03.08.2025, 2011 Zeichen

AT&S: Microelectronic company AT&S reported results for the first quarter: In comparison to the prior-year quarter, consolidated revenue increased by 14% to € 399 million in the first quarter of 2025/26 (PY: € 349 million). Adjusted for currency effects, consolidated revenue rose by 19%. Due to a positive volume development, AT&S was able to successfully counter both the ongoing price pressure and negative exchange rate effects during the reporting period. EBITDA improved by 9% from € 65 million to € 71 million ‒ adjusted for currency effects, the increase amounted to 24%. EBIT fell from € -8 million to € -16 million. The net loss for the period decreased from € -34 million to € -56 million. “We assume that we will continue to operate in a price-sensitive market; therefore, we will consistently pursue our previously successful efficiency programs. We will counter the challenges of the geopolitical situation and the new dynamic markets with continuous risk and opportunity assessments, and a fast and agile portfolio of measures,” CEO Michael Mertin explains.
AT&S: weekly performance: -17.18%

Verbund: Austrian based utility company Verbund’s earnings in quarters 1–2/2025 fell significantly below the previous year’s level due to a considerable decline in electricity production from hydropower. EBITDA was down by 19.8% year-on-year to €1,413.0m. The Group result dropped 11.8% to €802.7m, and the Group result after adjusting for non-recurring effects declined by 22.3% year-on-year to €783.6m. The hydro coefficient for the run-of-river power plants fell to 0.76, or 36 percentage points below the comparative prior-year figure (1.12) and 24 percentage points below the long-term average. However, earnings performance was positively impacted by the higher level of average sales prices achieved for own generation from hydropower, which increased by €3.9/MWh to €117.2/MWh.
Verbund: weekly performance: -2.87%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (31/07/2025)

Christian Drastil: Wiener Börse Plausch

Wiener Börse Party #1156: Mai-Verfallstag mit zunächst fallendem ATX, Verbund gesucht, am Fenstertag wenige News, aber viel Research

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Aktien auf dem Radar:Frequentis, Agrana, Bajaj Mobility AG, EuroTeleSites AG, Amag, UBM, FACC, OMV, Verbund, Porr, Rosgix, EVN, AT&S, Rosenbauer, voestalpine, Wienerberger, Wolford, Wolftank-Adisa, BKS Bank Stamm, Oberbank AG Stamm, CPI Europe AG, Österreichische Post, Semperit, Telekom Austria, RHI Magnesita, DAX, Siemens, HeidelbergCement, MTU Aero Engines, Henkel, Fresenius Medical Care.

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