HENKEL AG CO.KGAA ADR 4/1

Henkel reported its 2024 earnings in March - the market was disappointed with the results and over the last 1.5 months, HENKY/HENOY shares have declined to 2022 levels. In this update, I review Henkel's operating performance in 2024 and over the longer term and share my view on the company's internal optimization efforts. I will comment on the company's apparent shift in shareholder return strategy.» Mehr auf seekingalpha.com

Henkel's Q4 results show a slowdown in adhesive technologies, with tougher comps and a softer industrial market environment expected into 2025. Margin improvements were impressive due to cost-cutting initiatives and mix effects from restructuring, contributing around 100 million EUR in incremental net savings. Henkel is cheaper than peers like 3M with a 13.4x forward PE, and while the company has solid positioning and defensible margin, macro incrementally isn't constructive.» Mehr auf seekingalpha.com

Understand the significant growth trajectory of the Pressure Die Casting Process segment, which is expected to reach US$8.3 Billion by 2030 with a CAGR of a 7.2%. The Vacuum Die Casting Process segment is also set to grow at 6.4% CAGR over the analysis period. Gain insights into the U.S. market, valued at $4.3 Billion in 2024, and China, forecasted to grow at an impressive 9.9% CAGR to reach $5.7 Billion by 2030. Discover growth trends in other key regions, including Japan, Canada, Germany, and the Asia-Pacific. Understand the significant growth trajectory of the Pressure Die Casting Process segment, which is expected to reach US$8.3 Billion by 2030 with a CAGR of a 7.2%. The Vacuum Die Casting Process segment is also set to grow at 6.4% CAGR over the analysis period. Gain insights into the U.S. market, valued at $4.3 Billion in 2024, and China, forecasted to grow at an impressive 9.9% CAGR to reach $5.7 Billion by 2030. Discover growth trends in other key regions, including Japan, Canada, Germany, and the Asia-Pacific.» Mehr auf globenewswire.com