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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Haleon | HLN | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| -3.90 | -0.98% | 396.10 | 16:35:01 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 397.90 | 394.50 | 399.80 | 396.10 | 400.00 |
| Industry Sector |
|---|
| PHARMACEUTICALS & BIOTECHNOLOGY |
| Top Posts |
|---|
Posted at 02/6/2025 12:00 by zho >>I'd be interested in why you think individual shareholders can't attend the meeting.>>It was a virtual meeting. See |
Posted at 30/5/2025 06:39 by santos123 Listened to the A.G.M., Wednesday.Disgraceful they do not let shareholders attend in person, as G.S.K. still do. A lot of the questions were not fully answered, that's why having shareholders in attendance is so important. One question asked was. If you meet institutional investors in person, but do not let individuals attend the A.G.M., Then you are treating the shareholders differently. ? This I thought was a very interesting question. It was completely ignored by the chairman. The company needs to rethink the way they hold shareholders meetings, so they include shareholders in person. Santos123. |
Posted at 10/4/2025 20:54 by cerrito Found this on Proactivequote Analysts at Citi and Barclays believe Haleon PLC (LSE:HLN, NYSE:HLN) is well positioned for the current uncertain climate, relatively protected from the worst of Donald Trump's new tariffs. Ahead of its first-quarter sales on 30 April, Citi described the consumer healthcare group as a solid defensive play for investors concerned about recession risks and the fallout from the US tariff regime. Barclays, meanwhile, also pitched Haleon as one of the most defensive stocks in its large-cap European consumer staples coverage, with tariff risk expected to have only a limited impact. Shares in the maker of household brands such as Sensodyne, Panadol and Centamin, have been under pressure amid broader worries over US consumer demand and a tough comparison with last year’s strong flu season. Citi sees those headwinds, including weaker volumes in the US vitamins market and later-than-usual flu reorder cycle, as already well flagged. It expects organic sales growth of 3.4% in the first quarter, enough to keep full-year forecasts intact. More importantly, the American bank highlights several reasons why Haleon stands out in today’s volatile environment. It estimates tariffs would shave just 20 basis points off gross profit, owing to the company’s limited direct exposure and the price resilience of its over-the-counter products. The group also generates strong free cash flow, allowing it to reduce net debt by about half a turn of EBITDA each year; something many peers will struggle to match if conditions tighten further. Looking ahead, analysts see a clear set of catalysts. A capital markets day (CMD) is due on 1 May, while US retail channels are expected to rebuild flu-related inventories in the second half, following a strong end to the 2024 season. The CMD's focus is expected to be on supply chain efficiency, Barclays noted, with chief supply chain officer Namrata Patel, who joined in November 2023, presenting. Barclays, which raised its price target to 452p from 445p, said: "Macro visibility is currently extremely limited, as such we like Haleon's relative insulation from both tariff risk and wider consumer weakness. "In the event of macro visibility and expectations improving, Haleon is likely to be left behind in any relief rally, but for now we find its defensiveness appealing." |
Posted at 14/11/2024 09:56 by anhar As an income investor I won't be adding at the current very low yield. Even a big rise in the divis of say 50% would still leave the yield too low for me to increase my holding with the share price around the present level. For most purchases, either top-ups or new holdings, I like to target a yield of at least 5% in current market conditions though I sometimes make exceptions to this for portfolio and diversification reasons.I continue though to retain my holding from the GSK demerger as I think HLN has decent potential divi growth and my favoured approach is to to nothing. |
Posted at 05/11/2024 11:02 by philanderer Berenberg: Haleon on road to growthHaleon (HLN), the consumer health group spun out of GSK, is en route to a more ‘balanced growth algorithm’, says Berenberg. Analyst Bethan Davies retained her ‘buy’ recommendation and increased the target price marginally from 454p to 456p on the Citywire Elite Companies A-rated owner of brands such as Sensodyne and Panadol, which softened 0.2% to 371.4p yesterday, but is and is up 17% since listing in 2022. Davies said catalysts for the stock price were becoming ‘increasingly visible’ and she is expecting volume growth to accelerate in the fourth quarter to 3.6% from 2.8% in the third quarter. Erectile dysfunction drug Eroxon has also been launched in the US and she expects this to contribute to organic sales growth next year. On top of this, management is planning a capital markets day in the first half of next year, ‘which we expect will remind investors of the structural growth opportunities within Haleon’s core categories’. ‘We continue to see an additional optionality from a post-overhang re-rating as Pfizer continues to sell down its stake in Haleon,’ she said. citywire.com |
Posted at 24/9/2024 10:58 by anhar I'd add bid potential to the reasons for the high rating. There was already an abortive bid from Unilever just prior to the GSK demerger so I expect many people think that HLN may be taken out at some stage.I retained my demerger HLN shares which have shown excellent growth, driving up the rating, though I'm just an income investor and it has demonstrated decent divi growth over its short independent existence. |
Posted at 19/5/2024 10:04 by philanderer Yes, I would have thought so. This from early april.Haleon overhang can be gone in a year, suggests Barclays One of the biggest drags on the share price of consumer group Haleon might be gone by the end of the year suggests Barclays. According to the broker, and based on Pfizer's latest placing, it's possible it and GSK will have entirely sold down by the end of this year, leaving Haleon 100% free float, said the broker. “Given repeated investor feedback about the overhang being a barrier to share price performance, we think this could be a significantly helpful potential catalyst.” Currently, Pfizer has 2062m shares in Haleon (22.6%) and GSK has 385m (4.2%) for a total overhang of 27%, down from 45% in May 2023 before the first GSK placing. “The pace of sell-down is accelerating and our analysis shows Haleon could be overhang-free by year-end at the current rate of progress,” said the broker. “With a 90-day lockup from the Mar24 placing, there is time for three more placings before year-end, assuming the lockup remains unchanged. “Haleon also has £185m remaining in its announced buyback plans for this year, which is 57m shares at the current share price. This would leave an overhang of 18m shares, or 0.2% of Haleon, less than a rounding error.” Barclays sees the overhang as a key reason for Haleon’s strong sales performance since its split from GSK has failed to translate into a better share price performance. “When Haleon spun in summer 2022 there was considerable scepticism about its 4-6% organic sales growth target, yet that year it delivered 9%. “Then there was considerable scepticism about it delivering 4-6% in 2023 given the 9% comp, yet last year it delivered 8%. Barclays added that Haleon remains one of its most preferred names within European Consumer Staples, a sector it sees as highly attractive, and potentially consolidating. The broker has a price target of 390p for Haleon and an overweight rating. proactiveinvestors.c |
Posted at 07/10/2022 10:31 by anhar Strange how the share has been rising in recent weeks, given that the lock-in overhang from GSK and PFE is public knowledge and has been ever since the demerger details were released months ago.I don't have the faintest idea of the manner in which they might dispose of their HLN shares and how it might affect the share price, but it just seems odd that if you are correct with your repetitive assertions about a price crash driven by big sales, why would the price be rising now? Big cap share prices are driven by institutional trading, small private investors like us are irrelevant. So the rising price must be driven by inst buying on balance. Why would that be if it is feared that the price would soon collapse? Surely, if your view proves anywhere near accurate, they would be better waiting for the big HLN price crash you keep mentioning. In other words their opinions must be virtually the exact opposite of yours. I''m not saying that insts are always right, they're often wrong, but it does appear odd in this situation where there's only a few weeks at stake. My view is that any potential big price fall is already in the price so there is little to fear. In any case, personally I hold shares very long term so I'm hanging on to my HLN allocation as it may prove to be a good share in years to come. Short term fears like you keep stating are of no concern to me and even if you're right, I'd see it as a buying opportunity and nothing to worry about. Nobody is going to care in several years time about a historical GSK/PFE overhang. |
Posted at 06/9/2022 17:47 by paul planet earth We will see in November when they both start selling..see who sells out first..of course they will sell the same amounts each day absolutely guaranteed 'not' that GSK and Pfizer will both sell in an 'orderly' whatever that means nowadays fashion.Afterall not like them to keep prospective investors unaware regarding a two year on going FDA formal investigation and huge Zantac litigation law suit in the pipeline. No mention in the share prospectus on that one as there should have been from the outset being a 'material' event of interest to prospective investors. But more than happy to cover their own backs with that little 'indemnity' clause. |
Posted at 17/8/2022 06:56 by unastubbs From The Times Market Report today:"To take a punt on Haleon or not? That has been the question on many investors’ lips since the owner of brands such as Sensodyne and ChapStick was spun out of GSK last month. "Analysts at RBC, the Canadian investment bank, had been getting ready to tell their clients to buy Haleon shares, but decided against it yesterday, telling them to hold fire instead. While acknowledging that Haleon had “some exceptional brands”, such as Sensodyne, Voltarol and Centrum, upon closer inspection most of the brand portfolio was merely “adequate̶ “We’re less overawed by the Haleon business than we had expected to be. Too many of [its brands] are runners-up in their respective categories in our opinion,” they concluded. The biggest “turn-off̶ "Given that, RBC thinks the shares are now fairly valued, having dived by a fifth in over the past month. The stock nudged up 2½p, or 0.9 per cent, to 269p yesterday — still some way shy of the 330p at which they made their debut in July." |
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