01.05.2022, 3535 Zeichen

Mayr-Melnhof: The cartonboard group MM Group succeeded in catching up again in margins in the 1^st quarter of 2022, after cost inflation-related pressure in previous quarters. Consistent implementation of necessary price increases and sustained strong demand in both divisions made this possible. Significant growth compared to the 1^st quarter of the previous year resulted mainly from the inclusion of the cartonboard and paper mills in Poland and Finland acquired at the beginning of August last year as well as higher price levels. Due to widely booked capacities and longer delivery times, great attention is paid to the continuous supply of our customers, which we meet through the highest possible flexibility. As a result, despite increasing challenges in the supply chain, we continued to operate at almost full capacity. With the acquisition of the leading Nordic pharmaceutical packaging group Eson Pac in April, MM has recently advanced the growth strategy for Packaging.The Group's consolidated sales increased to Euro 1,060.4 mn and were Euro 419.1 mn higher than the comparable figure of the previous year (1Q 2021: Euro 641.3 mn). Profit for the period rose by Euro 35.6 mn to Euro 79.5 mn (1Q 2021: Euro 43.9 mn).
Mayr-Melnhof: weekly performance: -2.55%

Valneva: Austrian/French Valneva, a specialty vaccine company, and Pfizer reported positive Phase 2 pediatric data for their Lyme disease vaccine candidate, VLA15. Based on these new results, Valneva and Pfizer plan to proceed with inclusion of pediatric participants in their planned Phase 3 trial. The trial will evaluate VLA15 in adults and pediatric subjects 5 years of age and above and is expected to be initiated in the third quarter of 2022, subject to regulatory approval.
Valneva: weekly performance: -19.73%

Bawag: Austrian based banking group Bawag released its results for the first quarter 2022. CEO Anas Abuzaakouk: “In the first quarter 2022 we delivered a strong set of results with net profit of Euro 111 mn, EPS of Euro 1.24, an RoTCE of 14.2% and a cost-income ratio of 37%. Our underlying RoTCE was 19.5% when pro-rating regulatory charges and deducting Euro 425 mn of capital earmarked for buybacks in 2022.” Core revenues increased by 9% to Euro 323 mn in the first quarter 2022. Net interest income rose by 5% to Euro 242 mn driven by higher average customer loans. Net fee and commission income increased by 20% to Euro 81 mn, driven by ongoing recovery following the pandemic as well as the acquisition of Hello bank! Austria in Q4 ‘21, but still impacted by the Covid-19 restrictions.
Bawag: weekly performance: -2.85%

A1 Telekom Austria: For the most of Q1 2022, the positive trends of the last quarters continued and resulted in solid set of quarterly results. A1 Telekom Austria Group again achieved revenue (+2.7 % to 1,166.4 mn) and EBITDA growth (+7.9 % to 452.7 mn) across the entire footprint. Service revenues increased in all markets, capitalizing on continued favorable trends and successful strategy execution. There was an uphold strong demand for high-bandwidth products, success- ful upselling measures, solid momentum with mobile WiFi routers as well as in the solutions and connec- tivity business. Due to eased COVID measures versus the comparison period, travelling returned and roaming traffic was higher compared to last year’s first quarter, benefitting the results in the quarter un- der review.
Telekom Austria: weekly performance: -1.73%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (26/04/2022)

Christian Drastil: Wiener Börse Plausch

Wiener Börse Party #633: Heute April Verfall, Ex-Marinomed-Investor in Troubles und die Radio-Studios A, B, C und vielleicht D

Bildnachweis

Aktien auf dem Radar:Amag, Palfinger, SBO, Addiko Bank, Flughafen Wien, Austriacard Holdings AG, EVN, EuroTeleSites AG, Pierer Mobility, Semperit, Bawag, Kostad, Wolford, Oberbank AG Stamm, Polytec Group, ams-Osram, Agrana, CA Immo, Erste Group, Immofinanz, Kapsch TrafficCom, Mayr-Melnhof, OMV, Österreichische Post, Strabag, Telekom Austria, Uniqa, VIG, Wienerberger, Covestro, Sartorius.

---