HAL Trust
AEX:HAL
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Intrinsic Value
The intrinsic value of one HAL stock under the Base Case scenario is 197.19 EUR. Compared to the current market price of 117.4 EUR, HAL Trust is Undervalued by 40%.
The Intrinsic Value is calculated as the average of DCF and Relative values:
Valuation Backtest
HAL Trust
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Fundamental Analysis
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HAL Trust is a unique investment company that operates under a holding structure, primarily in the Netherlands. Founded over a century ago, the trust has evolved into a diversified portfolio that spans various sectors, including technology, energy, and healthcare. At the heart of HAL's investment philosophy is a long-term approach, mirroring the principles espoused by renowned investors like Warren Buffett and Charlie Munger. This strategy allows HAL to focus on high-quality companies with sustainable competitive advantages, providing stability and steady growth. With a keen eye for undervalued opportunities, HAL Trust seeks to maximize shareholder value, reinforcing a commitment to prudent...
HAL Trust is a unique investment company that operates under a holding structure, primarily in the Netherlands. Founded over a century ago, the trust has evolved into a diversified portfolio that spans various sectors, including technology, energy, and healthcare. At the heart of HAL's investment philosophy is a long-term approach, mirroring the principles espoused by renowned investors like Warren Buffett and Charlie Munger. This strategy allows HAL to focus on high-quality companies with sustainable competitive advantages, providing stability and steady growth. With a keen eye for undervalued opportunities, HAL Trust seeks to maximize shareholder value, reinforcing a commitment to prudent capital allocation while maintaining a robust balance sheet.
As an investor, understanding HAL Trust means recognizing not just its financial metrics but also its resilient operational ethos. HAL encompasses both mature businesses and high-potential start-ups, allowing for a balanced risk-return profile. Their portfolio includes significant stakes in known entities like the leading global manufacturer of specialty chemicals, as well as emerging sectors like digital technology. This blend positions HAL Trust as a compelling option for those seeking exposure to long-term value creation. With a solid track record and a focus on transparency, HAL offers a promising investment avenue for those who appreciate a thoughtful approach anchored in established principles of sound business practices and ethical investing.
HAL Trust, known for its diversified portfolio, operates across several core business segments. As of my last knowledge cutoff in October 2023, here are the primary segments:
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Energy: This segment includes interests in oil and gas, as well as renewable energy sources. HAL Trust often engages in upstream and downstream activities, including exploration and production.
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Infrastructure: HAL Trust invests in infrastructure projects, which may encompass transportation, utilities, and other essential services that support economic growth and stability.
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Marine and Engineering: This segment typically involves activities related to maritime engineering, shipbuilding, and various marine services, catering to both commercial and governmental contracts.
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Health and Beauty: HAL Trust may have investments in companies that focus on health, personal care, and cosmetic products, capitalizing on consumer trends in wellness and beauty.
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Investments in Other Businesses: Beyond these core segments, HAL Trust also acts as a holding company, investing in various sectors, including technology, finance, and consumer goods, allowing diversification and risk management.
HAL Trust's strategy emphasizes long-term investments and the cultivation of companies with sustainable competitive advantages, aligning with the principles espoused by Buffett and Munger. For the most current details or specific investment figures, reviewing HAL Trust's latest reports or official website would provide the most accurate information.
HAL Trust, a Dutch holding company, operates primarily in sectors such as technology, energy, and healthcare. Its competitive advantages over rivals can be characterized by several key factors:
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Diversified Portfolio: HAL Trust has a well-diversified investment portfolio that spans various industries, including technology, healthcare, and retail. This diversification helps mitigate risks associated with downturns in any single sector.
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Long-term Investment Philosophy: The company adheres to a long-term investment strategy, which aligns with the investment philosophies espoused by Warren Buffett and Charlie Munger. This focus allows HAL to weather short-term volatility and capitalize on long-term growth opportunities.
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Strong Financial Position: HAL maintains a strong balance sheet with considerable cash reserves. This financial strength enables the company to make strategic acquisitions or investments when opportunities arise, unlike competitors that may be more constrained by debt.
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Experienced Management Team: HAL Trust is managed by a seasoned team with extensive industry knowledge and operational expertise. This experience contributes to sound decision-making and can result in better outcomes when assessing investment opportunities.
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Strategic Partnerships and Collaborations: The company often engages in partnerships and joint ventures, enhancing its market reach and operational capabilities. These collaborations can provide HAL with competitive insights and access to new technologies.
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Active Management Approach: While many holding companies may adopt a passive investment approach, HAL takes an active stance, often driving value creation through operational improvements within its subsidiaries.
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Global Footprint: HAL Trust’s investments and operations are not limited to the Dutch market; the company has a global footprint which allows it to tap into international markets and diversify geographically, reducing its reliance on any single economy.
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Reputation and Brand Value: Over the years, HAL Trust has built a solid reputation as a reliable investment partner. This reputation can attract better investment opportunities and partnerships compared to lesser-known competitors.
By leveraging these competitive advantages, HAL Trust can position itself effectively within its industry, making it a strong contender against its rivals.
HAL Trust, as an investment vehicle with interests in a variety of sectors, faces several risks and challenges that could affect its performance in the near future:
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Market Volatility: Being an investment firm, HAL Trust is exposed to stock market fluctuations. Economic downturns, geopolitical tensions, or changes in investor sentiment can lead to increased volatility, affecting the value of its portfolio.
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Sector-Specific Risks: HAL Trust has investments in diverse sectors such as technology, consumer goods, and healthcare. Each of these sectors can face unique challenges, such as regulatory changes, competition, supply chain disruptions, and changes in consumer behavior.
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Interest Rate Changes: Rising interest rates can affect the valuation of growth-oriented companies, which may constitute a significant part of HAL Trust's portfolio. Higher borrowing costs can also impact companies' profitability, particularly in capital-intensive industries.
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Regulatory Risk: Changes in regulations could impact the operations of its portfolio companies, particularly in sectors like healthcare and technology. Compliance costs may rise, or certain business models could become less viable.
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Global Economic Conditions: Economic challenges such as inflation, recession risks, or slow economic growth can impact consumer spending and business investment, subsequently affecting the performance of HAL Trust's investments.
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Foreign Exchange Risk: If HAL Trust invests in international companies, changes in foreign exchange rates could impact the returns on those investments when converted back to the Euro or the currency in which they report.
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Operational and Management Risks: The success of HAL Trust is also dependent on the effectiveness of its management team. Poor decision-making or mismanagement can lead to underperformance.
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Technological Disruption: Rapid technological advancements can threaten established industries and companies. HAL Trust must continuously evaluate its investments to ensure they are not adversely affected by disruptive innovations.
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Environmental, Social, and Governance (ESG) Factors: Increasing scrutiny on ESG practices may require HAL Trust to adjust its investment strategies. Failure to adhere to ESG principles can lead to reputational damage and loss of investment opportunities.
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Innovation and Competitiveness: Companies within HAL Trust's portfolio must continuously innovate to remain competitive. Any failure to do so can lead to stagnant growth and reduced market share.
In managing these challenges, HAL Trust will need to continue applying rigorous analysis and strategic foresight in its investment decisions, remaining agile in response to changing market conditions.
Revenue & Expenses Breakdown
HAL Trust
Balance Sheet Decomposition
HAL Trust
Current Assets | 8.3B |
Cash & Short-Term Investments | 4.3B |
Receivables | 1.9B |
Other Current Assets | 2.1B |
Non-Current Assets | 18.3B |
Long-Term Investments | 5.2B |
PP&E | 9.4B |
Intangibles | 3.5B |
Other Non-Current Assets | 249.2m |
Current Liabilities | 6.2B |
Accounts Payable | 1.1B |
Accrued Liabilities | 1.8B |
Other Current Liabilities | 3.3B |
Non-Current Liabilities | 6.5B |
Long-Term Debt | 3.3B |
Other Non-Current Liabilities | 3.2B |
Earnings Waterfall
HAL Trust
Revenue
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12.6B
EUR
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Cost of Revenue
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-5.8B
EUR
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Gross Profit
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6.8B
EUR
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Operating Expenses
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-5.3B
EUR
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Operating Income
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1.4B
EUR
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Other Expenses
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-475.6m
EUR
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Net Income
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960.4m
EUR
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Free Cash Flow Analysis
HAL Trust
EUR | |
Free Cash Flow | EUR |
HAL Profitability Score
Profitability Due Diligence
HAL Trust's profitability score is 57/100. The higher the profitability score, the more profitable the company is.
Score
HAL Trust's profitability score is 57/100. The higher the profitability score, the more profitable the company is.
HAL Solvency Score
Solvency Due Diligence
HAL Trust's solvency score is 50/100. The higher the solvency score, the more solvent the company is.
Score
HAL Trust's solvency score is 50/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
HAL Price Targets Summary
HAL Trust
According to Wall Street analysts, the average 1-year price target for HAL is 147.9 EUR with a low forecast of 137.36 EUR and a high forecast of 165.9 EUR.
Dividends
Current shareholder yield for HAL is .
Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?
Profile
Country
Industry
Market Cap
Dividend Yield
Description
HAL Trust is an investment company, which engages in the holding of shares of HAL Holding NV. The firm is organized into five business segments: the Optical retail segment relates to majority-owned companies, as well as non-controlling interests in companies that derive their revenues from the sale of optical products; the Other unquoted segment includes majority-owned companies, as well as non-controlling interests in companies that derive their revenues from various activities, such as hearing aid, office furniture, personal protection equipment, construction products, printing, shipping, orthopedic devices, media and other activities; the Quoted minority interests segment includes ownership in publicly traded associates; the Real Estate segment is related to the development and rental of multi-family properties and office buildings, and the Liquid portfolio segment consists of available for-sale financial assets and cash equivalent instruments generating interests, dividends and capital gains.
Contact
IPO
Employees
Officers
The intrinsic value of one HAL stock under the Base Case scenario is 197.19 EUR.
Compared to the current market price of 117.4 EUR, HAL Trust is Undervalued by 40%.