Hapag-Lloyd（HLAG）株式概要ハパックロイド・アクチェンゲゼルシャフト（Hapag-Lloyd Aktiengesellschaft）は、その子会社とともに定期船会社として世界中で事業を展開している。 詳細HLAG ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績0/6財務の健全性5/6配当金2/6報酬当社が推定した公正価値より44.4%で取引されている 収益は年間32.68%増加すると予測されています リスク分析利益率(1.4%)は昨年より低い(12.7%) 2.62%の配当は利益で十分にカバーされていない 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るHLAG Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€114.809.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-111m32b2016201920222025202620282031Revenue €21.5bEarnings €300.3mAdvancedSet Fair ValueView all narrativesHapag-Lloyd Aktiengesellschaft 競合他社SLOMAN NEPTUN Schiffahrts-AktiengesellschaftSymbol: HMSE:NEPMarket cap: €122.9mDeutsche LufthansaSymbol: XTRA:LHAMarket cap: €9.8bDeutsche PostSymbol: XTRA:DHLMarket cap: €55.8bHAMMONIA SchiffsholdingSymbol: HMSE:HHXMarket cap: €47.7m価格と性能株価の高値、安値、推移の概要Hapag-Lloyd過去の株価現在の株価€114.8052週高値€158.7052週安値€109.00ベータ1.041ヶ月の変化0.88%3ヶ月変化-8.16%1年変化-27.39%3年間の変化-38.25%5年間の変化-32.11%IPOからの変化465.55%最新ニュースお知らせ • Apr 01Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, May 20, 2026Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, May 20, 2026, at 10:30 W. Europe Standard Time.お知らせ • Mar 31Hapag-Lloyd Aktiengesellschaft announces Annual dividend, payable on May 26, 2026Hapag-Lloyd Aktiengesellschaft announced Annual dividend of EUR 3.0000 per share payable on May 26, 2026, ex-date on May 21, 2026 and record date on May 22, 2026.お知らせ • Feb 28Hapag-Lloyd Announces Board ChangesHapag-Lloyd Aktiengesellschaft announced that Due to illness, chairman Michael Behrendt, a long-term servant to German liner giant Hapag-Lloyd, is cutting back his role at the Hamburg firm. Behrendt, 74, who was Hapag-Lloyd’s CEO for 12 years through 2014, and has been chairman of the supervisory board since then, will now become an ordinary member of the board. Taking his place as chairman is a well-known name in German business circles, Karl Gernandt, whose career has seen him hold senior positions at Deutsche Bank, Holcim, Kuehne Holding and Lufthansa. Gernandt, 65, has been on the Hapag-Lloyd board since 2009.お知らせ • Feb 16Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) and First Israel Mezzanine Investors Ltd. (PIMI) proposed to acquire ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) for approximately $3.5 billion.Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) and First Israel Mezzanine Investors Ltd. (PIMI) proposed to acquire ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) for approximately $3.5 billion on February 15, 2026. A cash consideration of $3.5 billion will be paid by Hapag-Lloyd Aktiengesellschaft and First Israel Mezzanine Investors Ltd. As part of consideration, $3.5 billion is paid towards common equity of ZIM Integrated Shipping Services Ltd. The proposed deal value is significantly exceeding ZIM's current market value by approximately $800 million. Hapag-Lloyd was declared the winner of the bid to acquire ZIM, along with the Israeli investment fund PIMI. As part of the transaction, Hapag-Lloyd acquires ZIM's international business, global trade routes and international infrastructure; PIMI retains control over ZIM's critical Israeli operations, including the fleet of 16 Israeli-flagged vessels, key shipping routes to and from Israel, and computer control systems; and The fund will also be responsible for complying with regulatory requirements of the Israeli Ministry of Transport and Ministry of Defense, such as maintaining a minimum number of vessels in ownership. The required approvals of the transaction by the Management Board and the Supervisory Board of the Company, as well as by the competent corporate bodies of the contractual counterparties have not yet been granted. Furthermore, the consent of the State of Israel based on its special rights set forth in the articles of association of ZIM is required. The completion of the transaction would require additional regulatory approvals and the consent of the shareholders’ meeting of ZIM.お知らせ • Dec 12+ 3 more updatesHapag-Lloyd Aktiengesellschaft to Report Fiscal Year 2025 Results on Mar 26, 2026Hapag-Lloyd Aktiengesellschaft announced that they will report fiscal year 2025 results on Mar 26, 2026お知らせ • Mar 23Hapag-Lloyd Aktiengesellschaft announces Annual dividend, payable on May 06, 2025Hapag-Lloyd Aktiengesellschaft announced Annual dividend of EUR 8.2000 per share payable on May 06, 2025, ex-date on May 01, 2025 and record date on May 05, 2025.最新情報をもっと見るRecent updatesお知らせ • Apr 01Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, May 20, 2026Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, May 20, 2026, at 10:30 W. Europe Standard Time.お知らせ • Mar 31Hapag-Lloyd Aktiengesellschaft announces Annual dividend, payable on May 26, 2026Hapag-Lloyd Aktiengesellschaft announced Annual dividend of EUR 3.0000 per share payable on May 26, 2026, ex-date on May 21, 2026 and record date on May 22, 2026.お知らせ • Feb 28Hapag-Lloyd Announces Board ChangesHapag-Lloyd Aktiengesellschaft announced that Due to illness, chairman Michael Behrendt, a long-term servant to German liner giant Hapag-Lloyd, is cutting back his role at the Hamburg firm. Behrendt, 74, who was Hapag-Lloyd’s CEO for 12 years through 2014, and has been chairman of the supervisory board since then, will now become an ordinary member of the board. Taking his place as chairman is a well-known name in German business circles, Karl Gernandt, whose career has seen him hold senior positions at Deutsche Bank, Holcim, Kuehne Holding and Lufthansa. Gernandt, 65, has been on the Hapag-Lloyd board since 2009.お知らせ • Feb 16Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) and First Israel Mezzanine Investors Ltd. (PIMI) proposed to acquire ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) for approximately $3.5 billion.Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) and First Israel Mezzanine Investors Ltd. (PIMI) proposed to acquire ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) for approximately $3.5 billion on February 15, 2026. A cash consideration of $3.5 billion will be paid by Hapag-Lloyd Aktiengesellschaft and First Israel Mezzanine Investors Ltd. As part of consideration, $3.5 billion is paid towards common equity of ZIM Integrated Shipping Services Ltd. The proposed deal value is significantly exceeding ZIM's current market value by approximately $800 million. Hapag-Lloyd was declared the winner of the bid to acquire ZIM, along with the Israeli investment fund PIMI. As part of the transaction, Hapag-Lloyd acquires ZIM's international business, global trade routes and international infrastructure; PIMI retains control over ZIM's critical Israeli operations, including the fleet of 16 Israeli-flagged vessels, key shipping routes to and from Israel, and computer control systems; and The fund will also be responsible for complying with regulatory requirements of the Israeli Ministry of Transport and Ministry of Defense, such as maintaining a minimum number of vessels in ownership. The required approvals of the transaction by the Management Board and the Supervisory Board of the Company, as well as by the competent corporate bodies of the contractual counterparties have not yet been granted. Furthermore, the consent of the State of Israel based on its special rights set forth in the articles of association of ZIM is required. The completion of the transaction would require additional regulatory approvals and the consent of the shareholders’ meeting of ZIM.お知らせ • Dec 12+ 3 more updatesHapag-Lloyd Aktiengesellschaft to Report Fiscal Year 2025 Results on Mar 26, 2026Hapag-Lloyd Aktiengesellschaft announced that they will report fiscal year 2025 results on Mar 26, 2026お知らせ • Mar 23Hapag-Lloyd Aktiengesellschaft announces Annual dividend, payable on May 06, 2025Hapag-Lloyd Aktiengesellschaft announced Annual dividend of EUR 8.2000 per share payable on May 06, 2025, ex-date on May 01, 2025 and record date on May 05, 2025.お知らせ • Mar 22Hapag-Lloyd Aktiengesellschaft Provides Earnings Guidance for the Financial Year 2025Hapag-Lloyd Aktiengesellschaft provided earnings guidance for the financial year 2025. For the year 2025, the company expects the group EBIT to be in the range of USD 0.0 to 1.5 billion (EUR 0.0 to 1.5 billion).お知らせ • Mar 21Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, Apr 30, 2025Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, Apr 30, 2025, at 10:30 W. Europe Standard Time.お知らせ • Jan 30Hapag-Lloyd Aktiengesellschaft to Report Fiscal Year 2024 Results on Jan 30, 2025Hapag-Lloyd Aktiengesellschaft announced that they will report fiscal year 2024 results on Jan 30, 2025Buy Or Sell Opportunity • Jan 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €162. The fair value is estimated to be €132, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 43%. For the next 3 years, revenue is forecast to grow by 0.2% per annum. Earnings are forecast to decline by 12% per annum over the same time period.お知らせ • Dec 04+ 3 more updatesHapag-Lloyd Aktiengesellschaft to Report Fiscal Year 2024 Results on Mar 20, 2025Hapag-Lloyd Aktiengesellschaft announced that they will report fiscal year 2024 results on Mar 20, 2025Reported Earnings • Nov 16Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: €5.43 (up from €1.47 in 3Q 2023). Revenue: €5.26b (up 28% from 3Q 2023). Net income: €954.5m (up 271% from 3Q 2023). Profit margin: 18% (up from 6.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 21%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to stay flat during the next 3 years compared to a 1.0% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Nov 08Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) acquired Reederei Hamburger Lloyd GmbH & Co KG.Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) acquired Reederei Hamburger Lloyd GmbH & Co KG on November 7, 2024. Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) completed the acquisition of Reederei Hamburger Lloyd GmbH & Co KG on November 7, 2024.Buy Or Sell Opportunity • Oct 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €142. The fair value is estimated to be €183, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 6.3% per annum over the same time period.Buy Or Sell Opportunity • Sep 17Now 23% overvaluedOver the last 90 days, the stock has fallen 14% to €148. The fair value is estimated to be €121, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are also forecast to grow by 6.1% per annum over the same time period.Reported Earnings • Aug 15Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: €2.44 (down from €5.71 in 2Q 2023). Revenue: €4.54b (up 2.9% from 2Q 2023). Net income: €429.7m (down 57% from 2Q 2023). Profit margin: 9.5% (down from 23% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 96%. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Jul 11Hapag-Lloyd Aktiengesellschaft Raises Earnings Guidance for the Full Year 2024Hapag-Lloyd Aktiengesellschaft raised earnings guidance for the full year 2024. For the period, the company now expects Group EBIT in the range of EUR 1.2 billion to EUR 2.2 billion (previously: EUR 0.0 to EUR 1.0 billion). In US dollars, this corresponds to an expected Group EBIT of USD 1.3 billion to USD 2.4 billion (previous: USD 0.0 to USD 1.1 billion).Reported Earnings • May 17First quarter 2024 earnings released: EPS: €1.68 (vs €10.75 in 1Q 2023)First quarter 2024 results: EPS: €1.68 (down from €10.75 in 1Q 2023). Revenue: €4.26b (down 24% from 1Q 2023). Net income: €294.7m (down 84% from 1Q 2023). Profit margin: 6.9% (down from 34% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 1.3% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.Price Target Changed • May 17Price target increased by 9.5% to €116Up from €106, the current price target is an average from 11 analysts. New target price is 30% below last closing price of €165. Stock is down 10% over the past year. The company is forecast to post earnings per share of €5.03 for next year compared to €16.70 last year.Price Target Changed • May 15Price target increased by 9.6% to €111Up from €101, the current price target is an average from 11 analysts. New target price is 33% below last closing price of €165. Stock is down 11% over the past year. The company is forecast to post earnings per share of €3.54 for next year compared to €16.70 last year.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €167, the stock trades at a forward P/E ratio of 58x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 88% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €160 per share.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €169, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €160 per share.Buy Or Sell Opportunity • Mar 16Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at €125. The fair value is estimated to be €99.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to decline by 11% in 2 years. Earnings are forecast to decline by 73% in the next 2 years.Reported Earnings • Mar 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €16.70 (down from €96.87 in FY 2022). Revenue: €17.9b (down 48% from FY 2022). Net income: €2.94b (down 83% from FY 2022). Profit margin: 16% (down from 49% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.7%. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Feb 24Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, Apr 30, 2024Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, Apr 30, 2024.お知らせ • Jan 23Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) signed an agreement to acquire Atl Haulage Contractors Limited.Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) signed an agreement to acquire Atl Haulage Contractors Limited on January 22, 2024. ATL will remain an independent company and brand and will continue to be run by the existing management team serving all its customers in line with their existing contractual agreements.お知らせ • Jan 09+ 3 more updatesHapag-Lloyd Aktiengesellschaft to Report Q1, 2024 Results on May 15, 2024Hapag-Lloyd Aktiengesellschaft announced that they will report Q1, 2024 results on May 15, 2024Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €170, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €227 per share.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 31%After last week's 31% share price gain to €138, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 136% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €147 per share.Price Target Changed • Dec 11Price target decreased by 8.6% to €101Down from €110, the current price target is an average from 12 analysts. New target price is 8.6% below last closing price of €110. Stock is down 41% over the past year. The company is forecast to post earnings per share of €16.02 for next year compared to €96.87 last year.Buying Opportunity • Dec 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 43%. The fair value is estimated to be €139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 51%. Revenue is forecast to decline by 29% in 2 years. Earnings is forecast to decline by 85% in the next 2 years.Price Target Changed • Nov 10Price target decreased by 15% to €116Down from €136, the current price target is an average from 11 analysts. New target price is 9.9% below last closing price of €129. Stock is down 31% over the past year. The company is forecast to post earnings per share of €15.78 for next year compared to €96.87 last year.New Risk • Nov 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 85% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (98% payout ratio). Share price has been volatile over the past 3 months (6.9% average weekly change).Price Target Changed • Nov 02Price target decreased by 8.6% to €127Down from €139, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €133. Stock is down 19% over the past year. The company is forecast to post earnings per share of €18.68 for next year compared to €96.87 last year.お知らせ • Sep 14Hapag-Lloyd AG Appoints Dheeraj Bhatia to Its Executive Board, Effective January 1, 2024The Supervisory Board of Hapag-Lloyd AG has appointed Dheeraj Bhatia to the company's Executive Board effective 1 January 2024. He will also become CEO of the new Rotterdam-based Hapag-Lloyd Terminal Holding. Bhatia has more than 20 years of experience in the container shipping business. During this time, he has held several international management positions, including at Norasia Container Lines Limited and CSAV. In 2014, Bhatia joined Hapag-Lloyd as Managing Director and initially headed Area India. Since 2018, he has been based in Dubai and serving as Senior Managing Director of Region Middle East. At the same time, he has been a member of Hapag-Lloyd's Executive Committee. A new Terminal & Infrastructure portfolio will be established on the Executive Board. Bhatia will thus be the first indian national as well as the fifth member of the Executive Board - alongside CEO Rolf Habben Jansen, CIO/CHRO Donya-Florence Amer, CFO/CPO Mark Frese and COO Dr. Maximilian Rothkopf.お知らせ • Sep 07Hapag-Lloyd Reportedly Abandons Plans to Invest in HMMHapag-Lloyd Aktiengesellschaft (XTRA:HLAG) has withdrawn from the bidding process to acquire a stake in South Korean rival Hyundai Merchant Marine (HMM), news agency dpa-AFX reported, citing a statement of Hapag-Lloyd’s CEO Rolf Habben Jansen.b. Hapag-Lloyd would have been a good partner for HMM, but the South Korean company has now decided to pursue its goals with other parties, the CEO said on September 04, 2023. According to the article, Hapag-Lloyd aimed at buying a 38.9% stake in HMM from local banks Korea Development Bank (KDB) and Korea Ocean Business Co (KOBC). Jansen did not disclose the reasons for withdrawing from the process. According to an unnamed logistics expert cited by German paper Bild, the progress of foreign buyers in the bidding rounds could lead to their insight into HMM's sensitive information. That is why the last three bidders remaining in the race are from South Korea. These include fishing company Dongwon, agri-food firm Harim and trading conglomerate LX Holdings.Reported Earnings • Aug 11Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: €5.71 (down from €25.48 in 2Q 2022). Revenue: €4.42b (down 51% from 2Q 2022). Net income: €1.00b (down 78% from 2Q 2022). Profit margin: 23% (down from 50% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates by 9.6%. Revenue is expected to fall by 12% p.a. on average during the next 3 years compared to a 8.0% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 10Hapag-Lloyd AG Reaffirms Earnings Guidance for the Year 2023Hapag-Lloyd AG reaffirmed earnings guidance for the year 2023. For the year 2023, the company expects EBIT to be in the range of USD 2.1 to USD 4.3 billion (EUR 2 to EUR 4 billion).お知らせ • Aug 03Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) completed the acquisition of SAAM Ports S.A. and SAAM Logistics S.A. from Sociedad Matriz SAAM S.A. (SNSE:SMSAAM).Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) signed a binding agreement to acquire SAAM Ports S.A. and SAAM Logistics S.A. from Sociedad Matriz SAAM S.A. (SNSE:SMSAAM) for $1 billion on October 4, 2022. Post completion, a new company will operate as independent entity. The closing of the transaction is subject to approval by the relevant antitrust authorities and to additional conditions customary for a transaction of this kind. JPMorgan Chase & Co. (NYSE:JPM) acted as financial advisor to SAAM Ports S.A./SAAM Logistics S.A. SG Corporate & Investment Banking acted as fairness Opinion Provider. As of July 20, 2023, The National Economic Prosecutor's Office (FNE) has approved the transaction. Transaction has all the ratifications by the competition authorities of the different countries involved: the United States, Mexico, Honduras, Costa Rica, Colombia, Ecuador, Uruguay. With this, SAAM will be able to finalize the agreement to close the transaction with Hapag-Lloyd in a few weeks. Natascha Doll, Christoph H. Seibt, Simon Schwarz-Lindenberg, Paul Tiger and David Beutel, Martin Rehberg and Olaf Ehlers of Freshfields Bruckhaus Deringer LLP acted as legal advisor to Hapag-Lloyd Aktiengesellschaft. Pablo Iacobelli and Marcos Ríos, of Carey y Cía. Ltda. and Jaime Herrera, Gabriel Sánchez and Jorge de los Ríos of Posse Herrera Ruiz acted as legal advisor to Hapag-Lloyd Aktiengesellschaft. Greenberg Traurig, Freshfields Bruckhaus Deringer, Aguilar Castillo Love, Bustamante Fabara and Creel, García-Cuellar, Aiza y Enríquez acted as legal advisor to Hapag-Lloyd Aktiengesellschaft. Juan Francisco Mendez, Borja Marcos, Benjamin Rippeon, Michael Isby and Jamin R. Koslowe of Simpson Thacher & Bartlett LLP acted as legal advisor to Sociedad Matriz SAAM S.A. (SNSE:SMSAAM). Citigroup CIB acted as financial advisor to Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG). Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) completed the acquisition of SAAM Ports S.A. and SAAM Logistics S.A. from Sociedad Matriz SAAM S.A. (SNSE:SMSAAM) on August 1, 2023. The transaction was approved unconditionally by the relevant antitrust authorities.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €223, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 528% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €104 per share.New Risk • Jul 06New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 78% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.7% average weekly change).Price Target Changed • May 15Price target decreased by 12% to €152Down from €172, the current price target is an average from 9 analysts. New target price is 22% below last closing price of €194. Stock is down 54% over the past year. The company is forecast to post earnings per share of €19.31 for next year compared to €96.87 last year.Reported Earnings • May 14First quarter 2023 earnings released: EPS: €10.76 (vs €23.70 in 1Q 2022)First quarter 2023 results: EPS: €10.76 (down from €23.70 in 1Q 2022). Revenue: €5.62b (down 30% from 1Q 2022). Net income: €1.89b (down 55% from 1Q 2022). Profit margin: 34% (down from 52% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to fall by 4.2% p.a. on average during the next 3 years compared to a 5.0% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €274, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 113% over the past three years.Upcoming Dividend • Apr 27Upcoming dividend of €63.00 per share at 21% yieldEligible shareholders must have bought the stock before 04 May 2023. Payment date: 08 May 2023. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 21%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (15%).Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €348, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 9x in the Shipping industry in Europe. Total returns to shareholders of 397% over the past three years.Reported Earnings • Mar 03Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €96.89 (up from €51.62 in FY 2021). Revenue: €34.5b (up 55% from FY 2021). Net income: €17.0b (up 88% from FY 2021). Profit margin: 49% (up from 41% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is expected to fall by 16% p.a. on average during the next 3 years compared to a 12% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 61% per year, which means it is significantly lagging earnings growth.Price Target Changed • Feb 17Price target decreased by 7.1% to €168Down from €181, the current price target is an average from 9 analysts. New target price is 39% below last closing price of €277. Stock is up 6.1% over the past year. The company is forecast to post earnings per share of €95.67 for next year compared to €51.62 last year.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €253, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 274% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €129 per share.お知らせ • Jan 31Hapag-Lloyd Aktiengesellschaft to Report Fiscal Year 2022 Results on Mar 02, 2023Hapag-Lloyd Aktiengesellschaft announced that they will report fiscal year 2022 results on Mar 02, 2023お知らせ • Jan 27+ 1 more updateHapag-Lloyd Aktiengesellschaft (XTRA:HLAG) completed the acquisition of 5% stake in J M Baxi Ports & Logistics Limited.Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) acquired 5% stake in J M Baxi Ports & Logistics Limited on January 25, 2023. Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) completed the acquisition of 5% stake in J M Baxi Ports & Logistics Limited on January 25, 2023.Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to €219, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Shipping industry in Europe. Total returns to shareholders of 226% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €211 per share.Buying Opportunity • Jan 05Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €222, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 110%. Revenue is forecast to decline by 48% in 2 years. Earnings is forecast to decline by 88% in the next 2 years.お知らせ • Dec 06+ 3 more updatesHapag-Lloyd Aktiengesellschaft to Report Fiscal Year 2022 Results on Mar 02, 2023Hapag-Lloyd Aktiengesellschaft announced that they will report fiscal year 2022 results at 12:00 PM, Central European Standard Time on Mar 02, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €29.11 (vs €16.13 in 3Q 2021)Third quarter 2022 results: EPS: €29.11 (up from €16.13 in 3Q 2021). Revenue: €9.74b (up 56% from 3Q 2021). Net income: €5.12b (up 81% from 3Q 2021). Profit margin: 53% (up from 45% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 20% p.a. on average during the next 3 years compared to a 12% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: €29.11 (vs €16.13 in 3Q 2021)Third quarter 2022 results: EPS: €29.11 (up from €16.13 in 3Q 2021). Revenue: €9.74b (up 56% from 3Q 2021). Net income: €5.12b (up 81% from 3Q 2021). Profit margin: 53% (up from 45% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 19% p.a. on average during the next 3 years compared to a 11% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €187, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 5x in the Shipping industry in Europe. Total returns to shareholders of 230% over the past three years.Valuation Update With 7 Day Price Move • Sep 03Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €227, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 5x in the Shipping industry in Europe. Total returns to shareholders of 265% over the past three years.Price Target Changed • Aug 26Price target decreased to €220Down from €238, the current price target is an average from 9 analysts. New target price is 24% below last closing price of €289. Stock is up 45% over the past year. The company is forecast to post earnings per share of €95.07 for next year compared to €51.62 last year.Price Target Changed • Aug 24Price target decreased to €219Down from €236, the current price target is an average from 9 analysts. New target price is 22% below last closing price of €279. Stock is up 47% over the past year. The company is forecast to post earnings per share of €94.47 for next year compared to €51.62 last year.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: €25.48 (vs €8.64 in 2Q 2021)Second quarter 2022 results: EPS: €25.48 (up from €8.64 in 2Q 2021). Revenue: €8.99b (up 92% from 2Q 2021). Net income: €4.48b (up 195% from 2Q 2021). Profit margin: 50% (up from 32% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 9.8% compared to a 8.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 83% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to €330, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 898% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €596 per share.Price Target Changed • Jul 15Price target decreased to €232Down from €253, the current price target is an average from 11 analysts. New target price is 15% below last closing price of €274. Stock is up 55% over the past year. The company is forecast to post earnings per share of €71.47 for next year compared to €51.62 last year.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to €282, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 744% over the past three years.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €292, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 886% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €231 per share.Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €371, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 1,412% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €235 per share.Upcoming Dividend • May 19Upcoming dividend of €35.00 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 7.8%. Within top quartile of German dividend payers (4.4%). In line with average of industry peers (8.1%).Reported Earnings • May 14First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: €23.71 (up from €6.83 in 1Q 2021). Revenue: €7.98b (up 96% from 1Q 2021). Net income: €4.17b (up 247% from 1Q 2021). Profit margin: 52% (up from 30% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 4.3%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has increased by 154% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 03Investor sentiment improved over the past weekAfter last week's 23% share price gain to €392, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 1,420% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €468 per share.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 25% share price gain to €319, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 1,186% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €258 per share.Reported Earnings • Mar 13Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €51.62 (up from €5.27 in FY 2020). Revenue: €22.3b (up 74% from FY 2020). Net income: €9.07b (up €8.15b from FY 2020). Profit margin: 41% (up from 7.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 15%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 122% per year whereas the company’s share price has increased by 127% per year.Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improved over the past weekAfter last week's 18% share price gain to €272, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 992% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €490 per share.Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to €261, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 1,139% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €515 per share.Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS €16.13 (vs €1.43 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €6.24b (up 108% from 3Q 2020). Net income: €2.83b (up €2.58b from 3Q 2020). Profit margin: 45% (up from 8.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 95% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to €218, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 604% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €146 per share.Price Target Changed • Nov 01Price target increased to €186Up from €168, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of €186. Stock is up 250% over the past year. The company is forecast to post earnings per share of €39.12 for next year compared to €5.27 last year.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €184, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 490% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €129 per share.Price Target Changed • Sep 23Price target increased to €168Up from €155, the current price target is an average from 10 analysts. New target price is 25% below last closing price of €225. Stock is up 414% over the past year.Price Target Changed • Sep 14Price target increased to €164Up from €149, the current price target is an average from 10 analysts. New target price is 22% below last closing price of €209. Stock is up 319% over the past year.株主還元HLAGDE ShippingDE 市場7D-2.1%-3.4%2.4%1Y-27.4%1.2%1.2%株主還元を見る業界別リターン: HLAG過去 1 年間で1.2 % の収益を上げたGerman Shipping業界を下回りました。リターン対市場: HLAGは、過去 1 年間で1.2 % のリターンを上げたGerman市場を下回りました。価格変動Is HLAG's price volatile compared to industry and market?HLAG volatilityHLAG Average Weekly Movement7.0%Shipping Industry Average Movement5.3%Market Average Movement6.1%10% most volatile stocks in DE Market13.4%10% least volatile stocks in DE Market2.7%安定した株価: HLAG 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: HLAGの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト184715,765Rolf E. Jansenwww.hapag-lloyd.comハパックロイド・アクチェンゲゼルシャフト（Hapag-Lloyd Aktiengesellschaft）は、その子会社とともに定期船会社として世界中で事業を展開している。定期船部門、ターミナル・インフラ部門を通じて事業を展開している。同社の船舶およびコンテナ船隊は、ドライ貨物、特殊貨物、危険物、コーヒー、リーファー貨物に使用されている。また、直接接続された電子データ交換である二国間EDI、ソフトウェアシステムを接続し、データを交換するためのアプリケーション・プログラミング・インターフェース（API）開発者ポータル、顧客のサプライチェーンデータを管理し、1つのインターフェースで輸送会社と接続するINTTRA、Infor Nexus、CargoSmartからなるポータルの運営、船荷証券の原本をデジタルリリースするWAVE BLサービス、電子メールやセキュリティ情報サービスの提供も行っている。さらに、トラックや列車による内陸コンテナ輸送サービス、コンテナ・ターミナルの運営も行っている。2023年12月31日現在、同社の船隊は266隻のコンテナ船で構成され、輸送能力は200万TEUである。同社は以前はハパッグ・ロイド・ホールディングAGとして知られ、2013年8月にハパッグ・ロイド・アクチェンゲゼルシャフトに社名を変更した。ハパックロイド・アクチェンゲゼルシャフトは1847年に設立され、ドイツのハンブルクに本社を置いている。もっと見るHapag-Lloyd Aktiengesellschaft 基礎のまとめHapag-Lloyd の収益と売上を時価総額と比較するとどうか。HLAG 基礎統計学時価総額€20.16b収益（TTM）€247.80m売上高(TTM)€17.78b81.4xPER（株価収益率1.1xP/SレシオHLAG は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計HLAG 損益計算書（TTM）収益€17.78b売上原価€14.71b売上総利益€3.07bその他の費用€2.83b収益€247.80m直近の収益報告Mar 31, 2026次回決算日Aug 13, 2026一株当たり利益（EPS）1.41グロス・マージン17.28%純利益率1.39%有利子負債／自己資本比率15.3%HLAG の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.6%現在の配当利回り213%配当性向HLAG 配当は確実ですか？HLAG 配当履歴とベンチマークを見るHLAG 、いつまでに購入すれば配当金を受け取れますか？Hapag-Lloyd 配当日配当落ち日May 21 2026配当支払日May 26 2026配当落ちまでの日数5 days配当支払日までの日数0 daysHLAG 配当は確実ですか？HLAG 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 00:12終値2026/05/25 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Hapag-Lloyd Aktiengesellschaft 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関Marco LimiteBarclaysBenjamin ThielmannBerenbergRobert JoynsonBNP Paribas18 その他のアナリストを表示
お知らせ • Apr 01Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, May 20, 2026Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, May 20, 2026, at 10:30 W. Europe Standard Time.
お知らせ • Mar 31Hapag-Lloyd Aktiengesellschaft announces Annual dividend, payable on May 26, 2026Hapag-Lloyd Aktiengesellschaft announced Annual dividend of EUR 3.0000 per share payable on May 26, 2026, ex-date on May 21, 2026 and record date on May 22, 2026.
お知らせ • Feb 28Hapag-Lloyd Announces Board ChangesHapag-Lloyd Aktiengesellschaft announced that Due to illness, chairman Michael Behrendt, a long-term servant to German liner giant Hapag-Lloyd, is cutting back his role at the Hamburg firm. Behrendt, 74, who was Hapag-Lloyd’s CEO for 12 years through 2014, and has been chairman of the supervisory board since then, will now become an ordinary member of the board. Taking his place as chairman is a well-known name in German business circles, Karl Gernandt, whose career has seen him hold senior positions at Deutsche Bank, Holcim, Kuehne Holding and Lufthansa. Gernandt, 65, has been on the Hapag-Lloyd board since 2009.
お知らせ • Feb 16Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) and First Israel Mezzanine Investors Ltd. (PIMI) proposed to acquire ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) for approximately $3.5 billion.Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) and First Israel Mezzanine Investors Ltd. (PIMI) proposed to acquire ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) for approximately $3.5 billion on February 15, 2026. A cash consideration of $3.5 billion will be paid by Hapag-Lloyd Aktiengesellschaft and First Israel Mezzanine Investors Ltd. As part of consideration, $3.5 billion is paid towards common equity of ZIM Integrated Shipping Services Ltd. The proposed deal value is significantly exceeding ZIM's current market value by approximately $800 million. Hapag-Lloyd was declared the winner of the bid to acquire ZIM, along with the Israeli investment fund PIMI. As part of the transaction, Hapag-Lloyd acquires ZIM's international business, global trade routes and international infrastructure; PIMI retains control over ZIM's critical Israeli operations, including the fleet of 16 Israeli-flagged vessels, key shipping routes to and from Israel, and computer control systems; and The fund will also be responsible for complying with regulatory requirements of the Israeli Ministry of Transport and Ministry of Defense, such as maintaining a minimum number of vessels in ownership. The required approvals of the transaction by the Management Board and the Supervisory Board of the Company, as well as by the competent corporate bodies of the contractual counterparties have not yet been granted. Furthermore, the consent of the State of Israel based on its special rights set forth in the articles of association of ZIM is required. The completion of the transaction would require additional regulatory approvals and the consent of the shareholders’ meeting of ZIM.
お知らせ • Dec 12+ 3 more updatesHapag-Lloyd Aktiengesellschaft to Report Fiscal Year 2025 Results on Mar 26, 2026Hapag-Lloyd Aktiengesellschaft announced that they will report fiscal year 2025 results on Mar 26, 2026
お知らせ • Mar 23Hapag-Lloyd Aktiengesellschaft announces Annual dividend, payable on May 06, 2025Hapag-Lloyd Aktiengesellschaft announced Annual dividend of EUR 8.2000 per share payable on May 06, 2025, ex-date on May 01, 2025 and record date on May 05, 2025.
お知らせ • Apr 01Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, May 20, 2026Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, May 20, 2026, at 10:30 W. Europe Standard Time.
お知らせ • Mar 31Hapag-Lloyd Aktiengesellschaft announces Annual dividend, payable on May 26, 2026Hapag-Lloyd Aktiengesellschaft announced Annual dividend of EUR 3.0000 per share payable on May 26, 2026, ex-date on May 21, 2026 and record date on May 22, 2026.
お知らせ • Feb 28Hapag-Lloyd Announces Board ChangesHapag-Lloyd Aktiengesellschaft announced that Due to illness, chairman Michael Behrendt, a long-term servant to German liner giant Hapag-Lloyd, is cutting back his role at the Hamburg firm. Behrendt, 74, who was Hapag-Lloyd’s CEO for 12 years through 2014, and has been chairman of the supervisory board since then, will now become an ordinary member of the board. Taking his place as chairman is a well-known name in German business circles, Karl Gernandt, whose career has seen him hold senior positions at Deutsche Bank, Holcim, Kuehne Holding and Lufthansa. Gernandt, 65, has been on the Hapag-Lloyd board since 2009.
お知らせ • Feb 16Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) and First Israel Mezzanine Investors Ltd. (PIMI) proposed to acquire ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) for approximately $3.5 billion.Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) and First Israel Mezzanine Investors Ltd. (PIMI) proposed to acquire ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) for approximately $3.5 billion on February 15, 2026. A cash consideration of $3.5 billion will be paid by Hapag-Lloyd Aktiengesellschaft and First Israel Mezzanine Investors Ltd. As part of consideration, $3.5 billion is paid towards common equity of ZIM Integrated Shipping Services Ltd. The proposed deal value is significantly exceeding ZIM's current market value by approximately $800 million. Hapag-Lloyd was declared the winner of the bid to acquire ZIM, along with the Israeli investment fund PIMI. As part of the transaction, Hapag-Lloyd acquires ZIM's international business, global trade routes and international infrastructure; PIMI retains control over ZIM's critical Israeli operations, including the fleet of 16 Israeli-flagged vessels, key shipping routes to and from Israel, and computer control systems; and The fund will also be responsible for complying with regulatory requirements of the Israeli Ministry of Transport and Ministry of Defense, such as maintaining a minimum number of vessels in ownership. The required approvals of the transaction by the Management Board and the Supervisory Board of the Company, as well as by the competent corporate bodies of the contractual counterparties have not yet been granted. Furthermore, the consent of the State of Israel based on its special rights set forth in the articles of association of ZIM is required. The completion of the transaction would require additional regulatory approvals and the consent of the shareholders’ meeting of ZIM.
お知らせ • Dec 12+ 3 more updatesHapag-Lloyd Aktiengesellschaft to Report Fiscal Year 2025 Results on Mar 26, 2026Hapag-Lloyd Aktiengesellschaft announced that they will report fiscal year 2025 results on Mar 26, 2026
お知らせ • Mar 23Hapag-Lloyd Aktiengesellschaft announces Annual dividend, payable on May 06, 2025Hapag-Lloyd Aktiengesellschaft announced Annual dividend of EUR 8.2000 per share payable on May 06, 2025, ex-date on May 01, 2025 and record date on May 05, 2025.
お知らせ • Mar 22Hapag-Lloyd Aktiengesellschaft Provides Earnings Guidance for the Financial Year 2025Hapag-Lloyd Aktiengesellschaft provided earnings guidance for the financial year 2025. For the year 2025, the company expects the group EBIT to be in the range of USD 0.0 to 1.5 billion (EUR 0.0 to 1.5 billion).
お知らせ • Mar 21Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, Apr 30, 2025Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, Apr 30, 2025, at 10:30 W. Europe Standard Time.
お知らせ • Jan 30Hapag-Lloyd Aktiengesellschaft to Report Fiscal Year 2024 Results on Jan 30, 2025Hapag-Lloyd Aktiengesellschaft announced that they will report fiscal year 2024 results on Jan 30, 2025
Buy Or Sell Opportunity • Jan 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €162. The fair value is estimated to be €132, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 43%. For the next 3 years, revenue is forecast to grow by 0.2% per annum. Earnings are forecast to decline by 12% per annum over the same time period.
お知らせ • Dec 04+ 3 more updatesHapag-Lloyd Aktiengesellschaft to Report Fiscal Year 2024 Results on Mar 20, 2025Hapag-Lloyd Aktiengesellschaft announced that they will report fiscal year 2024 results on Mar 20, 2025
Reported Earnings • Nov 16Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: €5.43 (up from €1.47 in 3Q 2023). Revenue: €5.26b (up 28% from 3Q 2023). Net income: €954.5m (up 271% from 3Q 2023). Profit margin: 18% (up from 6.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 21%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to stay flat during the next 3 years compared to a 1.0% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 08Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) acquired Reederei Hamburger Lloyd GmbH & Co KG.Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) acquired Reederei Hamburger Lloyd GmbH & Co KG on November 7, 2024. Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) completed the acquisition of Reederei Hamburger Lloyd GmbH & Co KG on November 7, 2024.
Buy Or Sell Opportunity • Oct 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €142. The fair value is estimated to be €183, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 6.3% per annum over the same time period.
Buy Or Sell Opportunity • Sep 17Now 23% overvaluedOver the last 90 days, the stock has fallen 14% to €148. The fair value is estimated to be €121, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are also forecast to grow by 6.1% per annum over the same time period.
Reported Earnings • Aug 15Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: €2.44 (down from €5.71 in 2Q 2023). Revenue: €4.54b (up 2.9% from 2Q 2023). Net income: €429.7m (down 57% from 2Q 2023). Profit margin: 9.5% (down from 23% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 96%. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 11Hapag-Lloyd Aktiengesellschaft Raises Earnings Guidance for the Full Year 2024Hapag-Lloyd Aktiengesellschaft raised earnings guidance for the full year 2024. For the period, the company now expects Group EBIT in the range of EUR 1.2 billion to EUR 2.2 billion (previously: EUR 0.0 to EUR 1.0 billion). In US dollars, this corresponds to an expected Group EBIT of USD 1.3 billion to USD 2.4 billion (previous: USD 0.0 to USD 1.1 billion).
Reported Earnings • May 17First quarter 2024 earnings released: EPS: €1.68 (vs €10.75 in 1Q 2023)First quarter 2024 results: EPS: €1.68 (down from €10.75 in 1Q 2023). Revenue: €4.26b (down 24% from 1Q 2023). Net income: €294.7m (down 84% from 1Q 2023). Profit margin: 6.9% (down from 34% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 1.3% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.
Price Target Changed • May 17Price target increased by 9.5% to €116Up from €106, the current price target is an average from 11 analysts. New target price is 30% below last closing price of €165. Stock is down 10% over the past year. The company is forecast to post earnings per share of €5.03 for next year compared to €16.70 last year.
Price Target Changed • May 15Price target increased by 9.6% to €111Up from €101, the current price target is an average from 11 analysts. New target price is 33% below last closing price of €165. Stock is down 11% over the past year. The company is forecast to post earnings per share of €3.54 for next year compared to €16.70 last year.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €167, the stock trades at a forward P/E ratio of 58x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 88% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €160 per share.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €169, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €160 per share.
Buy Or Sell Opportunity • Mar 16Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at €125. The fair value is estimated to be €99.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to decline by 11% in 2 years. Earnings are forecast to decline by 73% in the next 2 years.
Reported Earnings • Mar 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €16.70 (down from €96.87 in FY 2022). Revenue: €17.9b (down 48% from FY 2022). Net income: €2.94b (down 83% from FY 2022). Profit margin: 16% (down from 49% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.7%. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Feb 24Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, Apr 30, 2024Hapag-Lloyd Aktiengesellschaft, Annual General Meeting, Apr 30, 2024.
お知らせ • Jan 23Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) signed an agreement to acquire Atl Haulage Contractors Limited.Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) signed an agreement to acquire Atl Haulage Contractors Limited on January 22, 2024. ATL will remain an independent company and brand and will continue to be run by the existing management team serving all its customers in line with their existing contractual agreements.
お知らせ • Jan 09+ 3 more updatesHapag-Lloyd Aktiengesellschaft to Report Q1, 2024 Results on May 15, 2024Hapag-Lloyd Aktiengesellschaft announced that they will report Q1, 2024 results on May 15, 2024
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €170, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €227 per share.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 31%After last week's 31% share price gain to €138, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 136% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €147 per share.
Price Target Changed • Dec 11Price target decreased by 8.6% to €101Down from €110, the current price target is an average from 12 analysts. New target price is 8.6% below last closing price of €110. Stock is down 41% over the past year. The company is forecast to post earnings per share of €16.02 for next year compared to €96.87 last year.
Buying Opportunity • Dec 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 43%. The fair value is estimated to be €139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 51%. Revenue is forecast to decline by 29% in 2 years. Earnings is forecast to decline by 85% in the next 2 years.
Price Target Changed • Nov 10Price target decreased by 15% to €116Down from €136, the current price target is an average from 11 analysts. New target price is 9.9% below last closing price of €129. Stock is down 31% over the past year. The company is forecast to post earnings per share of €15.78 for next year compared to €96.87 last year.
New Risk • Nov 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 85% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (98% payout ratio). Share price has been volatile over the past 3 months (6.9% average weekly change).
Price Target Changed • Nov 02Price target decreased by 8.6% to €127Down from €139, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €133. Stock is down 19% over the past year. The company is forecast to post earnings per share of €18.68 for next year compared to €96.87 last year.
お知らせ • Sep 14Hapag-Lloyd AG Appoints Dheeraj Bhatia to Its Executive Board, Effective January 1, 2024The Supervisory Board of Hapag-Lloyd AG has appointed Dheeraj Bhatia to the company's Executive Board effective 1 January 2024. He will also become CEO of the new Rotterdam-based Hapag-Lloyd Terminal Holding. Bhatia has more than 20 years of experience in the container shipping business. During this time, he has held several international management positions, including at Norasia Container Lines Limited and CSAV. In 2014, Bhatia joined Hapag-Lloyd as Managing Director and initially headed Area India. Since 2018, he has been based in Dubai and serving as Senior Managing Director of Region Middle East. At the same time, he has been a member of Hapag-Lloyd's Executive Committee. A new Terminal & Infrastructure portfolio will be established on the Executive Board. Bhatia will thus be the first indian national as well as the fifth member of the Executive Board - alongside CEO Rolf Habben Jansen, CIO/CHRO Donya-Florence Amer, CFO/CPO Mark Frese and COO Dr. Maximilian Rothkopf.
お知らせ • Sep 07Hapag-Lloyd Reportedly Abandons Plans to Invest in HMMHapag-Lloyd Aktiengesellschaft (XTRA:HLAG) has withdrawn from the bidding process to acquire a stake in South Korean rival Hyundai Merchant Marine (HMM), news agency dpa-AFX reported, citing a statement of Hapag-Lloyd’s CEO Rolf Habben Jansen.b. Hapag-Lloyd would have been a good partner for HMM, but the South Korean company has now decided to pursue its goals with other parties, the CEO said on September 04, 2023. According to the article, Hapag-Lloyd aimed at buying a 38.9% stake in HMM from local banks Korea Development Bank (KDB) and Korea Ocean Business Co (KOBC). Jansen did not disclose the reasons for withdrawing from the process. According to an unnamed logistics expert cited by German paper Bild, the progress of foreign buyers in the bidding rounds could lead to their insight into HMM's sensitive information. That is why the last three bidders remaining in the race are from South Korea. These include fishing company Dongwon, agri-food firm Harim and trading conglomerate LX Holdings.
Reported Earnings • Aug 11Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: €5.71 (down from €25.48 in 2Q 2022). Revenue: €4.42b (down 51% from 2Q 2022). Net income: €1.00b (down 78% from 2Q 2022). Profit margin: 23% (down from 50% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates by 9.6%. Revenue is expected to fall by 12% p.a. on average during the next 3 years compared to a 8.0% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 10Hapag-Lloyd AG Reaffirms Earnings Guidance for the Year 2023Hapag-Lloyd AG reaffirmed earnings guidance for the year 2023. For the year 2023, the company expects EBIT to be in the range of USD 2.1 to USD 4.3 billion (EUR 2 to EUR 4 billion).
お知らせ • Aug 03Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) completed the acquisition of SAAM Ports S.A. and SAAM Logistics S.A. from Sociedad Matriz SAAM S.A. (SNSE:SMSAAM).Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) signed a binding agreement to acquire SAAM Ports S.A. and SAAM Logistics S.A. from Sociedad Matriz SAAM S.A. (SNSE:SMSAAM) for $1 billion on October 4, 2022. Post completion, a new company will operate as independent entity. The closing of the transaction is subject to approval by the relevant antitrust authorities and to additional conditions customary for a transaction of this kind. JPMorgan Chase & Co. (NYSE:JPM) acted as financial advisor to SAAM Ports S.A./SAAM Logistics S.A. SG Corporate & Investment Banking acted as fairness Opinion Provider. As of July 20, 2023, The National Economic Prosecutor's Office (FNE) has approved the transaction. Transaction has all the ratifications by the competition authorities of the different countries involved: the United States, Mexico, Honduras, Costa Rica, Colombia, Ecuador, Uruguay. With this, SAAM will be able to finalize the agreement to close the transaction with Hapag-Lloyd in a few weeks. Natascha Doll, Christoph H. Seibt, Simon Schwarz-Lindenberg, Paul Tiger and David Beutel, Martin Rehberg and Olaf Ehlers of Freshfields Bruckhaus Deringer LLP acted as legal advisor to Hapag-Lloyd Aktiengesellschaft. Pablo Iacobelli and Marcos Ríos, of Carey y Cía. Ltda. and Jaime Herrera, Gabriel Sánchez and Jorge de los Ríos of Posse Herrera Ruiz acted as legal advisor to Hapag-Lloyd Aktiengesellschaft. Greenberg Traurig, Freshfields Bruckhaus Deringer, Aguilar Castillo Love, Bustamante Fabara and Creel, García-Cuellar, Aiza y Enríquez acted as legal advisor to Hapag-Lloyd Aktiengesellschaft. Juan Francisco Mendez, Borja Marcos, Benjamin Rippeon, Michael Isby and Jamin R. Koslowe of Simpson Thacher & Bartlett LLP acted as legal advisor to Sociedad Matriz SAAM S.A. (SNSE:SMSAAM). Citigroup CIB acted as financial advisor to Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG). Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) completed the acquisition of SAAM Ports S.A. and SAAM Logistics S.A. from Sociedad Matriz SAAM S.A. (SNSE:SMSAAM) on August 1, 2023. The transaction was approved unconditionally by the relevant antitrust authorities.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €223, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 528% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €104 per share.
New Risk • Jul 06New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 78% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.7% average weekly change).
Price Target Changed • May 15Price target decreased by 12% to €152Down from €172, the current price target is an average from 9 analysts. New target price is 22% below last closing price of €194. Stock is down 54% over the past year. The company is forecast to post earnings per share of €19.31 for next year compared to €96.87 last year.
Reported Earnings • May 14First quarter 2023 earnings released: EPS: €10.76 (vs €23.70 in 1Q 2022)First quarter 2023 results: EPS: €10.76 (down from €23.70 in 1Q 2022). Revenue: €5.62b (down 30% from 1Q 2022). Net income: €1.89b (down 55% from 1Q 2022). Profit margin: 34% (down from 52% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to fall by 4.2% p.a. on average during the next 3 years compared to a 5.0% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €274, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 113% over the past three years.
Upcoming Dividend • Apr 27Upcoming dividend of €63.00 per share at 21% yieldEligible shareholders must have bought the stock before 04 May 2023. Payment date: 08 May 2023. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 21%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (15%).
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €348, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 9x in the Shipping industry in Europe. Total returns to shareholders of 397% over the past three years.
Reported Earnings • Mar 03Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €96.89 (up from €51.62 in FY 2021). Revenue: €34.5b (up 55% from FY 2021). Net income: €17.0b (up 88% from FY 2021). Profit margin: 49% (up from 41% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is expected to fall by 16% p.a. on average during the next 3 years compared to a 12% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 61% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Feb 17Price target decreased by 7.1% to €168Down from €181, the current price target is an average from 9 analysts. New target price is 39% below last closing price of €277. Stock is up 6.1% over the past year. The company is forecast to post earnings per share of €95.67 for next year compared to €51.62 last year.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €253, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 274% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €129 per share.
お知らせ • Jan 31Hapag-Lloyd Aktiengesellschaft to Report Fiscal Year 2022 Results on Mar 02, 2023Hapag-Lloyd Aktiengesellschaft announced that they will report fiscal year 2022 results on Mar 02, 2023
お知らせ • Jan 27+ 1 more updateHapag-Lloyd Aktiengesellschaft (XTRA:HLAG) completed the acquisition of 5% stake in J M Baxi Ports & Logistics Limited.Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) acquired 5% stake in J M Baxi Ports & Logistics Limited on January 25, 2023. Hapag-Lloyd Aktiengesellschaft (XTRA:HLAG) completed the acquisition of 5% stake in J M Baxi Ports & Logistics Limited on January 25, 2023.
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to €219, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Shipping industry in Europe. Total returns to shareholders of 226% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €211 per share.
Buying Opportunity • Jan 05Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €222, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 110%. Revenue is forecast to decline by 48% in 2 years. Earnings is forecast to decline by 88% in the next 2 years.
お知らせ • Dec 06+ 3 more updatesHapag-Lloyd Aktiengesellschaft to Report Fiscal Year 2022 Results on Mar 02, 2023Hapag-Lloyd Aktiengesellschaft announced that they will report fiscal year 2022 results at 12:00 PM, Central European Standard Time on Mar 02, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €29.11 (vs €16.13 in 3Q 2021)Third quarter 2022 results: EPS: €29.11 (up from €16.13 in 3Q 2021). Revenue: €9.74b (up 56% from 3Q 2021). Net income: €5.12b (up 81% from 3Q 2021). Profit margin: 53% (up from 45% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 20% p.a. on average during the next 3 years compared to a 12% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: €29.11 (vs €16.13 in 3Q 2021)Third quarter 2022 results: EPS: €29.11 (up from €16.13 in 3Q 2021). Revenue: €9.74b (up 56% from 3Q 2021). Net income: €5.12b (up 81% from 3Q 2021). Profit margin: 53% (up from 45% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 19% p.a. on average during the next 3 years compared to a 11% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €187, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 5x in the Shipping industry in Europe. Total returns to shareholders of 230% over the past three years.
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €227, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 5x in the Shipping industry in Europe. Total returns to shareholders of 265% over the past three years.
Price Target Changed • Aug 26Price target decreased to €220Down from €238, the current price target is an average from 9 analysts. New target price is 24% below last closing price of €289. Stock is up 45% over the past year. The company is forecast to post earnings per share of €95.07 for next year compared to €51.62 last year.
Price Target Changed • Aug 24Price target decreased to €219Down from €236, the current price target is an average from 9 analysts. New target price is 22% below last closing price of €279. Stock is up 47% over the past year. The company is forecast to post earnings per share of €94.47 for next year compared to €51.62 last year.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: €25.48 (vs €8.64 in 2Q 2021)Second quarter 2022 results: EPS: €25.48 (up from €8.64 in 2Q 2021). Revenue: €8.99b (up 92% from 2Q 2021). Net income: €4.48b (up 195% from 2Q 2021). Profit margin: 50% (up from 32% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 9.8% compared to a 8.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 83% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to €330, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 898% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €596 per share.
Price Target Changed • Jul 15Price target decreased to €232Down from €253, the current price target is an average from 11 analysts. New target price is 15% below last closing price of €274. Stock is up 55% over the past year. The company is forecast to post earnings per share of €71.47 for next year compared to €51.62 last year.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to €282, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 744% over the past three years.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €292, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 886% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €231 per share.
Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €371, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 1,412% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €235 per share.
Upcoming Dividend • May 19Upcoming dividend of €35.00 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 7.8%. Within top quartile of German dividend payers (4.4%). In line with average of industry peers (8.1%).
Reported Earnings • May 14First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: €23.71 (up from €6.83 in 1Q 2021). Revenue: €7.98b (up 96% from 1Q 2021). Net income: €4.17b (up 247% from 1Q 2021). Profit margin: 52% (up from 30% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 4.3%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has increased by 154% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 03Investor sentiment improved over the past weekAfter last week's 23% share price gain to €392, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 1,420% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €468 per share.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 25% share price gain to €319, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 1,186% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €258 per share.
Reported Earnings • Mar 13Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €51.62 (up from €5.27 in FY 2020). Revenue: €22.3b (up 74% from FY 2020). Net income: €9.07b (up €8.15b from FY 2020). Profit margin: 41% (up from 7.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 15%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 122% per year whereas the company’s share price has increased by 127% per year.
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improved over the past weekAfter last week's 18% share price gain to €272, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 992% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €490 per share.
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to €261, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 1,139% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €515 per share.
Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS €16.13 (vs €1.43 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €6.24b (up 108% from 3Q 2020). Net income: €2.83b (up €2.58b from 3Q 2020). Profit margin: 45% (up from 8.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 95% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to €218, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 604% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €146 per share.
Price Target Changed • Nov 01Price target increased to €186Up from €168, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of €186. Stock is up 250% over the past year. The company is forecast to post earnings per share of €39.12 for next year compared to €5.27 last year.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €184, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 490% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €129 per share.
Price Target Changed • Sep 23Price target increased to €168Up from €155, the current price target is an average from 10 analysts. New target price is 25% below last closing price of €225. Stock is up 414% over the past year.
Price Target Changed • Sep 14Price target increased to €164Up from €149, the current price target is an average from 10 analysts. New target price is 22% below last closing price of €209. Stock is up 319% over the past year.
