Heliad Equity Partners Wednesday, August 1, 2007
Posted by ei-forum in EU Traded Stocks.trackback
With all the recent negative press surrounding the Private Equity sector, some readers may be surprised to see us writing about an interesting opportunity in this sector. Furthermore, this is also our first post about a European traded stock!
Heliad Equity Partners (HPB.DE) is an investment concern that focuses on companies in predominantly German-speaking countries. It invests in companies that are undergoing a strong growth phase or that are in a special situation. Its goal is to generate an above-average risk/return ratio for its shareholders. With Heliad Equity Partners, investors can participate strongly in the growth prospects of traditional German SMEs as well as rising German technology companies. Moreover, they just announced their biggest investment to date in SHB ( which with its subsidiary) is the German market leader for savings plans based on closed funds. The company focuses on the real estate investment class, which is a very strategic investment due to the fact that experts agree that the German real-estate market has lagged other European countries and is due to spike.
It is always difficult to look at ratios for this kind of company but here is a quick overview of some interesting numbers:
- P/E Ratio: 3.85
- P/Book: 0.86
- BookValue: 1.29
- ROA: 18.68%
- ROE: 20.92%
- Net Margin: 65.18%
- Operating Margin: 65.18%
We feel that the shares have been unjustly punished due to the recent campaign against the Private Equity sector and also due to recent market conditions. Despite the fact that some deals will suffer, we think that the more established firms have already factored recent events into their deals and will still be able to drive the business forwards. Furthermore, investors shouldn’t forget the effect that past deals will have on future earnings.
Heliad shares closed yesterday at 1.05 Euro and the latest Net Asset Value per Share is of 1,36 Euro. We are sure that when 2nd Quarter earnings are reported on August 31st, investors will see continued strength in this company.
This is a company with a strong track record that keeps improving every day. We strongly encourage you to do some research and find out for yourselves … a great place to start is by reading through the annual reports in chronological order to really see the step changes that this company keeps on making.
Here is a link to all analyst reports and research issued on the company: Link. Most recent reports have a Buy rating with a 1,90 Euro target price.
For a closer look at the company, please visit www.heliad.de.
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Does anybody understand why this share is not going up?
It remains stuck between 65 and 70 cents. Unbelievable, isn’t it?
Heliad is suffering due to the general economic climate and the overall sell-off in the Private Equity sector – out of favor for the moment.
Investors have mored to more conservative areas but are missing a very good opportunity with Heliad. Of course, the economic outlook for Europe remains bleak but it is precisely in this kind of market that Heliad will be able to do the best deals.
The are supported by extremely solid partners, investors and contacts. Furthermore, it is one of the few companies that has foreign ‘top class’ investors… check out the website area on the shareholder structure… Third Avenue Management (3.8%) and Leucadia National Corporation New York (3.1%) …
Patient investors will be rewarded!