19.05.2024, 4247 Zeichen

wienerberger: wienerberger, one of the world’s leading providers of innovative, ecological solutions for the entire building envelope, in the fields of new buildings and renovations, as well as infrastructure in water and energy management, announces the successful acquisition of piping specialist GrainPlastics. By acquiring the Dutch Company, wienerberger strengthens its position in the piping segment in the Netherlands and the entire Region West. Alongside the production of piping solutions for water management in the fields of agriculture, irrigation and public infrastructure, cable protection solutions represent a highly attractive growth opportunity due to significant public investment programs to drive the green energy transition of the Netherlands. The company operates two production sites in Leeuwarden and Hoogeveen in the North-East of the country. With a workforce of about 80 employees GrainPlastics generated revenues of approx. € 30 million in 2023. The contracting parties agreed not to disclose the purchase price.
Wienerberger: weekly performance: 0.23%

Agrana: Revenue of the fruit, starch and sugar group AGRANA Group grew by 4.1% in the 2023|24 financial year to € 3,786.9 million. Operating profit (EBIT) was € 151.0 million, fulfilling the guidance of a very substantial increase from the prior year. The Group recorded a profit for the period of € 69.4 million (prior year: € 24.7 million). The Management Board will propose to the Annual General Meeting to pay a dividend of € 0.90 per share for the year (dividend for 2022|23: € 0.90 per share). As already communicated in the third-quarter publication in January 2024, AGRANA has been facing an increasingly challenging business environment since the fourth quarter of 2023|24 and is forecasting significantly lower EBIT for the 2024|25 financial year than the level achieved in 2023|24. This earnings decline will already become evident in the first quarter of 2024|25. Group revenue is projected to show a slight reduction for the full year.
Agrana: weekly performance: 1.12%

AT&S: Technology group AT&S operated in a challenging market environment in the financial year 2023/24. Compared with the record level of the previous year, consolidated revenue declined by 13% to € 1,550 million in the financial year 2023/24 (PY: € 1,791 million). EBITDA decreased by 26% from € 417 million to € 307 million in the financial year 2023/24.  Profit for the year decreased from € 137 million to € -37 million, “We see AT&S return to growth in the new financial year 2024/25. The general market recovery expected in our industry for the second half of the financial year 2024/25 should also have a positive effect on demand and, consequently, utilization of our existing plants. Business growth will be supported by the ramp-up of high-volume production at our two new plants in Kulim and Leoben at the end of the financial year. This will help us to further advance the initiated diversification of the customer portfolio for IC substrates and to address additional applications in the fields of data management and AI. To counter price pressure in the industry, which is expected continue, we have intensified our ongoing efficiency programs. In addition to many other cost-cutting effects, a reduction of up to 1,000 employees will also be implemented at the existing locations,” CEO Andreas Gerstenmayer comments on the company’s perspectives and challenges. AT&S expects to generate annual revenue in the range of € 1.7 to € 1.8 billion in the financial year 2024/25[1][1]. Excluding effects from the start-up of the new production capacities in Kulim and Leoben amounting to roughly € 80 million, the adjusted EBITDA margin is expected to range between 25 and 27%.
AT&S: weekly performance: 16.49%

Kapsch TrafficCom: Kapsch TrafficCom signed the new maintenance contract for the iconic Oresund Bridge that connects Denmark and Sweden. The contract is set to run from February 2026 until January 2031 and has a base volume of slightly above EUR 3 million, with the possibility of reaching EUR 6 million depending on upcoming change requests.
Kapsch TrafficCom: weekly performance: 3.57%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (14/05/2024)

Christian Drastil: Wiener Börse Plausch

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Aktien auf dem Radar:Pierer Mobility, UBM, Palfinger, Immofinanz, Addiko Bank, CA Immo, SBO, Porr, Rosenbauer, EuroTeleSites AG, Frequentis, Kostad, Linz Textil Holding, Marinomed Biotech, Wiener Privatbank, Warimpex, Agrana, Amag, EVN, Flughafen Wien, OMV, Österreichische Post, Telekom Austria, Uniqa, VIG, E.ON , BASF, Zalando, Mercedes-Benz Group, Allianz, Hannover Rück.

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