{"ticker": {"uuid": "b6344c82-d8d2-47c5-acef-d8cf65cc4a01", "symbol": "SOF", "name": "Sofina Soci\u00e9t\u00e9 Anonyme", "exchange": "VIE", "asset_type": "equity"}, "latest_week": "2026-06-12", "summary": "SOF closed the latest completed week at 216.2 EUR. The 4-week return is 0.5% and the 12-week return is -0.4%. Trend Signal is inactive, Market Dynamics is -0.31.", "description": "Sofina Soci\u00e9t\u00e9 Anonyme is a private equity and venture capital firm specializing in direct and fund of funds investments. Within direct investments, it specializes in growth capital, early, startup, later stages, mature, emerging growth, mid venture, late venture and LBO investments. The firm primarily invests in portfolio of companies that engages in digital transformation, consumer & retail, education, healthcare, life sciences, sustainable supply chains, energy and services, e-commerce, consumer goods, digital, satellite operations, industry, finance companies, and financial services worldwide. It also invests in the media, communications, insurance, property development sectors. The firm typically invests in European based companies with a global exposure, and it also has a particular focus on companies based in Western Europe and Asia such as in India, China and Southeast Asia and in the United States. It invests in minority investments between \u0080100 million ($103.08 million) and \u0080300 million ($309.25 million). The firm seeks to invest between \u008020 million ($20.62million) and \u0080100 million ($103.08 million) in fast growing business. It seeks equity investment between \u00805 million ($5.35million) and \u008050 million (54.18 million) in venture and growth capital funds. It invests in privately owned and listed companies. It invests in private companies to support growth, finance acquisitions, give liquidity to existing shareholders/families, support sales processes, and make minority investment alongside shareholders controlling shareholders and in listed companies for replacement of existing shareholder, long term support of controlling shareholders, and delisting. Within fund of funds, the firm focuses on private equity, venture capital and growth equity funds, and selected relationships in buyout and special situations. It also manages funds in the fields of private equity funds. It typically invests in the North America, US, Europe and Asia, and concentrates on emerging markets. The firm prefers to hold a minority ownership equity in its portfolio companies and seeks board seat. The firm also prefers majority stake and co-invests. It typically holds its investments for ten to twelve years. Sofina Soci\u00e9t\u00e9 Anonyme was founded in 1898 and is based in Brussels, Belgium with additional offices in Luxembourg, Luxembourg; Singapore, Singapore and London, United Kingdom.", "setup_signature": "Risk-first tape", "composite_score": "25", "kpis": [{"label": "Latest Close", "value": "216.2 EUR", "hint": "2026-06-12"}, {"label": "1W Return", "value": "0.8%", "tone": "positive", "hint": "latest completed week"}, {"label": "4W Return", "value": "0.5%", "tone": "positive", "hint": "short-term follow-through"}, {"label": "12W Return", "value": "-0.4%", "tone": "negative", "hint": "quarterly tape"}, {"label": "Trend Breadth", "value": "28.8%", "hint": "15 of 52 weeks active"}, {"label": "Volume Ratio", "value": "-", "hint": "vs 13-week average"}], "classification": {"exchange": "VIE", "country": "AT", "sector": "Financial Services", "industry": "Asset Management", "currency": "EUR", "market_cap": "7.9B"}, "price": {"trend_line": "230.6 EUR", "fair_value": "220.9 EUR", "vs_trend": "-6.3%", "vs_fair_value": "-2.1%", "high_52": "279.6 EUR", "low_52": "201.5 EUR", "drawdown": "-22.7%", "range_position": "18.8%"}, "momentum": {"returns": [{"label": "1W", "value": 0.8395536615546751, "value_label": "0.8%", "tone": "positive", "width": 4}, {"label": "4W", "value": 0.5286935189908291, "value_label": "0.5%", "tone": "positive", "width": 4}, {"label": "12W", "value": -0.3827165227186927, "value_label": "-0.4%", "tone": "negative", "width": 4}, {"label": "26W", "value": -8.663454783071666, "value_label": "-8.7%", "tone": "negative", "width": 24.752727951633332}, {"label": "52W", "value": -12.933540684673012, "value_label": "-12.9%", "tone": "negative", "width": 36.95297338478004}], "trend_streak": 0, "active_weeks": 15, "active_breadth": "28.8%", "peer": {"scope": "AT Financial Services", "count": 115, "rank": 83, "percentile": 28.07017543859649, "avg_weekly_return": 2.9300485768443587}}, "setup": {"scores": [{"label": "Trend", "value": 15.865384615384615, "value_label": "16", "width": 15.865384615384615, "tone": "negative", "description": "Persistence of active Trend Signal over the last year and current streak."}, {"label": "Momentum", "value": 50.871550223232084, "value_label": "51", "width": 50.871550223232084, "tone": "neutral", "description": "Blend of 4-week and 12-week follow-through."}, {"label": "Dynamics", "value": 49.23727919830002, "value_label": "49", "width": 49.23727919830002, "tone": "neutral", "description": "Latest Market Dynamics and whether pressure has improved over four weeks."}, {"label": "Relative Strength", "value": 0, "value_label": "0", "width": 4, "tone": "negative", "description": "Relative leadership and short-term RS change."}, {"label": "Volume", "value": 0, "value_label": "0", "width": 4, "tone": "negative", "description": "Participation compared with the 13-week volume baseline."}, {"label": "Risk Control", "value": 36.5760121372941, "value_label": "37", "width": 36.5760121372941, "tone": "neutral", "description": "Drawdown and recent weekly volatility pressure."}], "timeline": [{"week": "27 Feb", "return": 1.6129067624797642, "return_label": "1.6%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": true, "height": 13.440889687331367}, {"week": "6 Mar", "return": -4.603180785340924, "return_label": "-4.6%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": true, "height": 38.35983987784103}, {"week": "13 Mar", "return": -6.073206400046395, "return_label": "-6.1%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 50.61005333371996}, {"week": "20 Mar", "return": -2.302922041943416, "return_label": "-2.3%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 19.191017016195133}, {"week": "27 Mar", "return": -5.077064037543195, "return_label": "-5.1%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 42.30886697952663}, {"week": "3 Apr", "return": 0.47755025480914715, "return_label": "0.5%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 4}, {"week": "10 Apr", "return": 7.699629474314146, "return_label": "7.7%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 64.16357895261788}, {"week": "17 Apr", "return": 2.030003265592166, "return_label": "2.0%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 16.916693879934716}, {"week": "24 Apr", "return": -4.584772564663068, "return_label": "-4.6%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 38.206438038858906}, {"week": "1 May", "return": -1.269267967634918, "return_label": "-1.3%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 10.577233063624316}, {"week": "8 May", "return": 0.8264456831682334, "return_label": "0.8%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 6.887047359735278}, {"week": "15 May", "return": -0.4553689651560354, "return_label": "-0.5%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 4}, {"week": "22 May", "return": 2.1042943547516146, "return_label": "2.1%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 17.53578628959679}, {"week": "29 May", "return": 2.282211633357126, "return_label": "2.3%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 19.01843027797605}, {"week": "5 Jun", "return": -4.541412167192914, "return_label": "-4.5%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 37.845101393274284}, {"week": "12 Jun", "return": 0.8395536615546751, "return_label": "0.8%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 6.996280512955626}]}, "groups": {"sector": {"scope": "AT 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monitor trend and Market Dynamics."], "risks": ["Trend Signal is inactive, so price action has not confirmed a constructive regime.", "Price is below the Trend Line, which keeps downside pressure in focus.", "Price is below Fair Value, so the market is still discounting the latest tape.", "Market Dynamics is negative, which weakens the current setup.", "The share remains more than 20% below its 52-week high."], "watch_points": ["Trend Line remains the key weekly regime level.", "Market Dynamics is the pressure gauge to monitor for confirmation or fade."], "recent_rows": [{"week": "2026-06-12", "close": "216.2 EUR", "weekly_return": 0.8395536615546751, "weekly_return_label": "0.8%", "weekly_return_tone": "positive", "trend_line": "230.6 EUR", "fair_value": "220.9 EUR", "market_dynamics": "-0.31", "relative_strength": "-26.96", "volume": "0", "trend_signal": "Off"}, {"week": "2026-06-05", "close": "214.4 EUR", "weekly_return": -4.541412167192914, "weekly_return_label": "-4.5%", "weekly_return_tone": "negative", "trend_line": "231.3 EUR", "fair_value": "220.8 EUR", "market_dynamics": "-0.47", "relative_strength": "-26.17", "volume": "0", "trend_signal": "Off"}, {"week": "2026-05-29", "close": "224.6 EUR", "weekly_return": 2.282211633357126, "weekly_return_label": "2.3%", "weekly_return_tone": "positive", "trend_line": "231.9 EUR", "fair_value": "220.6 EUR", "market_dynamics": "-0.53", "relative_strength": "-24.14", "volume": "0", "trend_signal": "Off"}, {"week": "2026-05-22", "close": "219.6 EUR", "weekly_return": 2.1042943547516146, "weekly_return_label": "2.1%", "weekly_return_tone": "positive", "trend_line": "232.2 EUR", "fair_value": "220.4 EUR", "market_dynamics": "-0.71", "relative_strength": "-24.36", "volume": "0", "trend_signal": "Off"}, {"week": "2026-05-15", "close": "215.1 EUR", "weekly_return": -0.4553689651560354, "weekly_return_label": "-0.5%", "weekly_return_tone": "negative", "trend_line": "232.9 EUR", "fair_value": "220.3 EUR", "market_dynamics": "-0.81", "relative_strength": "-24.94", "volume": "0", "trend_signal": "Off"}, {"week": "2026-05-08", "close": "216.0 EUR", "weekly_return": 0.8264456831682334, "weekly_return_label": "0.8%", "weekly_return_tone": "positive", "trend_line": "233.6 EUR", "fair_value": "220.1 EUR", "market_dynamics": "-0.81", "relative_strength": "-25.46", "volume": "0", "trend_signal": "Off"}, {"week": "2026-05-01", "close": "214.3 EUR", "weekly_return": -1.269267967634918, "weekly_return_label": "-1.3%", "weekly_return_tone": "negative", "trend_line": "234.4 EUR", "fair_value": "220.0 EUR", "market_dynamics": "-0.83", "relative_strength": "-25.50", "volume": "0", "trend_signal": "Off"}, {"week": "2026-04-24", "close": "217.0 EUR", "weekly_return": -4.584772564663068, "weekly_return_label": "-4.6%", "weekly_return_tone": "negative", "trend_line": "235.4 EUR", "fair_value": "219.8 EUR", "market_dynamics": "-0.91", "relative_strength": "-24.63", "volume": "0", "trend_signal": "Off"}, {"week": "2026-04-17", "close": "227.5 EUR", "weekly_return": 2.030003265592166, "weekly_return_label": "2.0%", "weekly_return_tone": "positive", "trend_line": "236.4 EUR", "fair_value": "219.7 EUR", "market_dynamics": "-0.96", "relative_strength": "-24.32", "volume": "0", "trend_signal": "Off"}, {"week": "2026-04-10", "close": "222.9 EUR", "weekly_return": 7.699629474314146, "weekly_return_label": "7.7%", "weekly_return_tone": "positive", "trend_line": "237.2 EUR", "fair_value": "219.4 EUR", "market_dynamics": "-1.03", "relative_strength": "-24.53", "volume": "0", "trend_signal": "Off"}, {"week": "2026-04-03", "close": "207.0 EUR", "weekly_return": 0.47755025480914715, "weekly_return_label": "0.5%", "weekly_return_tone": "positive", "trend_line": "238.1 EUR", "fair_value": "219.3 EUR", "market_dynamics": "-0.96", "relative_strength": "-25.94", "volume": "0", "trend_signal": "Off"}, {"week": "2026-03-27", "close": "206.0 EUR", "weekly_return": -5.077064037543195, "weekly_return_label": "-5.1%", "weekly_return_tone": "negative", "trend_line": "239.6 EUR", "fair_value": "219.2 EUR", "market_dynamics": "-0.73", "relative_strength": "-24.21", "volume": "0", "trend_signal": "Off"}, {"week": "2026-03-20", "close": "217.0 EUR", "weekly_return": -2.302922041943416, "weekly_return_label": "-2.3%", "weekly_return_tone": "negative", "trend_line": "241.3 EUR", "fair_value": "219.1 EUR", "market_dynamics": "-0.32", "relative_strength": "-19.53", "volume": "4", "trend_signal": "Off"}, {"week": "2026-03-13", "close": "222.1 EUR", "weekly_return": -6.073206400046395, "weekly_return_label": "-6.1%", "weekly_return_tone": "negative", "trend_line": "242.7 EUR", "fair_value": "218.9 EUR", "market_dynamics": "-0.01", "relative_strength": "-19.05", "volume": "10", "trend_signal": "Off"}], "chart_url": "/terminal/b6344c82-d8d2-47c5-acef-d8cf65cc4a01/", "api_path": "/terminal/b6344c82-d8d2-47c5-acef-d8cf65cc4a01/report/api/"}