20.12.2020, 8211 Zeichen

Valneva: Valneva SE, an Austrian/french specialty vaccine company focused on prevention against diseases with major unmet needs, today announced the initiation of a Phase 1/2 clinical study for its inactivated, adjuvanted COVID-19 vaccine candidate, VLA2001. VLA2001 leverages the manufacturing platform of Valneva’s licensed Japanese encephalitis vaccine, IXIARO® and is the first publicly announced inactivated vaccine against COVID-19 to commence clinical development in Europe. The VLA2001-201 study is a randomized, double blind trial evaluating the safety and immunogenicity for three dose levels in approximately 150 healthy adults. The study will be conducted in study sites across the United Kingdom and is supported by the National Institute for Health Research (NIHR). In September 2020, Valneva announced a major COVID-19 vaccine partnership with the U.K. government. Under the agreement, if vaccine development is successful, Valneva will provide the UK government with 60 million doses in the second half of 2021 and UK government has options over provision of a further 130 million doses from 2022-2025. UK government is also investing up-front in the scale up and development of the vaccine, with the investment being recouped against the vaccine supply.
Valneva: weekly performance: 21.92%

RHI Magnesita: RHI Magnesita, global supplier of high-grade refractory products, confirms that the trading trends outlined then have continued, further strengthening the Group's confidence in its outlook. The Group continues to see gradual improvement in demand in its end markets and its order book.  The Group has demand visibility extending into the beginning of 2021 across its order book, including now for the Industrial Projects business. Given the continued resilient trading and cash generation of the Group, the Board is today taking further steps to enhance shareholder returns, through a share buyback programme of up to Euro 50 mn. On completion of this programme, the Board will review the merits of further share purchases. The Board is confident that both the interim dividend which will be paid on 21 December 2020, and this share buyback, will have a limited impact on Group leverage. Furthermore, it will not compromise the Group's ability to execute its internal investment plans or its flexibility to pursue value enhancing acquisition opportunities which meet its investment criteria.
RHI Magnesita: weekly performance: 9.02%

EVN: Revenue recorded by utility company EVN Group declined by 4.4% year-on-year to Euro 2,107.5 mn in 2019/20, chiefly due to a substantial reduction in thermal generation and lower revenue from the Networks Segment and natural gas trading. In contrast, positive development was recorded in energy revenue from Bulgaria and revenue from the international project business. EBITDA declined to Euro 590.4m in 2019/20 (previous year: Euro 631.7 mn). Scheduled depreciation and amortisation increased as the result of higher investments, the capitalisation of rights of use following the initial application of IFRS 16 and revaluations to property, plant and equipment as of 30 September 2019. The effects of impairment testing – after a positive effect of Euro 41.6m in the previous year – amounted to Euro –20.6m as of 30 September 2020 and were related primarily to EVN’s investment in the Walsum 10 power plant. EBIT for the 2019/20 financial year totalled Euro 273.1m (previous year: Euro 403.5m). Group net result for the 2019/20 financial year equalled Euro 199.8m and was 33.9% below the previous year, which was influenced by non-cash, non-recurring effects. According to the company, the 2019/20 financial year was characterised by a significant year-on-year increase in the temperatures in EVN’s three core markets. Well-filled storage facilities and weaker demand – among others, due to the Covid-19 crisis – led to a decline in the spot market prices for natural gas. The influence of Covid-19 on wholesale prices was limited to the short-term range. On the forward market, electricity prices are gradually returning to the pre-corona level. The price of CO2 emission certificates remained volatile but was slightly higher than the previous year on average.
EVN: weekly performance: 5.45%

Semperit: The Semperit Group, an internationally-oriented group that develops, produces, and sells in more than 100 countries highly specialised rubber products for the industrial and medical sectors, will take over Germany based M&R Dichtungstechnik GmbH, a manufacturer of profiles for facade construction. The parties have agreed not to disclose the purchase price. Founded in 1995, the company employs 25 people and generated revenue of around Euro 8 mn in 2019. "Following far-reaching and successful restructuring, we are embarking on a first small acquisition step as part of our focus on industrial rubber, which closes a gap in our portfolio and thus represents an important step for our core business segment Profiles," says Martin Füllenbach, CEO of Semperit AG Holding. "Our industrial strategy focuses on both a higher degree of customer proximity and increasingly inorganic growth. As a full-range supplier, we generate greater added value for our customers together with M&R Dichtungstechnik GmbH and develop towards a 'one stop shop'."
Semperit: weekly performance: 0.20%

Agrana: Fruit, starch and sugar company Agrana's operating result (EBIT) in the third quarter of 2020|21 (1 September to 30 November 2020) amounted to Euro 28.5 mn and therefore well above the figure for Q3 2019|20 (Euro 18.1 mn). Consolidated revenues in the last three months amounted to Euro 656.0 mn (Q3 2019|20: Euro 629.4 mn).
Agrana: weekly performance: -0.85%

Fabasoft: In 2018, VIA Rail commissioned Siemens Mobility to supply next-generation push-pull trains. In addition to delivering the trains, a broad scope of contractual obligations and documentation requirements need to be satisfied. To streamline processing, the company sought a cloud-based standard product that would facilitate reliable and traceable exchange for technical data and documents. Fabasoft Approve now serves as a central information hub for project correspondence and for coordinating, managing, reviewing, and approving technical information. Since the beginning of 2020, several hundred project team members from VIA Rail and Siemens Mobility have been handling the entire data exchange, including the associated correspondence, using the central platform and without leaving the system they're working in. Collaborative use reduces the time and effort spent on manual administration dramatically, making the process highly efficient.
Fabasoft: weekly performance: 2.48%

Marinomed: Marinomed Biotech AG, a globally operating biopharmaceutical company, is pleased to announce that the European Patent Office today granted patent No. 3324933 that covers the Marinosolv® platform. The European patent is granted in 38 countries, including all major EU markets and the United Kingdom. The Marinosolv platform enables the solubilization of many barely soluble compounds which opens new possibilities for precisely treating a multitude of diseases.
Marinomed Biotech: weekly performance: -0.83%

Vienna Stock Exchange: The international price list of the Vienna Stock Exchange is growing by five additional shares. From today, the travel platform Airbnb is now continuously tradable on the global market, following its stock market debut last week on Nasdaq in New York. Furthermore, the German biotechnology company Biontech, which is researching a Covid-19 vaccine together with Pfizer (also in global market), the US zero-emission vehicle company Nikola and the American tech companies Palantir and Snowflake are now available on the Austriam marketplace. The global market offers domestic investors a broad selection of around 720 international shares from 26 countries. Austrian investors can trade on their national stock exchange at domestic fees and during local trading hours (9:00 to 17:30). As market makers, Baader Bank and Lang & Schwarz ensure additional liquidity and attractive prices.
ATX: weekly performance: 3.10%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (16/12/2020)

Christian Drastil: Wiener Börse Plausch

Wiener Börse Party #632: Warum CA Immo, Immofinanz und RBI positiv bzw. voestalpine negativ auffallen, morgen April-Verfall

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Aktien auf dem Radar:Rosenbauer, SBO, Palfinger, Addiko Bank, Austriacard Holdings AG, Flughafen Wien, EVN, Immofinanz, AT&S, ams-Osram, Marinomed Biotech, Porr, Warimpex, SW Umwelttechnik, Oberbank AG Stamm, Pierer Mobility, Agrana, Amag, CA Immo, Erste Group, Kapsch TrafficCom, Österreichische Post, Strabag, Telekom Austria, Uniqa, VIG, Wienerberger, Continental, adidas, Travelers Companies, Fresenius.

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