Industrivarden AB Series C chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share -39.40
Dividend & YieldN/A£ (N/A)
Beta 0.87
Market capitalization 1.09B
Operating cash flow 5.22B
ESG Scores unknown

Company description

AB Industrivärden is a publicly owned investment manager. The firm invests in the public equity markets of Nordic region. It employs fundamental analysis, with a focus on factors like long term return potential, proven business model, balance between risk and return, and attractive valuation to create its portfolio. AB Industrivärden was founded in 1944 and is based in Stockholm, Sweden.

Sector: - Industry:

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities
Total Cashflows From Investing Activities 3.25B 1.16B -4.11B -2.26B
Net Borrowings -4.04B -3.27B 3.56B -567M
Total Cash From Financing Activities -6.57B -5.76B 3.56B -4.03B
Change To Operating Activities
Issuance Of Stock
Net Income -8.33B 29.84B 8.44B 26.59B
Change In Cash 173M -730M -56M 697M
Effect Of Exchange Rate
Total Cash From Operating Activities 3.49B 3.87B 491M 6.99B
Depreciation 1M 6M 5M 5M
Change To Account Receivables
Other Cashflows From Financing Activities -134M 8M 124M 124M
Change To Netincome 11.82B -25.97B -7.95B -19.61B
Capital Expenditures

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax -8.33B 29.93B 8.49B 26.68B
Net Income -8.33B 29.84B 8.44B 26.59B
Selling General Administrative 123M 117M 130M 127M
Gross Profit -8.19B 30.08B 8.66B 26.86B
Ebit -8.31B 29.96B 8.54B 26.73B
Operating Income -8.31B 29.96B 8.54B 26.73B
Interest Expense -18M -21M -40M -41M
Income Tax Expense 93M 47M 81M
Total Revenue -8.19B 30.08B 8.66B 26.86B
Cost Of Revenue
Total Other Income ExpenseNet -17M -29M -48M -53M
Net Income From Continuing Ops -8.33B 29.84B 8.44B 26.59B
Net Income Applicable To Common Shares -8.33B 29.84B 8.44B 26.59B

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 8.1B 4.48B 8.13B 7.67B
Total Stockholder Equity 85.14B 112.53B 120.98B 143.08B
Other Current Liabilities 379M 4M 5M 60M
Total Assets 93.24B 117.01B 129.11B 150.75B
Common Stock 1.09B 1.09B 1.09B 1.09B
Other Current Assets
Retained Earnings 84.05B 111.44B 119.89B 141.99B
Treasury Stock
Cash 786M 56M 697M
Total Current Liabilities 5.89B 2.02B 3.37B 1.89B
Other Stockholder Equity
Property, Plant, and Equipment 11M 14M 21M 18M
Total Current Assets 1.06B 247M 196M 779M
Net Tangible Assets 85.14B 112.53B 120.98B 143.08B
Net Receivables 267M 182M 168M 55M
Accounts Payable 3M 4M 3M 4M


Insider Transactions

Here are the insider transactions of stock shares related to Industrivarden AB Series C:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Industrivarden AB Series C. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Industrivarden AB Series C

Here is the result of two systematic investment strategies applied to Industrivarden AB Series C. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Industrivarden AB Series C

The following chart shows the equity curve of the two systematic investment strategies applied to Industrivarden AB Series C:

Industrivarden AB Series C automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 0% on the backtest period.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

0.0 %
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Momentum strategy results on Industrivarden AB Series C

This is the result of two momentum investment strategies applied to Industrivarden AB Series C. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Industrivarden AB Series C

The following chart shows all the entries opened by the momentum investment system on Industrivarden AB Series C:

Industrivarden AB Series C momentum entries
  • The first momentum investment strategy would give 0.0% of return on Industrivarden AB Series C. That represents 0.0£ of latent gain with 278.31£ of employed capital.
  • The second momentum investment strategy would give 0% of return on Industrivarden AB Series C. That represents 0.0£ of latent gain with 0.0£ of employed capital.
Performance at glance (1Q Momentum)

Performance

0.0 %

Latent gain

0.0 £

Invested capital

278.31 £

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Momentum equity curve on Industrivarden AB Series C

The following chart shows the equity curve of the two momentum strategies applied to Industrivarden AB Series C:

Industrivarden AB Series C momentum equity

Note: the dividends potentially given by Industrivarden AB Series C are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Industrivarden AB Series C

The following chart shows the employed capital evolution of the two momentum strategies on Industrivarden AB Series C since the beginning:

Industrivarden AB Series C

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on Industrivarden AB Series C

Buy the dip entry openings on Industrivarden AB Series C

Industrivarden AB Series C

The performance achieved by the robo-advisor on Industrivarden AB Series C is 0%. That represents 0.0$ of latent gain with 0.0£ of employed capital. The following chart shows Industrivarden AB Series C stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Industrivarden AB Series C, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Equity curve of the strategy applied to Industrivarden AB Series C

The following chart shows the result of the investment strategy applied to Industrivarden AB Series C:

Industrivarden AB Series C

Note: the dividends potentially given by Industrivarden AB Series C are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Industrivarden AB Series C

The following chart shows the employed capital evolution since the beginning of the investment strategy on Industrivarden AB Series C:

Industrivarden AB Series C

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Industrivarden AB Series C

In this section, I will compare the three previous investment strategies applied to Industrivarden AB Series C.

Equity curve comparison on Industrivarden AB Series C

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Industrivarden AB Series C investment strategy comparison

Employed capital comparison on Industrivarden AB Series C

Industrivarden AB Series C investment comparison

Performance comparison on Industrivarden AB Series C

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 0% 0.0£ 0.0£ 0.0%
Momentum 1 quarter 0.0% 0.0£ 278.31£ 0.0%
Momentum 2 quarters 0% 0.0£ 0.0£ -0.0%
Non-directional 0% 0.0£ 0.0£ -0.0%
Annualized return comparison

Automatic investment

0.0 %

Momentum 1Q

-0.0 %

Momentum 2Q

-0.0 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Industrivarden AB Series C:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between Industrivarden AB Series C and the other stocks. There may be false positives or some missing correlated stocks. If the price of Industrivarden AB Series C does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name Industrivarden AB Series C
Country Sweden
City Stockholm
Address Storgatan 10
Phone 46 86 66 64 00
Website www.industrivarden.se/en-GB
FullTime employees 15
Industry
Sector
Exchange XLON
Ticker 0MHU.XLON
Market www.londonstockexchange.com

Industrivarden AB Series C ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown