With its roughly 600,000 individual shareholders, Investor is undoubtedly Sweden’s most popular company. Today is therefore the time for Investor to show how the quarter went. Investor is always said to be worth buying, but the valuation of the underlying companies is high and the question is how long the party can last.
Actually, it is in recent years that the stock has exploded in popularity. Investor has gone from being the sixth most owned share to now passing 600,000 owners and thereby becoming the number one public share.
It was in the last quarter of 2021 that Investor overtook Telia in the number of owners and for the sake of the owners it is a joy to see how many made a good decision.
Investors keep steaming on (Christian Cederholm, new CEO Investor)
Investor continues to bully the Stockholm Stock Exchange. The total return during the quarter was a whopping 8%, to be compared with 4% for SIXRX (the entire Stockholm Stock Exchange including dividends).
The net asset value landed at SEK 322 and the rate now is approx. SEK 310. That gives a modest discount of 4%. For the last 10 years, Investor’s shares have been traded at approx. 14% material discount, so 4% is clearly the negative when it comes to trading Investor today.
Otherwise, Christian does not seem to be so optimistic about the future, where he points, among other things, to continued high interest rates from the central banks and the situation in China, which seems to be getting worse before it gets better.






