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Jihwan Kim

SANDVIK and its competitors stock price trends analysis, in Power BI.


In this writing, I want to share what I have learned by researching Sandvik's and its competitors' recent one-year stock market prices.

I used Power BI to analyze the trends.


Sandvik is an engineering group in mining and rock excavation, metal-cutting and materials technology.

Several companies are competing in the same or similar area.

I selected 7 companies to compare trends with Sandvik.

I got the information from https://craft.co/sandvik-group/competitors.

Some might say some of them are not directly competing with Sandvik in the market. However, I wanted to collect, see, and compare the stock price trends in the same period, so I selected the below companies that I can collect the information of the stock price publicly.


Sandvik

Gerdau

Rio Tinto

Thyssenkrupp

Trane Technologies

Kennametal

Trelleborg

Atlas Copco


All eight companies’ stock prices are not listed in the same market. Some are in STO, and others are in NYQ and GER.

So, I chose to show relative trend lines in a chart rather than describing absolute numbers. If only one company is filtered in a slicer or in other visualizations, then an absolute-number-trend-line is shown in the line chart, otherwise, it shows relative trend lines.


The DAX measure that I wrote to show like this is,



diff ratio = VAR

relativetrend = DIVIDE ( [closing price] - [start DATE closing price], [start DATE closing price], BLANK() ) RETURN IF ( COUNTROWS( ALLSELECTED ( stockmarkets ) ) = 1, [closing price], relativetrend )



Previously, I had a chance to look into and compare other companies’ stock price trends that are competing in the semiconductors industry (ASML and others). What I have found out was that Japan-based companies were not attracting investors in the market well, while ASML and others showed enhancing trends during a COVID19 period.


When seeing Sandvik’s and others’ relative stock price trends, I expected a similar situation to be shown.

I expected to learn who attracted investors more in the market, and I could study further to find out what activities influenced to have more attractions and what did not.

However, I could see that all eight companies showed relatively similar trends during the one year.

One crucial thing to note is,

until mid of 2020, Gerdau, Kennametal, and Sandvik showed relatively good performance in terms of attracting investors in the market in the COVID19 period. However, seeing the recent 60 days trends, Thyssenkrupp shows uniquely better performance than others.


I suggest Sandvik shall research on what Thyssenkrupp's recent activities and what recent stories influenced showing the better performance in the stock market.


I attach the pbix file to this blog post.


I publish to web to show my Power BI work below.


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