27.03.2022, 2900 Zeichen

Agrana: The outbreak of the war in Ukraine on 24 February 2022 represents a relevant event for fruit. starch and sugar company Agrana as at the balance sheet date of 28 February 2022. Based on the current status of internal impairment testing, Management currently anticipates a largely non-cash impact on EBIT related to asset and goodwill impairments in a range of Euro 65 million to Euro 85 million. The consolidated audit performed by the appointed auditors is presently ongoing at the level of Agrana Beteiligungs-AG. It is therefore not possible at this point in time to exactly define the actual scope of the impairments necessary. On the basis of provisional, unaudited figures, the Group would generate EBIT prior to extraordinary items associated with the Ukraine war of around Euro 95.5 mn (EBIT 2020|21: Euro 78.7 mn). Group revenue will amount to around Euro 2.9 bn (2020|21: Euro 2,547.0 mn).
Agrana: weekly performance: 0.61%

Vienna Insurance Group (VIG): The closing of the acquisition of Aegon's business in Hungary took place on 23rd March, following the approval of the Hungarian authorities. Together with the existing VIG insurance company Union, the VIG Group will become the market leader in Hungary. The closing of the participation of the Hungarian state holding company Corvinus with a 45% interest in the Hungarian insurance companies of the VIG Group is scheduled for 25 March 2022. The closing will be completed upon the consummation of the acquisition of Aegon's business in Poland, Romania and Turkey after receipt of the respective regulatory approvals.
VIG: weekly performance: 1.50%

Semperit: Semperit Group, an internationally oriented group that develops and produces highly specialised rubber products for the industrial and medical sectors, achieved a 27.4% increase in consolidated revenue, reaching Euro 1,182.2 mn in 2021. This record level was achieved through significant revenue growth in both sectors: The Industrial Sector posted growth of 16.2% to Euro 556.1 million; the Medical Sector posted a gain of 39.4% to Euro 626.1 million. Consolidated EBIT increased to Euro 315,0 mn in the 2021 financial year, in contrast with Euro 237,8 mn in the previous year. The management of the Semperit Group expects that the annual result for 2022, measured in terms of earnings before interest, tax, depreciation and amortisation (EBITDA), is likely to fall significantly short of the average market expectations (EUR 100-120 million at the beginning of March), in particular due to the Russia-Ukraine conflict and the related sanctions and uncertainties for industrial production. The exact financial impact on the expected annual result of the Semperit Group cannot yet be estimated at the time of publication of the Annual Report for 2021.
Semperit: weekly performance: -9.54%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (23/03/2022)

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

Bildnachweis

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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