04.10.2020, 3722 Zeichen

Andritz: International technology Group Andritz has received an order from Guangxi Sun Paper Co. Ltd., part of the Sun Paper Group, to supply a chemi-thermomechanical pulping system for its new mill in Beihai, Guangxi, China. Start-up is scheduled for autumn 2021.This will be the sixth P-RC APMP (Pre-Conditioning Refiner Chemical Alkaline Peroxide Mechanical Pulp) line from ANDRITZ for Sun Paper and part of the new greenfield paper mill in Beihai. The new fiber line will process eucalyptus wood chips as raw material and features a capacity of 600 admt/d. Further, the company announced the signing of a contract to supply a complete production line for train wheels in the Titan Valley special economic zone together with Allegro a subsidiary of Evraz and RailService. Andritz subsidiaries Andritz Maerz and Schuler will supply the production line. The main part of the contract is expected to be booked in mid-2021, with the first consignment being scheduled for delivery in the first quarter of 2022. Allegro is investing a total of around 16 bn rubles (approximately Euro 180 mn) in the production of train wheels. With the new production line, Allegro will be able to produce 200,000 train wheels per year, and up to 300,000 with a further extension. Production is scheduled to start in the fourth quarter of 2022, and the project will create a total of 425 new jobs.
Andritz: weekly performance: -4.36%

Lenzing: Eleven leading companies from six countries founded the Renewable Carbon Initiative (RCI) in September 2020 under the leadership of nova-Institute (Germany). The aim of the initiative is to support and speed up the transition from fossil carbon to renewable carbon for all organic chemicals and materials. Besides Lenzing, these ten companies are founding members of the RCI, which also form the Core Advisory Board: Beiersdorf (Germany), Cosun Beet Company (The Netherlands), Covestro (Germany), Henkel (Germany), LanzaTech (USA), NESTE (Finland), SHV Energy (The Netherlands), Stahl (The Netherlands), Unilever (UK) and UPM (Finland). The Renewable Carbon Initiative (RCI) addresses the core problem of climate change, which is extracting and using additional fossil carbon from the ground. The vision is stated clearly: By 2050, fossil carbon shall be completely substituted by renewable carbon, which is carbon from alternative sources: biomass, direct CO2 utilisation and recycling. The founders are convinced that this is the only way for chemicals, plastics and other organic materials to become sustainable, climate-friendly and part of the circular economy – part of the future.
Lenzing: weekly performance: 5.68%

Wienerberger: Wienerberger Group, world’s largest producer of bricks and the market leader in clay roof tiles in Europe, presented its strategy for the period to 2023 and beyond. To attain its strategic targets by 2023, Wienerberger continues to rely on four enablers: Operational Excellence, innovation and digitalization, sustainability, and value-creating acquisitions and portfolio optimization. Strategic investments in the areas of Operational Excellence, innovation, digitalization and sustainability are expected to contribute incremental EBITDA of approximately Euro 135 mn by 2023. This excludes any considerations regarding market growth/recovery and additional upside from M&A. The targets set for 2023 further include a 15% reduction in CO2 emissions, as compared to 2020; moreover, all newly developed products are to be 100% recyclable or reusable. The company expects to reach the upper range of its EBITDA LFL guidance of Euro 480-500 mn.
Wienerberger: weekly performance: 7.60%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (29/09/2020)

Christian Drastil: Wiener Börse Plausch

Wiener Börse Party #1133: ATX schwächer, Auftakt zur Zürs-Konferenz und damit zur Main Event Woche mit etwas Neuem auch von uns

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Aktien auf dem Radar:Rosenbauer, RBI, Österreichische Post, Semperit, Austriacard Holdings AG, EuroTeleSites AG, Amag, VIG, Uniqa, Bajaj Mobility AG, FACC, Rosgix, CPI Europe AG, Marinomed Biotech, SW Umwelttechnik, Addiko Bank, BKS Bank Stamm, Athos Immobilien, BTV AG, Oberbank AG Stamm, DO&CO, CA Immo, Telekom Austria.

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