03 May 2021

Good Q3 results and sell speculation

HELLA GmbH & Co KGaA

Target price

 

Recommendation

 

Buy

28 July 2020

20/21 guidance priced in; valuation at the top of the range since IPO

HELLA GmbH & Co KGaA

Target price

 

Recommendation

 

Buy

25 May 2020

V-shaped recovery in valuation done!

HELLA GmbH & Co KGaA

Target price

 

Recommendation

 

Buy

01 April 2020

Historic drop in car markets expected

HELLA GmbH & Co KGaA

Target price

 

Recommendation

 

Buy

10 March 2020

Market prices negative facts in

HELLA GmbH & Co KGaA

Target price

 

Recommendation

 

Buy

13 January 2020

FY expectations broadly priced in; lack of upside surprise, high valuation

HELLA GmbH & Co KGaA

Target price

 

Recommendation

 

Buy

24 July 2019

Take the dividend and sell

HELLA GmbH & Co KGaA

Target price

 

Recommendation

 

Buy

14 April 2019

Outperformance ahead – BUY now

HELLA GmbH & Co KGaA

Target price

 

Recommendation

 

Buy

13 January 2019

Maintaining contrarian to consensus - relief rally good opportunity to divest

HELLA GmbH & Co KGaA

Target price

 

Recommendation

 

Buy

26 September 2018

Toxic mix: WLTP, European car market cyclicality, US/China tensions

HELLA GmbH & Co KGaA

Target price

 

Recommendation

 

Buy

12 August 2018

Peak scenario for EBIT margin…

HELLA GmbH & Co KGaA

Target price

 

Recommendation

 

Buy

18 July 2018

Market expectations too ambitious

HELLA GmbH & Co KGaA

Target price

 

Recommendation

 

Buy

25 April 2018

Initiation: Remember summer 2015; Mid-term expectations look exaggerated

HELLA GmbH & Co KGaA

Target price

 

Recommendation

 

Buy