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MNKS (Monks Investment Trust PLC) Stock Analysis
Buy, Hold or Sell?

Let's analyze Monks Investment Trust PLC together

I guess you are interested in Monks Investment Trust PLC. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

  • 📊 Fundamental Analysis (FA) – Monks Investment Trust PLC’s Financial Insights
  • 📈 Technical Analysis (TA) – Monks Investment Trust PLC’s Price Targets

I'm going to help you getting a better view of Monks Investment Trust PLC. 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.

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1. Quick Overview

1.1. Quick analysis of Monks Investment Trust PLC (30 sec.)










1.2. What can you expect buying and holding a share of Monks Investment Trust PLC? (30 sec.)

How much money do you get?

How much money do you get?
£0.18
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
£11.87
Expected worth in 1 year
£16.49
How sure are you?
90.0%

+ What do you gain per year?

Total Gains per Share
£4.75
Return On Investment
0.4%

For what price can you sell your share?

Current Price per Share
£1,294.00
Expected price per share
£1,186 - £1,354
How sure are you?
50%
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2. Detailed Analysis

2.1. Valuation of Monks Investment Trust PLC (5 min.)




Live pricePrice per Share (EOD)
£1,294.00
Intrinsic Value Per Share
£0.26 - £0.49
Total Value Per Share
£12.13 - £12.37

2.2. Growth of Monks Investment Trust PLC (5 min.)




Is Monks Investment Trust PLC growing?

Current yearPrevious yearGrowGrow %
How rich?$3.6b$3.3b$299.4m8.2%

How much money is Monks Investment Trust PLC making?

Current yearPrevious yearGrowGrow %
Making money$546.4m-$93m$639.5m117.0%
Net Profit Margin95.0%106.0%--

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

2.3. Financial Health of Monks Investment Trust PLC (5 min.)




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3. Summary and Key Metrics

3.1. What can you expect buying and holding a share of Monks Investment Trust PLC?

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

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

Speculation

The Price per Share of Monks Investment Trust PLC is £1,294. 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 Monks Investment Trust PLC.
  • 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 Monks Investment Trust PLC, 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 £11.87. Based on the TTM, the Book Value Change Per Share is £1.15 per quarter. Based on the YOY, the Book Value Change Per Share is £0.18 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 £0.03 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Monks Investment Trust PLC.

How much money are you going to get?

 MRQTTMYOY3Y5Y10Y
 £% of Price per Share£% of Price per Share£% of Price per Share£% of Price per Share£% of Price per Share£% of Price per Share
Usd Eps2.440.2%2.440.2%-0.410.0%-0.530.0%1.050.1%1.120.1%
Usd Book Value Change Per Share1.580.1%1.580.1%0.250.0%-1.00-0.1%0.910.1%1.020.1%
Usd Dividend Per Share0.040.0%0.040.0%0.030.0%0.030.0%0.030.0%0.030.0%
Usd Total Gains Per Share1.630.1%1.630.1%0.280.0%-0.97-0.1%0.940.1%1.060.1%
Usd Price Per Share1,588.66-1,588.66-1,337.60-1,456.04-1,507.44-1,190.18-
Price to Earnings Ratio651.49-651.49--3,275.02--1,006.76-144.84--1,806.59-
Price-to-Total Gains Ratio975.95-975.95-4,768.47-1,814.88-1,607.66-1,465.65-
Price to Book Ratio97.52-97.52-90.95-96.07-97.97-97.80-
Price-to-Total Gains Ratio975.95-975.95-4,768.47-1,814.88-1,607.66-1,465.65-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share1775.2386
Number of shares0
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.040.03
Usd Book Value Change Per Share1.580.91
Usd Total Gains Per Share1.630.94
Gains per Quarter (0 shares)0.000.00
Gains per Year (0 shares)0.000.00
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
100-1000-10
200-1000-10
300-1000-10
400-1000-10
500-1000-10
600-1000-10
700-1000-10
800-1000-10
900-1000-10
1000-1000-10

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%1.02.00.033.3%3.02.00.060.0%7.03.00.070.0%9.04.00.069.2%
Book Value Change Per Share1.00.00.0100.0%2.01.00.066.7%4.01.00.080.0%9.01.00.090.0%11.02.00.084.6%
Dividend per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%13.00.00.0100.0%
Total Gains per Share1.00.00.0100.0%2.01.00.066.7%4.01.00.080.0%9.01.00.090.0%11.02.00.084.6%
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3.2. Key Performance Indicators

The key performance indicators of Monks Investment Trust PLC compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-3Y+/-5 Year+/-10 Year+/-
Book Value Change Per Share--1.1541.1540%0.181+537%-0.730+163%0.665+74%0.746+55%
Book Value Per Share--11.87411.8740%10.720+11%11.044+8%11.224+6%8.834+34%
Current Ratio--0.7490.7490%0.672+11%0.590+27%4.852-85%2.637-72%
Debt To Asset Ratio--0.0820.0820%0.074+11%0.080+3%0.071+15%0.075+8%
Debt To Equity Ratio--0.0890.0890%0.079+12%0.087+3%0.077+16%0.082+9%
Dividend Per Share--0.0320.0320%0.023+39%0.025+28%0.024+36%0.023+37%
Enterprise Value--259325599318.000259325599318.0000%222038722775.000+17%242808001203.000+7%249488931095.000+4%193507911366.120+34%
Eps--1.7771.7770%-0.298+117%-0.390+122%0.766+132%0.815+118%
Ev To Ebitda Ratio--646.391646.3910%-15684.024+2526%-12565.115+2044%-20936.613+3339%-6058.670+1037%
Ev To Sales Ratio--618.449618.4490%-3468.271+661%-1082.749+275%57.785+970%-4461.188+821%
Free Cash Flow Per Share--0.0480.0480%0.042+13%0.043+10%0.043+11%0.035+35%
Free Cash Flow To Equity Per Share---0.547-0.5470%-0.436-20%-0.345-37%-0.006-99%0.033-1777%
Gross Profit Margin--1.0241.0240%1.007+2%1.010+1%1.006+2%1.003+2%
Intrinsic Value_10Y_max--0.492----------
Intrinsic Value_10Y_min--0.256----------
Intrinsic Value_1Y_max--0.045----------
Intrinsic Value_1Y_min--0.033----------
Intrinsic Value_3Y_max--0.137----------
Intrinsic Value_3Y_min--0.094----------
Intrinsic Value_5Y_max--0.235----------
Intrinsic Value_5Y_min--0.147----------
Market Cap241224892000.000-8%259524036318.000259524036318.0000%222190691775.000+17%242988444203.000+7%249631167895.000+4%193624556766.120+34%
Net Profit Margin--0.9500.9500%1.060-10%1.005-5%0.991-4%1.110-14%
Operating Margin--1.9301.9300%1.141+69%1.361+42%1.191+62%1.287+50%
Operating Ratio--0.0430.0430%-0.167+487%-0.048+211%-0.074+271%-0.084+294%
Pb Ratio108.977+11%97.52497.5240%90.954+7%96.070+2%97.9730%97.8040%
Pe Ratio728.008+11%651.494651.4940%-3275.023+603%-1006.758+255%144.841+350%-1806.590+377%
Price Per Share1294.000+11%1158.0001158.0000%975.000+19%1061.333+9%1098.800+5%867.540+33%
Price To Free Cash Flow Ratio27161.519+11%24306.83124306.8310%23185.922+5%24661.612-1%25649.756-5%25472.072-5%
Price To Total Gains Ratio1090.569+11%975.949975.9490%4768.474-80%1814.879-46%1607.665-39%1465.646-33%
Quick Ratio--0.7230.7230%0.658+10%0.574+26%4.795-85%2.604-72%
Return On Assets--0.1370.1370%-0.026+119%-0.040+129%0.046+198%0.081+69%
Return On Equity--0.1500.1500%-0.028+119%-0.043+129%0.047+216%0.087+72%
Total Gains Per Share--1.1871.1870%0.204+480%-0.705+159%0.688+72%0.770+54%
Usd Book Value--3650813850.3003650813850.3000%3351387072.000+9%3467788671.300+5%3498834768.300+4%2705352228.120+35%
Usd Book Value Change Per Share--1.5841.5840%0.249+537%-1.002+163%0.912+74%1.024+55%
Usd Book Value Per Share--16.29016.2900%14.706+11%15.151+8%15.399+6%12.119+34%
Usd Dividend Per Share--0.0440.0440%0.032+39%0.034+28%0.032+36%0.032+37%
Usd Enterprise Value--355768789704.364355768789704.3640%304614923775.022+17%333108296850.396+7%342273864569.231+4%265473503603.180+34%
Usd Eps--2.4382.4380%-0.408+117%-0.535+122%1.050+132%1.118+118%
Usd Free Cash Flow--14647776.30014647776.3000%13146917.700+11%13532878.900+8%13328008.500+10%10815510.840+35%
Usd Free Cash Flow Per Share--0.0650.0650%0.058+13%0.059+10%0.059+11%0.048+35%
Usd Free Cash Flow To Equity Per Share---0.751-0.7510%-0.599-20%-0.473-37%-0.009-99%0.045-1777%
Usd Market Cap330936429334.800-8%356041025424.664356041025424.6640%304823410046.123+17%333355846602.096+7%342468999235.151+4%265633529427.440+34%
Usd Price Per Share1775.239+11%1588.6601588.6600%1337.603+19%1456.043+9%1507.444+5%1190.178+33%
Usd Profit--546499108.800546499108.8000%-93075183.600+117%-133848051.600+124%231592085.280+136%243810089.490+124%
Usd Revenue--575259620.400575259620.4000%-87829038.000+115%-121089838.900+121%240435078.300+139%250129335.270+130%
Usd Total Gains Per Share--1.6281.6280%0.281+480%-0.967+159%0.944+72%1.056+54%
 EOD+2 -6MRQTTM+0 -0YOY+29 -113Y+30 -105Y+29 -1110Y+29 -11

3.3 Fundamental Score

Let's check the fundamental score of Monks Investment Trust PLC based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-15728.008
Price to Book Ratio (EOD)Between0-1108.977
Net Profit Margin (MRQ)Greater than00.950
Operating Margin (MRQ)Greater than01.930
Quick Ratio (MRQ)Greater than10.723
Current Ratio (MRQ)Greater than10.749
Debt to Asset Ratio (MRQ)Less than10.082
Debt to Equity Ratio (MRQ)Less than10.089
Return on Equity (MRQ)Greater than0.150.150
Return on Assets (MRQ)Greater than0.050.137
Total5/10 (50.0%)

3.4 Technical Score

Let's check the technical score of Monks Investment Trust PLC based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5065.630
Ma 20Greater thanMa 501,256.500
Ma 50Greater thanMa 1001,214.200
Ma 100Greater thanMa 2001,220.040
OpenGreater thanClose1,286.000
Total2/5 (40.0%)

4. In-depth Analysis

4.1 About Monks Investment Trust PLC

The Monks Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. It is co-managed by Baillie Gifford & Co. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund invests in growth stocks of companies with above average earnings growth across diversified market capitalizations. It benchmarks the performance of its portfolio against the FTSE World Index. The Monks Investment Trust PLC was formed in 1929 and is domiciled in the United Kingdom.

Fundamental data was last updated by Penke on 2025-06-30 20:19:05.

4.2 In-depth Summary

4.2.1. Financial Health Summary

Profitability Details
 Compared to previous yearCompared to industry
The company is making a huge profit.
Using its assets, the company is efficient 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 very efficient.
The company is very efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is unable to pay all its short-term debts.
The company is just not 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.

4.2.2. Valuation Summary

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

4.3.1. Profitability

4.3.1 Profitability
4.3.1.1. Net Profit Margin

Measures how much net profit Monks Investment Trust PLC earns for each £1 of revenue.

  • Above 10% is considered healthy but always compare Monks Investment Trust PLC to the  industry mean.
  • A Net Profit Margin of 95.0% means that £0.95 for each £1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Monks Investment Trust PLC:

  • The MRQ is 95.0%. The company is making a huge profit. +2
  • The TTM is 95.0%. The company is making a huge profit. +2
Trends
Current periodCompared to+/- 
MRQ95.0%TTM95.0%0.0%
TTM95.0%YOY106.0%-11.0%
TTM95.0%5Y99.1%-4.1%
5Y99.1%10Y111.0%-11.9%
4.3.1.2. Return on Assets

Shows how efficient Monks Investment Trust PLC is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Monks Investment Trust PLC to the  industry mean.
  • 13.7% Return on Assets means that Monks Investment Trust PLC generated £0.14 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Monks Investment Trust PLC:

  • The MRQ is 13.7%. Using its assets, the company is efficient in making profit. +1
  • The TTM is 13.7%. Using its assets, the company is efficient in making profit. +1
Trends
Current periodCompared to+/- 
MRQ13.7%TTM13.7%0.0%
TTM13.7%YOY-2.6%+16.3%
TTM13.7%5Y4.6%+9.1%
5Y4.6%10Y8.1%-3.5%
4.3.1.3. Return on Equity

Shows how efficient Monks Investment Trust PLC is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Monks Investment Trust PLC to the  industry mean.
  • 15.0% Return on Equity means Monks Investment Trust PLC generated £0.15 for each £1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Monks Investment Trust PLC:

  • The MRQ is 15.0%. Using its investors money, the company is less efficient in making profit.
  • The TTM is 15.0%. Using its investors money, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ15.0%TTM15.0%0.0%
TTM15.0%YOY-2.8%+17.7%
TTM15.0%5Y4.7%+10.2%
5Y4.7%10Y8.7%-4.0%
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4.3.2. Operating Efficiency of Monks Investment Trust PLC.

4.3.2. Operating Efficiency
4.3.2.1. Operating Margin

Measures how efficient Monks Investment Trust PLC is operating .

  • Measures how much profit Monks Investment Trust PLC 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 Monks Investment Trust PLC to the  industry mean.
  • An Operating Margin of 193.0% means the company generated £1.93  for each £1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Monks Investment Trust PLC:

  • The MRQ is 193.0%. The company is operating very efficient. +2
  • The TTM is 193.0%. The company is operating very efficient. +2
Trends
Current periodCompared to+/- 
MRQ193.0%TTM193.0%0.0%
TTM193.0%YOY114.1%+78.8%
TTM193.0%5Y119.1%+73.9%
5Y119.1%10Y128.7%-9.6%
4.3.2.2. Operating Ratio

Measures how efficient Monks Investment Trust PLC is keeping operating costs low.

  • Below 1 is considered healthy (always compare to  industry mean).
  • An Operation Ratio of 0.04 means that the operating costs are £0.04 for each £1 in net sales.

Let's take a look of the Operating Ratio trends of Monks Investment Trust PLC:

  • The MRQ is 0.043. The company is very efficient in keeping operating costs low. +2
  • The TTM is 0.043. The company is very efficient in keeping operating costs low. +2
Trends
Current periodCompared to+/- 
MRQ0.043TTM0.0430.000
TTM0.043YOY-0.167+0.211
TTM0.0435Y-0.074+0.117
5Y-0.07410Y-0.084+0.010
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4.4.3. Liquidity of Monks Investment Trust PLC.

4.4.3. Liquidity
4.4.3.1. Current Ratio

Measures if Monks Investment Trust PLC is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to  industry mean).
  • A Current Ratio of 0.75 means the company has £0.75 in assets for each £1 in short-term debts.

Let's take a look of the Current Ratio trends of Monks Investment Trust PLC:

  • The MRQ is 0.749. The company is unable to pay all its short-term debts. -2
  • The TTM is 0.749. The company is unable to pay all its short-term debts. -2
Trends
Current periodCompared to+/- 
MRQ0.749TTM0.7490.000
TTM0.749YOY0.672+0.077
TTM0.7495Y4.852-4.103
5Y4.85210Y2.637+2.216
4.4.3.2. Quick Ratio

Measures if Monks Investment Trust PLC is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Monks Investment Trust PLC to the  industry mean.
  • A Quick Ratio of 0.72 means the company can pay off £0.72 for each £1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Monks Investment Trust PLC:

  • The MRQ is 0.723. The company is just not able to pay all its short-term debts with the most liquid assets. -1
  • The TTM is 0.723. The company is just not able to pay all its short-term debts with the most liquid assets. -1
Trends
Current periodCompared to+/- 
MRQ0.723TTM0.7230.000
TTM0.723YOY0.658+0.065
TTM0.7235Y4.795-4.072
5Y4.79510Y2.604+2.191
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4.5.4. Solvency of Monks Investment Trust PLC.

4.5.4. Solvency
4.5.4.1. Debt to Asset Ratio

Measures how much % of Monks Investment Trust PLC assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Monks Investment Trust PLC to industry mean.
  • A Debt to Asset Ratio of 0.08 means that Monks Investment Trust PLC assets are financed with 8.2% credit (debt) and the remaining percentage (100% - 8.2%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Monks Investment Trust PLC:

  • The MRQ is 0.082. The company is very able to pay all its debts by selling its assets. +2
  • The TTM is 0.082. The company is very able to pay all its debts by selling its assets. +2
Trends
Current periodCompared to+/- 
MRQ0.082TTM0.0820.000
TTM0.082YOY0.074+0.008
TTM0.0825Y0.071+0.011
5Y0.07110Y0.075-0.005
4.5.4.2. Debt to Equity Ratio

Measures if Monks Investment Trust PLC is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Monks Investment Trust PLC to the  industry mean.
  • A Debt to Equity ratio of 8.9% means that company has £0.09 debt for each £1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Monks Investment Trust PLC:

  • The MRQ is 0.089. The company is very able to pay all its debts with equity. +2
  • The TTM is 0.089. The company is very able to pay all its debts with equity. +2
Trends
Current periodCompared to+/- 
MRQ0.089TTM0.0890.000
TTM0.089YOY0.079+0.010
TTM0.0895Y0.077+0.012
5Y0.07710Y0.082-0.005
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4.6. Market Valuation

4.6.1. Earnings Per Share
4.6.2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every £1 in earnings Monks Investment Trust PLC generates.

  • Above 15 is considered overpriced but always compare Monks Investment Trust PLC to the  industry mean.
  • A PE ratio of 651.49 means the investor is paying £651.49 for every £1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Monks Investment Trust PLC:

  • The EOD is 728.008. Based on the earnings, the company is expensive. -2
  • The MRQ is 651.494. Based on the earnings, the company is expensive. -2
  • The TTM is 651.494. Based on the earnings, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD728.008MRQ651.494+76.514
MRQ651.494TTM651.4940.000
TTM651.494YOY-3,275.023+3,926.518
TTM651.4945Y144.841+506.654
5Y144.84110Y-1,806.590+1,951.431
4.6.2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Monks Investment Trust PLC:

  • The EOD is 27,161.519. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The MRQ is 24,306.831. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The TTM is 24,306.831. Based on how much money comes from the company's main activities, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD27,161.519MRQ24,306.831+2,854.688
MRQ24,306.831TTM24,306.8310.000
TTM24,306.831YOY23,185.922+1,120.909
TTM24,306.8315Y25,649.756-1,342.925
5Y25,649.75610Y25,472.072+177.684
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4.6.2. Book Value per Share
4.6.2.1. Price to Book Ratio

Measures if the stock price of Monks Investment Trust PLC is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to industry mean).
  • A PB ratio of 97.52 means the investor is paying £97.52 for each £1 in book value.

Let's take a look of the Price to Book Ratio trends of Monks Investment Trust PLC:

  • The EOD is 108.977. Based on the equity, the company is expensive. -2
  • The MRQ is 97.524. Based on the equity, the company is expensive. -2
  • The TTM is 97.524. Based on the equity, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD108.977MRQ97.524+11.454
MRQ97.524TTM97.5240.000
TTM97.524YOY90.954+6.569
TTM97.5245Y97.973-0.449
5Y97.97310Y97.804+0.169
4.6.2. Total Gains per Share
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6. Financial Statements




6.1. Reversals in quarterly reports

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

 2020-04-302021-04-302022-04-302023-04-302024-04-30
EBITDA  -13,3697,247-6,122-4,782-10,904-3,253-14,157415,347401,190



6.2. Latest Balance Sheet

Balance Sheet of 2024-04-30. Currency in GBP. All numbers in thousands.

Summary
Total Assets2,898,196
Total Liabilities237,059
Total Stockholder Equity2,661,137
 As reported
Total Liabilities 237,059
Total Stockholder Equity+ 2,661,137
Total Assets = 2,898,196

Assets

Total Assets2,898,196
Total Current Assets51,128
Long-term Assets2,847,068
Total Current Assets
Cash And Cash Equivalents 38,622
Net Receivables 10,733
Other Current Assets 1,773
Total Current Assets  (as reported)51,128
Total Current Assets  (calculated)51,128
+/-0
Long-term Assets
Long Term Investments 2,847,068
Other Assets 1,693
Long-term Assets  (as reported)2,847,068
Long-term Assets  (calculated)2,848,761
+/- 1,693

Liabilities & Shareholders' Equity

Total Current Liabilities68,242
Long-term Liabilities176,968
Total Stockholder Equity2,661,137
Total Current Liabilities
Short-term Debt 50,000
Accounts payable 7,190
Other Current Liabilities 11,052
Total Current Liabilities  (as reported)68,242
Total Current Liabilities  (calculated)68,242
+/-0
Long-term Liabilities
Long-term Liabilities  (as reported)176,968
Long-term Liabilities  (calculated)0
+/- 176,968
Total Stockholder Equity
Common Stock12,659
Retained Earnings 73,455
Accumulated Other Comprehensive Income 10,652
Other Stockholders Equity 2,564,371
Total Stockholder Equity (as reported)2,661,137
Total Stockholder Equity (calculated)2,661,137
+/-0
Other
Capital Stock12,659
Cash and Short Term Investments 38,622
Common Stock Shares Outstanding 224,114
Current Deferred Revenue-42,810
Liabilities and Stockholders Equity 2,898,196
Net Debt 184,554
Net Invested Capital 2,884,313
Net Working Capital -17,114
Short Long Term Debt Total 223,176



6.3. Balance Sheets Structured

Currency in GBP. All numbers in thousands.

 Trend2024-04-302023-04-302022-04-302021-04-302020-04-302019-04-302018-04-302017-04-302016-04-302015-04-302014-04-302013-04-302012-04-302011-04-302010-04-302009-04-302008-04-302007-09-302007-04-302006-09-302006-04-302005-09-302005-04-302004-04-302003-04-302002-04-302001-04-302000-04-30
> Total Assets 
953,889
876,687
798,493
612,219
696,759
731,300
2,428
1,125,611
2,346
1,115,800
1,748
1,116,315
773,023
1,095,041
1,232,962
1,185,506
1,080,094
1,017,290
1,149,472
1,098,694
1,530,101
1,762,496
2,013,316
2,115,930
3,350,789
2,705,966
2,637,040
2,898,196
2,898,1962,637,0402,705,9663,350,7892,115,9302,013,3161,762,4961,530,1011,098,6941,149,4721,017,2901,080,0941,185,5061,232,9621,095,041773,0231,116,3151,7481,115,8002,3461,125,6112,428731,300696,759612,219798,493876,687953,889
   > Total Current Assets 
0
0
0
0
15,503
0
1,557
41,113
1,296
106,169
634
105,261
108,396
41,038
39,701
76,626
44,326
43,731
52,847
19,260
23,024
31,983
33,536
27,103
112,659
43,951
62,632
51,128
51,12862,63243,951112,65927,10333,53631,98323,02419,26052,84743,73144,32676,62639,70141,038108,396105,261634106,1691,29641,1131,557015,5030000
       Cash And Cash Equivalents 
42,409
16,889
4,382
3,952
11,521
55,771
400
29,089
281
98,450
94
88,016
98,958
14,449
18,912
39,519
38,591
41,592
50,815
15,930
15,208
22,974
25,919
19,537
108,723
35,879
42,191
38,622
38,62242,19135,879108,72319,53725,91922,97415,20815,93050,81541,59238,59139,51918,91214,44998,95888,0169498,45028129,08940055,77111,5213,9524,38216,88942,409
       Short-term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
46,178
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00000000000000046,178000000000000
       Net Receivables 
0
0
0
0
3,982
0
578
12,024
607
7,719
229
17,245
9,438
26,589
20,789
21,398
2,601
1,268
1,508
2,851
7,348
8,306
6,728
6,288
2,779
7,262
19,118
10,733
10,73319,1187,2622,7796,2886,7288,3067,3482,8511,5081,2682,60121,39820,78926,5899,43817,2452297,71960712,02457803,9820000
       Other Current Assets 
0
0
0
0
0
0
203
0
137
0
86
0
0
0
0
3,994
17,330
871
524
479
468
703
889
1,278
1,157
810
1,323
1,773
1,7731,3238101,1571,27888970346847952487117,3303,99400008601370203000000
   > Long-term Assets 
0
0
0
0
681,256
675,883
0
1,084,498
0
1,009,631
0
1,011,054
664,627
1,054,003
1,193,261
1,108,880
1,035,768
973,559
1,096,625
1,079,434
1,507,077
1,730,513
1,979,780
2,088,827
3,238,130
2,662,015
2,574,408
2,847,068
2,847,0682,574,4082,662,0153,238,1302,088,8271,979,7801,730,5131,507,0771,079,4341,096,625973,5591,035,7681,108,8801,193,2611,054,003664,6271,011,05401,009,63101,084,4980675,883681,2560000
       Property Plant Equipment 
0
0
0
0
0
0
303
0
324
0
222
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0000000000000000022203240303000000
       Goodwill 
0
0
0
0
0
0
138
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
000000000000000000000138000000
       Long Term Investments 
0
0
0
0
0
0
155
0
0
0
0
0
0
0
0
0
0
0
0
1,079,434
1,507,077
1,730,513
1,979,780
2,088,827
3,238,130
2,662,015
2,574,408
2,847,068
2,847,0682,574,4082,662,0153,238,1302,088,8271,979,7801,730,5131,507,0771,079,434000000000000155000000
       Intangible Assets 
0
0
0
0
0
0
150
0
150
0
150
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0000000000000000015001500150000000
       Other Assets 
0
4,066
0
0
0
0
2
0
150
87
151
0
0
1,550
15,643
32,517
15,421
711
0
0
0
1,762,496
2,013,316
2,115,930
3,350,789
2,705,966
0
1,693
1,69302,705,9663,350,7892,115,9302,013,3161,762,49600071115,42132,51715,6431,55000151871500200004,0660
> Total Liabilities 
135,812
120,197
122,102
118,532
83,986
79,419
3,688
30,991
7,314
3,421
8,377
4,997
11,895
57,066
52,469
116,140
93,867
4,682
125,881
87,745
116,027
105,962
150,501
152,306
145,809
226,802
194,160
237,059
237,059194,160226,802145,809152,306150,501105,962116,02787,745125,8814,68293,867116,14052,46957,06611,8954,9978,3773,4217,31430,9913,68879,41983,986118,532122,102120,197135,812
   > Total Current Liabilities 
0
0
0
0
4,600
0
2,956
30,991
4,338
3,421
4,457
4,997
11,895
57,066
52,469
116,140
54,188
4,682
86,136
47,968
76,217
66,120
110,626
112,398
5,063
126,257
93,142
68,242
68,24293,142126,2575,063112,398110,62666,12076,21747,96886,1364,68254,188116,14052,46957,06611,8954,9974,4573,4214,33830,9912,95604,6000000
       Short-term Debt 
0
0
0
0
0
0
1,519
0
2,150
0
1,581
0
0
0
0
0
40,000
0
84,284
46,078
67,246
63,165
99,287
103,854
0
114,973
75,000
50,000
50,00075,000114,9730103,85499,28763,16567,24646,07884,284040,000000001,58102,15001,519000000
       Short Long Term Debt 
0
0
0
0
0
0
1,519
0
2,150
0
1,581
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
000000000000000001,58102,15001,519000000
       Accounts payable 
19,937
3,498
5,999
1,247
4,600
4,284
1,408
30,991
1,867
3,421
2,024
4,997
11,895
57,066
52,469
15,274
3,901
2,956
86,136
36
6,601
508
7,754
5,890
941
7,143
4,565
7,190
7,1904,5657,1439415,8907,7545086,6013686,1362,9563,90115,27452,46957,06611,8954,9972,0243,4211,86730,9911,4084,2844,6001,2475,9993,49819,937
       Other Current Liabilities 
0
0
0
0
-4,600
0
30
-30,991
322
-3,421
852
-4,997
-11,895
-57,066
-52,469
100,866
-43,946
-3,001
-84,329
-46,159
-73,892
-63,718
-107,086
2,609
-986
4,096
-79,565
11,052
11,052-79,5654,096-9862,609-107,086-63,718-73,892-46,159-84,329-3,001-43,946100,866-52,469-57,066-11,895-4,997852-3,421322-30,991300-4,6000000
   > Long-term Liabilities 
0
0
0
0
79,386
79,419
0
0
0
0
0
0
0
0
0
0
40,000
39,712
84,284
85,855
67,246
63,165
99,287
39,908
139,788
99,853
99,858
176,968
176,96899,85899,853139,78839,90899,28763,16567,24685,85584,28439,71240,000000000000079,41979,3860000
       Deferred Long Term Liability 
0
0
0
0
0
0
50
0
37
0
23
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0000000000000000023037050000000
> Total Stockholder Equity
818,077
756,490
676,391
493,687
612,773
651,881
-4,606
935,198
-8,184
963,437
-9,846
1,030,852
680,756
958,336
1,060,879
989,719
986,227
972,896
1,023,591
1,010,949
1,414,074
1,656,534
1,862,815
1,963,624
3,204,980
2,479,164
2,442,880
2,661,137
2,661,1372,442,8802,479,1643,204,9801,963,6241,862,8151,656,5341,414,0741,010,9491,023,591972,896986,227989,7191,060,879958,336680,7561,030,852-9,846963,437-8,184935,198-4,606651,881612,773493,687676,391756,490818,077
   Common Stock
16,955
15,257
15,257
14,718
14,718
14,568
1,907
14,368
85
14,033
630
13,209
13,182
13,051
13,038
12,806
12,017
11,394
10,698
10,698
10,698
10,857
10,930
11,178
11,823
11,823
11,540
12,659
12,65911,54011,82311,82311,17810,93010,85710,69810,69810,69811,39412,01712,80613,03813,05113,18213,20963014,0338514,3681,90714,56814,71814,71815,25715,25716,955
   Retained Earnings 
16,667
17,084
17,111
17,188
17,098
17,209
-53,505
22,130
-57,609
27,869
-60,019
31,460
38,771
29,610
37,601
43,675
955,729
942,398
993,093
980,451
48,540
51,453
1,795,178
1,849,418
2,922,274
2,196,458
1,987,807
73,455
73,4551,987,8072,196,4582,922,2741,849,4181,795,17851,45348,540980,451993,093942,398955,72943,67537,60129,61038,77131,460-60,01927,869-57,60922,130-53,50517,20917,09817,18817,11117,08416,667
   Capital Surplus 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
11,100
35,973
48,007
94,328
262,183
0
0
0
000262,18394,32848,00735,97311,10000000000000000000000
   Treasury Stock0000000000000000000000000000
   Other Stockholders Equity 
0
0
0
0
598,055
11,100
0
920,830
0
11,100
0
11,100
11,100
11,100
11,100
933,238
-899,242
11,100
-932,858
11,100
19,800
35,973
48,007
103,028
270,883
270,883
-1,480,552
2,564,371
2,564,371-1,480,552270,883270,883103,02848,00735,97319,80011,100-932,85811,100-899,242933,23811,10011,10011,10011,100011,1000920,830011,100598,0550000



6.4. Balance Sheets

Currency in GBP. All numbers in thousands.




6.5. Cash Flows

Currency in GBP. All numbers in thousands.




6.6. Income Statements

Currency in GBP. All numbers in thousands.


6.7. Latest Income Statement

Income Statement (annual), 2024-04-30. Currency in GBP. All numbers in thousands.

Gross Profit (+$)
totalRevenue419,316
Cost of Revenue-16,276
Gross Profit403,040403,040
 
Operating Income (+$)
Gross Profit403,040
Operating Expense-1,850
Operating Income408,035401,190
 
Operating Expense (+$)
Research Development0
Selling General Administrative11,281
Selling And Marketing Expenses-9,431
Operating Expense1,8501,850
 
Net Interest Income (+$)
Interest Income1,669
Interest Expense-8,264
Other Finance Cost-0
Net Interest Income-6,595
 
Pretax Income (+$)
Operating Income408,035
Net Interest Income-6,595
Other Non-Operating Income Expenses0
Income Before Tax (EBT)401,190414,880
EBIT - interestExpense = 800,961
401,190
406,616
Interest Expense8,264
Earnings Before Interest and Taxes (EBIT)809,225409,454
Earnings Before Interest and Taxes (EBITDA)401,190
 
After tax Income (+$)
Income Before Tax401,190
Tax Provision-2,838
Net Income From Continuing Ops398,352398,352
Net Income398,352
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses11,281
Total Other Income/Expenses Net-6,8456,595
 

Technical Analysis of Monks Investment Trust PLC
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 Monks Investment Trust PLC. The general trend of Monks Investment Trust PLC is BULLISH with 42.9% 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 Monks Investment Trust PLC'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 (42.9%) Bearish trend (-42.9%)
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. Monks Investment Trust PLC 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 Monks Investment Trust PLC.

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

  • Between support/resistance: The price is trading between support and resistance lines.

The bullish price targets are: 1,350 < 1,354.

The bearish price targets are: 1,272 > 1,240 > 1,186.

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Monks Investment Trust PLC Daily Support & Resistance Chart
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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 Monks Investment Trust PLC. The current mas is .

The long score for the Moving Averages is 10/14.
The longshort score for the Moving Averages is 6/(-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 lower than the MA 100. -1
  • MA 50 < MA 200: The MA 50 is lower than the MA 200. -1
  • MA 100 trending down: The MA 100 is trending down. -1
  • Close > MA 100: The price is above the MA 100. +1
  • MA 100 < MA 200: The MA 100 is lower 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

Monks Investment Trust PLC 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 Monks Investment Trust PLC. The current macd is 17.18.

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

  • MACD line > signal line: The MACD line is above the signal line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Monks Investment Trust PLC price going up in the near term. +2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Monks Investment Trust PLC. 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 Monks Investment Trust PLC 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 up: The MACD line is trending up. This indicates that the short-term moving average is rising faster than the long-term moving average, suggesting positive momentum in the market. This signals that buyers are becoming more active and confident, leading to potential price increases as traders anticipate further gains and are willing to buy at higher prices. +1
Monks Investment Trust PLC Daily Moving Average Convergence/Divergence (MACD) ChartMonks Investment Trust PLC 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 Monks Investment Trust PLC. The current adx is 16.22.

The long score for the Directional Movement Index (DMI) is 2/7.
The longshort score for the Directional Movement Index (DMI) is 2/(-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 Monks Investment Trust PLC shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX < 25 && ADX trending up: The ADX is below 25 and indicates a weak or no trend. However, the ADX is rising and a new bullish trend could be forming. +1
Monks Investment Trust PLC 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 Monks Investment Trust PLC. The current sar is 1,246.

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
Monks Investment Trust PLC Daily Parabolic SAR Chart
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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 Monks Investment Trust PLC. The current rsi is 65.63. The current phase is Continuation in bull market.

The long score for the Relative Strength Index (RSI) is 4/13.
The longshort score for the Relative Strength Index (RSI) is 4/(-13 +13).

  • Continuation in bull market: Uptrend continues after a consolidation or pullback. Hold or add to existing positions.
  • Trending up: The RSI is trending up. +1
Monks Investment Trust PLC Daily Relative Strength Index (RSI) ChartMonks Investment Trust PLC 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 Monks Investment Trust PLC. The current phase is Overbought in bull market.

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

  • STOCH > 50: The STOCH %K is above 50. There are more buyers than sellers. +1
  • STOCH > 80: The STOCH %K is above 80 and overbought. +2
  • STOCH %K line > STOCH %D line: The STOCH %K line is above the STOCH %D line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Monks Investment Trust PLC price going up in the near term. +2
  • Trending up: The STOCH %K is trending up. +1
Monks Investment Trust PLC Daily Stochastic Oscillator ChartMonks Investment Trust PLC 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 Monks Investment Trust PLC. The current cci is 194.00.

The long score for the Commodity Channel Index (CCI) is 1/1.
The longshort score for the Commodity Channel Index (CCI) is 1/(-1 +1).

  • CCI > 100: The CCI is above 100, it indicates that the price is significantly above its average, suggesting a potential overbought condition. +1
Monks Investment Trust PLC Daily Commodity Channel Index (CCI) ChartMonks Investment Trust PLC 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 Monks Investment Trust PLC. The current cmo is 38.66.

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
Monks Investment Trust PLC Daily Chande Momentum Oscillator (CMO) ChartMonks Investment Trust PLC 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 Monks Investment Trust PLC. The current willr is -3.21316111.

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
Monks Investment Trust PLC Daily Williams %R ChartMonks Investment Trust PLC Daily Williams %R Chart
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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 Monks Investment Trust PLC.

Monks Investment Trust PLC 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 Monks Investment Trust PLC. The current atr is 19.55.

Monks Investment Trust PLC Daily Average True Range (ATR) ChartMonks Investment Trust PLC Daily Average True Range (ATR) Chart
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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 Monks Investment Trust PLC. The current obv is 50,942,346.

Monks Investment Trust PLC Daily On-Balance Volume (OBV) ChartMonks Investment Trust PLC 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 Monks Investment Trust PLC. The current mfi is 75.57.

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
Monks Investment Trust PLC Daily Money Flow Index (MFI) ChartMonks Investment Trust PLC Daily Money Flow Index (MFI) Chart
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6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Monks Investment Trust PLC.

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
2025-02-06DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR 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
2025-02-10STOCH LONG EXITThe %K line crosses below the %D line.
2025-02-11STOCH SHORT EXITThe %K line crosses above the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2025-02-12MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
2025-02-13MACD 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
2025-02-14MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
2025-02-19STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-02-20STOCH LONG EXITThe %K line crosses below the %D line.
2025-02-24DMI 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
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-02-25WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-02-26STOCH SHORT EXITThe %K line crosses above the %D line.
2025-02-28STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2025-03-04ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-03-05RSI LONG ENTRY SHORT CLOSE30 crossover to upside
STOCH SHORT EXITThe %K line crosses above the %D line.
2025-03-07STOCH LONG EXITThe %K line crosses below the %D line.
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-03-11BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2025-03-12RSI LONG ENTRY SHORT CLOSE30 crossover to upside
STOCH SHORT EXITThe %K line crosses above the %D line.
2025-03-13STOCH LONG EXITThe %K line crosses below the %D line.
2025-03-14RSI LONG ENTRY SHORT CLOSE30 crossover to upside
STOCH SHORT EXITThe %K line crosses above the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-03-18STOCH LONG EXITThe %K line crosses below the %D line.
2025-03-19STOCH SHORT EXITThe %K line crosses above the %D line.
2025-03-20SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2025-03-21MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2025-03-25CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-03-26STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-03-28SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2025-03-31CCI SHORT ENTRY LONG CLOSE-100 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).
2025-04-01STOCH SHORT EXITThe %K line crosses above the %D line.
2025-04-03MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
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).
2025-04-04ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-04-07STOCH SHORT EXITThe %K line crosses above the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-04-08RSI LONG ENTRY SHORT CLOSE30 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-04-09STOCH LONG EXITThe %K line crosses below the %D line.
2025-04-10SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
RSI LONG ENTRY SHORT CLOSE30 crossover to upside
2025-04-16MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
2025-04-23STOCH SHORT EXITThe %K line crosses above the %D line.
2025-04-24CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-04-30STOCH LONG EXITThe %K line crosses below the %D line.
2025-05-01DMI 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
2025-05-02BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2025-05-06STOCH LONG EXITThe %K line crosses below the %D line.
2025-05-08STOCH SHORT EXITThe %K line crosses above the %D line.
2025-05-12STOCH LONG EXITThe %K line crosses below the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2025-05-13STOCH SHORT EXITThe %K line crosses above the %D line.
2025-05-15STOCH LONG EXITThe %K line crosses below the %D line.
2025-05-16STOCH SHORT EXITThe %K line crosses above the %D line.
2025-05-19STOCH LONG EXITThe %K line crosses below the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2025-05-21STOCH SHORT EXITThe %K line crosses above the %D line.
2025-05-22STOCH LONG EXITThe %K line crosses below the %D line.
2025-05-23DMI 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
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-05-27STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-05-28MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2025-05-30STOCH LONG EXITThe %K line crosses below the %D line.
2025-06-02CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-06-03STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-06-04DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
2025-06-05SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2025-06-09CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-06-10MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2025-06-12STOCH LONG EXITThe %K line crosses below the %D line.
2025-06-13MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2025-06-17STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2025-06-18CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2025-06-19STOCH LONG EXITThe %K line crosses below the %D line.
2025-06-23SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2025-06-24SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
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).
2025-06-26MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
2025-06-30STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.

6.3. Candlestick Patterns

Monks Investment Trust PLC Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Monks Investment Trust PLC based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5065.630
Ma 20Greater thanMa 501,256.500
Ma 50Greater thanMa 1001,214.200
Ma 100Greater thanMa 2001,220.040
OpenGreater thanClose1,286.000
Total2/5 (40.0%)
Penke
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