10.11.2019, 5399 Zeichen

S&T: IT company S&T AG's revenues in the first nine months of 2019 were up some 14%, rising to Euro 753.2 mn. Gross margin developed especially positive. Due to the further increase in the group’s software share, the gross margin for the first nine months came to 37.2%, as opposed to 35.7% in the previous year. EBITDA for the first nine months of 2019 was up about 25%, climbing to Euro 71.7 mn. Hannes Niederhauser, CEO of S&T AG, sums up: “We are confirming our targets for 2019 of around Euro 1.145 bn in revenues, and we will even exceed the planned Euro 100 mn in profitability (EBITDA). Moreover, our medium-term goal – to double our revenues to EUR 2 billion as part of Agenda 2023 – has come another step closer with the increase of our order backlog. S&T is thus fully on schedule with its set objectives!”
S&T: weekly performance: 5.70%

AT&S: AT&S, manufacturer of high-end IC substrates and printed circuit boards, reported half year revenue of Euro 490.3 mn (declined slightly by 5.1%). Increases in sales volume in the IC Substrates and Medical & Healthcare segments were offset by declining figures in the Mobile Devices and Industrial segments. The Automotive segment maintained the level of the previous year despite the current radical changes in the mobility market. According to the company, the decline in revenue in the Mobile Devices segment was attributable to a lower ramp of the latest smartphone generation and the changing product mix. EBIT, at Euro 29.4 mn (previous year: € 71.9 million), picked up significantly again compared with the first quarter of this financial year (Euro -0.6 n). Net profit for the period amounted to Euro 19.5 mn (previous year: Euro 55.4 mn). The Management confirms the medium-term guidance, which was increased after the first quarter: As part of the strategy “More than AT&S”, the Group expects revenue to double to Euro 2 bn in the next five years.
AT&S: weekly performance: 2.04%

Wienerberger: During the first nine months of 2019, despite broadly flat underlying markets Wienerberger, world’s largest producer of bricks and a leading supplier of clay roof tiles, concrete pavers and pipe systems in Europe, delivered a 6% increase in revenues to Euro 2,656 mn. According to the company, this development was primarily due to the strong focus on premium product solutions. The Group’s net profit rose by 64% to Euro 206 mn. Given its strong market position and the successful implementation of strategic growth projects, the Wienerberger Group expects to see further profitable growth during the rest of the year. Wienerberger therefore confirms its forecast of Euro 570 to 580 mn in EBITDA LFL for 2019 as a whole. CEO Heimo Scheuch commented: "We are well on track toward closing our 200th anniversary year with record results".
Wienerberger: weekly performance: 2.90%

Polytec Group: In the first three quarters of 2019, consolidated sales of Polytec Group, developer and manufacturer of plastics solutions, declined by 1.8% to Euro 470.3 mn. In the period from January to September 2019, Group EBIT totalled Euro 22.2 mn. As compared to the same period of 2018, the EBIT margin fell by 1.7 percentage points from 6.4% to 4.7%. Earnings after tax totalled Euro 14.1 mn (Q1-Q3 2018: Euro 22.2 mn). From a current perspective, the Polytec executive management anticipates that including the consolidation of Polytec Car Styling Weierbach on 1 September 2019, group sales revenues in the 2019 financial year will amount to approximately Euro 650 mn and EBIT will probably total around Euro 35 mn. This result outlook also includes positive, one-off effects from capacity adjustments, but serious effects emanating from Brexit, global trade barriers, or political and geopolitical events were omitted, the company stated.
Polytec: weekly performance: 9.63%

ams: ams, Austrian based worldwide supplier of high performance sensor solutions, announced the start of acceptance period for new takeover offer for 100% of the share capital of Osram Licht AG at a price of Euro 41.00 per share. ams and Osram are currently in discussions related to the conclusion of a Business Combination Agreement which would further enhance the cooperation between the two companies and expand on Osrams’s existing photonics strategy, ams says. Following clearance of the offer document, Osram shareholders are now able to tender their  shares into the Offer until the acceptance period expires on 5 December 2019 at midnight (CET).
AMS: weekly performance: 4.76%

Immofinanz: Immofinanz has successfully completed the repositioning and modernisation of its VIVO! Bratislava shopping center. After a renovation period of nearly 12 months during full operations, the opening of the new shops was celebrated today. The VIVO! Bratislava now has 170 specialty shops on 36,000 sqm of rentable space, with many new tenants adding to the shopping experience for the entire family. The food retailer Lidl and the fashion retailer LPP Group have joined as anchor tenants, and the overall offering has been increased by 20 new brands including, for example, Reserved, Mohito, House, Cropp and Sinsay. Immofinanz has invested roughly Euro 25 mn in the modernisation and renovation of the facility, which previously operated as the Polus City Center in Bratislava.
Immofinanz: weekly performance: -4.83%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (07/11/2019)

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Aktien auf dem Radar:Pierer Mobility, Amag, S Immo, Immofinanz, CA Immo, EuroTeleSites AG, Frequentis, Rosgix, Erste Group, Strabag, Wienerberger, Kapsch TrafficCom, Cleen Energy, Gurktaler AG Stamm, Linz Textil Holding, Wolford, Warimpex, Oberbank AG Stamm, BKS Bank Stamm, Addiko Bank, Agrana, EVN, Flughafen Wien, OMV, Palfinger, Österreichische Post, Telekom Austria, Uniqa, VIG, Deutsche Telekom, Mercedes-Benz Group.

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