H & M Hennes & Mauritz AB B

H & M Hennes & Mauritz is engaged in the sale of clothing and cosmetics in Sweden and internationally. Co.'s stores offer basics, tailored classics, sportswear, and maternity clothes for women; basics, leisurewear, and seasonal fashions for men; denim and street fashions; and fashion wear for children and teenagers, as well as accessories, underwear, and shoes. Co. also provides makeup and body care products; and home fashion products, which include interior textiles for the bedroom, bathroom, living room, and kitchen. Co. has approximately 3,132 stores, including 110 franchise stores, 85 COS stores, 79 Monki stores, 21 Weekday stores, 8 & Other Stories stores and 3 Cheap Monday stores.
  • TickerHM B
  • ISINSE0000106270
  • ExchangeNasdaq Nordic Stockholm
  • SectorGeneral Retailers
  • CountrySweden

Analysts

Christian Guyot ...
  • Ludovic Martin

INVEST SECURITIES - H&M (VENTE, OC 137SEK) : Un effet de mode éphémère ?

Martin Arnell

Hennes & Mauritz (Sell, TP: SEK150.00) - Ultimate test drawing closer

H&M is delivering improvements and Q3 earnings beat our forecast on lower markdowns YOY. We are reluctant to fully recognise the recovery story, as we believe the costly transformation will drag on and the positives look more than reflected in the share price. We have fine-tuned our estimates (2019e EPS +3%) and reiterate our SELL, but with a new SEK150 (145) target price.

Christer Magnergård ...
  • Jon Masdal
  • Martin Arnell
  • Martin Hoang Nguyen
  • Mattias Holmberg
  • Ole-Andreas Krohn
  • Olof Larshammar

Northern Lights

Bengt Jonassen ...
  • Daniel Thorsson
  • Fredrik Ivarsson
  • Karl Bokvist
  • Morten Raunholt Eismark

Talking Points - NIBE (Sell): The heat pump conundrum

MIPS (Hold) Preview: We remain slightly negative into the numbers …but the valuation has run too far ahead Down to SELL (Hold), new TP of SEK 106 (123)

Fredrik Ivarsson ...
  • Ludvig Kapanen

Hennes & Mauritz - Ticking the boxes, reiterating BUY

The devil is in the details Gross margin set to expand while inventory shrinks Estimates raised by 2-3% and TP raised to SEK 210

Christian Guyot ...
  • Ludovic Martin

INVEST SECURITIES - H&M (VENTE, OC 137SEK) : Un effet de mode éphémère ?

Martin Arnell

Hennes & Mauritz (Sell, TP: SEK150.00) - Ultimate test drawing closer

H&M is delivering improvements and Q3 earnings beat our forecast on lower markdowns YOY. We are reluctant to fully recognise the recovery story, as we believe the costly transformation will drag on and the positives look more than reflected in the share price. We have fine-tuned our estimates (2019e EPS +3%) and reiterate our SELL, but with a new SEK150 (145) target price.

Bengt Jonassen ...
  • Daniel Thorsson
  • Fredrik Ivarsson
  • Karl Bokvist
  • Morten Raunholt Eismark

Talking Points - NIBE (Sell): The heat pump conundrum

MIPS (Hold) Preview: We remain slightly negative into the numbers …but the valuation has run too far ahead Down to SELL (Hold), new TP of SEK 106 (123)

Fredrik Ivarsson ...
  • Ludvig Kapanen

Hennes & Mauritz - Ticking the boxes, reiterating BUY

The devil is in the details Gross margin set to expand while inventory shrinks Estimates raised by 2-3% and TP raised to SEK 210

Cedric Rossi

H & M: Q3 results beat forecasts | NEUTRAL | SEK175(-8%)

H & M - NEUTRAL | SEK175(-8%) Q3 results beat forecasts Q3 margin improvement topped CS expectations Q3 FX-n sales of 8% unveiled on 16th Sep matched CS forecasts Inventories: slight sequential increase but blame FX Current trading: sales up 8% for the month of September

1 director bought

A director at H & M Hennes & Mauritz Ab bought 12,200 shares at 163.130SEK and the significance rating of the trade was 65/100. 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 ...

Christer Magnergård ...
  • Jon Masdal
  • Martin Arnell
  • Martin Hoang Nguyen
  • Mattias Holmberg
  • Ole-Andreas Krohn
  • Olof Larshammar

Northern Lights

Jørgen Lian ...
  • Martin Arnell
  • Mats Bye
  • Ole-Andreas Krohn
  • Patrik Ling
  • Rune Majlund Dahl
  • Simen Mortensen

Northern Lights

Martin Arnell ...
  • Ole-Andreas Krohn

Northern Lights

Eivind Sars Veddeng ...
  • Jon Masdal
  • Marius Knudssøn
  • Martin Arnell
  • Martin Huseby Karlsen
  • Ole-Andreas Krohn
  • Simen Mortensen

Northern Lights

Alexander Aukner ...
  • Christer Magnergård
  • Eivind Sars Veddeng
  • Martin Arnell
  • Mattias Holmberg
  • Ole-Andreas Krohn
  • Olof Larshammar

Northern Lights

Ng Adrian

Hennes & Mauritz

Ng Adrian

Hennes & Mauritz

Ng Adrian

Hennes & Mauritz

Ng Adrian

Hennes & Mauritz

Ng Adrian

Hennes & Mauritz

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Lojas Renner S.A. - Strategy, SWOT and Corporate Finance Report Summary Lojas Renner S.A. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Lojas Renner S.A. (Lojas or 'the company'), is engaged in retail sales of clothing, sportswear, accessories and perfumery. Lojas provides products such as apparel, accessories, footwear, cosmetics, perfumes, home decor, beddi...

Expert Corporate Governance Service (ECGS)

Hennes & Mauritz - AGM 07 May 2019

In general, Hennes & Mauritz ("H&M") is in compliance with the Swedish regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEMS 12.1-12.8, the (re-)election of the board of directors is proposed. In light of concerns over aggregate time commitments ECGS recommends to vote OPPOSE to the (re-)election of: Mr. Anders Dahlvig (ITEM 12.2). Under ITEM 13, the nomination committee proposes to re-appoint Ernst & Young as the Company's statutory auditor. In view of the substantial level of non-audit fees as well as the current term in office of the auditor, ...

Expert Corporate Governance Service (ECGS)

Hennes & Mauritz - AGM 07 May 2019

In general, Hennes & Mauritz ("H&M") is in compliance with the Swedish regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEMS 12.1-12.8, the (re-)election of the board of directors is proposed. In light of concerns over aggregate time commitments ECGS recommends to vote OPPOSE to the (re-)election of: Mr. Anders Dahlvig (ITEM 12.2). Under ITEM 13, the nomination committee proposes to re-appoint Ernst & Young as the Company's statutory auditor. In view of the substantial level of non-audit fees as well as the current term in office of the auditor, ...

Hennes – 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...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Stocks

EAFE > EM; Add exposure to Japan Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership position relative to EM (MSCI EM). Below we highlight attractive and actionable themes within developed int'l: • Japan, Switzerland, Australia, Canada. Major Japanese indexes have been underperforming for nearly two years but are making bullish price and RS inflections and exhibit early signs of bottoming. Switzerland, Australia, and Canada are all trading at multi-year highs and are among the most attractive coun...

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