Henkel

A glimpse into the future

21/09/22 -"Henkel’s Investors Day was meant to give deeper insights into the combined businesses of Consumer Brands and to provide some time-lines. In short, it was a good show, but it was unconvincing to us. ..."

PDF page sample
Pages
60
Language
English
Published on
21/09/22
Download
You may also be interested by these reports :
23/09/25
With rates down, holding ASML clearly makes more sense than Reckitt. However, the 15% gain of ASML (+€41bn to €311bn) over the week to 19-09 led us ...
22/09/25
Considering the management’s recent guidance downgrade due to weakness in North America and increasing foreign exchange headwinds, we have reduced ...
11/09/25
Puig delivered reassuring profitability in H1, supported by the strong rebound in makeup. Fragrance was weighed down by softer demand and higher A&P ...
10/09/25
TMICC conducted its inaugural CMD ahead of the planned demerger from Unilever and NewCo’s public listing in mid-November. The internal separation was ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO