Analysis for HAL Trust
Description & usage
HAL Trust is a holding company with long-term investments across industrial, consumer, and services businesses. Valuation is primarily driven by NAV evolution and distributions from portfolio companies. Key drivers are underlying valuations, monetization opportunities, dividend contributions, and capital allocation quality.
Basic info
- Symbol
- HAL.AS
- Type
- Stock
- Region
- Global
- Sector
- Financials
- Available history
- 11.1 years
- Last trading day
- 04/02/2026
Basic info
- Symbol
- HAL.AS
- Type
- Stock
- Region
- Global
- Sector
- Financials
- Available history
- 11.1 years
- Last trading day
- 04/02/2026
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Score overview
The overall score combines Performance, Stability and Trend into one comparable value.
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Analysis summary
Technical asset picture
HAL Trust (HAL.AS) currently has a total score of 64 points, placing it in the strong range. The score is made up of Performance (41), Stability (87) and Trend (87). The profile is clearly uneven: Trend stands out while Performance is more neutral.
Performance scores 41 points (neutral). Key strength: 1Y return at 54.4 %. Weaker metric: 10Y return at 9.2 %. This points to a sharper upswing more recently.
Stability scores 87 points (very strong). Key strength: return/volatility ratio at 3.03. Main drag: CAGR/drawdown ratio at 0.02. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns-but prices can still fall.
Trend scores 87 points (very strong). Key strength: trend strength at 0.95. Even the weakest metric remains solid in absolute terms: SMA50 distance at 2.1 %.
Overall, the profile has a clear strength in Trend, while Performance is the main limiter. On a metric level, trend strength stands out, while 10Y return lags.
Current market backdrop
The backdrop currently looks mixed and rather restrictive.
A strong US dollar currently paints a mixed risk picture.
High US real yields and elevated long yields lean toward a restrictive rate backdrop.
What that typically means here
For this asset type, the current backdrop looks mixed rather than clearly directional.
Note: ISM PMI was not used actively in the effect logic.
Historical evaluation and qualitative market context only, not investment advice.
Price chart
Use the chart to read recent price behavior before drilling into metrics.
Scores and metrics
Explore the overall score, the three pillar scores, and the metrics behind them.