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HAL Trust
Buy, Hold or Sell?

Let's analyze HAL Trust together

I guess you are interested in HAL Trust. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of HAL Trust. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

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1. Quick Overview

1.1. Quick analysis of HAL Trust (30 sec.)










1.2. What can you expect buying and holding a share of HAL Trust? (30 sec.)

How much money do you get?

How much money do you get?
€10.33
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
€175.65
Expected worth in 1 year
€203.73
How sure are you?
100.0%

+ What do you gain per year?

Total Gains per Share
€37.88
Return On Investment
33.2%

For what price can you sell your share?

Current Price per Share
€114.20
Expected price per share
€102.51 - €116.40
How sure are you?
50%
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2. Detailed Analysis

2.1. Valuation of HAL Trust (5 min.)




Live pricePrice per Share (EOD)
€114.20
Intrinsic Value Per Share
€82.64 - €171.03
Total Value Per Share
€258.29 - €346.68

2.2. Growth of HAL Trust (5 min.)




Is HAL Trust growing?

Current yearPrevious yearGrowGrow %
How rich?$16.7b$16b$668.3m4.0%

How much money is HAL Trust making?

Current yearPrevious yearGrowGrow %
Making money$1b$522.6m$531.7m50.4%
Net Profit Margin8.1%5.0%--

How much money comes from the company's main activities?

2.3. Financial Health of HAL Trust (5 min.)




2.4. Comparing to competitors in the Asset Management industry (5 min.)




  Industry Rankings (Asset Management)  


Richest
#11 / 723

Most Revenue
#7 / 723

Most Profit
#12 / 723

Most Efficient
#511 / 723
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3. Summary and Key Metrics

3.1. What can you expect buying and holding a share of HAL Trust?

Welcome investor! HAL Trust's management wants to use your money to grow the business. In return you get a share of HAL Trust.

First you should know what it really means to hold a share of HAL Trust. And how you can make/lose money.

Speculation

The Price per Share of HAL Trust is €114.20. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of HAL Trust.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in HAL Trust, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is €175.65. Based on the TTM, the Book Value Change Per Share is €7.02 per quarter. Based on the YOY, the Book Value Change Per Share is €4.78 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is €2.45 per quarter.
Based on historical numbers we can estimate the returns while holding a share of HAL Trust.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 % of Price per Share% of Price per Share% of Price per Share% of Price per Share% of Price per Share
Usd Eps11.6710.2%11.6710.2%5.785.1%16.4614.4%11.269.9%
Usd Book Value Change Per Share7.406.5%7.406.5%5.034.4%13.9112.2%13.0411.4%
Usd Dividend Per Share2.582.3%2.582.3%2.882.5%2.632.3%2.101.8%
Usd Total Gains Per Share9.988.7%9.988.7%7.926.9%16.5414.5%15.1413.3%
Usd Price Per Share119.93-119.93-126.47-135.03-147.34-
Price to Earnings Ratio10.28-10.28-21.87-14.35-24.76-
Price-to-Total Gains Ratio12.02-12.02-15.98-16.36-18.85-
Price to Book Ratio0.65-0.65-0.71-0.90-1.23-
Price-to-Total Gains Ratio12.02-12.02-15.98-16.36-18.85-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share120.35538
Number of shares8
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share2.582.63
Usd Book Value Change Per Share7.4013.91
Usd Total Gains Per Share9.9816.54
Gains per Quarter (8 shares)79.84132.30
Gains per Year (8 shares)319.37529.19
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
18323730984445519
21654736281688901048
324871094725213351577
4331947126633717802106
54131183158542122252635
64961420190450526703164
75791657222358931153693
86611894254267335604222
97442130286175740054751
108272367318084244505280

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%22.00.00.0100.0%
Book Value Change Per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%9.01.00.090.0%19.03.00.086.4%
Dividend per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%20.00.02.090.9%
Total Gains per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%21.01.00.095.5%
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3.2. Key Performance Indicators

The key performance indicators of HAL Trust compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share--7.0197.0190%4.776+47%13.196-47%12.375-43%
Book Value Per Share--175.652175.6520%168.634+4%148.447+18%123.455+42%
Current Ratio--1.4701.4700%1.561-6%1.842-20%1.765-17%
Debt To Asset Ratio--0.3970.3970%0.430-7%0.423-6%0.430-7%
Debt To Equity Ratio--0.7660.7660%0.882-13%0.927-17%0.971-21%
Dividend Per Share--2.4512.4510%2.735-10%2.495-2%1.992+23%
Eps--11.07211.0720%5.488+102%15.615-29%10.689+4%
Free Cash Flow Per Share--13.28913.2890%5.589+138%9.210+44%6.884+93%
Free Cash Flow To Equity Per Share---7.125-7.1250%9.962-172%2.052-447%2.321-407%
Gross Profit Margin--0.7850.7850%0.566+39%0.736+7%0.545+44%
Intrinsic Value_10Y_max--171.032--------
Intrinsic Value_10Y_min--82.638--------
Intrinsic Value_1Y_max--10.944--------
Intrinsic Value_1Y_min--7.310--------
Intrinsic Value_3Y_max--37.604--------
Intrinsic Value_3Y_min--22.935--------
Intrinsic Value_5Y_max--69.955--------
Intrinsic Value_5Y_min--39.504--------
Market Cap10319146716.800+0%10283002595.20010283002595.2000%10843236480.000-5%11576965762.892-11%12632825011.529-19%
Net Profit Margin--0.0810.0810%0.050+63%0.181-56%0.127-36%
Operating Margin--0.1730.1730%0.081+115%0.114+52%0.119+45%
Operating Ratio--0.8270.8270%1.022-19%0.930-11%0.910-9%
Pb Ratio0.650+0%0.6480.6480%0.712-9%0.896-28%1.227-47%
Pe Ratio10.314+0%10.27810.2780%21.866-53%14.351-28%24.756-58%
Price Per Share114.200+0%113.800113.8000%120.000-5%128.120-11%139.805-19%
Price To Free Cash Flow Ratio8.594+0%8.5638.5630%21.472-60%15.315-44%25.819-67%
Price To Total Gains Ratio12.059+0%12.01712.0170%15.976-25%16.355-27%18.851-36%
Quick Ratio--1.4641.4640%1.832-20%1.688-13%1.591-8%
Return On Assets--0.0380.0380%0.019+105%0.059-36%0.048-20%
Return On Equity--0.0730.0730%0.038+92%0.116-37%0.100-27%
Total Gains Per Share--9.4709.4700%7.511+26%15.691-40%14.367-34%
Usd Book Value--16727500800.00016727500800.0000%16059117420.000+4%14136698430.000+18%11756676060.000+42%
Usd Book Value Change Per Share--7.3977.3970%5.034+47%13.907-47%13.042-43%
Usd Book Value Per Share--185.120185.1200%177.723+4%156.448+18%130.109+42%
Usd Dividend Per Share--2.5832.5830%2.882-10%2.630-2%2.100+23%
Usd Eps--11.66911.6690%5.784+102%16.457-29%11.265+4%
Usd Free Cash Flow--1265523120.0001265523120.0000%532219500.000+138%877097736.000+44%655525800.000+93%
Usd Free Cash Flow Per Share--14.00514.0050%5.890+138%9.707+44%7.255+93%
Usd Free Cash Flow To Equity Per Share---7.509-7.5090%10.499-172%2.163-447%2.446-407%
Usd Market Cap10875348724.836+0%10837256435.08110837256435.0810%11427686926.272-5%12200964217.512-11%13313734279.651-19%
Usd Price Per Share120.355+0%119.934119.9340%126.468-5%135.026-11%147.341-19%
Usd Profit--1054426950.0001054426950.0000%522629010.000+102%1427233536.000-26%1011248667.000+4%
Usd Revenue--13074999570.00013074999570.0000%10555124670.000+24%8479826946.000+54%8371043388.000+56%
Usd Total Gains Per Share--9.9809.9800%7.916+26%16.537-40%15.141-34%
 EOD+4 -4MRQTTM+0 -0YOY+26 -105Y+16 -2010Y+21 -15

3.3 Fundamental Score

Let's check the fundamental score of HAL Trust based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-1510.314
Price to Book Ratio (EOD)Between0-10.650
Net Profit Margin (MRQ)Greater than00.081
Operating Margin (MRQ)Greater than00.173
Quick Ratio (MRQ)Greater than11.464
Current Ratio (MRQ)Greater than11.470
Debt to Asset Ratio (MRQ)Less than10.397
Debt to Equity Ratio (MRQ)Less than10.766
Return on Equity (MRQ)Greater than0.150.073
Return on Assets (MRQ)Greater than0.050.038
Total8/10 (80.0%)

3.4 Technical Score

Let's check the technical score of HAL Trust based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5045.365
Ma 20Greater thanMa 50114.620
Ma 50Greater thanMa 100116.500
Ma 100Greater thanMa 200115.426
OpenGreater thanClose113.600
Total1/5 (20.0%)

4. In-depth Analysis

4.1 About HAL Trust

HAL Trust, together with its subsidiaries, operates through multi-sectors in Europe, the United States, Canada, Asia, and internationally. The company operates through Unquoted, Quoted Minority Interests, Real Estates, and Liquid Portfolio segments. It engages in production of composite panels; residential construction, utility construction, project development, and renovation activities; supply of timber products and building materials; and develop, distributes, and e-commerce computer gaming equipment. In addition, the company provides furniture and fit-out services; sells medical and hearing aid products; offers shipping, greenhouse construction, information and data, and operates temporary staffing agency, optical retail chain, mortgage funding, and greenhouse projects, as well as offers certification and benchmarking human resource polices. Further, it manufactures and distributes optical frames and sunglasses; design, builds, installs, and operates offshore floating facilities, as well as provides tank storage services; publishes financial newspaper Het Financieele Dagblad; operates the radio station BNR Nieuwsradio; and offers the information and data services provider Company.info. Additionally, the company engages in the development and rental of retail centers, multi-family properties, and office buildings; investment in grade bonds; and provision of financial assets, including marketable securities and cash-equivalent instruments. Furthermore, it invests in GHG reduction projects; and offers financial services, building materials, orthopedic devices, and tank terminal services. HAL Trust was founded in 1873 and is based in Willemstad, Curaçao.

Fundamental data was last updated by Penke on 2024-11-07 23:06:03.

4.2 In-depth Summary

4.2.1. Financial Health Summary

Profitability Details
 Compared to previous yearCompared to industry
The company is making a profit.
Using its assets, the company is less efficient in making profit.
Using its investors money, the company is less efficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating efficient.
The company is less efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is just able to pay all its short-term debts.
The company is able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is very able to pay all its debts by selling its assets.
The company is very able to pay all its debts with equity.

4.2.2. Valuation Summary

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is cheap.
Based on the earnings, the company is underpriced.
Based on how much money comes from the company's main activities, the company is cheap.
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4.3 Financial Health

4.3.1. Profitability

4.3.1 Profitability
4.3.1.1. Net Profit Margin

Measures how much net profit HAL Trust earns for each €1 of revenue.

  • Above 10% is considered healthy but always compare HAL Trust to the Asset Management industry mean.
  • A Net Profit Margin of 8.1% means that €0.08 for each €1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of HAL Trust:

  • The MRQ is 8.1%. The company is making a profit. +1
  • The TTM is 8.1%. The company is making a profit. +1
Trends
Current periodCompared to+/- 
MRQ8.1%TTM8.1%0.0%
TTM8.1%YOY5.0%+3.1%
TTM8.1%5Y18.1%-10.1%
5Y18.1%10Y12.7%+5.4%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ8.1%55.3%-47.2%
TTM8.1%54.0%-45.9%
YOY5.0%62.1%-57.1%
5Y18.1%56.4%-38.3%
10Y12.7%53.8%-41.1%
4.3.1.2. Return on Assets

Shows how efficient HAL Trust is using its assets to generate profit.

  • Above 5% is considered healthy but always compare HAL Trust to the Asset Management industry mean.
  • 3.8% Return on Assets means that HAL Trust generated €0.04 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of HAL Trust:

  • The MRQ is 3.8%. Using its assets, the company is less efficient in making profit.
  • The TTM is 3.8%. Using its assets, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ3.8%TTM3.8%0.0%
TTM3.8%YOY1.9%+1.9%
TTM3.8%5Y5.9%-2.1%
5Y5.9%10Y4.8%+1.2%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ3.8%1.3%+2.5%
TTM3.8%1.5%+2.3%
YOY1.9%0.8%+1.1%
5Y5.9%1.7%+4.2%
10Y4.8%1.8%+3.0%
4.3.1.3. Return on Equity

Shows how efficient HAL Trust is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare HAL Trust to the Asset Management industry mean.
  • 7.3% Return on Equity means HAL Trust generated €0.07 for each €1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of HAL Trust:

  • The MRQ is 7.3%. Using its investors money, the company is less efficient in making profit.
  • The TTM is 7.3%. Using its investors money, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ7.3%TTM7.3%0.0%
TTM7.3%YOY3.8%+3.5%
TTM7.3%5Y11.6%-4.3%
5Y11.6%10Y10.0%+1.6%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ7.3%2.4%+4.9%
TTM7.3%2.7%+4.6%
YOY3.8%1.7%+2.1%
5Y11.6%2.6%+9.0%
10Y10.0%3.0%+7.0%
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4.3.2. Operating Efficiency of HAL Trust.

4.3.2. Operating Efficiency
4.3.2.1. Operating Margin

Measures how efficient HAL Trust is operating .

  • Measures how much profit HAL Trust makes for each €1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare HAL Trust to the Asset Management industry mean.
  • An Operating Margin of 17.3% means the company generated €0.17  for each €1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of HAL Trust:

  • The MRQ is 17.3%. The company is operating efficient. +1
  • The TTM is 17.3%. The company is operating efficient. +1
Trends
Current periodCompared to+/- 
MRQ17.3%TTM17.3%0.0%
TTM17.3%YOY8.1%+9.2%
TTM17.3%5Y11.4%+5.9%
5Y11.4%10Y11.9%-0.5%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ17.3%84.7%-67.4%
TTM17.3%71.2%-53.9%
YOY8.1%50.2%-42.1%
5Y11.4%46.2%-34.8%
10Y11.9%47.7%-35.8%
4.3.2.2. Operating Ratio

Measures how efficient HAL Trust is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Asset Management industry mean).
  • An Operation Ratio of 0.83 means that the operating costs are €0.83 for each €1 in net sales.

Let's take a look of the Operating Ratio trends of HAL Trust:

  • The MRQ is 0.827. The company is less efficient in keeping operating costs low.
  • The TTM is 0.827. The company is less efficient in keeping operating costs low.
Trends
Current periodCompared to+/- 
MRQ0.827TTM0.8270.000
TTM0.827YOY1.022-0.195
TTM0.8275Y0.930-0.103
5Y0.93010Y0.910+0.020
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.8270.417+0.410
TTM0.8270.460+0.367
YOY1.0220.595+0.427
5Y0.9300.550+0.380
10Y0.9100.552+0.358
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4.4.3. Liquidity of HAL Trust.

4.4.3. Liquidity
4.4.3.1. Current Ratio

Measures if HAL Trust is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Asset Management industry mean).
  • A Current Ratio of 1.47 means the company has €1.47 in assets for each €1 in short-term debts.

Let's take a look of the Current Ratio trends of HAL Trust:

  • The MRQ is 1.470. The company is just able to pay all its short-term debts.
  • The TTM is 1.470. The company is just able to pay all its short-term debts.
Trends
Current periodCompared to+/- 
MRQ1.470TTM1.4700.000
TTM1.470YOY1.561-0.091
TTM1.4705Y1.842-0.371
5Y1.84210Y1.765+0.076
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ1.4702.809-1.339
TTM1.4703.161-1.691
YOY1.5613.709-2.148
5Y1.8425.075-3.233
10Y1.7657.346-5.581
4.4.3.2. Quick Ratio

Measures if HAL Trust is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare HAL Trust to the Asset Management industry mean.
  • A Quick Ratio of 1.46 means the company can pay off €1.46 for each €1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of HAL Trust:

  • The MRQ is 1.464. The company is able to pay all its short-term debts with the most liquid assets. +1
  • The TTM is 1.464. The company is able to pay all its short-term debts with the most liquid assets. +1
Trends
Current periodCompared to+/- 
MRQ1.464TTM1.4640.000
TTM1.464YOY1.832-0.368
TTM1.4645Y1.688-0.224
5Y1.68810Y1.591+0.096
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ1.4642.976-1.512
TTM1.4643.381-1.917
YOY1.8324.400-2.568
5Y1.6886.457-4.769
10Y1.5918.616-7.025
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4.5.4. Solvency of HAL Trust.

4.5.4. Solvency
4.5.4.1. Debt to Asset Ratio

Measures how much % of HAL Trust assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare HAL Trust to Asset Management industry mean.
  • A Debt to Asset Ratio of 0.40 means that HAL Trust assets are financed with 39.7% credit (debt) and the remaining percentage (100% - 39.7%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of HAL Trust:

  • The MRQ is 0.397. The company is very able to pay all its debts by selling its assets. +2
  • The TTM is 0.397. The company is very able to pay all its debts by selling its assets. +2
Trends
Current periodCompared to+/- 
MRQ0.397TTM0.3970.000
TTM0.397YOY0.430-0.032
TTM0.3975Y0.423-0.026
5Y0.42310Y0.430-0.007
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.3970.174+0.223
TTM0.3970.166+0.231
YOY0.4300.183+0.247
5Y0.4230.174+0.249
10Y0.4300.177+0.253
4.5.4.2. Debt to Equity Ratio

Measures if HAL Trust is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare HAL Trust to the Asset Management industry mean.
  • A Debt to Equity ratio of 76.6% means that company has €0.77 debt for each €1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of HAL Trust:

  • The MRQ is 0.766. The company is very able to pay all its debts with equity. +2
  • The TTM is 0.766. The company is very able to pay all its debts with equity. +2
Trends
Current periodCompared to+/- 
MRQ0.766TTM0.7660.000
TTM0.766YOY0.882-0.116
TTM0.7665Y0.927-0.161
5Y0.92710Y0.971-0.044
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.7660.201+0.565
TTM0.7660.196+0.570
YOY0.8820.224+0.658
5Y0.9270.238+0.689
10Y0.9710.246+0.725
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4.6. Market Valuation

4.6.1. Earnings Per Share
4.6.2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every €1 in earnings HAL Trust generates.

  • Above 15 is considered overpriced but always compare HAL Trust to the Asset Management industry mean.
  • A PE ratio of 10.28 means the investor is paying €10.28 for every €1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of HAL Trust:

  • The EOD is 10.314. Based on the earnings, the company is underpriced. +1
  • The MRQ is 10.278. Based on the earnings, the company is underpriced. +1
  • The TTM is 10.278. Based on the earnings, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD10.314MRQ10.278+0.036
MRQ10.278TTM10.2780.000
TTM10.278YOY21.866-11.588
TTM10.2785Y14.351-4.073
5Y14.35110Y24.756-10.405
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD10.3147.447+2.867
MRQ10.2786.786+3.492
TTM10.2786.842+3.436
YOY21.8664.322+17.544
5Y14.3515.512+8.839
10Y24.7566.977+17.779
4.6.2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of HAL Trust:

  • The EOD is 8.594. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The MRQ is 8.563. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The TTM is 8.563. Based on how much money comes from the company's main activities, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD8.594MRQ8.563+0.030
MRQ8.563TTM8.5630.000
TTM8.563YOY21.472-12.908
TTM8.5635Y15.315-6.752
5Y15.31510Y25.819-10.504
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD8.5945.724+2.870
MRQ8.5635.446+3.117
TTM8.5634.714+3.849
YOY21.4723.116+18.356
5Y15.3153.642+11.673
10Y25.8192.975+22.844
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4.6.2. Book Value per Share
4.6.2.1. Price to Book Ratio

Measures if the stock price of HAL Trust is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Asset Management industry mean).
  • A PB ratio of 0.65 means the investor is paying €0.65 for each €1 in book value.

Let's take a look of the Price to Book Ratio trends of HAL Trust:

  • The EOD is 0.650. Based on the equity, the company is cheap. +2
  • The MRQ is 0.648. Based on the equity, the company is cheap. +2
  • The TTM is 0.648. Based on the equity, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD0.650MRQ0.648+0.002
MRQ0.648TTM0.6480.000
TTM0.648YOY0.712-0.064
TTM0.6485Y0.896-0.248
5Y0.89610Y1.227-0.331
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD0.6500.942-0.292
MRQ0.6480.916-0.268
TTM0.6480.913-0.265
YOY0.7120.932-0.220
5Y0.8961.008-0.112
10Y1.2271.171+0.056
4.6.2. Total Gains per Share
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6. Financial Statements




6.1. Latest Balance Sheet

Balance Sheet of 2023-12-31. All numbers in thousands.

Summary
Total Assets26,342,600
Total Liabilities10,470,600
Total Stockholder Equity13,675,600
 As reported
Total Liabilities 10,470,600
Total Stockholder Equity+ 13,675,600
Total Assets = 26,342,600

Assets

Total Assets26,342,600
Total Current Assets9,084,000
Long-term Assets17,258,600
Total Current Assets
Cash And Cash Equivalents 2,588,400
Short-term Investments 2,125,400
Net Receivables 2,204,300
Inventory 1,093,200
Other Current Assets 1,072,700
Total Current Assets  (as reported)9,084,000
Total Current Assets  (calculated)9,084,000
+/-0
Long-term Assets
Property Plant Equipment 8,917,200
Goodwill 1,931,200
Intangible Assets 1,406,700
Long-term Assets Other 74,500
Long-term Assets  (as reported)17,258,600
Long-term Assets  (calculated)12,329,600
+/- 4,929,000

Liabilities & Shareholders' Equity

Total Current Liabilities6,178,700
Long-term Liabilities4,291,900
Total Stockholder Equity13,675,600
Total Current Liabilities
Short-term Debt 1,660,900
Accounts payable 1,245,900
Other Current Liabilities 2,364,000
Total Current Liabilities  (as reported)6,178,700
Total Current Liabilities  (calculated)5,270,800
+/- 907,900
Long-term Liabilities
Long-term Liabilities  (as reported)4,291,900
Long-term Liabilities  (calculated)0
+/- 4,291,900
Total Stockholder Equity
Common Stock1,800
Retained Earnings 13,445,200
Accumulated Other Comprehensive Income 228,600
Total Stockholder Equity (as reported)13,675,600
Total Stockholder Equity (calculated)13,675,600
+/-0
Other
Cash and Short Term Investments 4,713,800
Common Stock Shares Outstanding 89,543
Current Deferred Revenue907,900
Liabilities and Stockholders Equity 26,342,600
Net Debt 2,250,700
Net Working Capital 2,905,300
Short Long Term Debt Total 4,839,100



6.2. Balance Sheets Structured

All numbers in thousands.

 Trend2023-12-312022-12-312021-12-312020-12-312019-12-312018-12-312017-12-312016-12-312015-12-312014-12-312013-12-312012-12-312011-12-312010-12-312009-12-312008-12-312007-12-312006-12-312005-12-312004-12-312003-12-312002-12-31
> Total Assets 
2,931,518
2,489,209
2,599,098
3,102,800
3,795,477
4,403,400
4,793,700
4,957,200
5,778,400
6,530,500
7,037,400
7,123,800
13,674,100
15,618,100
16,618,300
16,086,700
16,475,900
19,757,400
20,269,000
22,622,300
26,714,500
26,342,600
26,342,60026,714,50022,622,30020,269,00019,757,40016,475,90016,086,70016,618,30015,618,10013,674,1007,123,8007,037,4006,530,5005,778,4004,957,2004,793,7004,403,4003,795,4773,102,8002,599,0982,489,2092,931,518
   > Total Current Assets 
0
0
0
0
1,216,636
1,640,300
1,606,800
0
0
0
1,437,200
1,442,600
3,223,200
4,561,100
5,487,900
4,987,600
4,913,300
8,836,500
8,956,700
9,361,300
9,897,800
9,084,000
9,084,0009,897,8009,361,3008,956,7008,836,5004,913,3004,987,6005,487,9004,561,1003,223,2001,442,6001,437,2000001,606,8001,640,3001,216,6360000
       Cash And Cash Equivalents 
0
0
0
0
132,917
183,800
160,400
0
0
0
311,200
471,200
1,147,400
2,126,600
3,143,600
2,205,000
2,276,500
1,558,600
1,426,900
2,256,400
2,043,900
2,588,400
2,588,4002,043,9002,256,4001,426,9001,558,6002,276,5002,205,0003,143,6002,126,6001,147,400471,200311,200000160,400183,800132,9170000
       Short-term Investments 
0
0
0
0
422,235
698,000
569,700
0
0
0
158,500
81,800
151,800
270,400
233,500
624,900
274,700
222,600
195,800
4,437,300
3,646,400
2,125,400
2,125,4003,646,4004,437,300195,800222,600274,700624,900233,500270,400151,80081,800158,500000569,700698,000422,2350000
       Net Receivables 
0
0
0
0
241,432
305,000
312,900
0
0
0
844,300
339,700
1,387,200
1,675,400
915,600
1,163,400
1,306,100
1,170,800
1,262,100
1,382,200
2,276,500
2,204,300
2,204,3002,276,5001,382,2001,262,1001,170,8001,306,1001,163,400915,6001,675,4001,387,200339,700844,300000312,900305,000241,4320000
       Other Current Assets 
0
0
0
0
110,503
131,500
184,200
0
0
0
-230,700
193,100
-99,600
-242,800
426,900
1,315,000
1,530,900
5,220,200
5,375,000
595,300
1,082,800
1,072,700
1,072,7001,082,800595,3005,375,0005,220,2001,530,9001,315,000426,900-242,800-99,600193,100-230,700000184,200131,500110,5030000
   > Long-term Assets 
0
0
0
0
2,578,841
2,763,100
3,186,900
0
0
0
5,369,500
5,681,200
10,450,900
11,057,000
11,130,400
11,099,100
11,562,600
10,920,900
11,312,300
13,261,000
16,816,700
17,258,600
17,258,60016,816,70013,261,00011,312,30010,920,90011,562,60011,099,10011,130,40011,057,00010,450,9005,681,2005,369,5000003,186,9002,763,1002,578,8410000
       Property Plant Equipment 
339,163
268,508
338,379
523,265
456,446
501,400
668,900
743,800
747,700
828,700
908,100
969,000
4,943,400
4,955,000
5,082,100
5,030,700
5,456,400
5,900,900
6,108,100
6,218,700
9,208,800
8,917,200
8,917,2009,208,8006,218,7006,108,1005,900,9005,456,4005,030,7005,082,1004,955,0004,943,400969,000908,100828,700747,700743,800668,900501,400456,446523,265338,379268,508339,163
       Goodwill 
367,701
333,485
0
0
0
0
0
0
0
0
1,373,500
1,330,800
1,608,300
1,743,700
1,511,400
1,534,800
1,588,700
494,800
532,000
1,133,500
2,116,800
1,931,200
1,931,2002,116,8001,133,500532,000494,8001,588,7001,534,8001,511,4001,743,7001,608,3001,330,8001,373,50000000000333,485367,701
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
0
2,445,500
2,756,600
3,117,800
3,293,100
3,273,700
3,236,300
0
0
0
0
0
000003,236,3003,273,7003,293,1003,117,8002,756,6002,445,50000000000000
       Intangible Assets 
0
0
605,584
911,529
1,192,211
1,344,200
1,493,800
1,521,100
1,825,800
1,862,500
565,900
531,200
840,200
858,300
910,400
1,033,900
1,053,700
684,900
781,100
1,179,700
1,529,600
1,406,700
1,406,7001,529,6001,179,700781,100684,9001,053,7001,033,900910,400858,300840,200531,200565,9001,862,5001,825,8001,521,1001,493,8001,344,2001,192,211911,529605,58400
       Long-term Assets Other 
-706,864
-601,993
-943,963
-1,434,794
139,558
147,700
147,000
-2,264,900
-2,573,500
-2,691,200
281,400
189,700
237,400
477,800
415,100
736,900
367,400
1,076,800
288,100
4,599,600
3,801,400
74,500
74,5003,801,4004,599,600288,1001,076,800367,400736,900415,100477,800237,400189,700281,400-2,691,200-2,573,500-2,264,900147,000147,700139,558-1,434,794-943,963-601,993-706,864
> Total Liabilities 
1,373,194
1,186,656
1,348,664
1,505,559
1,542,236
1,625,500
1,892,000
1,752,600
2,153,200
2,509,000
2,683,700
2,433,600
7,171,200
7,055,300
6,859,400
6,335,800
6,565,900
9,208,800
9,665,100
7,816,100
11,476,700
10,470,600
10,470,60011,476,7007,816,1009,665,1009,208,8006,565,9006,335,8006,859,4007,055,3007,171,2002,433,6002,683,7002,509,0002,153,2001,752,6001,892,0001,625,5001,542,2361,505,5591,348,6641,186,6561,373,194
   > Total Current Liabilities 
0
0
0
0
945,847
1,005,000
1,119,200
0
0
0
1,297,500
1,111,600
2,341,900
2,482,300
2,857,300
2,878,600
3,113,700
5,593,500
5,662,700
3,104,400
6,339,300
6,178,700
6,178,7006,339,3003,104,4005,662,7005,593,5003,113,7002,878,6002,857,3002,482,3002,341,9001,111,6001,297,5000001,119,2001,005,000945,8470000
       Short-term Debt 
0
0
0
0
384,886
358,700
420,100
0
0
0
385,700
275,700
600,400
613,900
921,300
934,300
1,055,700
810,800
867,100
937,600
2,219,800
1,660,900
1,660,9002,219,800937,600867,100810,8001,055,700934,300921,300613,900600,400275,700385,700000420,100358,700384,8860000
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
3,475,200
62,000
63,500
921,300
934,300
1,055,700
704,500
754,700
814,200
2,069,200
0
02,069,200814,200754,700704,5001,055,700934,300921,30063,50062,0003,475,20000000000000
       Accounts payable 
0
0
0
0
236,276
265,200
271,900
0
0
0
261,100
238,000
676,400
663,500
832,000
800,100
861,000
771,900
894,400
1,040,600
1,317,000
1,245,900
1,245,9001,317,0001,040,600894,400771,900861,000800,100832,000663,500676,400238,000261,100000271,900265,200236,2760000
       Other Current Liabilities 
0
0
0
0
673,370
716,700
833,300
0
0
0
650,700
597,900
1,065,100
-63,200
1,104,000
1,144,200
1,197,000
3,940,700
3,731,400
848,000
2,119,100
2,364,000
2,364,0002,119,100848,0003,731,4003,940,7001,197,0001,144,2001,104,000-63,2001,065,100597,900650,700000833,300716,700673,3700000
   > Long-term Liabilities 
0
0
0
0
596,389
620,500
772,800
0
0
0
1,386,200
1,322,000
4,829,300
4,573,000
4,002,100
3,457,200
3,452,200
3,615,300
4,002,400
4,711,700
5,137,400
4,291,900
4,291,9005,137,4004,711,7004,002,4003,615,3003,452,2003,457,2004,002,1004,573,0004,829,3001,322,0001,386,200000772,800620,500596,3890000
       Other Liabilities 
0
0
0
0
0
0
0
0
0
0
0
997,800
1,112,200
904,900
1,032,000
930,700
857,900
706,300
744,200
845,400
0
0
00845,400744,200706,300857,900930,7001,032,000904,9001,112,200997,80000000000000
> Total Stockholder Equity
1,559,140
1,309,440
1,195,168
1,605,653
2,201,741
2,691,500
2,807,500
3,132,400
3,595,100
3,969,900
4,300,300
4,640,700
5,063,400
6,724,900
7,624,700
7,599,800
7,512,200
8,012,300
8,005,800
12,434,700
13,010,100
13,675,600
13,675,60013,010,10012,434,7008,005,8008,012,3007,512,2007,599,8007,624,7006,724,9005,063,4004,640,7004,300,3003,969,9003,595,1003,132,4002,807,5002,691,5002,201,7411,605,6531,195,1681,309,4401,559,140
   Common Stock
0
0
0
1,076
1,274
1,300
1,300
1,300
1,300
1,300
1,400
1,400
1,500
1,500
1,600
1,600
1,600
1,700
1,700
1,700
1,800
1,800
1,8001,8001,7001,7001,7001,6001,6001,6001,5001,5001,4001,4001,3001,3001,3001,3001,3001,2741,076000
   Retained Earnings Total Equity0000000000000000000000
   Accumulated Other Comprehensive Income 
0
0
0
0
110,678
63,500
-23,300
-1,079,700
-1,223,500
-1,310,400
-1,439,200
-1,497,600
-4,443,400
-4,607,300
-4,784,600
-4,946,100
-5,527,200
173,800
-273,100
93,700
333,500
228,600
228,600333,50093,700-273,100173,800-5,527,200-4,946,100-4,784,600-4,607,300-4,443,400-1,497,600-1,439,200-1,310,400-1,223,500-1,079,700-23,30063,500110,6780000
   Capital Surplus 0000000000000000000000
   Treasury Stock0000000000000000000000
   Other Stockholders Equity 
1,559,140
1,309,440
1,195,168
88,174
0
0
0
1,159,400
1,372,900
1,401,800
1,505,500
1,589,300
4,502,000
4,775,200
5,107,200
5,101,200
40,800
0
-273,000
93,700
0
0
0093,700-273,000040,8005,101,2005,107,2004,775,2004,502,0001,589,3001,505,5001,401,8001,372,9001,159,40000088,1741,195,1681,309,4401,559,140



6.3. Balance Sheets

All numbers in thousands.




6.4. Cash Flows

All numbers in thousands.




6.5. Income Statements

All numbers in thousands.


6.6. Latest Income Statement

Income Statement (annual), 2023-12-31. All numbers in thousands.

Gross Profit (+$)
totalRevenue12,406,300
Cost of Revenue-9,579,600
Gross Profit2,826,7002,826,700
 
Operating Income (+$)
Gross Profit2,826,700
Operating Expense-680,900
Operating Income2,145,8002,145,800
 
Operating Expense (+$)
Research Development18,800
Selling General Administrative447,200
Selling And Marketing Expenses214,900
Operating Expense680,900680,900
 
Net Interest Income (+$)
Interest Income0
Interest Expense-262,600
Other Finance Cost-262,600
Net Interest Income0
 
Pretax Income (+$)
Operating Income2,145,800
Net Interest Income0
Other Non-Operating Income Expenses0
Income Before Tax (EBT)1,015,7003,275,900
EBIT - interestExpense = 1,883,200
1,194,700
1,263,100
Interest Expense262,600
Earnings Before Interest and Taxes (EBIT)2,145,8001,278,300
Earnings Before Interest and Taxes (EBITDA)3,209,600
 
After tax Income (+$)
Income Before Tax1,015,700
Tax Provision-0
Net Income From Continuing Ops01,015,700
Net Income1,000,500
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses10,260,500
Total Other Income/Expenses Net-1,130,1000
 

Technical Analysis of HAL Trust
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of HAL Trust. The general trend of HAL Trust is BEARISH with 57.1% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine HAL Trust's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (-57.1%) Bearish trend (57.1%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of HAL Trust.

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is -1/(-1 +1).

  • Around resistance: The price is trading arround resistance levels. This can be considered as a potential exit level. -1

The bullish price targets are: 114.80 < 116.40 < 116.40.

The bearish price targets are: 108.37 > 106.80 > 102.51.

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HAL Trust Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of HAL Trust. The current mas is .

The long score for the Moving Averages is 3/14.
The longshort score for the Moving Averages is -8/(-14 +14).

  • MA 20 trending down: The MA 20 is trending down. -1
  • Close < MA 20: The price is below the MA 20. -1
  • MA 20 < MA 50: The MA 20 is lower than the MA 50. -1
  • MA 20 < MA 100: The MA 20 is lower than the MA 100. -1
  • MA 20 < MA 200: The MA 20 is lower than the MA 200. -1
  • MA 50 trending down: The MA 50 is trending down. -1
  • Close < MA 50: The price is below the MA 50. -1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 < MA 200: The MA 50 is lower than the MA 200. -1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close < MA 100: The price is below the MA 100. -1
  • MA 100 < MA 200: The MA 100 is lower than the MA 200. -1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close < MA 200: The price is below the MA 200. -1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

HAL Trust Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of HAL Trust. The current macd is -0.76448374.

The long score for the Moving Average Convergence/Divergence (MACD) is 3/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is 2/(-4 +4).

  • MACD line > signal line: The MACD line is above the signal line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the HAL Trust price going up in the near term. +2
  • MACD < 0: The MACD is below the zero line (centerline), it indicates a bearish signal for HAL Trust. This means that the short-term moving average is lower than the long-term moving average, signaling negative momentum and suggesting a higher likelihood of the HAL Trust price continuing to fall in the near future. It indicates that sellers are gaining control, and there is negativism in the market, leading to potential price decreases. -1
  • Trending up: The MACD line is trending up. This indicates that the short-term moving average is rising faster than the long-term moving average, suggesting positive momentum in the market. This signals that buyers are becoming more active and confident, leading to potential price increases as traders anticipate further gains and are willing to buy at higher prices. +1
HAL Trust Daily Moving Average Convergence/Divergence (MACD) ChartHAL Trust Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of HAL Trust. The current adx is 26.97.

The long score for the Directional Movement Index (DMI) is 0/7.
The longshort score for the Directional Movement Index (DMI) is -3/(-7 +7).

  • PLUS_ID < MINUS_DI: The +DI line is below the -DI line. This indicates a bearish signal in the market, as the negative directional movement is currently stronger than the positive directional movement, showing that sellers have the upper hand. Market psychology suggests that traders are pessimistic, expecting further price decreases, and are more willing to sell HAL Trust shares, leading to potential downward momentum in its price. -1
  • PLUS_ID < MINUS_DI && ADX > 25 && ADX trending down: The ADX is above 25 and indicates a strong bearish trend. The ADX is declining, the bearish trend is weakening. Could be a potential reversal to the upside. -2
HAL Trust Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of HAL Trust. The current sar is 115.27.

The long score for the Parabolic SAR is 0/1.
The longshort score for the Parabolic SAR is -1/(-1 +1).

  • Close < SAR: The price is below the SAR. It's generally considered a bearish signal. -1
HAL Trust Daily Parabolic SAR Chart
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3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of HAL Trust. The current rsi is 45.36. The current phase is Continuation in bear market.

The long score for the Relative Strength Index (RSI) is 1/13.
The longshort score for the Relative Strength Index (RSI) is -2/(-13 +13).

  • Continuation in bear market: Downtrend continues after a consolidation or pullback. Hold or add to short positions.
  • Trending up: The RSI is trending up. +1
HAL Trust Daily Relative Strength Index (RSI) ChartHAL Trust Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of HAL Trust. The current phase is Continuation in bear market.

The long score for the Stochastic Oscillator is 3/6.
The longshort score for the Stochastic Oscillator is 2/(-6 +6).

  • STOCH < 50: The STOCH %K is below 50. There are more sellers than buyers. -1
  • STOCH %K line > STOCH %D line: The STOCH %K line is above the STOCH %D line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the HAL Trust price going up in the near term. +2
  • Trending up: The STOCH %K is trending up. +1
HAL Trust Daily Stochastic Oscillator ChartHAL Trust Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of HAL Trust. The current cci is -66.69457235.

HAL Trust Daily Commodity Channel Index (CCI) ChartHAL Trust Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of HAL Trust. The current cmo is -5.23347841.

The long score for the Chande Momentum Oscillator (CMO) is 0/1.
The longshort score for the Chande Momentum Oscillator (CMO) is -1/(-1 +1).

  • CMO < 0: The CMO is below 0, the momentum of the price is negative, indicating a potential downtrend in the price. -1
HAL Trust Daily Chande Momentum Oscillator (CMO) ChartHAL Trust Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of HAL Trust. The current willr is -52.38095238.

The long score for the Williams %R is 0/1.
The longshort score for the Williams %R is 0/(-1 +1).

  • WILLR between -80 and -20: The Williams %R is between -80 and -20. This indicates that HAL Trust is trading in a neutral price range, neither oversold nor overbought, suggesting a balanced market condition without any extreme price signals.
HAL Trust Daily Williams %R ChartHAL Trust Daily Williams %R Chart
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4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of HAL Trust.

HAL Trust Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of HAL Trust. The current atr is 1.2216143.

HAL Trust Daily Average True Range (ATR) ChartHAL Trust Daily Average True Range (ATR) Chart
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5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of HAL Trust. The current obv is 496,932.

HAL Trust Daily On-Balance Volume (OBV) ChartHAL Trust Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of HAL Trust. The current mfi is 49.76.

The long score for the Money Flow Index (MFI) is 0/2.
The longshort score for the Money Flow Index (MFI) is -1/(-2 +2).

  • MFI < 50: -1
HAL Trust Daily Money Flow Index (MFI) ChartHAL Trust Daily Money Flow Index (MFI) Chart
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6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for HAL Trust.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2024-07-02STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-07-03STOCH SHORT EXITThe %K line crosses above the %D line.
2024-07-08STOCH LONG EXITThe %K line crosses below the %D line.
2024-07-09CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-07-10STOCH SHORT EXITThe %K line crosses above the %D line.
2024-07-11CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-07-15STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-07-16SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-07-17CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-07-18DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH LONG EXITThe %K line crosses below the %D line.
2024-07-22STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-07-23DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH LONG EXITThe %K line crosses below the %D line.
2024-07-24CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-07-25SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2024-07-26STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-07-31STOCH LONG EXITThe %K line crosses below the %D line.
2024-08-01CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-08-02MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-08-05STOCH SHORT EXITThe %K line crosses above the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-08-07RSI LONG ENTRY SHORT CLOSE30 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-08-09CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-08-13MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-08-14STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-08-15SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-08-16DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
2024-08-19CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-08-20STOCH LONG EXITThe %K line crosses below the %D line.
2024-08-22STOCH SHORT EXITThe %K line crosses above the %D line.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-08-29STOCH LONG EXITThe %K line crosses below the %D line.
2024-09-02STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-09-03RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-09-05SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-09-06MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-09-09STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-09-10STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-09-12STOCH SHORT EXITThe %K line crosses above the %D line.
2024-09-13CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-09-17SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-09-18STOCH LONG EXITThe %K line crosses below the %D line.
2024-09-19STOCH SHORT EXITThe %K line crosses above the %D line.
2024-09-20DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-09-24DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-09-27CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-09-30STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-10-01DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
2024-10-02CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-10-03SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-10-04STOCH SHORT EXITThe %K line crosses above the %D line.
2024-10-08STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-10-10CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-10-14STOCH SHORT EXITThe %K line crosses above the %D line.
2024-10-15STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-10-17STOCH SHORT EXITThe %K line crosses above the %D line.
2024-10-21STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-10-22CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-10-23STOCH SHORT EXITThe %K line crosses above the %D line.
2024-10-24STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-10-25STOCH SHORT EXITThe %K line crosses above the %D line.
2024-10-29STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-10-31STOCH SHORT EXITThe %K line crosses above the %D line.
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2024-11-04STOCH LONG EXITThe %K line crosses below the %D line.
2024-11-07STOCH SHORT EXITThe %K line crosses above the %D line.
2024-11-11MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-11-12MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-11-13BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2024-11-14STOCH SHORT EXITThe %K line crosses above the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-11-15MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.

6.3. Candlestick Patterns

HAL Trust Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of HAL Trust based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5045.365
Ma 20Greater thanMa 50114.620
Ma 50Greater thanMa 100116.500
Ma 100Greater thanMa 200115.426
OpenGreater thanClose113.600
Total1/5 (20.0%)
Penke
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