26.09.2014, 1902 Zeichen
"The 3rd Baader Investment Conference that we hosted at the Sofitel in Munich had a successful conclusion yesterday. On the final day of our 3-day event, 27 companies held presentations. In addition, we arranged again close to 350 individual and small-group meetings between investors and 46 companies.
Overall, the companies presenting at our conference were confident to exploit further growth potential over time. In this respect, upbeat statements were provided by Merck following the recent acquisition of Sigma-Aldrich. Regarding the near-term prospects, currency tailwinds were seen as positive factor by a couple of companies such as SBO and K+S, but due to hedging operations this impact will most likely be felt predominantly in 1H15. Contrary to that, the pricing environment was characterized as challenging. In this context, Salzgitter reiterated its expectation that the pricing environment for steel remains tough. In contrast, AMAG had a cautiously positive view on the aluminum price driven by structural increase of demand. Evonik mentioned a further recovery of methionine prices as planned capacity additions of competitors are delayed which should at least provide a positive impact during 2H14. Also K+S pointed to signs of a bottoming out in potash prices. With respect to end markets, according to GRAMMER, the European truck market and demand from the agriculture business trailed expectations.
Russia was a topic discussed at some presentations. But while most companies so far did not see a meaningful impact, STADA pointed to headwinds coming from the FX side, but saw strains from the de-stocking period in Russia coming to an end. Nonetheless, IMMOFINANZ reported a declining turnover at their shopping centers there."
Nico Baader by Martina Draper für finanzmarktfoto.at
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