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 CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  availableLanguages
  pageUrl
  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
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    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 {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      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
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


h-and-m-hennes-and-mauritz-ab-aterkop-av-aktier-i-handm-i-vecka-43-2024

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

availableLanguages

pageUrl

imgUrl

description

Hennes & Mauritz är en detaljhandelskedja. Utbudet består av kläder, skor och accessoarer. Inom koncernen återfinns även varumärkena COS, Monki, Weekday, Cheap Monday samt Other Stories. Idag driver bolaget även affärsverksamhet inom heminredning under märket H&M Home. Verksamhet innehas inom samtliga globala regioner. Bolaget grundades ursprungligen 1947 och har sitt huvudkontor i Stockholm.

H&M Q2 was released this morning, key points:  Sales in local currencies were flat, just below our and consensus expectation of +1%, and reported sales declined 3 % also slightly below expectations Gross margin was 51,1%, very much in line with expectations and close to comparison period EBIT was only 3500 SEK, below all estimates. The company however says that winding down costs for Afound -chain and “long-term” marketing investments" totalled 550 MSEK, but even adjusting for that the earnings would have been below consensus, while inline with our estimate Looking forward, H&M expects September sales to be up as much as 11 %, which is clearly positive (we have 4 % for Q4 in total) The “external factors” as well as cost of markdowns are expected to have a negative impact to gross margin in Q4, while marketing costs will also be higher than in Q3 H&M says they estimate this financial year’s EBIT margin to be below their ambition of 10 %, which was well expected already with expectations around 8 % So overall very poor Q3 earnings, but partly due to one-offs and very nice sales pick-up in September, while margin pressure seems to continue in Q4

H&M redovisar resultatet för Q3’24 (juni-augusti) på torsdag. Vi förväntar oss att omsättningstillväxten blir något positiv i lokala valutor, men negativ i rapporterade termer. Vi förväntar oss att EBIT minskar jämfört med föregående år med en i stort sett stabil bruttomarginal och något högre opex med en negativ försäljningstrend som påverkar resultatet. Kommentar inför rapporten:                  Inderes              H&M Q3’24 earnings preview: Weakening y/y development expected - Inderes    H&M will report its Q3’24 (June-August) results on Thursday at 8:00 am CEST. We expect revenue growth to be slightly positive in local currencies, but negative in reported terms. We expect EBIT to decline y/y with a roughly stable gross margin...

Sammanfattning på nuläget i videoformat:

Vi tror att efterfrågan på HM har förblivit trög under Q3, samtidigt som företaget står inför flera motvindar vad gäller bruttomarginalen. Vi förväntar oss att detta kommer att resultera i ett svagare andra halvår än vi tidigare förväntat oss.                   Inderes              H&M: We believe Q3 has been tough - Inderes    We believe H&M’s demand has remained sluggish in Q3, while the company faces several headwinds on the gross margin. We expect these to result in H2 being weaker than we previously expected and have hence lowered our estimates for 2024-25.

H&M Q2 out this morning. Q2 figures were clearly above our estimates with 3 % growth and a sharp increase in gross margin, however, they were well in line with the consensus. For June, company sees a 6 % decline in sales, which is obviously weak, and which the company attributes to tough comparisons and weather effects. Company reiterated its goal to reach 10 % EBIT margin this year, but added that it has become more challenging due to “external factors” ie. input costs, have become more negative in H2 than previously believed. It’s not a surprise that 10 % will not be reached this year as we have been around 8,5 % and consensus around 9 %, but comments regarding the future still look to be on the negative side in our view, even if we need to hike our 2024 estimates due to better than expected Q2. We also note that opex/sales ratio is not coming down much despite full effect of the restructuring efforts, leaving the improvement to be driven only by gross margin. We believe some of the gross margin strenght might be used to lower prices and hence drive sales going forward.

Företaget publicerar sin Q2-rapport på torsdag och här är analytikerns kommentarer relaterade till den.  H&M will report its Q2’24 (March-May) results on Thursday at 8:00 am CET. We expect revenue to be flattish in local currencies, but EBIT to improve clearly, supported by both gross margin improvement and lower opex. The company has said its targeting 10% EBIT margin in 2024, which looks optimistic to us as we expect only 7.9%, while the consensus is at 8.9%.                   Inderes              H&M Q2’24 earnings preview: Positive margin trend set to continue - Inderes    H&M will report its Q2’24 (March-May) results on Thursday at 8:00 am CET. We expect revenue to be flattish in local currencies, but EBIT to improve clearly, supported by both gross margin improvement and lower opex. The company has said its...

H&M diskuteras friskt även på andra håll:   Direktlänk till sändning:  Därför har Inditex utklassat H&M | EFN.se

H & M Hennes & Mauritz AB (publ) (Lei-kod 529900O5RR7R39FRDM42) har mellan den 21 oktober 2024 och 25 oktober 2024 återköpt sammanlagt 629873 egna B-aktier (ISIN: SE0000106270) inom ramen fö...

<div class="abstract">H &amp; M Hennes &amp; Mauritz AB (publ) (Lei-kod 529900O5RR7R39FRDM42) har mellan den 21 oktober 2024 och 25 oktober 2024 återköpt sammanlagt 629873 egna B-aktier (ISIN: SE0000106270) inom ramen för det återköpsprogram som styrelsen beslutat om.</div>Återköpen är en del av det återköpsprogram om SEK 1 miljard som H&amp;M tillkännagav den 26september 2024. Återköpsprogrammet löper under perioden 26september 2024 till senast den 26 november 2024 och genomförs i enlighet med EU:s marknadsmissbruksförordning (EU) nr 596/2014 (MAR) och EU-kommissionens delegerade förordning 2016/1052 (den så kallade Safe harbour-förordningen).H&amp;M B-aktier har återköpts enligt följande:Datum: Aggregerad daglig Viktat Totalt dagligt volym (antal genomsnittspris transaktionsvärde aktier): per dag (SEK): (SEK): 21 oktober 2024 126 954 176,5559 22 414 477,73 22 oktober 2024 117 868 172,8042 20 368 085,45 23 oktober 2024 128 705 173,0501 22 272 413,12 24 oktober 2024 128 449 173,5636 22 294 070,86 25 oktober 2024 127 897 170,8701 21 853 773,18 Total ackumulerat 629 873 173,3728 109 202 820,33 under vecka 43/2024 Total ackumulerat 2 899 886 172,8531 501 254 295,66 under återköpsprogrammetSamtliga förvärv har genomförts på Nasdaq Stockholm av SEB för H&amp;M:s räkning. Efter ovanstående förvärv uppgår H&amp;M:s innehav av egna aktier per den 25 oktober 2024 till 2 899886 B-aktier. Det totala antalet aktier i H&amp;M, inklusive egna aktier, är 1610542225 och antalet utestående aktier, exklusive egna aktier, är 1 607 642 339.Fullständig information om de genomförda transaktionerna biläggs detta pressmeddelande.Kontakt:Joseph Ahlberg, chef Investor Relations Telefon: 073-465 93 92 E-mail: joseph.ahlberg@hm.comFör mer information från H&amp;M-gruppen samt pressbilder besök hmgroup.com/media&nbsp;(<a href="https://hmgroup.com/media.html">https://hmgroup.com/media.html</a>).H &amp; M Hennes &amp; Mauritz AB (publ) grundades i Sverige 1947 och är noterat på Nasdaq Stockholm. H&amp;M:s affärsidé är att erbjuda mode och kvalitet till bästa pris på ett hållbart sätt. I koncernen ingår förutom H&amp;M, varumärkena COS, Monki, Weekday, &amp; Other Stories, H&amp;M HOME, ARKET samt Sellpy. Ytterligare information finns på hmgroup.com.

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