(SOF) Sofina Société Anonyme - Ratings and Ratios

Sofina Société Anonyme is a private equity and venture capital firm specializing in direct investments and fund of funds. The firm focuses on growth capital, early-stage, mid-venture, late venture, and LBO investments. It primarily invests in companies engaged in digital transformation, consumer & retail, education, healthcare, energy, services, e-commerce, consumer goods, digital, satellite operations, industry, finance companies, and financial services globally.

The firm also invests in media, communications, insurance, and property development sectors. It targets European-based companies with global exposure, particularly in Western Europe, Asia (including India, China, and Southeast Asia), and the United States. Sofina typically invests between €100 million and €300 million in minority stakes and between €20 million and €100 million in fast-growing businesses. For venture and growth capital funds, it invests between €5 million and €50 million.

Sofina invests in both privately owned and listed companies to support growth, finance acquisitions, provide liquidity to shareholders, and facilitate sales processes. In listed companies, it focuses on shareholder replacements, long-term support for controlling shareholders, and delisting. Within fund of funds, the firm invests in private equity, venture capital, and growth equity funds, with a focus on buyout and special situations. It also manages private equity funds and concentrates on emerging markets.

Sofina prefers minority ownership in its portfolio companies. The firm is listed on the Euronext Brussels exchange under the ticker symbol SOF and is categorized under Multi-Sector Holdings.

3-Month Forecast: Based on the provided data, Sofinas stock is expected to trade within a range of €228.19 (SMA 200) and €242.20 (last price) over the next three months. The stock may face resistance at the SMA 200 level, with potential support at the SMA 20 level of €233.55. The relatively low ATR of 7.80 suggests moderate volatility during this period.

From a fundamental perspective, Sofinas low P/E ratio of 5.82 and P/B ratio of 0.75 indicate undervaluation relative to its peers. However, the RoE of 4.33% suggests limited upside potential in the near term. The firms focus on emerging markets and diversified investment strategy may provide long-term growth opportunities, but short-term price movements are likely to remain constrained by current technical levels.