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Upturn AI SWOT - About
Tekla Healthcare Investors (HQH)
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Upturn Advisory Summary
04/01/2025: HQH (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -1.54% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 826.26M USD | Price to earnings Ratio 4.49 | 1Y Target Price - |
Price to earnings Ratio 4.49 | 1Y Target Price - | ||
Volume (30-day avg) 176936 | Beta 0.75 | 52 Weeks Range 13.80 - 17.99 | Updated Date 04/2/2025 |
52 Weeks Range 13.80 - 17.99 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 14.38% | Basic EPS (TTM) 3.53 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1717.36% | Operating Margin (TTM) -3.46% |
Management Effectiveness
Return on Assets (TTM) -0.01% | Return on Equity (TTM) 18.58% |
Valuation
Trailing PE 4.49 | Forward PE - | Enterprise Value 826258752 | Price to Sales(TTM) 76.72 |
Enterprise Value 826258752 | Price to Sales(TTM) 76.72 | ||
Enterprise Value to Revenue 4.54 | Enterprise Value to EBITDA - | Shares Outstanding 52129900 | Shares Floating - |
Shares Outstanding 52129900 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 23.85 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Tekla Healthcare Investors
Company Overview
History and Background
Tekla Healthcare Investors (HQH) is a closed-end fund focused on investing in the healthcare industry. Founded to provide investors exposure to the growth potential of healthcare companies.
Core Business Areas
- Investment Management: HQH invests primarily in companies in the healthcare industry, including biotechnology, pharmaceuticals, and medical devices.
Leadership and Structure
HQH is managed by Tekla Capital Management LLC. The fund has a board of directors overseeing its operations.
Top Products and Market Share
Key Offerings
- Healthcare Portfolio: HQH offers investors a diversified portfolio of healthcare stocks. The fund focuses on companies with innovative technologies and strong growth potential. Competitors include BlackRock Health Sciences Trust II and other healthcare focused funds.
Market Dynamics
Industry Overview
The healthcare industry is experiencing rapid growth driven by an aging population, technological advancements, and increasing healthcare spending.
Positioning
HQH aims to provide investors with exposure to the growth potential of the healthcare industry through a diversified portfolio of stocks.
Total Addressable Market (TAM)
The global healthcare market is estimated to be several trillion USD. HQH captures a small portion of this market through its investment strategies.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Diversified Healthcare Portfolio
- Focus on Innovative Technologies
Weaknesses
- Closed-End Fund Structure
- Market Volatility in Healthcare Sector
- Management Fees
Opportunities
- Aging Population
- Technological Advancements
- Increased Healthcare Spending
Threats
- Regulatory Changes
- Patent Expirations
- Economic Downturns
Competitors and Market Share
Key Competitors
- BME
- IRY
- IHF
Competitive Landscape
HQH competes with other healthcare-focused investment funds. Advantages depend on investment performance, diversification, and management fees.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the healthcare industry's growth trends and successful investments.
Future Projections: Future growth is dependent on analysts' estimates for the healthcare sector and the fund's ability to identify promising investment opportunities.
Recent Initiatives: Recent initiatives may include changes to portfolio allocation or investment strategies.
Summary
Tekla Healthcare Investors offers exposure to the healthcare industry. Its performance is tied to the healthcare market and its investment choices. The fund faces risks related to market volatility and regulatory changes, but benefits from long-term trends like an aging population. Investors should closely monitor performance relative to peers and industry benchmarks.
Similar Companies
BME
BlackRock Health Sciences Trust
BME
BlackRock Health Sciences Trust
IHF
iShares U.S. Healthcare Providers ETF
IHF
iShares U.S. Healthcare Providers ETF
Sources and Disclaimers
Data Sources:
- SEC Filings
- Financial News Providers
- Fund Fact Sheets
Disclaimers:
Data is for informational purposes only and not investment advice. Market share data is estimated.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Tekla Healthcare Investors
Exchange NYSE | Headquaters Philadelphia, PA, United States | ||
IPO Launch date 1988-01-05 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Abrdn Healthcare Investors is a closed-ended equity mutual fund launched and managed by abrdn Inc. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the healthcare sector, including the biotechnology, medical devices, and pharmaceuticals industries. The fund primarily invests in growth stocks of small cap companies. It employs fundamental analysis with a focus on factors such as current or anticipated market position for services or products, experienced business management, recognized technological expertise, and the ability either to generate funds internally to finance growth or to secure outside sources of capital to create its portfolio. The fund benchmarks the performance of its portfolio against the NASDAQ Biotechnology Index, the S&P 500 Index, and the S&P 1500 Healthcare Index. Abrdn Healthcare Investors was formed on October 31, 1986 and is domiciled in the United States.
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