(ORES) Investment Oresund - Ratings and Ratios

Exchange: ST • Country: Sweden • Currency: SEK • Type: Common Stock • ISIN: SE0008321608

ORES: Asset Management, Portfolio Management, Equity Investments, Fixed Income

Investment AB Öresund (publ) is a Swedish investment company specializing in asset management, primarily targeting Nordic securities. Established in 1890 and headquartered in Stockholm, the company operates as a holding entity, managing a diversified portfolio of investments across various sectors. Formerly known as AB Sjö-Öresund, it rebranded to Investment AB Öresund, reflecting its strategic focus on long-term value creation. The companys portfolio includes stakes in both listed and unlisted Nordic businesses, emphasizing a disciplined investment approach. For more details, visit their website at https://www.oresund.se.

Over the next three months, Investment AB Öresunds stock (Ticker: ORES) is expected to experience a period of consolidation. Technically, the stock is trading above its 20-day SMA (114.38) but below its 50-day (114.81) and 200-day (115.47) SMAs, indicating potential resistance at higher levels. The Average True Range (ATR) of 2.88 suggests moderate volatility. Fundamentally, the companys high P/E ratio (32.26) and P/S ratio (13.86) indicate a premium valuation, supported by its return on equity (RoE) of 6.92%. The stock may face short-term correction but could regain upward momentum if it breaks above the 50-day SMA, aligning with broader market trends.

Additional Sources for ORES Stock

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

ORES Stock Overview

Market Cap in USD 535m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Multi-Sector Holdings
IPO / Inception

ORES Stock Ratings

Growth Rating 13.9
Fundamental -
Dividend Rating 70.6
Rel. Strength -13.5
Analysts -
Fair Price Momentum 112.22 SEK
Fair Price DCF 64.07 SEK

ORES Dividends

Dividend Yield 12m 6.25%
Yield on Cost 5y 9.30%
Annual Growth 5y 3.13%
Payout Consistency 75.9%

ORES Growth Ratios

Growth Correlation 3m 32.8%
Growth Correlation 12m -27.9%
Growth Correlation 5y 16.7%
CAGR 5y 8.46%
CAGR/Max DD 5y 0.20
Sharpe Ratio 12m -0.63
Alpha 2.07
Beta 0.456
Volatility 27.16%
Current Volume 21.5k
Average Volume 20d 39k
What is the price of ORES stocks?
As of May 12, 2025, the stock is trading at SEK 114.80 with a total of 21,537 shares traded.
Over the past week, the price has changed by -1.71%, over one month by +4.77%, over three months by +1.02% and over the past year by +5.10%.
Is Investment Oresund a good stock to buy?
Neither. Based on ValueRay Analyses, Investment Oresund is currently (May 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 13.87 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of ORES as of May 2025 is 112.22. This means that ORES is currently overvalued and has a potential downside of -2.25%.
Is ORES a buy, sell or hold?
Investment Oresund has no consensus analysts rating.
What are the forecast for ORES stock price target?
According to ValueRays Forecast Model, ORES Investment Oresund will be worth about 123.1 in May 2026. The stock is currently trading at 114.80. This means that the stock has a potential upside of +7.22%.
Issuer Forecast Upside
Wallstreet Target Price 138 20.2%
Analysts Target Price - -
ValueRay Target Price 123.1 7.2%