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

H & M Hennes & Mauritz AB: 1 director bought

A director at H & M Hennes & Mauritz AB bought 1,442 shares at 163.342SEK and the significance rating of the trade was 52/100. 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 n...

Martin Arnell

Hennes & Mauritz (Hold, TP: SEK170.00) - Decent execution in tough market

While the crisis is far from over, and elevated inventory remains a near-term concern, H&M is showing resilience, and its collections seem well received. Accelerating physical store closures (-5% in 2021e) are balanced to some extent by online growth. We maintain our HOLD, but have lifted our target price to SEK170 (160), after raising our 2021e EPS by 6%.

Fredrik Ivarsson ...
  • Johan Brown

Hennes & Mauritz - Stronger on the other side of COVID-19

Recovered well, but a second wave is a worry Margin expansion ahead Target price raised to SEK 190 (185)

Fredrik Ivarsson ...
  • Johan Brown

Hennes & Mauritz - Q3 report at first glance

Current trading above our expectations Reassuring Q4’20e guidance Significant revisions to consensus estimates ahead

Martin Arnell ...
  • Ole-Andreas Krohn
  • Rune Majlund Dahl

Northern Lights

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 co...

H & M Hennes & Mauritz AB: 1 director bought

A director at H & M Hennes & Mauritz AB bought 1,442 shares at 163.342SEK and the significance rating of the trade was 52/100. 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 n...

Martin Arnell

Hennes & Mauritz (Hold, TP: SEK170.00) - Decent execution in tough market

While the crisis is far from over, and elevated inventory remains a near-term concern, H&M is showing resilience, and its collections seem well received. Accelerating physical store closures (-5% in 2021e) are balanced to some extent by online growth. We maintain our HOLD, but have lifted our target price to SEK170 (160), after raising our 2021e EPS by 6%.

Fredrik Ivarsson ...
  • Johan Brown

Hennes & Mauritz - Stronger on the other side of COVID-19

Recovered well, but a second wave is a worry Margin expansion ahead Target price raised to SEK 190 (185)

Fredrik Ivarsson ...
  • Johan Brown

Hennes & Mauritz - Q3 report at first glance

Current trading above our expectations Reassuring Q4’20e guidance Significant revisions to consensus estimates ahead

Martin Arnell

Hennes & Mauritz (Hold, TP: SEK160.00) - Mixed views on steady recovery

H&M is mitigating the sharp pandemic-related sales drop with cost efficiency, but probably has some way back to sales growth momentum. We believe it could be a relative success story further out but see a risk for negative spill-over in 2021e. Ahead of the Q3 report (due at 08:00 CET on 1 October), we have lifted our 2021e EPS slightly and our target price to SEK160 (SEK150), and we maintain our HOLD.

Cedric Rossi

H & M: The challenger back on its feet despite the Covid-19 storm | BUY vs. NEUTRAL | SEK195 vs. SEK180 (+23%)

H & M - BUY vs. NEUTRAL | SEK195 vs. SEK180 (+23%) The challenger back on its feet despite the Covid-19 storm Reassuring Q3 numbers: transformation well underway Self-help drivers to deliver more efficiency gains over the MT Inventory levels: room for improvement We now feel H&M is worth a look: upgraded to Buy and TP of SEK195

Expert Corporate Governance Service (ECGS)

Hennes & Mauritz – AGM 7 May 2020

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 11.8 and 11.9 the nomination committee proposes to newly appoint Mr. Karl-Johan Persson as Member (ITEM 11.8) and Chairman (ITEM 11.9) of the board of directors. ECGS notes that Mr. Karl-Johan Persson is currently serving as CEO of H&M and questions the practice in which a current CEO becomes the Chairman of the board of directors. While this may provide continuity, it risks undermining the board's supervisory function and...

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...

Martin Arnell ...
  • Ole-Andreas Krohn
  • Rune Majlund Dahl

Northern Lights

Håkon Astrup ...
  • Karl-Johan Bonnevier
  • Martin Arnell
  • Mattias Holmberg
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Olof Larshammar
  • Patrik Ling
  • Rune Majlund Dahl
  • Simen Mortensen
  • Stefan Gauffin
  • Tomi Railo

Northern Lights

Alexander Aukner ...
  • Karl-Johan Bonnevier
  • Martin Arnell
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Olof Larshammar
  • Patrik Ling

Northern Lights

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

H&M HENNES & MAURITZ AB sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of H&M HENNES & MAURITZ AB (SE), a company active in the Clothing & Accessories industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date August 21, 2020, the closing price was SEK 138.30 and its potential was estimated at SEK 174.83.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the we...

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