08.03.2020, 2861 Zeichen

Andritz: International technology Group Andritz will install an OCC line with a design capacity of 870 admt/d at United Pulp and Paper Co., Inc. (UPPC), Calumpit mill, Bulacan, Philippines. Start-up is scheduled for the fourth quarter of 2020.
Andritz: weekly performance: -3.57%

AT&S: AT&S, market leader for high-end printed circuit boards and one of the leading manufacturers of IC substrates, has been recognized by Intel as a recipient of a 2019 Preferred Quality Supplier (PQS) award. The PQS award recognizes companies that Intel believes have relentlessly pursued excellence and conducted business with resolute professionalism. Randhir Thakur, head of Global Supply Chain at Intel. “The commitment to continuous improvement and the rich collaboration with these suppliers remain crucial factors in enabling Intel to bring exciting products to market and meet the needs of our customers.”
AT&S: weekly performance: -9.71%

ams: ams announces that Chief Financial Officer (CFO) Michael Wachsler will step down from his position in the Management Board of ams effective 31 May 2020. As part of the Supervisory Board’s long-term succession planning the Supervisory Board of ams intends to propose that Michael Wachsler be elected as member of the Supervisory Board in the Annual General Meeting 2022 following a two-year cooling-off period. Simultaneously, the Supervisory Board of ams is pleased to announce that Ingo Bank will join the Management Board of ams as Chief Financial Officer (CFO) effective 1 May 2020. To this end, Ingo Bank will step down from the Management Board of Osram Licht AG, where he holds the CFO position, effective 30 April 2020. Ingo Bank's term will run for three years. Further, the company informed, that it confirms its expectations for the first quarter 2020. Over the last weeks, ams has continuously assessed the Covid-19 situation in relation to ams’ business which has not resulted in a change to previously stated expectations for the first quarter. ams therefore confirms financial expectations for the first quarter 2020 with revenues of USD 480-520 mn and an expected adjusted operating (EBIT) margin of 19-21%.
AMS: weekly performance: -10.20%

OMV: Austrian oil and gas company OMV and Mubadala are currently negotiating the acquisition of an additional 39% share in Borealis AG by OMV for a purchase price of USD 4.68 bn. The potential transaction (which would increase OMV's current shareholding in Borealis from 36% to 75%) would expand the value chain of OMV in the petrochemical sector and would allow OMV to fully consolidate the results of Borealis Group in OMV's financial statements. The shareholding of Mubadala in Borealis would, after the closing of the potential transaction, amount to 25%.
OMV: weekly performance: -8.88%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (06/03/2020)

Christian Drastil: Wiener Börse Plausch

D&D Research Rendezvous #22: Gunter Deuber mit Blick auf den ATX, besonderen Blick auf AT&S, dazu Notenbanken, Standort, KI und Treasury

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Aktien auf dem Radar:AT&S, Lenzing, Strabag, Austriacard Holdings AG, Semperit, EuroTeleSites AG, Erste Group, FACC, Addiko Bank, voestalpine, Rosgix, Fabasoft, Mayr-Melnhof, Agrana, CPI Europe AG, Telekom Austria, BKS Bank Stamm, Wolford, Amag, Österreichische Post, Symrise, Fresenius Medical Care, Fresenius, Rheinmetall, Deutsche Telekom, Brenntag, SAP, Volkswagen Vz., DAIMLER TRUCK HLD..., Deutsche Post, Siemens Healthineers.

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