View ValuationHapag-Lloyd 将来の成長Future 基準チェック /36Hapag-Lloyd利益と収益がそれぞれ年間32.7%と3.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に-2.6% 27.7%なると予測されています。主要情報32.7%収益成長率27.66%EPS成長率Shipping 収益成長7.2%収益成長率3.9%将来の株主資本利益率-2.55%アナリストカバレッジGood最終更新日22 May 2026今後の成長に関する最新情報お知らせ • 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 • 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).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).すべての更新を表示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, 2025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.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 remained flat.Declared Dividend • Apr 26Dividend reduced to €9.25Dividend of €9.25 is 85% lower than last year. Ex-date: 2nd May 2024 Payment date: 6th May 2024 Dividend yield will be 5.3%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 128% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to decline by 92% over the next 3 years. Since a fall of 38% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.Upcoming Dividend • Apr 26Upcoming dividend of €9.25 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 06 May 2024. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 5.4%. Lower than top quartile of British dividend payers (5.9%). In line with average of industry peers (6.0%).New Risk • Mar 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 35% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 35% 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. Profit margins are more than 30% lower than last year (16% net profit margin).Reported Earnings • Mar 14Full year 2023 earnings released: EPS: €16.70 (vs €96.87 in FY 2022)Full 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 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 only increased by 3% per year, which means it is significantly lagging earnings growth.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, 2024Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: €1.47 (vs €29.10 in 3Q 2022)Third quarter 2023 results: EPS: €1.47 (down from €29.10 in 3Q 2022). Revenue: €4.10b (down 58% from 3Q 2022). Net income: €257.6m (down 95% from 3Q 2022). Profit margin: 6.3% (down from 53% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to fall by 8.8% p.a. on average during the next 3 years compared to a 4.7% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €143, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 263% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €114 per share.Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €170, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 305% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €112 per share.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.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.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 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 04Investor sentiment deteriorates as stock falls 41%After last week's 41% share price decline to €188, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €89.18 per share.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 British dividend payers (5.8%). Higher than average of industry peers (14%).Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €360, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 9x in the Shipping industry in Europe. Total returns to shareholders of 389% over the past three years.Reported Earnings • Mar 04Full year 2022 earnings released: EPS: €96.89 (vs €51.62 in FY 2021)Full 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 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.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €260, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 290% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €123 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.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, 2023Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €261, 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 345% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €497 per share.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 the United Kingdom. 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 88% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Aug 06Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €445, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 120%. Revenue is forecast to decline by 22% in 2 years. Earnings is forecast to decline by 74% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to €309, 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 813% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €408 per share.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €283, 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 813% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €225 per share.Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €356, 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 1,304% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €220 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 British dividend payers (4.8%). In line with average of industry peers (8.1%).Reported Earnings • May 14First quarter 2022 earnings released: EPS: €23.71 (vs €6.83 in 1Q 2021)First 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. Over the next year, revenue is forecast to grow 4.3%, compared to a 13% growth forecast for the industry in the United Kingdom. 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 155% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improved over the past weekAfter last week's 42% share price gain to €357, 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 1,217% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €385 per share.Reported Earnings • Mar 13Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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%. Over the next year, revenue is forecast to grow 15%, compared to a 20% growth forecast for the industry in the United Kingdom. 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 117% per year.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 92% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 23% share price gain to €215, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Shipping industry in Europe. Total returns to shareholders of 520% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €142 per share.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS €8.64 (vs €1.46 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €4.69b (up 55% from 2Q 2020). Net income: €1.52b (up 491% from 2Q 2020). Profit margin: 32% (up from 8.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 70% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 24Upcoming dividend of €3.50 per shareEligible shareholders must have bought the stock before 31 May 2021. Payment date: 02 June 2021. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (4.1%). In line with average of industry peers (2.0%).Reported Earnings • May 18First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$4.90b (up 34% from 1Q 2020). Net income: US$1.45b (up US$1.43b from 1Q 2020). Profit margin: 30% (up from 0.7% in 1Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 64% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improved over the past weekAfter last week's 20% share price gain to €143, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Shipping industry in Europe. Total returns to shareholders of 368% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €190 per share.Reported Earnings • Mar 19Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €12.8b (up 1.3% from FY 2019). Net income: €926.8m (up 156% from FY 2019). Profit margin: 7.3% (up from 2.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 58% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Jan 19New 90-day high: €108The company is up 100% from its price of €54.00 on 21 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €108 per share.Is New 90 Day High Low • Dec 29New 90-day high: €91.40The company is up 98% from its price of €46.15 on 30 September 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €46.84 per share.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to €86.40, the stock is trading at a trailing P/E ratio of 25.1x, up from the previous P/E ratio of 21.8x. This compares to an average P/E of 19x in the Shipping industry in Europe. Total returns to shareholders over the past three years are 184%.Valuation Update With 7 Day Price Move • Dec 09Market bids up stock over the past weekAfter last week's 15% share price gain to €77.10, the stock is trading at a trailing P/E ratio of 22.4x, up from the previous P/E ratio of 19.4x. This compares to an average P/E of 19x in the Shipping industry in Europe. Total returns to shareholders over the past three years are 156%.Is New 90 Day High Low • Dec 02New 90-day high: €67.50The company is up 40% from its price of €48.30 on 03 September 2020. The British market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €110 per share.お知らせ • Jun 22Hapag-Lloyd Aktiengesellschaft(XTRA:HLAG) dropped from FTSE All-World Index (USD)Hapag-Lloyd Aktiengesellschaft(XTRA:HLAG) dropped from FTSE All-World Index (USD)業績と収益の成長予測BATS-CHIXE:HLAGD - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202818,361-2171,2751,796812/31/202718,188-4421,1281,747912/31/202617,716-2476812,02993/31/202617,7822489421,789N/A12/31/202518,6339101,0822,533N/A9/30/202519,4011,5421,8793,887N/A6/30/202519,9932,3622,4494,771N/A3/31/202519,9032,5342,5304,975N/A12/31/202419,1122,3862,1994,365N/A9/30/202417,8551,4621,3643,213N/A6/30/202416,6977644222,392N/A3/31/202416,5711,3381,0252,960N/A12/31/202317,9302,9343,2614,966N/A9/30/202321,9676,4197,2929,193N/A6/30/202327,60911,27712,51614,046N/A3/31/202332,18514,75316,30817,582N/A12/31/202234,54317,03018,06319,503N/A9/30/202233,98717,28217,71419,065N/A6/30/202230,49015,00115,08216,451N/A3/31/202226,18312,04111,96913,527N/A12/31/202122,2749,0759,15310,406N/A9/30/202118,4095,9526,2607,215N/A6/30/202115,1663,3684,0794,939N/A3/31/202113,4972,1063,3873,884N/A12/31/202012,7729272,3642,898N/A9/30/202012,4886051,9502,418N/A6/30/202012,7305031,9412,350N/A3/31/202012,8882921,4761,873N/A12/31/201912,608362N/A2,028N/A9/30/201912,613319N/A1,880N/A6/30/201912,424283N/A1,547N/A3/31/201912,061166N/A1,355N/A12/31/201811,61837N/A1,073N/A9/30/201811,14626N/A950N/A6/30/201810,886-35N/A999N/A3/31/201810,46149N/A1,000N/A12/31/20179,97328N/A894N/A9/30/20179,33546N/A862N/A6/30/20178,4672N/A521N/A3/31/20177,941-111N/A424N/A12/31/20167,734-97N/A417N/A9/30/20167,750-183N/A316N/A6/30/20167,958-189N/A451N/A3/31/20168,465-60N/A518N/A12/31/20158,842112N/A572N/A9/30/20158,719-221N/A699N/A6/30/20158,263-275N/A628N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: HLAGDの予測収益成長率 (年間32.7% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: HLAGDの収益 ( 32.7% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。高成長収益: HLAGDの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: HLAGDの収益 ( 3.9% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: HLAGDの収益 ( 3.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: HLAGD 3 年以内に赤字になると予測されています。成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance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2026/05/23 12:35終値2026/05/21 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 • 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 • 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).
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 • 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
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
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.
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 remained flat.
Declared Dividend • Apr 26Dividend reduced to €9.25Dividend of €9.25 is 85% lower than last year. Ex-date: 2nd May 2024 Payment date: 6th May 2024 Dividend yield will be 5.3%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 128% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to decline by 92% over the next 3 years. Since a fall of 38% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
Upcoming Dividend • Apr 26Upcoming dividend of €9.25 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 06 May 2024. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 5.4%. Lower than top quartile of British dividend payers (5.9%). In line with average of industry peers (6.0%).
New Risk • Mar 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 35% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 35% 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. Profit margins are more than 30% lower than last year (16% net profit margin).
Reported Earnings • Mar 14Full year 2023 earnings released: EPS: €16.70 (vs €96.87 in FY 2022)Full 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 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 only increased by 3% per year, which means it is significantly lagging earnings growth.
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
Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: €1.47 (vs €29.10 in 3Q 2022)Third quarter 2023 results: EPS: €1.47 (down from €29.10 in 3Q 2022). Revenue: €4.10b (down 58% from 3Q 2022). Net income: €257.6m (down 95% from 3Q 2022). Profit margin: 6.3% (down from 53% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to fall by 8.8% p.a. on average during the next 3 years compared to a 4.7% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €143, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 263% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €114 per share.
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €170, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 305% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €112 per share.
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.
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.
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 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 04Investor sentiment deteriorates as stock falls 41%After last week's 41% share price decline to €188, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €89.18 per share.
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 British dividend payers (5.8%). Higher than average of industry peers (14%).
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €360, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 9x in the Shipping industry in Europe. Total returns to shareholders of 389% over the past three years.
Reported Earnings • Mar 04Full year 2022 earnings released: EPS: €96.89 (vs €51.62 in FY 2021)Full 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 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.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €260, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 290% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €123 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.
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
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €261, 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 345% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €497 per share.
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 the United Kingdom. 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 88% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Aug 06Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €445, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 120%. Revenue is forecast to decline by 22% in 2 years. Earnings is forecast to decline by 74% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to €309, 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 813% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €408 per share.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €283, 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 813% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €225 per share.
Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €356, 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 1,304% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €220 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 British dividend payers (4.8%). In line with average of industry peers (8.1%).
Reported Earnings • May 14First quarter 2022 earnings released: EPS: €23.71 (vs €6.83 in 1Q 2021)First 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. Over the next year, revenue is forecast to grow 4.3%, compared to a 13% growth forecast for the industry in the United Kingdom. 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 155% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improved over the past weekAfter last week's 42% share price gain to €357, 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 1,217% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €385 per share.
Reported Earnings • Mar 13Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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%. Over the next year, revenue is forecast to grow 15%, compared to a 20% growth forecast for the industry in the United Kingdom. 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 117% per year.
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 92% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 23% share price gain to €215, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Shipping industry in Europe. Total returns to shareholders of 520% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €142 per share.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS €8.64 (vs €1.46 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €4.69b (up 55% from 2Q 2020). Net income: €1.52b (up 491% from 2Q 2020). Profit margin: 32% (up from 8.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 70% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 24Upcoming dividend of €3.50 per shareEligible shareholders must have bought the stock before 31 May 2021. Payment date: 02 June 2021. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (4.1%). In line with average of industry peers (2.0%).
Reported Earnings • May 18First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$4.90b (up 34% from 1Q 2020). Net income: US$1.45b (up US$1.43b from 1Q 2020). Profit margin: 30% (up from 0.7% in 1Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 64% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improved over the past weekAfter last week's 20% share price gain to €143, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Shipping industry in Europe. Total returns to shareholders of 368% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €190 per share.
Reported Earnings • Mar 19Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €12.8b (up 1.3% from FY 2019). Net income: €926.8m (up 156% from FY 2019). Profit margin: 7.3% (up from 2.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 58% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Jan 19New 90-day high: €108The company is up 100% from its price of €54.00 on 21 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €108 per share.
Is New 90 Day High Low • Dec 29New 90-day high: €91.40The company is up 98% from its price of €46.15 on 30 September 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €46.84 per share.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to €86.40, the stock is trading at a trailing P/E ratio of 25.1x, up from the previous P/E ratio of 21.8x. This compares to an average P/E of 19x in the Shipping industry in Europe. Total returns to shareholders over the past three years are 184%.
Valuation Update With 7 Day Price Move • Dec 09Market bids up stock over the past weekAfter last week's 15% share price gain to €77.10, the stock is trading at a trailing P/E ratio of 22.4x, up from the previous P/E ratio of 19.4x. This compares to an average P/E of 19x in the Shipping industry in Europe. Total returns to shareholders over the past three years are 156%.
Is New 90 Day High Low • Dec 02New 90-day high: €67.50The company is up 40% from its price of €48.30 on 03 September 2020. The British market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €110 per share.
お知らせ • Jun 22Hapag-Lloyd Aktiengesellschaft(XTRA:HLAG) dropped from FTSE All-World Index (USD)Hapag-Lloyd Aktiengesellschaft(XTRA:HLAG) dropped from FTSE All-World Index (USD)