21st Austria weekly - Strabag, Porr, Kapsch TrafficCom (27/06/2025)

Strabag: STRABAG Rail is delivering two strategic key contracts co-financed by the EU to modernise the railway infrastructure in the Czech Republic. The first project covers an almost ten-kilometre section between Nezamyslice and Kojetín on the Brno–Přerov line that is currently being upgraded for high-speed trains. The STRABAG share of the contract amounts to approximately € 110 million. Construction began at the end of May and is scheduled to last around three and a half years, with completion expected by the end of January 2029.
Strabag: weekly performance: 6.99%

Porr: Centralny Port Komunikacyjny (CPK) and Austrian construction group PORR have today signed a contract for the construction of a new high-speed tunnel in Łódź. With a length of almost 5 km, it will be the longest railway tunnel in Poland. The project is part of the key railway line 85, the so-called “Y”, which will connect Warsaw and the new central airport with the city of Łódź. The contract is worth more than EUR 400 million (PLN 1.7 billion) and will be completed within 48 months.
Porr: weekly performance: 6.46%

Kapsch TrafficCom: Kapsch TrafficCom AG announced that MTS Maut & Telematik Services GmbH, a fully consolidated subsidiary of Kapsch TrafficCom AG, will receive a payment in the amount of around EUR 27 million as a result of a settlement agreement with the Federal Republic of Germany to end the arbitration proceedings conducted due to the termination of a contract for the automatic control of an infrastructure charge ("passenger vehicle toll"). The settlement agreement is expected to be finally executed by the arbitral tribunal in the coming days and thus becomes effective.
Kapsch TrafficCom: weekly performance: -5.19%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (27/06/2025)

Christian Drastil: Wiener Börse Plausch

Börsepeople im Podcast S22/21: Roland Sinkovits

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1. - Episode 46/365 der kapitalmarkt-stimme.at daily voice auf audio-cd.at. Ich sage danke an Karl-Heinz Strauss (Porr) und nochmals an den im Jänner unerwartet verstorbenen Klemens Haselsteiner (Strabag). Warum? Nun, das wikifolio Stockpicking Österreich ist wieder auf All-time-High-Niveau und ein wikifolio-Visual (siehe unten) zeigt Strabag und Porr als die beiden grössten Performance-Bringer 2025 so far. Mir gefallen beide Unternehmen sehr gut, weil sie a) eigentümergeführt und damit behutsam agierend sind, b) viel auch gemeinsam machen und c) nun offenbar nach schwierigen Zeiten aus mehreren Gründen verdient wieder hip sind. Hören: https://audio-cd.at/page/podcast/6826 -  https://www.wikifolio.com/de/at/w/wfdrastil1 , Reiter "Analyse", siehe Grafik https://photaq.com/page/pic/96726   >> Öffnen auf photaq.com

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