Kirjoittelin Ruotsin puolelle pikakommentin H&M:n aamun tuloksesta Inderes.se Forum – 27 Jun 24 Hennes & Mauritz Aktier hm 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...

Raulin ennakkokommentit H&M:n Q2:sta, joka julkaistaan torstaina. 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 raportoi Q3:n tänään, muutama nopea poiminta aamun tuloksesta Ruotsi-foorumin puolella: Inderes.se Forum – 26 Sep 24 Hennes & Mauritz Aktier hm 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...

Inderesin muotivastaava, eli Rauli antoi ennakkokommentit, kun julkistaa rapsansa kesä-elokuun tuloksensa torstaina. 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 and slightly higher opex with a negative sales trend hitting the earnings. We highlighted the headwinds in Q3 already in our previous report. 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...

Muotitietoiset Rauli ja Mikael juttelivat H&M:stä. Parin minuutin video ja löytyy Inderes Nordic -kanavalta. Content: 00:00 Start 00:07 Weak demand in June, challenging market 00:51 We have lowered our estimates 01:41 Growth going forward

Rauli on tehnyt uuden yhtiörapsan H&M:stä. H&M’s Q2 was strong as sales grew and EBIT improved y/y and topped our forecasts, although they were in line with the consensus. H&M, however, sees more headwinds in H2 than previously and hence its EBIT margin target of 10% looks more challenging for this year, according to the company. We made only limited estimate changes on the back of Q2 and maintain our Reduce recommendation with a SEK 170 target price. Inderes H&M Q2'24: Strong Q2, but more margin pressure in H2 - Inderes H&M’s Q2 was strong as sales grew and EBIT improved y/y and topped our forecasts, although they were in line with the consensus. H&M, however, sees more headwinds in H2 than previously and hence its EBIT margin target of 10% looks more...

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