Ratings HAL Trust BOERSE MUENCHEN

Equities

HA4

BMG455841020

Real-time BOERSE MUENCHEN Other stock markets 12:13:53 27/06/2024 am IST			5-day change	1st Jan Change
112.8 ^EUR	-0.53%		+0.71%	-0.35%

16/05	HAL TRUST : Q1-2024: NAV growth in full swing
28/03	HAL TRUST : FY-23: Outstanding results, Hal Trust back in the spotlight?

Summary

The company has strong fundamentals. More than 70% of companies have a lower mix of growth, profitability, debt and visibility.

Strengths

The company is in a robust financial situation considering its net cash and margin position.
With a P/E ratio at 9.31 for the current year and 9.54 for next year, earnings multiples are highly attractive compared with competitors.
The company shows low valuation levels, with an enterprise value at 0.69 times its sales.
The company appears to be poorly valued given its net asset value.
The company has a low valuation given the cash flows generated by its activity.
For the past year, analysts covering the stock have been revising their EPS expectations upwards in a significant manner.
The difference between current prices and the average target price is rather important and implies a significant appreciation potential for the stock.
Analyst opinion has improved significantly over the past four months.
Over the past twelve months, analysts' opinions have been strongly revised upwards.
Historically, the company has been releasing figures that are above expectations.

Weaknesses

According to Standard & Poor's' forecast, revenue growth prospects are expected to be very low for the next fiscal years.
The company's earnings growth outlook lacks momentum and is a weakness.
For the last four months, the sales outlook for the coming years has been revised downwards. No recovery of the group's activities is yet foreseen.

Ratings chart - Surperformance

Sector: Investment Holding Companies

	1st Jan change	Capi.	Investor Rating	ESG Refinitiv
HAL TRUST	-0.35%	10.97B		-
INVESTOR AB	+24.02%	83.29B		A-
INVESTMENT AB LATOUR	+9.72%	17.44B	-	C+
KOÇ HOLDING	+53.03%	16.82B		A
AB INDUSTRIVÄRDEN	+9.27%	14.71B	-	C-
L E LUNDBERGFÖRETAGEN AB	-4.23%	12.37B	-	C
BAJAJ HOLDINGS & INVESTMENT LIMITED	+10.96%	11.5B	-	D
MERITZ FINANCIAL GROUP INC.	+26.06%	10.06B		-
GROUPE BRUXELLES LAMBERT SA	-5.93%	9.33B		B+
SK SQUARE CO., LTD.	+94.30%	9.25B		B+

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes