Henderson Group Share Discussion Threads

[quepassa] 25/11/2015 09:26

Clearly through the important 300p psychological barrier today.

I believe this to be a new all-time high.

ALL IMO. DYOR.
QP

[alphahunter] 20/11/2015 14:05

Flows into European Eq. still strong.

[quepassa] 17/11/2015 10:53

Great recent recovery from Henderson since summer market slump.

Let's hope it breaks 300p and heads onwards to new all-time highs.

Up 50% on the year so far.

ALL IMO. DYOR.
QP

[alphahunter] 11/11/2015 10:42

Asset class money flow still strongly positive for European Eq. (HGG) and negative for EM Debt and Eq (ASHM) (albeit after a temp reverse for the latter for a week or two in October).

[quepassa] 09/11/2015 12:30

The Sunday Times speculation about top-drawer Wells Fargo being on the hunt for asset managers - with Henderson and Jupiter being mentioned- will do no harm and be further supportive of the share price.

The time-honored market cycles may perhaps now indicate that the time is right for some bigger ticket M&A activity within the fund management sector.

Either way, Henderson Group is performing very well.

ALL IMO> DYOR.
QP

[alphahunter] 03/11/2015 10:16

Thanks for that.

[quepassa] 30/10/2015 08:15

Barclays issue broker note again today and further REITERATE their OVERWEIGHT RECOMMENDATION with a maintained PRICE TARGET OF 330p.


ALL IMO. DYOR.
QP

[quepassa] 29/10/2015 08:04

Look like great Quarterly figures to me.

Fund outperformance very credible versus the market.

Inflows of funds very impressive.

Everyone took a hit on investments in the summer months where August and September were quite painful for most institutional investors.

But the snap-back recently in October has added a great deal of value back to the markets.

Seems to me that overall these are very encouraging figures indeed.

ALL IMO> DYOR.
QP

[quepassa] 23/10/2015 21:01

Excellent rise today.

QP

[quepassa] 20/10/2015 09:39

Cosying up to China is a great idea in itself.

Additionally so, just in case the Brits decide "No" on Europe next year.

Always good to have Plan B in place.

If China becomes the UK's major trading partner, that is no bad thing.

Good timing Mr. Cameron. Very sensible.


It seems to me that Hendersons need to beef up significantly and without delay their penetration, coverage and marketing of all things in and concerning China.

The relationship and trade between the UK and China will surge off the graph in short order.

Being invited to stay in Buckingham Palace and displaying China flags along the Mall are signs not to be ignored.


ALL IMO> DYOR.
QP

[quepassa] 09/10/2015 13:48

Exane paribas again issue broker note and today REITERATE their OUTPERFORM recommendation on HGG with a Target Price of 310p.

ALL IMO> DYOR.
QP

[quepassa] 02/10/2015 08:53

29th. September.

Exane Paribas issue broker note and REITERATE their OUTPERFORM recommendation with a maintained TARGET PRICE of 310p.



Current Broker status-quo for TARGET PRICE:-

Exane 310p OUTPERFORM
JPM Caz 305p OVERWEIGHT
Barclays 330p OVERWEIGHT
SocGen 295p HOLD
Cantor 285p HOLD


Looks pretty well supported by broker forecasts.

ALL IMO. DYOR.
QP

[alphahunter] 01/10/2015 10:52

PS: methink, end-of-month stats showing good relative performance on their SICAV/Unit Trusts?

[alphahunter] 01/10/2015 10:49

Up 6% today and I can't see any broker upgrade, new holdings, new estimates, etc,...
I'm not complaining but I always like to know why...
275p at the time of writing.

[alphahunter] 22/9/2015 10:46

These guys don;t own VW Shares in the top ten of their eurocentric portfolios and they seem pretty underweight automotive. That should help them tremendously in the mug's game that are peer & index benchmarking.

[alphahunter] 14/9/2015 17:57

This one is a no brainer upwards IMHO. Ashmore is also a no brainer, downwards, but it will take more time for the ASHM's valuation to adjust down given the quality of the management and franchise. Unless they issue a profit warning.

[quepassa] 11/9/2015 17:39

Yesterday 10th. Sept.


JPMorgan Cazenove issue a broker note and RETAIN their OVERWEIGHT recommendation on Henderson with an unchanged TARGET PRICE of 305p.

This indicates that JPM see approaching 20% UPSIDE to current share price.

ALL IMO. DYOR.
QP

[alphahunter] 10/9/2015 10:37

Bought some this morning.

Rising AUM, decent and SUSTAINABLE dividend, no bond exposure, reasonnably priced = GAARP investment.

[quepassa] 09/9/2015 09:03

Page 11 from the Henderson September Investor presentation:-


Outlook – September 2015
• Flows “normalised221; in July and were slightly positive in August
• We remain cautious about the outlook for industry flows in 3Q15
• Henderson remains well positioned to outperform the market • Active investment management philosophy delivering excellent investment performance for clients • Increasingly diverse client base and product line • Growing brand recognition
• We remain focused on delivering our long-term goals




Very encouraging indeed in my view.

ALL IMO. DYOR.
QP

[alphahunter] 09/9/2015 02:01

Looks interesting.
Little exposure to bonds / yield products.
Sensible valuation, growth in AUM, SBB, decent yield.

[leeson31] 31/7/2015 15:09

ty QP.

looking good.

as an aside, seen ITV? higher highs, higher lows, breaking out: I think it can attain ~318p in current run.

Cheers,

[quepassa] 31/7/2015 14:30

Some very supportive BROKER notes following Henderson's great results:-

Today/Yesterday:

-Barclays REITERATE their OVERWEIGHT reco with an INCREASED TARGET PRICE of 330p

-Cantor REITERATE their HOLD reco and INCREASE TARGET PRICE to 285p (from 230p)

-Soc Gen REITERATE their HOLD reco and INCREASE TARGET PRICE to 295p (from 265)

-JPMorgan Caz. RETAIN their OVRWEIGHT reco and INCREASE TARGET PRICE to 310p (from 300p)


Good to see two important brokers over £3. BARCLAYS at 330p and JPM at 310p

The four brokers above have each INCREASED their PRICE TARGET on Hendersons.

Very encouraging.

ALL IMO. DYOR.
QP

[leeson31] 30/7/2015 08:27

hopefully the share price can get back above 280p to make a higher high... cheers

[quepassa] 30/7/2015 08:12

Great results.


DIVIDEND.

They have increased the interim dividend by a whopping 19% from 2.6p to 3.1p

The final divi for last year was by comparison increased by 9% from 5.85p to 6.4p.


Assuming that this year's final dividend is increased equally by 19%, the prospective full year dividend could be 3.1p + 7.61p being 10.71p for the full years giving an attractive prospective yield of some 4.1%.


The increase in AUM is very buoyant indeed.

The Outlook is positive, bullish, expansive and ambitious.

Looking strong.

ALL IMO> DYOR.
QP