(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
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 |
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%.
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%.
Investment Oresund has no consensus analysts rating.
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% |