Henkel KGaA

  • Ticker604840
  • ISINDE0006048408
  • SectorHousehold Goods & Home Construction
  • CountryGermany

Analysts

Henkel – Proxinvest Corporate Governance Rating ® : D

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Virginie Roumage

HENKEL: Cutting our 2019 forecast for Adhesives | BUY | EUR127 vs. EUR131

HENKEL - BUY | EUR127 vs. EUR131 (+30%) Cutting our 2019 forecast for Adhesives Adhesives: no improvement expected in the next quarter Consumer: guidance at risk Revising downwards our expectations for 2019 Valuation limiting pressure on the stock

Virginie Roumage

HENKEL | BUY | EUR131 A weak quarter, as expected

HENKEL | BUY | EUR131 A weak quarter, as expected Organic sales up 2.7% over the quarter Adhesives impacted by trade tensions Market share losses in Beauty Laundry & Home Care decelerating post a strong Q2 H2 EBIT margin expansion to be skewed towards Q4 Unchanged targets for the year

Virginie Roumage

Henkel: Chinese tariffs causing deceleration of adhesives in Q3

Henkel: (BUY, Fair Value EUR131 vs. EUR134 (+30%)) Chinese tariffs causing deceleration of adhesives in Q3 We expect Henkel to release weak Q3 results on 15th November. Organic sales should only be up 2.6% over the quarter, deteriorating strongly vs Q2 (+3.5%). This is mainly due to Chinese tariffs on US goods which are impacting demand in the automotive and electronics industry. In addition, the strong EBIT margin expansion expected in H2 should be postponed to Q4. We have cut our EPS estimates for the next three years by just 1% on average as the deteriorating operational performance is offs...

1 director sold

A director at Henkel Kgaa sold 2,500 shares at 111.600EUR and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board me...

Henkel AG & Co. KGaA: Update Following FY2017 Results

Henkel has a well-diversified global product portfolio and is well positioned in the A2 rating category. This update captures FY2017 results.

Henkel AG & Co. KGaA - December 2017 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Henkel AG & Co. KGaA - September 2017 (LTM): Peer Snapshot

Peer Snapshot: Henkel AG & Co. KGaA - September 2017 (LTM) 21 December 2017 (in US millions) FYE Dec-15 FYE Dec-16 LTM Sep-17 FYE Dec-15 FYE Dec-16 LTM Sep-17 FYE Jun-16 FYE Jun-17 LTM Sep-17

Henkel AG & Co. KGaA: Key Facts and Statistics

CORPORATES ISSUER PROFILE 27 October 2017 TABLE OF CONTENTS Company Overview 1 Business Description 2 Management Strategy 4 Financial Highlights 6 Capital Structure and Debt Maturity 8 Company Management 9 Ownership Structure 11 Subsidiaries 11 Peer Group 12 Related Websites and Information

Henkel AG & Co. KGaA - June 2017 (LTM): Peer Snapshot

Peer Snapshot:  Henkel AG & Co. KGaA - June 2017 (LTM) 9 October 2017 (in US millions) FYE Dec-15 FYE Dec-16 LTM Jun-17 FYE Dec-15 FYE Dec-16 LTM Jun-17 FYE Jun-15 FYE Jun-16 LTM Jun-17

Virginie Roumage

HENKEL: Cutting our 2019 forecast for Adhesives | BUY | EUR127 vs. EUR131

HENKEL - BUY | EUR127 vs. EUR131 (+30%) Cutting our 2019 forecast for Adhesives Adhesives: no improvement expected in the next quarter Consumer: guidance at risk Revising downwards our expectations for 2019 Valuation limiting pressure on the stock

Virginie Roumage

HENKEL | BUY | EUR131 A weak quarter, as expected

HENKEL | BUY | EUR131 A weak quarter, as expected Organic sales up 2.7% over the quarter Adhesives impacted by trade tensions Market share losses in Beauty Laundry & Home Care decelerating post a strong Q2 H2 EBIT margin expansion to be skewed towards Q4 Unchanged targets for the year

Virginie Roumage

Henkel: Chinese tariffs causing deceleration of adhesives in Q3

Henkel: (BUY, Fair Value EUR131 vs. EUR134 (+30%)) Chinese tariffs causing deceleration of adhesives in Q3 We expect Henkel to release weak Q3 results on 15th November. Organic sales should only be up 2.6% over the quarter, deteriorating strongly vs Q2 (+3.5%). This is mainly due to Chinese tariffs on US goods which are impacting demand in the automotive and electronics industry. In addition, the strong EBIT margin expansion expected in H2 should be postponed to Q4. We have cut our EPS estimates for the next three years by just 1% on average as the deteriorating operational performance is offs...

Virginie Roumage

Henkel: More positives than negatives

Henkel: (BUY, Fair Value EUR134 vs. EUR137 (+25%)) More positives than negatives Yesterday, Henkel reported a relatively good set of results, despite a slight miss on the margin side (18% vs consensus +18.3%). Organic sales surprised positively, up 3.5% in Q2 (vs consensus +3.2%). Performance was mainly driven by Adhesives (+5.2%) but both Beauty and Laundry&Home Care recovered from the logistics issue that took place in North America in Q1. The market proved to be disappointed (stock was stable yesterday) by the cut in the 2018 EPS growth guidance from 5-8% to 3-6% on the back of more negativ...

Jean-Christophe Dourret

Henkel : Henkel - 27 July 2018

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1 director sold

A director at Henkel Kgaa sold 2,500 shares at 111.600EUR and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board me...

Henkel – Proxinvest Corporate Governance Rating ® : D

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

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