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

Warum kackt das Ding hier so ab? 4,1 €

Was findet denn hier für ein Bilderbuchabstieg statt. Wie am Schnürchen. ;-( Ich hatte je eher darauf gehofft, dass hier die 5€ nach oben gebrochen werden.

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

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

Aber von einer Dividendenerhöhung hatte ich noch nichts gelesen.

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

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

Jetzt mal abwarten, das wird schon wieder.

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.