HELKF News and Press, Henkel AG & Co KGAA From 08/15/22

Henkel AG & Co. KGaA (HENKY) Q2 2022 Earnings Conference Call August 15, 2022 3:00 AM ET Company Participants Carsten Knobel - CEO Marco Swoboda - CFO Conference Call Participants Bruno MOnteyne - Bernstein Christian Faitz - Kepler Celine Pann...

The following slide deck was published by Henkel AG & Co. KGaA in conjunction with their 2022 Q2 earnings call. For further details see: Henkel AG & Co. KGaA 2022 Q2 - Results - Earnings Call Presentation

Mayar Capital provides investment management services to institutions, family offices, and high net-worth individuals. For the three months ending March 31, 2021, Mayar Fund (Class A) was down 6.6% net of all expenses and fees. Several of our SMA clients have chosen to switch thei...

We are downgrading our rating on Henkel from Buy to Hold, having lost confidence in both its businesses and its management. The midpoint of Henkel's 2022 guidance implies an Adjusted EPS that is 25% lower year-on-year and 37% lower than in 2019. High input cost inflation following...

The following slide deck was published by Henkel AG & Co. KGaA in conjunction with their 2022 Q1 earnings call. For further details see: Henkel AG & Co. KGaA 2022 Q1 - Results - Earnings Call Presentation

Henkel AG & Co. KGaA (HENKY) Q1 2022 Earnings Conference Call May 05, 2022 03:00 AM ET Company Participants Carsten Knobel - CEO Marco Swoboda - CFO Wolfgang König - EVP, Beauty Care Conference Call Participants Guillaume Delmas - UBS Iain Simpson - Barclays Tom Sykes - Deutsche Bank...

Henkel shares are trading at a significant discount to fair value due to operational problems in the personal care business and the ongoing war in Ukraine. The company will exit its business in Russia. As a result, and due to input cost inflation, Henkel's operating margin is expected...

We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by managers who think and act as owne...

Henkel AG & Co. KGaA (HENKY) Q4 2021 Earnings Conference Call February 23, 2022 03:00 ET Company Participants Carsten Knobel - Chief Executive Officer Marco Swoboda - Chief Financial Officer Conference Call Participants Christian Faitz - Kepler Iain Simpson - Barclays Olivier Nicolai - Go...

Henkel's Preferred Stock has fallen 25% since June and is now just 9% above its 5-year low in March 2020. The Dividend Yield is 2.6%. Q3 results were mixed due to COVID-related demand volatility and cost inflation, and 2021 outlook was cut to the low end of the prior range. Adhesi...