Haleon Share Discussion Threads

[philanderer] 29/11/2024 11:07

Out for now. Luck to holders.

[philanderer] 29/11/2024 11:07

Out for now. Luck to holders.

[philanderer] 25/11/2024 19:27

Haleon (formerly GlaxoSmithKline Consumer Healthcare) announced its 'HealthNxt' initiative to make consumer healthcare more accessible to more people in India by leveraging digital innovation, content, and technology.

Launched in partnership with WPP, the initiative focuses on raising awareness and advancing healthcare education across India.

[anhar] 14/11/2024 12:25

Forward yield for 25 is only about 2% at 362p and a forecast 7.2p divi.

[laurence llewelyn binliner] 14/11/2024 10:20

#Anhar, a slow and steady growth share IMO, as the debt winds off dividends will increase, hopefully somewhere closer to the GSK 4% payout..

02.08.2023 - net debt at 30.06.2023 of GBP9,5BN with 3.4x net debt/adjusted EBITDA
29.02.2024 - net debt at 31.12.2023 of GBP8.5BN with 3.0x net debt/adjusted EBITDA
01.08.2024 - net debt at 30.06.2024 of GBP8.4BN with 2.9x net debt/adjusted EBITDA
31.10.2024 - target net debt/adjusted EBITDA of around 2.5x

[anhar] 14/11/2024 09:56

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.

[philanderer] 13/11/2024 10:01

Yes, slippery slope continuing. Could really do with Pfizer dumping their final 15%

[laurence llewelyn binliner] 12/11/2024 15:04

#Philanderer, IF it get close to that, I have been waiting to add here, as soon as we hit the debt leverage ratio target I am hoping dividends will take a big step up.. :o)

[philanderer] 12/11/2024 14:21

Be testing 320p shortly at this rate.

[philanderer] 08/11/2024 14:13

Nice non-exec director buy this week

33,923 @ £3.6848p

[anhar] 06/11/2024 09:27

No reasons, share prices mostly move randomly.

[patientcapital] 05/11/2024 18:41

Profit taking. Labour government. General uncertainty.

[dope007] 05/11/2024 14:22

Most UK shares are, despite being significantly undervalued versus other markets

[abdullla] 05/11/2024 14:19

Why may i ask the share price is always going down, daily !

[philanderer] 05/11/2024 11:02

Berenberg: Haleon on road to growth


Haleon (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

[philanderer] 31/10/2024 16:15

Yep, that’ll do , thanks anhar 👍

[anhar] 31/10/2024 09:24

Trading statement here:

[dope007] 31/10/2024 08:11

Lots of companies doing well but billions is being yanked out of UK stocks thanks to these incompetents

[patientcapital] 31/10/2024 07:58

Solid trading statement.

[philanderer] 17/10/2024 10:09

Berenberg raises Haleon price target to 454 (447) pence - 'buy'

[philanderer] 16/10/2024 23:32

Haleon Investing £130m In Oral Health Innovation Centre

[philanderer] 08/10/2024 10:02

UBS raises Haleon price target to 445 (410) pence - 'buy'

Deutsche Bank raises Haleon price target to 375 (340) pence - 'hold'

Barclays cuts Haleon price target to 406 (407) pence - 'overweight'

[philanderer] 07/10/2024 16:29

Total volume traded 23 million shares. Quite a few unloading.