21.11.2021, 5077 Zeichen

Do&Co: Catering company DO & CO reported a rise in earnings an revenues in first half year. All business segments continued to be affected by the impact of the COVID-19 pandemic. However, business is increasingly recovering as legal restrictions for containment of the pandemic have been progressively eased. Demand is favourable, the company stated. Moreover, DO & CO has put great emphasis on creating new distribution channels and developing new business models. In the first half of the business year 2021/2022, the DO & CO Group recorded revenue in the amount of Euro 286.02 mn. This constitutes an increase in revenue by Euro 174.67 mn or 156.9% as compared to the same period of the previous year. The EBITDA of the DO & CO Group was Euro 48.83 mn (PY: Euro 6.59 mn) in the first half of the business year 2021/2022. The EBITDA margin was 17.1% (PY: 5.9%). Consolidated earnings before interest and tax (EBIT) of the DO & CO Group amounted to Euro 23.86 mn for the first half of the business year 2021/2022, Euro 55.43 mn higher than in the same period of the previous year. The EBIT margin was 8.3% (PY: -28.4%). The net result increased by Euro 44.59 mn from Euro -37.27m in the previous year to Euro 7.32 mn in the first half of the business year 2021/2022. The company further said, that it has won some new contracts, e.g. the home base of JetBlue in New York-JFK. The company stated, that it is continuing to participate in large tenders at various locations and that the management is confident to be able to continue its successful path of recent years.
DO&CO: weekly performance: -3.70%

Kapsch TrafficCom: Kapsch TrafficCom generated a positive operating result (EBIT) of Euro 11 mn in the first half of the current financial year, compared to a negative EBIT of Euro -58 mn on revenues of Euro 255.2 mn in the first half. "I am glad to see that the restructuring measures are having an effect. However, the Group continues to feel the impact of the COVID 19 pandemic. Therefore, the main focus in the second half of the year will be on maintaining cost discipline and acquiring new business. However, I am convinced that we have not only put the most difficult phase behind us, but also used it to make the Group leaner, more flexible, more agile, and better aligned to future opportunities," says Georg Kapsch, CEO of Kapsch TrafficCom. Management forecasts revenues to increase by approximately 10% to around Euro 550 mn in financial year 2021/22. The company expects growth in North America as well as a continued recovery in the components business. This should compensate for the expiry of the operations projects in Poland at the end of the second quarter and in the third quarter. The EBIT margin is expected to be in the region of 3%.
Kapsch TrafficCom: weekly performance: -5.39%

Andritz: International technology group Andritz has received an order from Alizay Papier SASU to supply a complete OCC line – including a reject treatment system – with a capacity of 1,400 bdmt/d to the mill in Alizay, France. Start-up is scheduled for the end of 2022.
Andritz: weekly performance: -2.74%

Uniqa: With premiums written of Euro 4,827.2 mn and earnings before taxes of Euro 298.7 mn, Uniqa Insurance Group AG (Uniqa) has brought the third quarter of 2021 to a successful conclusion as well following the first half of the year. “As in the first half of the year, our consistently excellent business performance in the first nine months of this year as well is based on a gratifying underwriting performance and the anticipated positive effects of the successful integration of the former AXA companies in CEE,” said Andreas Brandstetter, CEO of Uniqa Insurance Group AG. Despite heavy costs caused by storm damage especially in the summer months – in Austria and Czechia – of approximately Euro 200 mn (gross), the combined ratio improved to 94.2%. “Thanks to the excellent performance in the first nine months of the current year – the first year in which our Uniqa 3.0 corporate strategy has been implemented – we have already laid a solid foundation for our ambitious growth targets,” Brandstetter continued. The company is continuing to focus on average annual premium growth of 3%, a further reduction in the cost ratio, a sustainable improvement in the combined ratio to around 93% by 2025 and a return on equity consistently above 9% as the basis for progressive dividend growth.
Uniqa: weekly performance: -5.27%

Valneva: Vaccine developer Valneva’s total revenues were Euro 69.8 mn in the first nine months of 2021 compared to Euro 58.8 mn in the first nine months of 2020. Product sales slightly declined by 0.9% to Euro 45.5 mn in the first nine months of 2021 compared to Euro 45.9 mn in the first nine months of 2020 as the travel industry continued to be impacted by the COVID-19 pandemic. On a constant exchange rate (CER) basis, product sales increased by 1.8% in the first nine months of 2021 compared to the first nine months of 2020.
Valneva: weekly performance: -0.46%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (18/11/2021)

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Aktien auf dem Radar:Pierer Mobility, voestalpine, Amag, Immofinanz, CA Immo, EuroTeleSites AG, Frequentis, Rosgix, Warimpex, Wienerberger, Kapsch TrafficCom, AT&S, Frauenthal, Gurktaler AG Stamm, Polytec Group, Wolftank-Adisa, Porr, Oberbank AG Stamm, UBM, Palfinger, Zumtobel, Addiko Bank, Agrana, Erste Group, EVN, Flughafen Wien, OMV, Österreichische Post, S Immo, Telekom Austria, Uniqa.

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