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Simon Hales Profile - Citi Analyst
74 Followers
Simon Hales Citi
Wall Street Analyst
Success Rate
127 out of 227 ratings made a profit
Average Return
+4.20%
Average return per rating
Time Frame
Compare to
Copying Simon Hales's trades since 2011 and holding each position for 1 Year would result in 55.95% of your transactions generating a profit, with an average return of 4.2% per rating.
Stock Rating Distribution
62.11% Buy
36.45% Hold
1.44% Sell
Distribution of Simon Hales's ratings
Additional Information
Main Sector:Consumer Goods
Geo Coverage:
Best Rating
The most profitable rating made by Simon Hales
Simon Hales's Stock Coverage
SABMiller plc
Aug 15, 2011
Buy
Upgraded
―
1Ratings
―
0.00%
Reynolds American
Oct 20, 2016
Buy
Reiterated
―
4Ratings
+30.90%
Nestle SA Reg
Oct 21, 2016
Buy
Reiterated
―
1Ratings
+18.60%
L'Oreal
Nov 04, 2016
Hold
Reiterated
―
2Ratings
―
0.00%
Unilever
Jan 23, 2017
Hold
Downgraded
―
1Ratings
―
0.00%
AG Barr
Mar 31, 2017
Hold
Downgraded
575.00p
(-11.27% Downside)
3Ratings
+13.55%
Anheuser-Busch Inbev Sa
Dec 02, 2020
Hold
Downgraded
―
2Ratings
+11.60%
Heineken
Dec 02, 2020
Buy
Upgraded
―
3Ratings
+16.25%
Pernod Ricard
Jan 07, 2021
Hold
Reiterated
―
1Ratings
―
0.00%
Carlsberg
Nov 01, 2023
Buy
Reiterated
$182.08
(670.61% Upside)
6Ratings
-4.00%
List of latest recommendations made by Simon Hales. Click to expand and see Simon Hales's performance on a particular stock
Disclaimer: TipRanks collects analysts’ ratings and price targets by scanning publicly available reports on financial websites and by receiving reports from analysts, firms, or customers. The information and statistics displayed might not be accurate, complete, or up-to-date. The analyst ratings provided are the sole responsibility of the source publication. TipRanks holds no liability over the analysts' information, price targets, ratings, or opinions expressed.
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Learn More >About Analyst Ratings
About Analyst Ratings
Analyst ratings represent professional recommendations - Buy, Hold, or Sell - issued for a specific stock. Each rating reflects the analyst’s view at the time of publication and is tracked to measure historical performance.
Ratings Count
The total number of analyst ratings (Buy, Hold, and Sell) issued for the stock. This includes all published recommendations, even those not used in performance calculations.
Performance Calculation
To ensure accuracy and prevent duplication, only certain ratings are included in performance metrics:
•
One rating per analyst per month: If an analyst publishes more than one rating in a month, only the first is counted.
•
Updated ratings end prior ones: If the analyst changes their stance during that month (for example, from Buy to Sell), performance tracking for the earlier rating stops immediately on the update date, and the new rating begins tracking from that point forward.
•
Hold ratings excluded: Hold recommendations are displayed on the chart but are not counted in performance or return calculations.
Example
If an analyst rates a stock Buy on April 1 and changes it to Sell on April 20, the Buy rating’s performance is measured from April 1 to April 20. From April 20 onward, only the Sell rating is tracked.
Success Rate
Indicates the percentage of performance-accounted ratings that generated a positive return during their active period. For example, if 6 out of 17 accounted ratings were profitable, the success rate is 35%.
Average Return
Represents the mean return per active rating - showing the average gain or loss an analyst’s recommendation produced while it was active.
Simon Hales activity FAQ
What is the performance of Simon Hales's recommendations?
The percentage of profitable recommendations made by Simon Hales is 56%, and the average return per transaction is 4.20%.
What was Simon Hales's most profitable rating?
Simon Hales’s most profitable ratings was a buy on PM stock on Apr 19, 2024 - Apr 19, 2025. The return on the trade was +81.80%.
Where can I see a list of stock analyst ratings?
You can see a list of daily stock analyst ratings here.
What are the most recommended stocks by analysts?
You can see a list of the most recommended stocks by analysts here