1.
The longshort score for the Williams %R is 1/(-1 +1).

  • WILLR > -20: The Williams %R is above -20. This indicates that the price is in overbought territory, suggesting a potential price correction or trend reversal to the downside. +1
Baloise Holding Ltd ADR Daily Williams %R ChartBaloise Holding Ltd ADR Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Baloise Holding Ltd ADR.

Baloise Holding Ltd ADR Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Baloise Holding Ltd ADR. The current atr is 0.00296224.

Baloise Holding Ltd ADR Daily Average True Range (ATR) ChartBaloise Holding Ltd ADR Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Baloise Holding Ltd ADR. The current obv is -33,313.

Baloise Holding Ltd ADR Daily On-Balance Volume (OBV) ChartBaloise Holding Ltd ADR Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Baloise Holding Ltd ADR. The current mfi is 0.

The long score for the Money Flow Index (MFI) is 0/2.
The longshort score for the Money Flow Index (MFI) is -2/(-2 +2).

  • MFI < 50: -1
  • MFI < 20: -1
Baloise Holding Ltd ADR Daily Money Flow Index (MFI) ChartBaloise Holding Ltd ADR Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Baloise Holding Ltd ADR.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-29MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-12-01STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-19MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-01-03MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-01-05MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-01-09DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-10MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2024-01-11SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-16ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-22CCI LONG ENTRY SHORT CLOSE100 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2024-01-23STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-24MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-02-02MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2024-02-09WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-03-04SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside

6.3. Candlestick Patterns

Baloise Holding Ltd ADR Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Baloise Holding Ltd ADR based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5063.218
Ma 20Greater thanMa 5015.880
Ma 50Greater thanMa 10015.866
Ma 100Greater thanMa 20015.678
OpenGreater thanClose15.880
Total4/5 (80.0%)
Penke

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