Aankondiging • Jun 11
Helia Group Ltd Announces Appointment of Mark Senkevics as CEO, Effective Before December 1, 2026 Helia Group Ltd. had announced the appointment of Mark Senkevics to the position of CEO. He was expected to join the firm before December 1, 2026. Senkevics had more than 25 years of insurance industry experience. Aankondiging • Feb 20
Helia Group Limited, Annual General Meeting, May 07, 2026 Helia Group Limited, Annual General Meeting, May 07, 2026. Aankondiging • Aug 25
Helia Group Limited Announces Retirement of Duncan West from the Board, 23 September 2025 Helia Group Limited announced that Duncan West will retire from the Board on 23 September 2025. Duncan was appointed to the Board on 1 September 2018 and served as interim CEO during 2020. He is currently Chair of the People and Remuneration Committee and a member of the Audit, Risk and Nominations Committees. Aankondiging • Feb 12
Helia Group Limited, Annual General Meeting, May 07, 2025 Helia Group Limited, Annual General Meeting, May 07, 2025. Reported Earnings • Aug 21
First half 2024 earnings released: EPS: AU$0.33 (vs AU$0.44 in 1H 2023) First half 2024 results: EPS: AU$0.33 (down from AU$0.44 in 1H 2023). Revenue: AU$224.1m (down 15% from 1H 2023). Net income: AU$97.0m (down 34% from 1H 2023). Profit margin: 43% (down from 56% in 1H 2023). The decrease in margin was primarily driven by lower revenue. Revenue is expected to decline by 8.4% p.a. on average during the next 3 years, while revenues in the Diversified Financial industry in Germany are expected to grow by 14%. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Aankondiging • Jul 17
Helia Group Limited to Report First Half, 2024 Results on Aug 20, 2024 Helia Group Limited announced that they will report first half, 2024 results on Aug 20, 2024 Valuation Update With 7 Day Price Move • Jun 26
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €2.34, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Diversified Financial industry in Germany. Total returns to shareholders of 165% over the past three years. Aankondiging • May 11
Helia Group Limited (ASX:HLI) announces an Equity Buyback for 60,000,000 shares, representing 20.57% for AUD 100 million. Helia Group Limited (ASX:HLI) announces a share repurchase program. Under the program, the company will repurchase up to 60,000,000 shares, representing 20.57% of its issued and outstanding shares for AUD 100 million. The repurchase program will expire on December 31, 2024. As of May 10, 2024, the company has 291,720,781 shares in issue. Aankondiging • Mar 28
Helia Group Limited Appoints Mark Stavert as an Additional Company Secretary, Effective from 28 March 2024 Helia Group Limited (Helia) advised that Mark Stavert, Senior Corporate Counsel and Assistant Company Secretary, has been appointed as an additional Company Secretary of Helia with effect on and from 28 March 2024. Recent Insider Transactions • Mar 12
CEO, MD & Director recently sold €180k worth of stock On the 6th of March, Pauline Blight-Johnston sold around 70k shares on-market at roughly €2.58 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Pauline has been a net seller over the last 12 months, reducing personal holdings by €53k. Valuation Update With 7 Day Price Move • Mar 12
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €2.14, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Diversified Financial industry in Germany. Total returns to shareholders of 101% over the past three years. Reported Earnings • Feb 27
Full year 2023 earnings released Full year 2023 results: Revenue: AU$467.5m (up 36% from FY 2022). Net income: AU$275.1m (up 47% from FY 2022). Profit margin: 59% (up from 54% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Diversified Financial industry in Germany. Aankondiging • Feb 27
Helia Group Limited Announces Retirement of Gerd Schenkel from the Board, Effective 30 April 2024 Helia Group Limited announced that non-executive director Gerd Schenkel will retire from the Board effective 30 April 2024. Gerd was appointed to the Board on 1 December 2021 and is a member of the Audit Committee and Remuneration and Nominations Committee. Aankondiging • Feb 13
Helia Group Limited, Annual General Meeting, May 09, 2024 Helia Group Limited, Annual General Meeting, May 09, 2024. Agenda: To consider election as a director. Aankondiging • Nov 29
Helia Group Limited to Report Fiscal Year 2023 Results on Feb 27, 2024 Helia Group Limited announced that they will report fiscal year 2023 results on Feb 27, 2024 Upcoming Dividend • Aug 29
Upcoming dividend of AU$0.14 per share at 14% yield Eligible shareholders must have bought the stock before 05 September 2023. Payment date: 20 September 2023. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 14%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (6.1%). Reported Earnings • Aug 23
First half 2023 earnings released: EPS: AU$0.44 (vs AU$0.14 in 1H 2022) First half 2023 results: EPS: AU$0.44 (up from AU$0.14 in 1H 2022). Revenue: AU$265.1m (up AU$222.6m from 1H 2022). Net income: AU$147.5m (up 155% from 1H 2022). Profit margin: 56% (down from 136% in 1H 2022). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth. Board Change • Dec 10
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Leona Murphy was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Aankondiging • Nov 17
Helia Group Limited to Report First Half, 2023 Results on Aug 22, 2023 Helia Group Limited announced that they will report first half, 2023 results on Aug 22, 2023 Aankondiging • Oct 19
Genworth Mortgage Insurance Australia Limited to Report Fiscal Year 2022 Results on Feb 24, 2023 Genworth Mortgage Insurance Australia Limited announced that they will report fiscal year 2022 results on Feb 24, 2023 Upcoming Dividend • Aug 09
Upcoming dividend of AU$0.12 per share Eligible shareholders must have bought the stock before 16 August 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (6.3%). Reported Earnings • Aug 03
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down AU$59.4m from profit in 1H 2021). Profit margin: (down from 35% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 64%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Jun 16
Investor sentiment deteriorated over the past week After last week's 18% share price decline to €1.59, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Mortgage industry in Europe. Total returns to shareholders of 25% over the past three years. Recent Insider Transactions • Mar 23
Independent Non Executive Director recently sold €34k worth of stock On the 14th of March, David Foster sold around 18k shares on-market at roughly €1.90 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €27k more than they bought in the last 12 months. Recent Insider Transactions • Mar 22
Independent Non Executive Director recently sold €34k worth of stock On the 14th of March, David Foster sold around 18k shares on-market at roughly €1.90 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €27k more than they bought in the last 12 months. Upcoming Dividend • Mar 03
Upcoming dividend of AU$0.24 per share Eligible shareholders must have bought the stock before 10 March 2022. Payment date: 25 March 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of German dividend payers (3.4%). Higher than average of industry peers (4.0%). Reported Earnings • Feb 27
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full year 2021 results: EPS: AU$0.47 (up from AU$0.26 loss in FY 2020). Revenue: AU$360.0m (down 11% from FY 2020). Net income: AU$192.8m (up AU$300.4m from FY 2020). Profit margin: 54% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 44%, compared to a 14% growth forecast for the banks industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year. Executive Departure • Oct 03
Chief Financial Officer Michael Bencsik has left the company On the 24th of September, Michael Bencsik's tenure as Chief Financial Officer ended after 2.6 years in the role. As of June 2021, Michael still personally held 38.20k shares (€47k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 2.58 years. Executive Departure • Sep 29
Chief Financial Officer Michael Bencsik has left the company On the 24th of September, Michael Bencsik's tenure as Chief Financial Officer ended after 2.6 years in the role. As of June 2021, Michael still personally held 38.20k shares (€47k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 2.50 years. Upcoming Dividend • Aug 10
Upcoming dividend of AU$0.05 per share Eligible shareholders must have bought the stock before 17 August 2021. Payment date: 31 August 2021. Trailing yield: 4.5%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.5%). Executive Departure • Aug 06
Independent Non-Executive Director Graham Mirabito has left the company On the 4th of August, Graham Mirabito's tenure as Independent Non-Executive Director ended after less than a year in the role. We don't have any record of a personal shareholding under Graham's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 2.50 years. Reported Earnings • Aug 05
Second quarter 2021 earnings released: EPS AU$0.14 (vs AU$0.086 in 2Q 2020) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: AU$113.8m (down 15% from 2Q 2020). Net income: AU$56.0m (up 57% from 2Q 2020). Profit margin: 49% (up from 27% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Jun 30
Investor sentiment deteriorated over the past week After last week's 19% share price decline to AU$1.32, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Mortgage industry in Europe. Total returns to shareholders of 15% over the past three years. Reported Earnings • May 02
First quarter 2021 earnings released: EPS AU$0.008 The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: AU$94.7m (up 42% from 1Q 2020). Net income: AU$3.40m (up AU$129.0m from 1Q 2020). Profit margin: 3.6% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance. Recent Insider Transactions • Mar 06
Independent Non-Executive Director recently bought €66k worth of stock On the 2nd of March, Gai McGrath bought around 42k shares on-market at roughly €1.59 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €185k more in shares than they have sold in the last 12 months. Executive Departure • Mar 02
Non-Executive Director has left the company On the 1st of March, Rajinder Singh's tenure as Non-Executive Director ended after less than a year in the role. We don't have any record of a personal shareholding under Rajinder's name. A total of 5 executives have left over the last 12 months. Executive Departure • Mar 02
Director has left the company On the 1st of March, Stuart Take's tenure as Director ended after 9.0 years in the role. We don't have any record of a personal shareholding under Stuart's name. A total of 5 executives have left over the last 12 months. Reported Earnings • Feb 14
Full year 2020 earnings released The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: AU$401.9m (down 8.1% from FY 2019). Net loss: AU$107.6m (down 190% from profit in FY 2019). Is New 90 Day High Low • Feb 09
New 90-day high: €1.84 The company is up 46% from its price of €1.26 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Mortgage industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.05 per share. Reported Earnings • Nov 07
Third quarter 2020 earnings released: EPS AU$0.06 The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: AU$103.6m (down 2.0% from 3Q 2019). Net income: AU$24.6m (down 2.0% from 3Q 2019). Profit margin: 24% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 64% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Nov 05
New 90-day high: €1.05 The company is up 15% from its price of €0.92 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Mortgage industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.22 per share. 
