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Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans

H & M Hennes & Mauritz AB: 1 director

A director at H & M Hennes & Mauritz AB bought 6,300,000 shares at 132.714SEK and the significance rating of the trade was 67/100. 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 t...

ABGSC Strategy Research ... (+3)
  • ABGSC Strategy Research
  • Amanda Alla
  • Christer Linde

Two week agenda 31 March-11 April

Nordic reports: Dustin, Stolt-Nielsen, Industrivarden, Atrium Ljungberg, Europris, Tryg

ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
Bruno Cavalier ... (+2)
  • Bruno Cavalier
  • Delphine Brault
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
HM B H&M HENNES & MAURITZ AB CLASS B
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
LPP LPP S.A.
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
ASSA B ASSA ABLOY AB CLASS B
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
STM STMICROELECTRONICS NV
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
INPST INPOST S.A.
ECMPA EUROCOMMERCIAL PROPERTIES NV
DTG DAIMLER TRUCK
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
ACLN ACCELLERON INDUSTRIES LTD
SHUR SHURGARD SELF STORAGE LIMITED
ABGSC Strategy Research ... (+3)
  • ABGSC Strategy Research
  • Amanda Alla
  • Christer Linde

Two week agenda

Nordic reports: Hennes & Mauritz, SkiStar, Tivoli, Amaroq Minerals

ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
Simen Aas
  • Simen Aas

Hennes & Mauritz (Buy, TP: SEK180.00) - Store growth story shifts to 2...

Q4 marked a strong end to a volatile year, with operating profit 7% above consensus. However, with a still-negative store growth trajectory, price pressure and near-term headwinds from external factors, the start of 2025 looks more sluggish. That said, H&M is continuing to invest in its brand, and we see early signs of improvement across parts of its assortment (particularly in womenswear, which saw higher full-price sales YOY). We reiterate our BUY, but have cut our target price to SEK180 (190)...

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