OTCPK:HEGIY (China) Also Trade In: Germany Hongkong

Hengan International Group Co Ltd $ 34.5 -0.23 (-0.66%)

Avg Vol (1m):
Market Cap $:
8.21 Bil
Enterprise Value $:
8.45 Bil
P/E (TTM):
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HEGIY News and Headlines - Hengan International Group Co Ltd

GuruFocus Articles Total 11
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Fund established only one new holding in the 4th quarter

After selling out in the fourth quarter of 2015, the AMG Yacktman Focused Fund (Trades, Portfolio) established a new holding in Unilever NV (UN) during the final quarter of 2016.

Donald Yacktman (Trades, Portfolio) founded Yacktman Asset Management in 1992 where he served as a portfolio manager until stepping down into an advisory role in 2016. His son, Stephen Yacktman, now serves as chief investment officer, partner and portfolio manager. The fund seeks long-term capital appreciation through a disciplined, bottom-up investment strategy that combines features of both growth and value investing. When evaluating companies,

401 Views    Sydnee Gatewood    2017-01-19 16:18
Guru stock highlight

Hengan (HKSE:01044), which is a leader in tissues, diapers and feminine care products in China, declined modestly due to weaker results and concerns about a Chinese currency devaluation. We think the company has a long runway for growth in future decades and sells at an undemanding valuation.

From [url=http://www.gurufocus.com/StockBuy.php?GuruName=Donald+Yacktman]Donald Yacktman[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Donald+Yacktman]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Donald+Yacktman]Portfolio[/url])'s [url=http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Focused+Fund]Yacktman Focused Fund[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Focused+Fund]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Yacktman+Focused+Fund]Portfolio[/url]) first quarter 2016 commentary.

744 Views    Holly LaFon    2016-05-04 22:08
Dividend is close to 10-year high

Guru Donald Yacktman (Trades, Portfolio) is the founder of the Yacktman Asset Management and was also named Portfolio Manager of the Year by Morningstar in 1991. During the first quarter, Yacktman added to his stake in Hengan International Group to the Yacktman Focused Fund (Trades, Portfolio).


Hengan International Group was established in 1985. The company is mainly engaged in the manufacturing, distribution and sale of personal hygiene products (including sanitary napkins products, disposable diapers products and tissue papers products) and food and snack products in China,

1168 Views    Kyle Ferguson    2016-04-25 16:19
Managers take gains to prep for stock sale, add to only 2 positions

The Yacktman Fund (TradesPortfolio) pared many more holdings than they increased in the first quarter, most of which posted gains year to date, as the managers gathered cash should more opportunities arise this year.

“In early 2016, markets around the globe have begun to collapse and the U.S. stock market posted its worst start of the year in history,” their fourth-quarter letter said.

“We prepared for this environment and continue to have excess cash to deploy as stocks go on sale. We also have a portfolio full of what we think are some

2437 Views    Holly LaFon    2016-04-15 19:52
Guru stock highlight

Hengan (HKSE:01044) was weak due to concerns about the Chinese economy and currency. We think the company is well positioned to grow as China’s consumer economy expands over time, even though we expect to encounter some bumps along the way.

From the [url=http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Focused+Fund]Yacktman Focused Fund[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Focused+Fund]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Yacktman+Focused+Fund]Portfolio[/url]) fourth quarter 2015 commentary.

509 Views    Holly LaFon    2016-02-08 17:10

The All-In-One-Screener can be used to find the most-bought international stocks among the gurus (which requires a Global Membership subscription to the regions you’d like to search). Simply select the regions besides the U.S. in the top menu, then click the checkmark box for “Involved in Buy/Sell Activities” on the Gurus tab. In the “Recent Guru Buying/Adding” field, select “3+ Gurus”.

The following four companies were the most-bought international stocks among the gurus during Q1.

Hengan International Group (HKSE:01044)

Three funds added to their stakes in Hengan International during Q1: the Matthews Pacific Tiger Fund (Trades,

3183 Views    Sheila Dang    2015-06-22 22:27

Consumer staples companies, such as China Mengniu (HKSE:02319) and Hengan International Group (HKSE:01044), also did well as they benefited from lower input costs. While it may be difficult to predict how raw material costs will trend, we continue to believe in the longer-term theses that these two companies will continue to enjoy margin expansion on the back of offering higher margins and differentiated products.

From [url=http://www.gurufocus.com/StockBuy.php?GuruName=Matthews+China+Fund]Matthews China Fund[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Matthews+China+Fund]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Matthews+China+Fund]Portfolio[/url]) Q1 2015 Commentary.

773 Views    Vera Yuan    2015-04-29 21:18

During the first quarter of 2015, the [url=http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Fund]Yacktman Fund[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Fund]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Yacktman+Fund]Portfolio[/url]) did not initiate any new positions, and instead added to four existing holdings, according to GuruFocus’ Real Time Picks.

The fund seeks long-term capital appreciation and looks for stocks that meet one or more of the following criteria:

  • Good business
  • Shareholder-oriented management
  • Low purchase price

In 2014, the fund appreciated 11.3%, underperforming the S&P 500’s 13.7%. Fund manager [url=http://www.gurufocus.com/StockBuy.php?GuruName=Donald+Yacktman]Donald Yacktman[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Donald+Yacktman]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Donald+Yacktman]Portfolio[/url]) wrote in the annual shareholder letter that the fund was happy to achieve solid results while managing the level of risk. One tool used to

1329 Views    Sheila Dang    2015-04-21 20:27

The Matthews Pacific Tiger Fund (Trades, Portfolio) was formed in April 2010 and currently has more than $378 million in assets under management. Its geographic focus includes all developed and emerging markets in Asia, excluding Japan, to which Matthews Pacific devotes a separate fund.

Financial stocks is the largest sector represented in the fund at 25.5%, followed by consumer staples at 21.1% and information technology at 16.1%. The top three countries represented in the portfolio are China and Hong Kong at 27.1%, India at 19.8% and South Korea at 17.4%.

Sharat Sroff is the lead portfolio manager,

771 Views    Sheila Dang    2014-11-06 19:30

[url=http://www.gurufocus.com/StockBuy.php?GuruName=Donald+Yacktman]Donald Yacktman[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Donald+Yacktman]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Donald+Yacktman]Portfolio[/url]) of the conservative [url=http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Fund]Yacktman Fund[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Fund]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Yacktman+Fund]Portfolio[/url])s purchased no new stocks in the second quarter as the S&P 500 continued its third year of gains. The [url=http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Focused+Fund]Yacktman Focused Fund[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Yacktman+Focused+Fund]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Yacktman+Focused+Fund]Portfolio[/url]) is valued at $9.9 billion and contains 35 stocks as of second quarter-end, with 6% quarter-over-quarter turnover. Its top weighting is in the Consumer Defensive sector, at 40.9% of total holdings, followed by Technology at 20.7%.

While he ventured into no new stocks in the second quarter, Yacktman and his managers made significant increases to five existing holdings: Twenty-First Century Fox Inc. (FOX), Hengan International

1615 Views    Holly LaFon    2014-07-17 05:04

Donald Yacktman (Trades, Portfolio) said in his fourth quarter letter that although his fund did not require market declines to put cash to work, “it is generally more difficult to find significant new investment opportunities in a rapidly rising market.” His Yacktman Focused Fund (Trades, Portfolio) (YAFFX) and Yactkman Fund found two new stocks meeting the firm’s low-valued criteria in the first quarter: Hengan International Group Co. Ltd. (HKSE:01044) and Twenty-First Century Fox Inc. (FOX). It also made a substantial increase to an existing holding, Korea’s Samsung Electronics Co. Ltd. (XKRX:005935).

Though the long-term

2103 Views    Holly LaFon    2014-04-16 18:10

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