Haleon WKN: A3DNZQ ISIN: GB00BMX86B70 Kürzel: HLN Forum: Aktien User: o2kuh

Pfizer verkauft die letzten ~7% am Unternehmen, dadurch fiel die Aktie heute. Ein guter Zeitpunkt zum Nachkaufen.

Q1 organic growth across all categories and regions demonstrating strength of portfolio: ● Q1 organic revenue growth2 +3.5% with price +2.4% and volume/mix +1.1%; reported (2.3)% ● Innovation delivering sustainable growth with successful launches from the roll out of Clinical platform for Sensodyne and also good innovation across both parodontax and Polident/Poligrip. Continued strength with Otrivin Nasal Mist driving both penetration and market share gains ● Emerging markets revenue up +6.5% organically led by strong performance in India Disciplined capital allocation underpinning attractive shareholder returns: ● c.£170m shares purchased and cancelled in connection with Pfizer’s share offering in March ● Further c.£330m to be returned through announced on market share buyback programme to complete £500m allocated to share buybacks for 2025 ● Announced agreement to acquire remaining 12% stake in China OTC JV for c.£0.2bn. As a result, Haleon will own 100% of its China OTC business, subject to customary closing conditions Re-iterating FY 2025 guidance: ● Organic revenue growth expected to be 4-6% ● Organic operating profit growth expected to be ahead of organic revenue growth

Aber von einer Dividendenerhöhung hatte ich noch nichts gelesen.

Ich finde Haleon bezogen auf die EPS-Schätzungen total überbewertet ---- https://www.finanzen.net/schaetzungen/haleon_1

Mit Nachkäufen werde ich wohl mindestens auf die 3,8 warten

Ätzend, dass es jetzt schon wieder runter geht. Wo doch die 5 erst so mühsam erklommen wurde.

Wenn es jetzt mal auch über den 5€ bleibt wäre ich schon zufrieden.

Endlich erreicht 😀

Vielleicht können wir jetzt ja mal die 5 € nehmen.

Schon ist alles wieder normal…

...und Kurs fällt. Börse ergibt immer weniger Sinn. 🤷

2024 financial highlights: Strong organic revenue growth ● Organic revenue2 growth +5.0% with +3.7% price and +1.3% volume/mix with +6.8% organic growth in the fourth quarter; (FY 24 reported revenue: (0.6)%) ● Power Brands +6.3% organic growth led by Sensodyne and Centrum ● 71% of business gained or maintained market share4 Achieved high-single digit organic profit growth while investing in the business ● Organic operating profit2 increased 9.8% driven by gross margin expansion and productivity savings, enabling strong increases in brand investment in A&P and R&D; (FY 24 reported operating profit: +10.5%) ● Adjusted operating profit margin2 22.3%, up 100bps organically with translational foreign exchange (FX) impact of (60)bps and M&A5 of (70)bps ● Adjusted diluted EPS 17.9p, up 3.5% Strong cash flow reduced leverage and supported attractive shareholder returns ● Strong free cash flow performance up £369m to £1.9bn ● Net debt at 31 December 2024 of £7,907m, with 2.8x net debt/adjusted EBITDA ● Proposed 10% increase in total full year dividend, increasing payout ratio to 37% (2023: 35%); with final dividend of 4.6p per ordinary share Confident growth outlook for 2025 and the medium term ● ● Organic revenue growth expected to be 4-6% Organic operating profit growth expected to be ahead of organic revenue growth ● Announcing £500m allocation to share buybacks in 2025

Dann bleibe ich hier mal weiter am Ball, mal schauen wo die Reise hingeht.

~5€, aber nun stagniert das Papier, Unilever, Reckitt und Co. im Vergleich zu diesem mit ihren Wachstumsraten besser da. Wenn man hier auf etwas hoffen sollte, dann darauf, dass eines der großen sie aufkauft.

Was denkt ihr wo steht Haleon Ende 2025?