HELKF News and Press, Henkel AG & Co KGAA From 12/09/22

Summary Henkel is a company whose shares you can buy and hold forever. Sales are growing again driven by strong pricing actions, but volumes are declining. Gross and EBIT margins are temporarily depressed as a result of post-pandemic headwinds and the conflict between Russia and Ukr...

Summary Henkel’s pricing power continues to insulate the P&L in a difficult operating environment. The guidance has been raised recently but remains conservative, signaling more beats and raises ahead. M&A presents another key long-term driver of value creation. W...

Henkel AG & Co. KGaA (HENKY) Q3 2022 Results Conference Call November 08, 2022 03:00 AM ET Company Participants Carsten Knobel - CEO Marco Swoboda - CFO Conference Call Participants Iain Simpson - Barclays Bruno Monteyne - Bernstein Guillaume ...

Summary Henkel shares have fallen 45% in the past 5 years and are at approximately 17x 2022 guided EPS and a 3% Dividend Yield. While commodity prices have softened somewhat recently, we believe Henkel will likely continue to see strong cost headwinds. Management expects a 15-...

Summary Henkel reported mixed first half results, with growing revenue, but declining earnings per share. The German energy crisis and the upcoming recession will pose a risk for Henkel, but with a solid balance sheet the company will manage to get through it. In my opinion, t...

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

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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