25 XP   0   0   10

Investor AB ser. A
Buy, Hold or Sell?

Let's analyse Investor AB ser. A together

PenkeI guess you are interested in Investor AB ser. A. 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 Investor AB ser. A. 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.

Get notifications about Investor AB ser. A

I send you an email if I find something interesting about Investor AB ser. A.

Quick analysis of Investor AB ser. A (30 sec.)










What can you expect buying and holding a share of Investor AB ser. A? (30 sec.)

How much money do you get?

How much money do you get?
kr0.73
When do you have the money?
1 year
How often do you get paid?
67.5%

What is your share worth?

Current worth
kr234.18
Expected worth in 1 year
kr270.79
How sure are you?
80.0%

+ What do you gain per year?

Total Gains per Share
kr44.32
Return On Investment
16.6%

For what price can you sell your share?

Current Price per Share
kr266.20
Expected price per share
kr247.70 - kr268.80
How sure are you?
50%

1. Valuation of Investor AB ser. A (5 min.)




Live pricePrice per Share (EOD)

kr266.20

Intrinsic Value Per Share

kr46.08 - kr72.71

Total Value Per Share

kr280.27 - kr306.89

2. Growth of Investor AB ser. A (5 min.)




Is Investor AB ser. A growing?

Current yearPrevious yearGrowGrow %
How rich?$67.4b$54.4b$10.9b16.7%

How much money is Investor AB ser. A making?

Current yearPrevious yearGrowGrow %
Making money$2.9b-$1.7b$4.7b158.8%
Net Profit Margin-11.9%89.8%--

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

3. Financial Health of Investor AB ser. A (5 min.)




4. Comparing to competitors in the Asset Management industry (5 min.)




  Industry Rankings (Asset Management)  


Richest
#2 / 763

Most Revenue
#21 / 763

Most Profit
#2 / 763

Most Efficient
#662 / 763

What can you expect buying and holding a share of Investor AB ser. A? (5 min.)

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

What can you expect buying and holding a share of Investor AB ser. A?

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

Speculation

The Price per Share of Investor AB ser. A is kr266.20. 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 Investor AB ser. A.
  • 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 Investor AB ser. A, 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 kr234.18. Based on the TTM, the Book Value Change Per Share is kr9.15 per quarter. Based on the YOY, the Book Value Change Per Share is kr-6.38 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 kr1.93 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Investor AB ser. A.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 kr% of Price per Sharekr% of Price per Sharekr% of Price per Sharekr% of Price per Sharekr% of Price per Share
Usd Eps1.840.7%0.970.4%-0.57-0.2%0.670.3%0.440.2%
Usd Book Value Change Per Share0.700.3%0.860.3%-0.60-0.2%0.600.2%0.380.1%
Usd Dividend Per Share0.100.0%0.180.1%0.160.1%0.170.1%0.130.0%
Usd Total Gains Per Share0.800.3%1.040.4%-0.43-0.2%0.770.3%0.510.2%
Usd Price Per Share21.76-20.35-18.08-32.50-31.47-
Price to Earnings Ratio2.96--0.70-3.50-8.16-4.90-
Price-to-Total Gains Ratio27.09--57.43-8.57-14.79-38.74-
Price to Book Ratio0.99-0.95-1.02-2.22-2.78-
Price-to-Total Gains Ratio27.09--57.43-8.57-14.79-38.74-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share25.0228
Number of shares39
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.180.17
Usd Book Value Change Per Share0.860.60
Usd Total Gains Per Share1.040.77
Gains per Quarter (39 shares)40.6230.03
Gains per Year (39 shares)162.48120.11
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
1281341522793110
25726831454186230
38540347681280350
4113537638108373470
5141671800135466590
6170805962162559710
71989391124188652830
822610741286215746950
9254120814482428391070
10283134216102699321190

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 Share3.01.00.075.0%9.03.00.075.0%16.04.00.080.0%31.09.00.077.5%47.013.00.078.3%
Book Value Change Per Share3.01.00.075.0%9.03.00.075.0%16.04.00.080.0%31.09.00.077.5%43.014.03.071.7%
Dividend per Share3.00.01.075.0%11.00.01.091.7%18.00.02.090.0%27.00.013.067.5%27.00.033.045.0%
Total Gains per Share3.01.00.075.0%9.03.00.075.0%16.04.00.080.0%32.08.00.080.0%44.013.03.073.3%

Fundamentals of Investor AB ser. A

About Investor AB ser. A

Investor AB (publ) is a venture capital firm specializing in mature, middle market, buyouts and growth capital investments. It is operating through four business areas including core, private equity, operating, and financial investments. For core investments, the firm invests in health care, financial services, IT and fintech sectors and considers investments in listed companies in leading minority positions. The firm seeks to invest globally and acquire a board seat. For its operating investments, the firm seeks to focus on medium-sized to large companies headquartered in Northern Europe. It acquires controlling interest or minority position with significant influence in its portfolio companies within operating investments. The firm considers majority or minority investments in both listed and unlisted companies. Within private equity, the firm makes venture capital and buyout investments. For venture capital, it seeks investments through its subsidiary, Investor Growth Capital, which is focused on investments in the information technology, technology, engineering, financial services, and healthcare sectors in Europe, the United States, and Asia. It seeks to invest in companies ranging from startups to companies that are about to enter an expansion stage and its investment commitment range between SEK 20 million ($2.94 million) and SEK 200 million ($29.43 million). In its venture capital investments, it acquires minority stakes in its portfolio companies and the ownership horizon varies from three to seven years. For buyouts, the firm makes fund investments through its subsidiary, EQT that makes buyout investments in medium-sized mature companies in Northern Europe and Greater China. The firm seeks to exit its private equity investments between three years and seven years. The firm seeks to take board membership in its portfolio companies. For financial investments, it acquires minority ownership in financial holdings for shorter horizon. Investor AB (publ) was founded in 1916 and is based in Stockholm, Sweden w

Fundamental data was last updated by Penke on 2024-03-10 06:58:04.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a huge loss.
Using its assets, the company is less efficient in making profit.
Using its investors money, the company is inefficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating very inefficient.
The company is inefficient in keeping operating costs low.
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 very able to pay all its debts by selling its assets.
The company is very able to pay all its debts with equity.

Valuation

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

1.1. Profitability of Investor AB ser. A.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Investor AB ser. A earns for each kr1 of revenue.

  • Above 10% is considered healthy but always compare Investor AB ser. A to the Asset Management industry mean.
  • A Net Profit Margin of 339.1% means that kr3.39 for each kr1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Investor AB ser. A:

  • The MRQ is 339.1%. The company is making a huge profit. +2
  • The TTM is -11.9%. The company is making a huge loss. -2
Trends
Current periodCompared to+/- 
MRQ339.1%TTM-11.9%+351.0%
TTM-11.9%YOY89.8%-101.8%
TTM-11.9%5Y62.9%-74.8%
5Y62.9%10Y76.2%-13.4%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ339.1%62.0%+277.1%
TTM-11.9%63.5%-75.4%
YOY89.8%71.0%+18.8%
5Y62.9%62.9%0.0%
10Y76.2%58.3%+17.9%
1.1.2. Return on Assets

Shows how efficient Investor AB ser. A is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Investor AB ser. A to the Asset Management industry mean.
  • 7.1% Return on Assets means that Investor AB ser. A generated kr0.07 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Investor AB ser. A:

  • The MRQ is 7.1%. Using its assets, the company is efficient in making profit. +1
  • The TTM is 3.9%. Using its assets, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ7.1%TTM3.9%+3.2%
TTM3.9%YOY-2.7%+6.7%
TTM3.9%5Y3.3%+0.6%
5Y3.3%10Y2.7%+0.7%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ7.1%0.8%+6.3%
TTM3.9%0.9%+3.0%
YOY-2.7%1.0%-3.7%
5Y3.3%1.5%+1.8%
10Y2.7%2.1%+0.6%
1.1.3. Return on Equity

Shows how efficient Investor AB ser. A is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Investor AB ser. A to the Asset Management industry mean.
  • 8.4% Return on Equity means Investor AB ser. A generated kr0.08 for each kr1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Investor AB ser. A:

  • The MRQ is 8.4%. Using its investors money, the company is less efficient in making profit.
  • The TTM is 4.6%. Using its investors money, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ8.4%TTM4.6%+3.7%
TTM4.6%YOY-3.3%+8.0%
TTM4.6%5Y4.0%+0.7%
5Y4.0%10Y3.2%+0.8%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ8.4%1.7%+6.7%
TTM4.6%2.0%+2.6%
YOY-3.3%1.9%-5.2%
5Y4.0%2.6%+1.4%
10Y3.2%3.2%+0.0%

1.2. Operating Efficiency of Investor AB ser. A.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Investor AB ser. A is operating .

  • Measures how much profit Investor AB ser. A makes for each kr1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Investor AB ser. A to the Asset Management industry mean.
  • An Operating Margin of 340.6% means the company generated kr3.41  for each kr1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Investor AB ser. A:

  • The MRQ is 340.6%. The company is operating very efficient. +2
  • The TTM is -1.0%. The company is operating very inefficient. -2
Trends
Current periodCompared to+/- 
MRQ340.6%TTM-1.0%+341.5%
TTM-1.0%YOY91.3%-92.3%
TTM-1.0%5Y55.1%-56.1%
5Y55.1%10Y40.2%+14.9%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ340.6%80.3%+260.3%
TTM-1.0%62.8%-63.8%
YOY91.3%70.7%+20.6%
5Y55.1%55.7%-0.6%
10Y40.2%50.4%-10.2%
1.2.2. Operating Ratio

Measures how efficient Investor AB ser. A is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Asset Management industry mean).
  • An Operation Ratio of -2.41 means that the operating costs are kr-2.41 for each kr1 in net sales.

Let's take a look of the Operating Ratio trends of Investor AB ser. A:

  • The MRQ is -2.406.
  • The TTM is 2.116. The company is inefficient in keeping operating costs low. -1
Trends
Current periodCompared to+/- 
MRQ-2.406TTM2.116-4.521
TTM2.116YOY0.164+1.951
TTM2.1165Y0.656+1.460
5Y0.65610Y0.410+0.246
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ-2.4060.420-2.826
TTM2.1160.445+1.671
YOY0.1640.335-0.171
5Y0.6560.430+0.226
10Y0.4100.483-0.073

1.3. Liquidity of Investor AB ser. A.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Investor AB ser. A is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Asset Management industry mean).
  • A Current Ratio of 0.00 means the company has kr0.00 in assets for each kr1 in short-term debts.

Let's take a look of the Current Ratio trends of Investor AB ser. A:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM3.516-3.516
TTM3.516YOY3.067+0.450
TTM3.5165Y3.178+0.339
5Y3.17810Y3.093+0.085
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ-3.222-3.222
TTM3.5163.191+0.325
YOY3.0673.840-0.773
5Y3.1785.526-2.348
10Y3.0936.549-3.456
1.3.2. Quick Ratio

Measures if Investor AB ser. A is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Investor AB ser. A to the Asset Management industry mean.
  • A Quick Ratio of 23.70 means the company can pay off kr23.70 for each kr1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Investor AB ser. A:

  • The MRQ is 23.703. The company is very able to pay all its short-term debts with the most liquid assets. +2
  • The TTM is 9.528. The company is very able to pay all its short-term debts with the most liquid assets. +2
Trends
Current periodCompared to+/- 
MRQ23.703TTM9.528+14.175
TTM9.528YOY3.118+6.410
TTM9.5285Y4.148+5.380
5Y4.14810Y3.701+0.447
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ23.7033.184+20.519
TTM9.5283.532+5.996
YOY3.1184.139-1.021
5Y4.1486.715-2.567
10Y3.7016.060-2.359

1.4. Solvency of Investor AB ser. A.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Investor AB ser. A assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Investor AB ser. A to Asset Management industry mean.
  • A Debt to Asset Ratio of 0.14 means that Investor AB ser. A assets are financed with 14.4% credit (debt) and the remaining percentage (100% - 14.4%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Investor AB ser. A:

  • The MRQ is 0.144. The company is very able to pay all its debts by selling its assets. +2
  • The TTM is 0.126. The company is very able to pay all its debts by selling its assets. +2
Trends
Current periodCompared to+/- 
MRQ0.144TTM0.126+0.018
TTM0.126YOY0.171-0.045
TTM0.1265Y0.170-0.044
5Y0.17010Y0.180-0.010
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.1440.183-0.039
TTM0.1260.180-0.054
YOY0.1710.185-0.014
5Y0.1700.190-0.020
10Y0.1800.188-0.008
1.4.2. Debt to Equity Ratio

Measures if Investor AB ser. A is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Investor AB ser. A to the Asset Management industry mean.
  • A Debt to Equity ratio of 16.9% means that company has kr0.17 debt for each kr1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Investor AB ser. A:

  • The MRQ is 0.169. The company is very able to pay all its debts with equity. +2
  • The TTM is 0.149. The company is very able to pay all its debts with equity. +2
Trends
Current periodCompared to+/- 
MRQ0.169TTM0.149+0.019
TTM0.149YOY0.207-0.058
TTM0.1495Y0.208-0.058
5Y0.20810Y0.222-0.014
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.1690.210-0.041
TTM0.1490.220-0.071
YOY0.2070.227-0.020
5Y0.2080.250-0.042
10Y0.2220.260-0.038

2. Market Valuation of Investor AB ser. A

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every kr1 in earnings Investor AB ser. A generates.

  • Above 15 is considered overpriced but always compare Investor AB ser. A to the Asset Management industry mean.
  • A PE ratio of 2.96 means the investor is paying kr2.96 for every kr1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Investor AB ser. A:

  • The EOD is 3.401. Based on the earnings, the company is cheap. +2
  • The MRQ is 2.958. Based on the earnings, the company is cheap. +2
  • The TTM is -0.701. Based on the earnings, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD3.401MRQ2.958+0.443
MRQ2.958TTM-0.701+3.659
TTM-0.701YOY3.500-4.201
TTM-0.7015Y8.160-8.861
5Y8.16010Y4.895+3.265
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD3.4015.619-2.218
MRQ2.9585.505-2.547
TTM-0.7015.667-6.368
YOY3.5003.801-0.301
5Y8.1605.342+2.818
10Y4.8957.598-2.703
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Investor AB ser. A:

  • The EOD is 38.475. Based on how much money comes from the company's main activities, the company is fair priced.
  • The MRQ is 33.460. Based on how much money comes from the company's main activities, the company is fair priced.
  • The TTM is 40.768. Based on how much money comes from the company's main activities, the company is fair priced.
Trends
Current periodCompared to+/- 
EOD38.475MRQ33.460+5.015
MRQ33.460TTM40.768-7.308
TTM40.768YOY-17.195+57.962
TTM40.7685Y-1,301.418+1,342.185
5Y-1,301.41810Y-547.939-753.479
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD38.4754.635+33.840
MRQ33.4604.286+29.174
TTM40.7683.311+37.457
YOY-17.1952.052-19.247
5Y-1,301.4182.207-1,303.625
10Y-547.9392.479-550.418
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Investor AB ser. A is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Asset Management industry mean).
  • A PB ratio of 0.99 means the investor is paying kr0.99 for each kr1 in book value.

Let's take a look of the Price to Book Ratio trends of Investor AB ser. A:

  • The EOD is 1.137. Based on the equity, the company is underpriced. +1
  • The MRQ is 0.989. Based on the equity, the company is cheap. +2
  • The TTM is 0.953. Based on the equity, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD1.137MRQ0.989+0.148
MRQ0.989TTM0.953+0.036
TTM0.953YOY1.016-0.063
TTM0.9535Y2.223-1.271
5Y2.22310Y2.781-0.558
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD1.1370.927+0.210
MRQ0.9890.911+0.078
TTM0.9530.910+0.043
YOY1.0160.983+0.033
5Y2.2231.008+1.215
10Y2.7811.157+1.624
2. Total Gains per Share

3. Summary

3.1. Key Performance Indicators

The key performance indicators of Investor AB ser. A 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--7.4469.152-19%-6.375+186%6.355+17%4.080+82%
Book Value Per Share--234.184227.243+3%189.142+24%175.966+33%136.336+72%
Current Ratio---3.516-100%3.067-100%3.178-100%3.093-100%
Debt To Asset Ratio--0.1440.126+14%0.171-16%0.170-15%0.180-20%
Debt To Equity Ratio--0.1690.149+13%0.207-19%0.208-19%0.222-24%
Dividend Per Share--1.1001.928-43%1.752-37%1.836-40%1.368-20%
Eps--19.56710.367+89%-6.098+131%7.089+176%4.720+315%
Free Cash Flow Per Share--1.7303.705-53%-0.819+147%1.085+59%0.933+85%
Free Cash Flow To Equity Per Share--0.4362.446-82%-2.051+571%0.384+13%0.380+15%
Gross Profit Margin--1.0001.021-2%0.944+6%0.961+4%0.975+3%
Intrinsic Value_10Y_max--72.707--------
Intrinsic Value_10Y_min--46.082--------
Intrinsic Value_1Y_max--5.326--------
Intrinsic Value_1Y_min--3.908--------
Intrinsic Value_3Y_max--17.496--------
Intrinsic Value_3Y_min--12.426--------
Intrinsic Value_5Y_max--31.467--------
Intrinsic Value_5Y_min--21.629--------
Market Cap331887494963.200-114%709208563628.000663222619981.000+7%589542193292.488+20%1059064810013.229-33%1024560669673.347-31%
Net Profit Margin--3.391-0.119+104%0.898+278%0.629+439%0.762+345%
Operating Margin--3.406-0.010+100%0.913+273%0.551+518%0.402+747%
Operating Ratio---2.4062.116-214%0.164-1566%0.656-467%0.410-686%
Pb Ratio1.137+13%0.9890.953+4%1.016-3%2.223-56%2.781-64%
Pe Ratio3.401+13%2.958-0.701+124%3.500-16%8.160-64%4.895-40%
Price Per Share266.200+13%231.500216.475+7%192.363+20%345.712-33%334.836-31%
Price To Free Cash Flow Ratio38.475+13%33.46040.768-18%-17.195+151%-1301.418+3990%-547.939+1738%
Price To Total Gains Ratio31.150+13%27.090-57.431+312%8.566+216%14.794+83%38.744-30%
Quick Ratio--23.7039.528+149%3.118+660%4.148+471%3.701+540%
Return On Assets--0.0710.039+82%-0.027+138%0.033+116%0.027+169%
Return On Equity--0.0840.046+80%-0.033+140%0.040+110%0.032+161%
Total Gains Per Share--8.54611.080-23%-4.623+154%8.191+4%5.448+57%
Usd Book Value--67438514000.00065443857500.000+3%54490296000.000+24%50678262300.000+33%39229257350.000+72%
Usd Book Value Change Per Share--0.7000.860-19%-0.599+186%0.597+17%0.384+82%
Usd Book Value Per Share--22.01321.361+3%17.779+24%16.541+33%12.816+72%
Usd Dividend Per Share--0.1030.181-43%0.165-37%0.173-40%0.129-20%
Usd Eps--1.8390.974+89%-0.573+131%0.666+176%0.444+315%
Usd Free Cash Flow--498106000.0001067135000.000-53%-234694500.000+147%312615800.000+59%268515700.000+86%
Usd Free Cash Flow Per Share--0.1630.348-53%-0.077+147%0.102+59%0.088+85%
Usd Free Cash Flow To Equity Per Share--0.0410.230-82%-0.193+571%0.036+13%0.036+15%
Usd Market Cap31197424526.541-114%66665604981.03262342926278.214+7%55416966169.494+20%99552092141.244-33%96308702949.295-31%
Usd Price Per Share25.023+13%21.76120.349+7%18.082+20%32.497-33%31.475-31%
Usd Profit--5634736000.0002985557500.000+89%-1756484000.000+131%2041586000.000+176%1358772350.000+315%
Usd Revenue--1661732000.0002900487500.000-43%-644910500.000+139%2779918400.000-40%2060181550.000-19%
Usd Total Gains Per Share--0.8031.042-23%-0.435+154%0.770+4%0.512+57%
 EOD+2 -6MRQTTM+17 -19YOY+31 -55Y+28 -810Y+27 -9

3.2. Fundamental Score

Let's check the fundamental score of Investor AB ser. A based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-153.401
Price to Book Ratio (EOD)Between0-11.137
Net Profit Margin (MRQ)Greater than03.391
Operating Margin (MRQ)Greater than03.406
Quick Ratio (MRQ)Greater than123.703
Current Ratio (MRQ)Greater than10.000
Debt to Asset Ratio (MRQ)Less than10.144
Debt to Equity Ratio (MRQ)Less than10.169
Return on Equity (MRQ)Greater than0.150.084
Return on Assets (MRQ)Greater than0.050.071
Total7/10 (70.0%)

3.3. Technical Score

Let's check the technical score of Investor AB ser. A based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5063.311
Ma 20Greater thanMa 50262.740
Ma 50Greater thanMa 100253.422
Ma 100Greater thanMa 200237.091
OpenGreater thanClose267.000
Total5/5 (100.0%)



Reversals in quarterly reports

I have detected a reversal (positive to negative, negative to positive) in the following values of the quarterly reports.

 2022-12-312023-03-312023-06-302023-09-302023-12-31
Cash And Cash Equivalents  13,164,00017,049,00030,213,000-4,039,00026,174,0001,846,00028,020,000-59,485,000-31,465,000
Long-term Assets Other  -679,832,000-24,829,000-704,661,000-42,184,000-746,845,00017,268,000-729,577,000734,011,0004,434,000
Other Operating Expenses  12,758,000-595,00012,163,000593,00012,756,0002,00012,758,000-55,286,000-42,528,000
Income Tax Expense  550,000-251,000299,00047,000346,00097,000443,000-663,000-220,000
Total Operating Expenses  12,758,000-595,00012,163,000593,00012,756,0002,00012,758,000-63,869,000-51,111,000



Latest Balance Sheet

Balance Sheet of 2023-12-31. All numbers in thousands.

Summary
Total Assets838,450,000
Total Liabilities121,019,000
Total Stockholder Equity716,768,000
 As reported
Total Liabilities 121,019,000
Total Stockholder Equity+ 716,768,000
Total Assets = 838,450,000

Assets

Total Assets838,450,000
Total Current Assets0
Long-term Assets749,726,000
Total Current Assets
Cash And Cash Equivalents -31,465,000
Short-term Investments 62,930,000
Net Receivables 14,828,000
Inventory 9,197,000
Other Current Assets -55,490,000
Total Current Assets  (as reported)0
Total Current Assets  (calculated)0
+/-0
Long-term Assets
Property Plant Equipment 13,371,000
Goodwill 64,782,000
Other Assets 838,450,000
Long-term Assets  (as reported)749,726,000
Long-term Assets  (calculated)916,603,000
+/- 166,877,000

Liabilities & Shareholders' Equity

Total Current Liabilities4,608,000
Long-term Liabilities116,411,000
Total Stockholder Equity716,768,000
Total Current Liabilities
Short-term Debt 4,608,000
Other Current Liabilities -4,608,000
Total Current Liabilities  (as reported)4,608,000
Total Current Liabilities  (calculated)0
+/- 4,608,000
Long-term Liabilities
Long-term Liabilities  (as reported)116,411,000
Long-term Liabilities  (calculated)0
+/- 116,411,000
Total Stockholder Equity
Total Stockholder Equity (as reported)716,768,000
Total Stockholder Equity (calculated)0
+/- 716,768,000
Other
Cash and Short Term Investments 31,465,000
Liabilities and Stockholders Equity 838,450,000
Net Debt 120,606,000
Short Long Term Debt Total 89,141,000



Balance Sheet

All numbers in thousands.

 Trend2023-12-312023-09-302023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-312021-09-302021-06-302021-03-312020-12-312020-09-302020-06-302020-03-312019-12-312019-09-302019-06-302019-03-312018-12-312018-09-302018-06-302018-03-312017-12-312017-09-302017-06-302017-03-312016-12-312016-09-302016-06-302016-03-312015-12-312015-09-302015-06-302015-03-312014-12-312014-09-302014-06-302014-03-312013-12-312013-09-302013-06-302013-03-312012-12-312012-09-302012-06-302012-03-312011-12-312011-09-302011-06-302011-03-312010-12-312010-09-302010-06-302010-03-312009-12-312009-09-302009-06-302009-03-31
> Total Assets 
0
0
0
170,224,000
177,205,000
173,866,000
184,135,000
220,767,000
220,126,000
230,938,000
202,372,000
213,607,000
221,915,000
211,131,000
218,613,000
229,645,000
243,808,000
239,878,000
253,810,000
267,150,000
281,713,000
288,249,000
312,414,000
323,487,000
358,689,000
342,481,000
321,263,000
336,590,000
326,089,000
324,087,000
359,272,000
369,973,000
404,183,000
402,172,000
405,938,000
408,567,000
417,197,000
437,808,000
461,526,000
416,428,000
448,342,000
466,117,000
492,290,000
517,456,000
482,961,000
532,393,000
559,525,000
571,047,000
662,926,000
682,792,000
715,577,000
795,542,000
724,753,000
669,124,000
678,116,000
724,365,000
758,716,000
803,150,000
787,637,000
838,450,000
838,450,000787,637,000803,150,000758,716,000724,365,000678,116,000669,124,000724,753,000795,542,000715,577,000682,792,000662,926,000571,047,000559,525,000532,393,000482,961,000517,456,000492,290,000466,117,000448,342,000416,428,000461,526,000437,808,000417,197,000408,567,000405,938,000402,172,000404,183,000369,973,000359,272,000324,087,000326,089,000336,590,000321,263,000342,481,000358,689,000323,487,000312,414,000288,249,000281,713,000267,150,000253,810,000239,878,000243,808,000229,645,000218,613,000211,131,000221,915,000213,607,000202,372,000230,938,000220,126,000220,767,000184,135,000173,866,000177,205,000170,224,000000
   > Total Current Assets 
0
0
0
17,329,000
0
0
28,623,000
20,477,000
19,782,000
16,863,000
18,559,000
15,525,000
0
14,053,000
22,075,000
17,349,000
21,625,000
18,009,000
16,885,000
16,836,000
23,805,000
18,731,000
32,795,000
22,254,000
25,472,000
22,738,000
25,587,000
22,407,000
25,802,000
24,814,000
22,844,000
24,574,000
34,251,000
28,094,000
26,176,000
29,387,000
32,187,000
25,647,000
30,472,000
27,041,000
30,207,000
34,313,000
42,662,000
35,302,000
41,912,000
34,611,000
41,017,000
42,293,000
53,011,000
53,238,000
49,846,000
35,088,000
36,640,000
42,998,000
34,273,000
24,251,000
44,352,000
41,187,000
42,989,000
0
042,989,00041,187,00044,352,00024,251,00034,273,00042,998,00036,640,00035,088,00049,846,00053,238,00053,011,00042,293,00041,017,00034,611,00041,912,00035,302,00042,662,00034,313,00030,207,00027,041,00030,472,00025,647,00032,187,00029,387,00026,176,00028,094,00034,251,00024,574,00022,844,00024,814,00025,802,00022,407,00025,587,00022,738,00025,472,00022,254,00032,795,00018,731,00023,805,00016,836,00016,885,00018,009,00021,625,00017,349,00022,075,00014,053,000015,525,00018,559,00016,863,00019,782,00020,477,00028,623,0000017,329,000000
       Cash And Cash Equivalents 
0
0
0
5,804,000
0
0
0
2,684,000
0
12,694,000
13,394,000
0
11,744,000
8,735,000
10,231,000
7,696,000
8,573,000
6,795,000
11,099,000
9,783,000
15,306,000
13,121,000
16,338,000
13,443,000
16,338,000
15,815,000
18,632,000
13,180,000
17,791,000
16,499,000
14,057,000
11,250,000
22,658,000
18,879,000
16,878,000
16,260,000
19,318,000
13,428,000
14,929,000
11,416,000
10,341,000
15,728,000
19,761,000
19,232,000
21,140,000
16,626,000
21,750,000
19,670,000
27,647,000
34,009,000
28,944,000
18,330,000
19,760,000
27,955,000
18,088,000
13,164,000
30,213,000
26,174,000
28,020,000
-31,465,000
-31,465,00028,020,00026,174,00030,213,00013,164,00018,088,00027,955,00019,760,00018,330,00028,944,00034,009,00027,647,00019,670,00021,750,00016,626,00021,140,00019,232,00019,761,00015,728,00010,341,00011,416,00014,929,00013,428,00019,318,00016,260,00016,878,00018,879,00022,658,00011,250,00014,057,00016,499,00017,791,00013,180,00018,632,00015,815,00016,338,00013,443,00016,338,00013,121,00015,306,0009,783,00011,099,0006,795,0008,573,0007,696,00010,231,0008,735,00011,744,000013,394,00012,694,00002,684,0000005,804,000000
       Short-term Investments 
0
0
0
10,066,000
0
0
0
13,321,000
0
79,000
461,000
0
2,325,000
205,000
204,000
113,000
270,000
305,000
306,000
2,082,000
789,000
99,000
0
2,895,000
86,000
75,000
48,000
1,899,000
32,000
35,000
43,000
5,140,000
91,000
186,000
182,000
4,456,000
337,000
358,000
3,927,000
2,502,000
375,000
2,527,000
4,015,000
4,387,000
0
0
0
8,236,000
14,000
90,000
305,000
375,000
217,000
205,000
188,000
873,000
1,061,000
1,049,000
1,042,000
62,930,000
62,930,0001,042,0001,049,0001,061,000873,000188,000205,000217,000375,000305,00090,00014,0008,236,0000004,387,0004,015,0002,527,000375,0002,502,0003,927,000358,000337,0004,456,000182,000186,00091,0005,140,00043,00035,00032,0001,899,00048,00075,00086,0002,895,000099,000789,0002,082,000306,000305,000270,000113,000204,000205,0002,325,0000461,00079,000013,321,00000010,066,000000
       Net Receivables 
0
0
0
11,055,000
11,103,000
11,933,000
12,383,000
742,000
4,016,000
0
0
0
0
0
0
8,276,000
11,526,000
10,539,000
8,034,000
6,408,000
6,546,000
9,178,000
14,736,000
7,484,000
13,858,000
10,655,000
10,835,000
7,402,000
11,376,000
11,980,000
12,094,000
7,014,000
13,176,000
8,594,000
8,292,000
5,514,000
12,600,000
11,279,000
10,953,000
7,057,000
14,756,000
13,602,000
13,003,000
7,274,000
15,283,000
12,021,000
13,078,000
10,421,000
19,663,000
13,568,000
14,565,000
10,136,000
16,880,000
15,043,000
16,185,000
11,087,000
14,139,000
15,013,000
14,969,000
14,828,000
14,828,00014,969,00015,013,00014,139,00011,087,00016,185,00015,043,00016,880,00010,136,00014,565,00013,568,00019,663,00010,421,00013,078,00012,021,00015,283,0007,274,00013,003,00013,602,00014,756,0007,057,00010,953,00011,279,00012,600,0005,514,0008,292,0008,594,00013,176,0007,014,00012,094,00011,980,00011,376,0007,402,00010,835,00010,655,00013,858,0007,484,00014,736,0009,178,0006,546,0006,408,0008,034,00010,539,00011,526,0008,276,0000000004,016,000742,00012,383,00011,933,00011,103,00011,055,000000
       Other Current Assets 
0
0
0
-9,596,000
0
0
16,240,000
2,265,000
15,766,000
3,000,000
3,527,000
15,525,000
0
3,908,000
10,381,000
0
0
-1,196,000
-4,116,000
-2,878,000
-275,000
-5,250,000
1,721,000
-3,353,000
-6,805,000
-5,894,000
-6,009,000
-2,583,000
-5,980,000
-6,465,000
-6,484,000
-1,916,000
-5,004,000
-2,950,000
-2,594,000
-186,000
-3,388,000
-3,798,000
4,590,000
8,568,000
5,110,000
4,983,000
9,898,000
8,796,000
5,489,000
5,964,000
6,189,000
12,202,000
5,701,000
5,661,000
6,337,000
1,817,000
-1,000
-1,000
0
0
-54,054,000
-51,869,000
-53,625,000
-55,490,000
-55,490,000-53,625,000-51,869,000-54,054,00000-1,000-1,0001,817,0006,337,0005,661,0005,701,00012,202,0006,189,0005,964,0005,489,0008,796,0009,898,0004,983,0005,110,0008,568,0004,590,000-3,798,000-3,388,000-186,000-2,594,000-2,950,000-5,004,000-1,916,000-6,484,000-6,465,000-5,980,000-2,583,000-6,009,000-5,894,000-6,805,000-3,353,0001,721,000-5,250,000-275,000-2,878,000-4,116,000-1,196,0000010,381,0003,908,000015,525,0003,527,0003,000,00015,766,0002,265,00016,240,00000-9,596,000000
   > Long-term Assets 
0
0
0
152,895,000
0
0
155,512,000
200,851,000
200,344,000
214,075,000
183,813,000
198,082,000
0
197,078,000
196,538,000
205,994,000
216,998,000
221,869,000
236,925,000
250,314,000
257,908,000
269,518,000
279,619,000
301,233,000
333,217,000
319,743,000
295,676,000
314,183,000
300,288,000
299,273,000
336,428,000
345,399,000
369,932,000
374,078,000
379,762,000
379,179,000
385,010,000
412,161,000
431,054,000
389,387,000
418,135,000
431,804,000
449,628,000
482,154,000
441,049,000
497,782,000
518,508,000
528,754,000
609,915,000
629,554,000
665,731,000
750,991,000
681,712,000
617,291,000
634,477,000
679,832,000
704,661,000
746,845,000
729,577,000
749,726,000
749,726,000729,577,000746,845,000704,661,000679,832,000634,477,000617,291,000681,712,000750,991,000665,731,000629,554,000609,915,000528,754,000518,508,000497,782,000441,049,000482,154,000449,628,000431,804,000418,135,000389,387,000431,054,000412,161,000385,010,000379,179,000379,762,000374,078,000369,932,000345,399,000336,428,000299,273,000300,288,000314,183,000295,676,000319,743,000333,217,000301,233,000279,619,000269,518,000257,908,000250,314,000236,925,000221,869,000216,998,000205,994,000196,538,000197,078,0000198,082,000183,813,000214,075,000200,344,000200,851,000155,512,00000152,895,000000
       Property Plant Equipment 
0
0
0
2,168,000
2,174,000
2,199,000
2,535,000
3,553,000
3,502,000
3,778,000
3,906,000
3,995,000
3,977,000
4,029,000
4,021,000
4,158,000
4,238,000
4,596,000
4,585,000
4,666,000
4,823,000
5,027,000
5,147,000
5,701,000
5,810,000
5,975,000
6,021,000
6,483,000
6,675,000
6,873,000
7,626,000
8,344,000
8,439,000
8,490,000
8,648,000
9,171,000
9,384,000
9,904,000
9,881,000
10,460,000
13,475,000
13,595,000
12,333,000
10,123,000
13,244,000
13,875,000
14,210,000
9,965,000
14,941,000
11,578,000
12,773,000
6,727,000
14,479,000
14,898,000
15,938,000
7,829,000
16,669,000
12,940,000
13,428,000
13,371,000
13,371,00013,428,00012,940,00016,669,0007,829,00015,938,00014,898,00014,479,0006,727,00012,773,00011,578,00014,941,0009,965,00014,210,00013,875,00013,244,00010,123,00012,333,00013,595,00013,475,00010,460,0009,881,0009,904,0009,384,0009,171,0008,648,0008,490,0008,439,0008,344,0007,626,0006,873,0006,675,0006,483,0006,021,0005,975,0005,810,0005,701,0005,147,0005,027,0004,823,0004,666,0004,585,0004,596,0004,238,0004,158,0004,021,0004,029,0003,977,0003,995,0003,906,0003,778,0003,502,0003,553,0002,535,0002,199,0002,174,0002,168,000000
       Goodwill 
0
0
0
16,000
0
0
3,731,000
23,194,000
23,070,000
0
0
24,619,000
0
0
0
23,996,000
23,340,000
26,336,000
26,177,000
25,819,000
25,855,000
26,585,000
26,606,000
27,417,000
26,948,000
27,425,000
27,778,000
29,062,000
29,524,000
29,999,000
35,850,000
34,852,000
34,550,000
34,389,000
34,033,000
33,859,000
35,550,000
44,986,000
44,933,000
43,387,000
44,302,000
43,732,000
42,972,000
41,486,000
47,596,000
44,998,000
44,516,000
46,686,000
48,374,000
48,964,000
54,304,000
55,437,000
57,280,000
61,828,000
64,918,000
63,333,000
64,111,000
66,801,000
66,168,000
64,782,000
64,782,00066,168,00066,801,00064,111,00063,333,00064,918,00061,828,00057,280,00055,437,00054,304,00048,964,00048,374,00046,686,00044,516,00044,998,00047,596,00041,486,00042,972,00043,732,00044,302,00043,387,00044,933,00044,986,00035,550,00033,859,00034,033,00034,389,00034,550,00034,852,00035,850,00029,999,00029,524,00029,062,00027,778,00027,425,00026,948,00027,417,00026,606,00026,585,00025,855,00025,819,00026,177,00026,336,00023,340,00023,996,00000024,619,0000023,070,00023,194,0003,731,0000016,000000
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
305,746,000
312,267,000
318,980,000
319,158,000
320,544,000
328,021,000
350,914,000
308,022,000
335,358,000
349,663,000
369,438,000
406,544,000
352,160,000
412,481,000
434,135,000
443,707,000
517,578,000
539,981,000
567,403,000
655,659,000
576,858,000
505,250,000
517,192,000
574,315,000
590,335,000
632,811,000
616,524,000
0
0616,524,000632,811,000590,335,000574,315,000517,192,000505,250,000576,858,000655,659,000567,403,000539,981,000517,578,000443,707,000434,135,000412,481,000352,160,000406,544,000369,438,000349,663,000335,358,000308,022,000350,914,000328,021,000320,544,000319,158,000318,980,000312,267,000305,746,00000000000000000000000000000000000
       Intangible Assets 
0
0
0
0
0
0
613,000
10,696,000
10,245,000
0
0
9,750,000
0
0
32,405,000
8,718,000
8,260,000
11,997,000
11,549,000
11,530,000
11,513,000
11,590,000
11,308,000
11,268,000
11,051,000
11,139,000
11,139,000
12,386,000
12,773,000
13,050,000
14,300,000
16,425,000
16,192,000
15,982,000
15,508,000
15,966,000
16,143,000
25,451,000
24,980,000
24,723,000
25,000,000
24,814,000
24,885,000
24,001,000
28,049,000
26,428,000
25,647,000
28,396,000
29,022,000
29,031,000
31,251,000
33,168,000
33,095,000
35,315,000
36,429,000
34,355,000
33,546,000
34,293,000
33,457,000
0
033,457,00034,293,00033,546,00034,355,00036,429,00035,315,00033,095,00033,168,00031,251,00029,031,00029,022,00028,396,00025,647,00026,428,00028,049,00024,001,00024,885,00024,814,00025,000,00024,723,00024,980,00025,451,00016,143,00015,966,00015,508,00015,982,00016,192,00016,425,00014,300,00013,050,00012,773,00012,386,00011,139,00011,139,00011,051,00011,268,00011,308,00011,590,00011,513,00011,530,00011,549,00011,997,0008,260,0008,718,00032,405,000009,750,0000010,245,00010,696,000613,000000000
       Other Assets 
0
0
0
0
177,205,000
173,866,000
339,647,000
0
420,470,000
0
0
411,689,000
221,915,000
0
415,151,000
418,290,000
439,181,000
0
0
0
0
0
592,033,000
0
0
0
0
0
0
0
0
0
5,005,000
2,949,000
2,593,000
758,359,000
3,389,000
3,799,000
892,580,000
805,815,000
866,477,000
897,921,000
941,918,000
999,610,000
924,010,000
1,030,175,000
1,078,033,000
1,099,801,000
1,272,841,000
1,312,346,000
715,577,000
795,542,000
7,245,000
8,835,000
9,366,000
20,282,000
9,703,000
15,118,000
15,071,000
838,450,000
838,450,00015,071,00015,118,0009,703,00020,282,0009,366,0008,835,0007,245,000795,542,000715,577,0001,312,346,0001,272,841,0001,099,801,0001,078,033,0001,030,175,000924,010,000999,610,000941,918,000897,921,000866,477,000805,815,000892,580,0003,799,0003,389,000758,359,0002,593,0002,949,0005,005,000000000000592,033,00000000439,181,000418,290,000415,151,0000221,915,000411,689,00000420,470,0000339,647,000173,866,000177,205,0000000
> Total Liabilities 
0
0
0
27,551,000
26,595,000
25,942,000
31,591,000
50,716,000
49,935,000
54,486,000
57,674,000
56,888,000
54,258,000
55,850,000
54,847,000
54,539,000
52,385,000
56,637,000
52,419,000
51,184,000
53,782,000
55,730,000
65,594,000
62,494,000
62,865,000
62,883,000
63,720,000
64,613,000
63,632,000
64,787,000
68,248,000
69,832,000
73,917,000
70,870,000
70,298,000
72,241,000
74,543,000
89,790,000
88,857,000
88,738,000
90,516,000
99,608,000
103,679,000
96,533,000
104,676,000
100,388,000
100,981,000
108,271,000
109,659,000
108,511,000
113,081,000
112,037,000
109,882,000
126,364,000
122,664,000
118,712,000
92,981,000
96,091,000
93,017,000
121,019,000
121,019,00093,017,00096,091,00092,981,000118,712,000122,664,000126,364,000109,882,000112,037,000113,081,000108,511,000109,659,000108,271,000100,981,000100,388,000104,676,00096,533,000103,679,00099,608,00090,516,00088,738,00088,857,00089,790,00074,543,00072,241,00070,298,00070,870,00073,917,00069,832,00068,248,00064,787,00063,632,00064,613,00063,720,00062,883,00062,865,00062,494,00065,594,00055,730,00053,782,00051,184,00052,419,00056,637,00052,385,00054,539,00054,847,00055,850,00054,258,00056,888,00057,674,00054,486,00049,935,00050,716,00031,591,00025,942,00026,595,00027,551,000000
   > Total Current Liabilities 
0
0
0
3,075,000
0
0
0
5,770,000
0
6,849,000
7,352,000
0
1,628,000
5,765,000
1,410,000
2,388,000
1,473,000
6,912,000
4,982,000
4,592,000
4,876,000
5,175,000
0
5,607,000
8,031,000
7,695,000
7,867,000
8,385,000
6,494,000
7,694,000
8,606,000
8,461,000
8,634,000
7,280,000
9,396,000
9,710,000
9,904,000
14,680,000
13,833,000
13,345,000
11,191,000
14,615,000
14,831,000
10,266,000
10,325,000
9,880,000
10,863,000
14,417,000
15,569,000
17,591,000
18,823,000
13,977,000
9,822,000
22,137,000
15,937,000
5,457,000
7,658,000
11,887,000
8,939,000
4,608,000
4,608,0008,939,00011,887,0007,658,0005,457,00015,937,00022,137,0009,822,00013,977,00018,823,00017,591,00015,569,00014,417,00010,863,0009,880,00010,325,00010,266,00014,831,00014,615,00011,191,00013,345,00013,833,00014,680,0009,904,0009,710,0009,396,0007,280,0008,634,0008,461,0008,606,0007,694,0006,494,0008,385,0007,867,0007,695,0008,031,0005,607,00005,175,0004,876,0004,592,0004,982,0006,912,0001,473,0002,388,0001,410,0005,765,0001,628,00007,352,0006,849,00005,770,0000003,075,000000
       Short-term Debt 
0
0
0
299,000
0
0
0
192,000
0
2,905,000
3,269,000
0
1,628,000
1,648,000
1,410,000
1,210,000
1,473,000
2,389,000
427,000
52,000
287,000
368,000
0
187,000
2,597,000
2,506,000
2,416,000
2,320,000
106,000
1,647,000
1,652,000
1,615,000
1,626,000
150,000
2,049,000
2,076,000
2,200,000
2,449,000
1,620,000
3,829,000
2,126,000
2,180,000
1,291,000
603,000
0
0
0
0
0
0
0
0
0
0
0
0
7,658,000
11,887,000
8,939,000
4,608,000
4,608,0008,939,00011,887,0007,658,000000000000000603,0001,291,0002,180,0002,126,0003,829,0001,620,0002,449,0002,200,0002,076,0002,049,000150,0001,626,0001,615,0001,652,0001,647,000106,0002,320,0002,416,0002,506,0002,597,000187,0000368,000287,00052,000427,0002,389,0001,473,0001,210,0001,410,0001,648,0001,628,00003,269,0002,905,0000192,000000299,000000
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
59,500,000
56,419,000
55,734,000
2,073,000
2,200,000
2,449,000
1,620,000
3,829,000
2,126,000
2,180,000
1,291,000
603,000
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0000000000000000603,0001,291,0002,180,0002,126,0003,829,0001,620,0002,449,0002,200,0002,073,00055,734,00056,419,00059,500,00000000000000000000000000000000000
       Accounts payable 
0
0
0
46,000
0
0
0
907,000
0
0
0
0
0
0
0
1,178,000
0
0
0
1,255,000
0
0
0
1,532,000
0
0
0
1,677,000
0
0
0
1,954,000
0
0
0
1,849,000
0
0
0
2,927,000
0
0
0
2,788,000
0
0
0
2,841,000
0
0
0
3,330,000
0
0
0
5,457,000
0
0
0
0
00005,457,0000003,330,0000002,841,0000002,788,0000002,927,0000001,849,0000001,954,0000001,677,0000001,532,0000001,255,0000001,178,0000000000907,00000046,000000
       Other Current Liabilities 
0
0
0
2,730,000
0
0
0
4,671,000
0
3,944,000
4,083,000
0
0
4,117,000
0
0
0
4,523,000
4,555,000
3,285,000
4,589,000
4,807,000
0
3,888,000
5,434,000
5,189,000
5,451,000
4,388,000
6,388,000
6,047,000
6,954,000
4,892,000
7,008,000
7,130,000
7,347,000
5,785,000
7,704,000
12,231,000
12,213,000
3,349,000
9,065,000
12,435,000
13,540,000
3,195,000
9,325,000
8,991,000
10,005,000
3,297,000
8,561,000
10,855,000
11,924,000
2,804,000
8,703,000
13,153,000
13,830,000
-5,457,000
-7,658,000
-11,887,000
-8,939,000
-4,608,000
-4,608,000-8,939,000-11,887,000-7,658,000-5,457,00013,830,00013,153,0008,703,0002,804,00011,924,00010,855,0008,561,0003,297,00010,005,0008,991,0009,325,0003,195,00013,540,00012,435,0009,065,0003,349,00012,213,00012,231,0007,704,0005,785,0007,347,0007,130,0007,008,0004,892,0006,954,0006,047,0006,388,0004,388,0005,451,0005,189,0005,434,0003,888,00004,807,0004,589,0003,285,0004,555,0004,523,0000004,117,000004,083,0003,944,00004,671,0000002,730,000000
   > Long-term Liabilities 
0
0
0
24,476,000
177,205,000
173,866,000
184,135,000
44,946,000
220,126,000
47,637,000
50,322,000
0
43,947,000
50,085,000
44,991,000
44,425,000
44,486,000
49,725,000
47,437,000
46,592,000
48,906,000
50,555,000
49,540,000
56,887,000
54,834,000
55,188,000
55,853,000
56,228,000
57,138,000
57,093,000
59,642,000
61,371,000
65,283,000
63,590,000
60,902,000
62,531,000
64,639,000
75,111,000
65,708,000
67,198,000
69,873,000
75,707,000
78,246,000
74,954,000
82,326,000
78,365,000
78,535,000
86,004,000
88,493,000
86,137,000
89,238,000
87,112,000
86,261,000
126,364,000
122,664,000
5,457,000
92,981,000
96,091,000
93,017,000
116,411,000
116,411,00093,017,00096,091,00092,981,0005,457,000122,664,000126,364,00086,261,00087,112,00089,238,00086,137,00088,493,00086,004,00078,535,00078,365,00082,326,00074,954,00078,246,00075,707,00069,873,00067,198,00065,708,00075,111,00064,639,00062,531,00060,902,00063,590,00065,283,00061,371,00059,642,00057,093,00057,138,00056,228,00055,853,00055,188,00054,834,00056,887,00049,540,00050,555,00048,906,00046,592,00047,437,00049,725,00044,486,00044,425,00044,991,00050,085,00043,947,000050,322,00047,637,000220,126,00044,946,000184,135,000173,866,000177,205,00024,476,000000
       Long term Debt Total 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
81,776,000
81,485,000
79,401,000
82,339,000
83,966,000
85,142,000
87,728,000
89,750,000
89,436,000
85,323,000
84,204,000
84,078,000
0
084,078,00084,204,00085,323,00089,436,00089,750,00087,728,00085,142,00083,966,00082,339,00079,401,00081,485,00081,776,00000000000000000000000000000000000000000000000000
       Other Liabilities 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
7,409,000
7,322,000
7,217,000
7,228,000
7,180,000
11,152,000
10,935,000
11,127,000
11,578,000
11,466,000
11,893,000
11,961,000
13,025,000
13,032,000
12,441,000
12,078,000
12,605,000
11,518,000
11,919,000
14,094,000
14,917,000
16,499,000
16,976,000
15,774,000
15,733,000
0
16,552,000
0
016,552,000015,733,00015,774,00016,976,00016,499,00014,917,00014,094,00011,919,00011,518,00012,605,00012,078,00012,441,00013,032,00013,025,00011,961,00011,893,00011,466,00011,578,00011,127,00010,935,00011,152,0007,180,0007,228,0007,217,0007,322,0007,409,00000000000000000000000000000000000
       Deferred Long Term Liability 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
550,000
0
0
0
958,000
0
0
0
911,000
0
0
0
863,000
0
0
0
1,004,000
0
0
0
0
0
0
0
0
000000001,004,000000863,000000911,000000958,000000550,00000000000000000000000000000000000000
> Total Stockholder Equity
0
0
0
142,669,000
150,610,000
147,924,000
152,544,000
169,386,000
170,191,000
176,452,000
144,698,000
156,070,000
167,657,000
155,281,000
163,766,000
174,698,000
191,030,000
182,699,000
200,860,000
215,417,000
227,584,000
232,501,000
246,801,000
260,963,000
295,790,000
279,574,000
257,520,000
271,801,000
262,282,000
259,083,000
290,683,000
300,077,000
330,197,000
331,238,000
335,581,000
336,262,000
342,575,000
347,858,000
372,371,000
327,508,000
357,671,000
366,509,000
388,355,000
420,681,000
378,043,000
431,788,000
458,345,000
461,837,000
552,262,000
572,361,000
600,563,000
682,614,000
614,871,000
541,955,000
554,683,000
604,865,000
638,142,000
674,068,000
661,485,000
716,768,000
716,768,000661,485,000674,068,000638,142,000604,865,000554,683,000541,955,000614,871,000682,614,000600,563,000572,361,000552,262,000461,837,000458,345,000431,788,000378,043,000420,681,000388,355,000366,509,000357,671,000327,508,000372,371,000347,858,000342,575,000336,262,000335,581,000331,238,000330,197,000300,077,000290,683,000259,083,000262,282,000271,801,000257,520,000279,574,000295,790,000260,963,000246,801,000232,501,000227,584,000215,417,000200,860,000182,699,000191,030,000174,698,000163,766,000155,281,000167,657,000156,070,000144,698,000176,452,000170,191,000169,386,000152,544,000147,924,000150,610,000142,669,000000
   Common Stock
0
0
0
4,795,000
0
0
0
4,795,000
0
0
0
4,795,000
0
0
0
4,795,000
0
0
0
4,795,000
0
0
0
4,795,000
0
0
0
4,795,000
0
0
0
4,795,000
330,197,000
331,238,000
335,581,000
4,795,000
342,575,000
347,857,000
372,372,000
4,795,000
357,671,000
366,283,000
388,355,000
4,795,000
378,043,000
431,788,000
458,345,000
4,795,000
552,262,000
572,362,000
600,563,000
4,795,000
614,872,000
541,955,000
554,684,000
4,795,000
4,795,000
4,795,000
4,795,000
0
04,795,0004,795,0004,795,0004,795,000554,684,000541,955,000614,872,0004,795,000600,563,000572,362,000552,262,0004,795,000458,345,000431,788,000378,043,0004,795,000388,355,000366,283,000357,671,0004,795,000372,372,000347,857,000342,575,0004,795,000335,581,000331,238,000330,197,0004,795,0000004,795,0000004,795,0000004,795,0000004,795,0000004,795,0000004,795,0000004,795,000000
   Retained Earnings Total Equity000000000000000000000000000000000000000000000000000000000000
   Accumulated Other Comprehensive Income 000000000000000000000000000000000000000000000000000000000000
   Capital Surplus 000000000000000000000000000000000000000000000000000000000000
   Treasury Stock000000000000000000000000000000000000000000000000000000000000
   Other Stockholders Equity 
0
0
0
13,574,000
0
0
0
13,469,000
0
0
0
13,250,000
0
0
0
12,997,000
0
0
0
13,894,000
0
0
0
16,015,000
0
0
0
16,061,000
0
0
0
18,285,000
0
0
0
18,431,000
0
0
0
21,294,000
0
0
0
23,320,000
378,043,000
431,788,000
458,345,000
18,508,000
552,262,000
572,362,000
600,563,000
20,440,000
614,871,000
541,955,000
554,683,000
29,683,000
633,347,000
669,273,000
656,690,000
0
0656,690,000669,273,000633,347,00029,683,000554,683,000541,955,000614,871,00020,440,000600,563,000572,362,000552,262,00018,508,000458,345,000431,788,000378,043,00023,320,00000021,294,00000018,431,00000018,285,00000016,061,00000016,015,00000013,894,00000012,997,00000013,250,00000013,469,00000013,574,000000



Balance Sheet

All numbers in thousands.




Cash Flow

Currency in SEK. All numbers in thousands.




Income Statement

Currency in SEK. All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue171,122,000
Cost of Revenue-32,269,000
Gross Profit171,122,000138,853,000
 
Operating Income (+$)
Gross Profit171,122,000
Operating Expense-50,927,000
Operating Income120,270,000120,195,000
 
Operating Expense (+$)
Research Development0
Selling General Administrative41,707,000
Selling And Marketing Expenses8,565,000
Operating Expense50,927,00050,272,000
 
Net Interest Income (+$)
Interest Income295,000
Interest Expense-518,000
Other Finance Cost-1,036,000
Net Interest Income813,000
 
Pretax Income (+$)
Operating Income120,270,000
Net Interest Income813,000
Other Non-Operating Income Expenses0
Income Before Tax (EBT)120,191,000120,349,000
EBIT - interestExpense = 119,752,000
120,270,000
119,149,000
Interest Expense518,000
Earnings Before Interest and Taxes (EBIT)120,270,000120,709,000
Earnings Before Interest and Taxes (EBITDA)131,824,000
 
After tax Income (+$)
Income Before Tax120,191,000
Tax Provision-1,639,000
Net Income From Continuing Ops118,552,000118,552,000
Net Income118,631,000
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses50,927,000
Total Other Income/Expenses Net-79,000-813,000
 

Technical Analysis of Investor AB ser. A
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 Investor AB ser. A. The general trend of Investor AB ser. A is BULLISH with 100.0% 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 Investor AB ser. A'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 (100.0%) Bearish trend (-100.0%)
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 Investor AB ser. A.

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is -1/(-1 +1).

  • Around resistance: The price is trading arround resistance levels. This can be considered as a potential exit level. -1

The bullish price targets are: 268.80.

The bearish price targets are: 257.80 > 253.60 > 247.70.

Tweet this
Investor AB ser. A 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 Investor AB ser. A. The current mas is .

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

  • MA 20 trending up: The MA 20 is trending up. +1
  • Close > MA 20: The price is above 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

Investor AB ser. A 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 Investor AB ser. A. The current macd is 3.96639335.

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 Investor AB ser. A price going down in the near term. -2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Investor AB ser. A. 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 Investor AB ser. A 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
Investor AB ser. A Daily Moving Average Convergence/Divergence (MACD) ChartInvestor AB ser. A 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 Investor AB ser. A. The current adx is 42.50.

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 Investor AB ser. A 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
Investor AB ser. A 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 Investor AB ser. A. The current sar is 258.89.

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

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
Investor AB ser. A 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 Investor AB ser. A. The current rsi is 63.31. 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 2/(-13 +13).

  • Continuation in bull market: Uptrend continues after a consolidation or pullback. Hold or add to existing positions.
  • Trending down: The RSI is trending down. -1
Investor AB ser. A Daily Relative Strength Index (RSI) ChartInvestor AB ser. A 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 Investor AB ser. A. The current phase is Continuation in bull market.

The long score for the Stochastic Oscillator is 1/6.
The longshort score for the Stochastic Oscillator is -2/(-6 +6).

  • STOCH > 50: The STOCH %K is above 50. There are more buyers than sellers. +1
  • 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 Investor AB ser. A price going down in the near term. -2
  • Trending down: The STOCH %K is trending down. -1
Investor AB ser. A Daily Stochastic Oscillator ChartInvestor AB ser. A 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 Investor AB ser. A. The current cci is 78.44.

Investor AB ser. A Daily Commodity Channel Index (CCI) ChartInvestor AB ser. A 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 Investor AB ser. A. The current cmo is 21.28.

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
Investor AB ser. A Daily Chande Momentum Oscillator (CMO) ChartInvestor AB ser. A 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 Investor AB ser. A. The current willr is -26.95652174.

The long score for the Williams %R is 0/1.
The longshort score for the Williams %R is 0/(-1 +1).

  • WILLR between -80 and -20: The Williams %R is between -80 and -20. This indicates that Investor AB ser. A is trading in a neutral price range, neither oversold nor overbought, suggesting a balanced market condition without any extreme price signals.
Investor AB ser. A Daily Williams %R ChartInvestor AB ser. A 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 Investor AB ser. A.

Investor AB ser. A 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 Investor AB ser. A. The current atr is 3.50470315.

Investor AB ser. A Daily Average True Range (ATR) ChartInvestor AB ser. A 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 Investor AB ser. A. The current obv is 47,668,375.

Investor AB ser. A Daily On-Balance Volume (OBV) ChartInvestor AB ser. A 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 Investor AB ser. A. The current mfi is 66.33.

The long score for the Money Flow Index (MFI) is 1/2.
The longshort score for the Money Flow Index (MFI) is 1/(-2 +2).

  • MFI > 50: +1
Investor AB ser. A Daily Money Flow Index (MFI) ChartInvestor AB ser. A Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Investor AB ser. A.

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
2023-11-08DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-11-09SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-10STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-13CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-11-14STOCH SHORT EXITThe %K line crosses above the %D line.
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).
2023-11-15CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2023-11-16STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-17WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-20STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-21STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-22STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-23STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-24STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-28STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-29STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-04STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-05STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-06MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-12-08STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-11STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-12STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-14STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-18STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-20STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-21SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-28MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2023-12-29SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-01-02CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-01-03RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-05SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-08CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-09CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-01-12STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-15STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-16CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-17DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
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).
2024-01-18STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-19DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-22SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-23MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2024-01-24ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-29STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-30STOCH SHORT EXITThe %K line crosses above the %D line.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-01-31STOCH LONG EXITThe %K line crosses below the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-02-06STOCH SHORT EXITThe %K line crosses above the %D line.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-02-07STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-08STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-09STOCH LONG EXITThe %K line crosses below the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-02-12STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-13RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-14STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-15MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-02-16MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-19BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-02-20STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-22STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-23BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-02-26STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-29MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-01STOCH LONG EXITThe %K line crosses below the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-03-04RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2024-03-05SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2024-03-06STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-03-07SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-03-08CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-03-12MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-14STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-15STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-03-18MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
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.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-21STOCH SHORT EXITThe %K line crosses above the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-22WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-03-25SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-03-26STOCH LONG EXITThe %K line crosses below the %D line.

6.3. Candlestick Patterns

Investor AB ser. A Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Investor AB ser. A based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5063.311
Ma 20Greater thanMa 50262.740
Ma 50Greater thanMa 100253.422
Ma 100Greater thanMa 200237.091
OpenGreater thanClose267.000
Total5/5 (100.0%)
Penke

Good job! You gained 25 XP and 0   0   10 . What's next:

  • Share my analysis of Investor AB ser. A with someone you think should read this too:
  • Are you bullish or bearish on Investor AB ser. A? Let me know what you think in the comments.
  • Do you want an email if I find something interesting about Investor AB ser. A? Add an email alert using the form below.
  • Join the community if you want to keep your earnings and track your progress: Join the community
  • Is this analysis useful to you? Support me via But Me a Coffee. I'll analyze the stock market faster for you!

Get notifications about Investor AB ser. A

I send you an email if I find something interesting about Investor AB ser. A.


Comments

How you think about this?

Leave a comment

Stay informed about Investor AB ser. A.

Receive notifications about Investor AB ser. A in your mailbox!