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Upturn AI SWOT - About
Tekla Healthcare Investors (HQH)
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Upturn Advisory Summary
07/03/2025: 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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 836.48M USD | Price to earnings Ratio 119.46 | 1Y Target Price - |
Price to earnings Ratio 119.46 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.7 | 52 Weeks Range 13.77 - 19.79 | Updated Date 06/29/2025 |
52 Weeks Range 13.77 - 19.79 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 14.94% | Basic EPS (TTM) 0.13 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 102.16% | Operating Margin (TTM) -15.86% |
Management Effectiveness
Return on Assets (TTM) -0.06% | Return on Equity (TTM) 1.06% |
Valuation
Trailing PE 119.46 | Forward PE - | Enterprise Value 836479680 | Price to Sales(TTM) 82.03 |
Enterprise Value 836479680 | Price to Sales(TTM) 82.03 | ||
Enterprise Value to Revenue 71.46 | Enterprise Value to EBITDA - | Shares Outstanding 53862200 | Shares Floating - |
Shares Outstanding 53862200 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 22.1 |
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 sector. Established with the aim of providing long-term capital appreciation by investing in companies engaged in healthcare, including biotechnology, pharmaceuticals, medical devices, and healthcare services.
Core Business Areas
- Investment Management: HQH invests in a diversified portfolio of healthcare companies, aiming for capital appreciation. This includes stock selection, portfolio allocation, and risk management.
Leadership and Structure
HQH is managed by Tekla Capital Management LLC. The leadership team consists of experienced investment professionals specializing in healthcare investments. The fund operates under a board of directors.
Top Products and Market Share
Key Offerings
- Healthcare Investments: HQH offers investors access to a diversified portfolio of healthcare stocks. Market share is not directly applicable as HQH is a fund, not a product. Competitors are other healthcare-focused investment funds like BlackRock Health Sciences Trust (BME) and Columbia Seligman Premium Technology Growth Fund (STK).
Market Dynamics
Industry Overview
The healthcare industry is characterized by innovation, regulation, and demographic shifts. Growth is driven by aging populations, technological advancements, and increased healthcare spending.
Positioning
HQH positions itself as a specialized investment vehicle offering access to the healthcare sector. Its competitive advantage lies in its focused expertise and diversified portfolio.
Total Addressable Market (TAM)
The TAM for healthcare investments is vast and constantly growing, tied to global healthcare expenditure. HQH captures a small portion via fund management.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio
- Focus on a growing sector
- Active management
Weaknesses
- Management fees
- Market volatility
- Sector-specific risk
- Discount to NAV
Opportunities
- Aging population
- Technological advancements
- Emerging markets
- Healthcare reforms
Threats
- Regulatory changes
- Patent expirations
- Economic downturns
- Competition from other funds
Competitors and Market Share
Key Competitors
- BME
- STK
- PHT
Competitive Landscape
HQH competes with other healthcare-focused closed-end funds based on performance, fees, and investment strategy. Advantages include an experienced management team and diversified portfolio; Disadvantages could include a higher expense ratio or underperformance relative to benchmarks.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is linked to the performance of the healthcare sector and the fund's investment strategy.
Future Projections: Future projections are based on analyst expectations for the healthcare sector and the fund's ability to generate returns.
Recent Initiatives: Recent initiatives may include adjusting portfolio allocations or focusing on specific sub-sectors within healthcare.
Summary
Tekla Healthcare Investors offers investors access to the healthcare sector. Its strength lies in specialized management and diversified holdings. However, it faces risks like market volatility and regulatory uncertainty. Future performance depends on sector growth and investment execution. Maintaining a competitive edge is critical for long-term success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Yahoo Finance
- Company Filings
- Morningstar
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be based on individual circumstances and professional advice.
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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