contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


h-and-m-hennes-and-mauritz-ab-the-handm-groups-sales-development-for-full-year-2023-including-the-fourth-quarter

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

H&M, Hennes & Mauritz, is a Swedish company that designs, produces and sells clothing and fashion items including accessories and home textiles. The company targets fashion-conscious consumers and collaborates with suppliers worldwide. H&M operates globally through both stores and e-commerce. The company was founded in 1947 and is headquartered in Stockholm, Sweden.

Below is news on how H&M is launching a SEK 1 billion share buyback to return money to shareholders and at the same time tidy up its capital structure. The program is, however, small, i.e., only about 0.4% of the company’s value and concerns B-shares. According to the article, the debt level is still within the target range. https://www.investing.com/news/stock-market-news/hm-launches-sek1bn-share-buyback-program-to-adjust-capital-structure-93CH-4372249

Hi! My name is Lucas, and I cover H&M, among other things. Since our forum has now switched to multilingual mode, you can ask me questions, and I will participate in the discussion here.

Here are @lucas.mattsson’s comments on H&M’s Q3.  H&M’s Q3 results exceeded both our and consensus expectations, and it is clear that the company is taking steps in the right direction. While the improvement in profitability was strong this quarter, sales growth remains modest, which we consider critical for a more sustainable profitability recovery. Therefore, we would like to see a consistent trend of improvement before we can state that a sustainable profitability recovery is underway. Furthermore, we believe the valuation has risen to a high level. Given ongoing concerns about revenue growth and uncertainty regarding the sustainability of profitability improvements, we still consider the risk-reward ratio unattractive. As a result, we reiterate our Sell recommendation but raise our target price to SEK 140 (previously SEK 130) per share, mainly due to raised forecasts.                   Inderes              H&M Q3'25: Vahvaa kannattavuutta, mutta epävarmuus jatkuu - Inderes    H&M:n Q3-tulos ylitti sekä meidän että konsensuksen odotukset, ja on selvää, että yhtiö ottaa askeleita oikeaan suuntaan. Vaikka kannattavuuden paraneminen oli vahvaa tällä neljänneksellä, myynnin kasvu pysyy vaatimattomana, mitä pidämme...

Here are @lucas.mattsson’s pre-comments as H&M releases its Q3 results next Thursday.  We have made slight forecast adjustments to H&M’s short- and medium-term forecasts due to a slower-than-expected recovery. While we acknowledge that external factors affecting the gross margin have developed positively, we believe short-term drivers will remain weak, with concerns about revenue development and an uncertain business environment. Since our last update after the Q2 report, the share price has risen by approximately 15%, which has increased absolute valuation multiples (2025e P/E: ~24x) and left limited room for disappointment. As a result, we are changing our recommendation to Sell (previously Reduce), but reiterate our target price of SEK 130 for the share.                   Inderes              H&M Q3'25 -ennakko: Arvostus heijastaa korkeita odotuksia - Inderes    Olemme tehneet H&M:n lyhyen ja keskipitkän aikavälin ennusteisiimme lieviä alaspäin suuntautuvia ennustelaskuja, johtuen odotuksiamme hitaammasta elpymisestä. Vaikka tunnustamme, että bruttomarginaaliin vaikuttavat ulkoiset tekijät ovat...

@lucas.mattsson has commented on H&M’s results.  H&M’s Q2 results were largely in line with our operational expectations, and we made only minor upward adjustments to our short-term forecasts. The company’s performance and outlook suggest that a significant recovery will take time to materialize. In our view, short-term drivers remain weak, including low consumer confidence and slow margin recovery. As a result, we believe the stock is already priced sufficiently well for high earnings growth (2025e P/E: 20x). Therefore, we reiterate our Reduce recommendation and a target price of SEK 130 for the stock. Quoted from the report: For 2026-2027e, we believe the pace of margin improvement will be gradual, with revenue growth, coupled with continued cost efficiencies, driving an EBIT margin increase from 7.4% in 2024 to approximately 9% in 2027. While H&M continues to target a long-term EBIT margin of 10%, we do not expect this target to be met, given the highly competitive environment, which we expect will put pressure on pricing power over time. https://www.inderes.fi/research/handm-q225-odotamme-myynnin-vetamaa-katteen-elpistumista

@lucas.mattsson has written a preview company report as H&M publishes its results next week on Thursday.  H&M will release its Q2/25 results (March-May) on Thursday, June 26th at 9:00 AM Finnish time. Although H&M’s turnaround is progressing, we believe its visibility in Q2 will be limited due to modest sales growth and continued headwinds in gross margins. We estimate that valuation multiples remain high, so we see little upside potential over a 12-month horizon. Therefore, we reiterate our Reduce recommendation and a target price of SEK 130 for the stock.                   Inderes              H&M Q2'25 -ennakko: Ei vielä merkkejä käänteestä - Inderes    H&M julkistaa Q2/25-tuloksensa (maalis-toukokuu) torstaina 26. kesäkuuta klo 8.00 CET. Vaikka H&M:n käänne etenee, uskomme tästä näkyvän Q2:lla rajallisesti merkkejä johtuen vaatimattomasta myynnin kasvusta ja jatkuvista vastatuulista...

Full-year For the 2023 financial year, covering the period 1 December 2022 - 30 November 2023, net sales increased by 6 percent to SEK 236,014* m (223,553), compared with 2022. Excluding Russia...

Full-year For the 2023 financial year, covering the period 1&nbsp;December 2022 - 30&nbsp;November 2023, net sales increased by 6 percent to SEK 236,014* m (223,553), compared with 2022. Excluding Russia and Belarus the increase was 8 percent in SEK and 1 percent in local currencies.Fourth quarter Net sales in the period 1 September 2023 - 30 November 2023 were flat compared with the corresponding quarter last year and amounted to SEK&nbsp;62,629*&nbsp;m (62,433). Excluding Russia and Belarus the increase was 3 percent in SEK and decreased by 1 percent in local currencies. In total, the H&amp;M group's net sales decreased by 4 percent in local currencies compared with the corresponding quarter last year.* The amounts are provisional and may deviate slightly from the full-year report that will be published on 31 January 2024.Contact: Joseph Ahlberg, Head of IR +46 73 465 93 92 joseph.ahlberg@hm.com H&amp;M Group Media Relations +46 8&nbsp;796 53 00 mediarelations@hm.comFor more information from the H&amp;M group and press images visit hmgroup.com/media.Communication in conjunction with the full-year report The full-year report for the 2023 financial year, i.e., 1 December 2022 - 30 November 2023, will be published at 08:00 CET on 31 January 2024, followed by a press conference at 09:30 CET hosted by CEO Helena Helmersson, CFO Adam Karlsson and Head of IR Joseph Ahlberg. The press conference for the financial market and media will be held in Swedish at H&amp;M's head office in Stockholm, Ljusgården, Mäster Samuelsgatan 49, 3rd floor. The presentation material will be available at hmgroup.com/investors.A telephone conference for the financial market and media will be held in English at 14:00 CET, hosted by CEO Helena Helmersson, CFO Adam Karlsson and Head of IR Joseph Ahlberg. For log in details for the telephone conference please register via this link: <a href="https://app.webinar.net/JMEj3xp3XR8">https://app.webinar.net/JMEj3xp3XR8</a>To book interviews in conjunction with the full-year report on 31 January 2024, please contact: Anna Frosch Nordin, Head of Media Relations, telephone +46 73 432 93 14, anna.froschnordin@hm.com.<div class="monospaced">+-----------------------------------------------------------------------------+ |The information in this press release is that which H &amp; M Hennes &amp; Mauritz AB| |(publ) is required to disclose under the EU Market Abuse Regulation (EU) No | |596/2014. The information was submitted for publication by the abovementioned| |person at 08:00 CET on 15&nbsp;December&nbsp;2023. This press release, press images | |along with additional information about the H&amp;M group, is available at | |hmgroup.com&nbsp;(<a href="http://www.hmgroup.com">http://www.hmgroup.com</a>). | +-----------------------------------------------------------------------------+</div>H &amp; M Hennes &amp; Mauritz AB (publ) was founded in Sweden in 1947 and is quoted on Nasdaq Stockholm. H&amp;M's business idea is to offer fashion and quality at the best price in a sustainable way. In addition to H&amp;M, the group includes the brands COS, Monki, Weekday, &amp;&nbsp;Other Stories, H&amp;M HOME, ARKET and Afound as well as Sellpy. For further information, visit hmgroup.com.