30.08.2020, 7475 Zeichen

UBM Development: EBT of real estate developer UBM rose by nearly 50% to Euro 43.8 mn, and net profit increased by roughly 25% to Euro 26.6 mn in the first half year. These results were generated despite valuation adjustments in the hotel business. For tourism, the way back to normality will be long and difficult – but the demand for UBM’s residential and office projects remains high and unbroken. UBM Development generated stable Total Output of Euro 181.3 mn in the first half of 2020 (H1/2019: Euro 182.6 mn). Conclusive forecasts over the development of earnings in 2020 are still not possible at the moment because of the uncertain market environment. The coming quarters should bring a range of opportunities arising from the financial difficulties faced by many competitors. A number of developers took on high risks during the boom years, banks are becoming more restrictive with debt financing and mezzanine investors are nervous. UBM has positioned itself in recent months to make optimal use of the resulting opportunities.
UBM: weekly performance: 8.36%

Schoeller Bleckmann Oilfield: Sales of Schoeller-Bleckmann Oilfield Equipment AG (SBO), supplier of tools and equipment for directional drilling, amounted to Euro 184.5 mn in the first half of 2020 (1-6/2019: 236.2 mn, minus 21.9 %). Due to the global economic crisis, bookings contracted by 41.7 % year-on-year and came to Euro 144.5 mn (1-6/2019: 247.8 mn), while the order backlog was Euro 83.6 mn at the end of June 2020 (31 December 2019: 123.0). CEO Gerald Grohmann says: "The global coronavirus crisis has plunged the world economy into a deep recession in the first half of 2020. Clearly, SBO was not immune to those effects. Unlike many other companies, however, we have developed expertise in managing a crisis because of the cyclical nature of our industry. We are most actively steering our Group through this environment and were able to mitigate the impact, helping us to achieve a positive half-year profit from operations before one-off effects. Our liquidity base is strong, and we have further reduced our net debt that had been low even before. Our continued focus on liquidity and cashflow gives us the security we need to navigate through this cyclical low." Earnings before interest, taxes, depreciation and amortization (EBITDA) went from Euro 62.7 mn in the first half of 2019 to Euro 28.5 mn in 2020, profit after tax was minus 12.0 mn (1-6/2019: 17.2 mn).
SBO: weekly performance: 4.79%

EVN: Revenue recorded by the Austrian utility company EVN Group totalled Euro 1,596.9 mn in the first three quarters of 2019/20. The 6.8% year­on­year decline was caused, above all, by a substantial drop in thermal genera­ tion volumes. EBITDA recorded by the EVN Group rose by 17.9% to Euro 513.6 mn in the first nine months of 2019/20. Group net result for the period amounted to Euro 210.7 mn - this represents an increase of 25.2% over the previous year. For the financial year 2019/202 group net result of Euro 180 mn to Euro 200 mn ist expected - under the assumption of average conditions in the energy business environment and a stable situation in connection with the corona crisis during the fourth quarter of this financial year.
EVN: weekly performance: 2.59%

Marinomed: Marinomed Biotech AG benefited from a surge in demand for Carragelose® products in the first half of 2020. This increase, which began with the spread of COVID-19 in Europe, continues unchanged and will be reflected in sales, especially in the second half of the year. In the first half of the year, Marinomed was able to increase sales by 38% to a record Euro 2.28 mn (1-6/2019: Euro 1.66 mn). “With tests in our own labs we showed that Carragelose® is also an effective virus blocker against SARS-CoV-2. These results have now been confirmed by independent studies in the USA and Argentina”, explains CEO Andreas Grassauer. Similar to antibodies, Carragelose® can neutralize viruses and thus protect cells from infection. Andreas Grassauer continues: “With Carragelose® we have a safe and highly effective product against SARS-CoV-2, which is already on the market in more than 40 countries. With our nasal sprays and throat products, we can already offer an excellent, immediately available treatment option and thus make an important contribution in the fight against the corona pandemic. Together with our sales partners and new product innovations, we will optimally use this enormous potential for further growth.” Earnings continued to be characterized by high investments in research and development. The operating result (EBIT) improved to Euro -2.89 mn (1-6/2019: Euro -4.06 mn). As expected, the half-year result was negative at Euro -3.23 mn, after Euro -4.90 mn in the same period of the previous year. Order situation and demand for Carragelose® products remains very high. Marinomed expects strong sales growth in the second half of the year and record sales for full year 2020.
Marinomed Biotech: weekly performance: 9.28%

ams: ams, worldwide supplier of high performance sensor solutions, and Ibeo Automotive Systems GmbH, the German specialist and the global technology leader for automotive LiDAR sensor technology and the associated software, announce that they have made committed progress in bringing to market solid-state LiDAR technology for autonomous driving. ams and Ibeo began joint LiDAR development in 2018 on ibeoNext Solid State LiDAR. Their aim is to provide solid-state LiDAR to the automotive market for advanced driver assistance systems (ADAS), moving towards autonomous driving adoption. The companies are successfully developing the industry-first true solid-state LiDAR sensor. In October 2020, Ibeo will start delivering samples to customers globally, putting the companies solidly on the path to deliver best-in-class performance for mass LiDAR production in 2022. This will enable for massive solid-state LiDAR deployment in the automotive segment. “Our leading products are used by automotive companies in Europe and worldwide. We are happy to announce that our cooperation with ams has resulted in the first samples that we can now supply to the global market. Ibeo and ams will continue to cooperate on key LiDAR technology for the automotive market, targeting mass-market availability in 2022,” said Ulrich Lages, CEO, Ibeo Automotive Systems.
AMS: weekly performance: 2.81%

RCB: Qontigo, a company of Deutsche Börse Group, has licensed the DAX® 50 ESG Index to the Austrian Raiffeisen Centrobank as an underlying for a certificate. The DAX 50 ESG index employs two complementary approaches to incorporate ESG principles into the selection criteria: standardized negative screens for companies that are involved in controversial or unsustainable activities; and positive screening based on ESG scores. The methodology is designed to ensure a German market ESG flagship index whose liquidity and risk-return characteristics are similar to those of the flagship DAX®. “Sustainability is firmly established in the minds of investors, who believe in the potential of ESG-compliant companies. The DAX 50 ESG index sends a positive signal that sustainability and investment returns go hand-in-hand. Our certificates universe will become even more appealing now to investors looking for a German market ESG index,” commented Philipp Arnold, Head of Structured Products Sales at Raiffeisen Centrobank AG.

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (27/08/2020)

Christian Drastil: Wiener Börse Plausch

Wiener Börse Party #636: Marcel Hirscher läutet wieder die Opening Bell und ich denke dabei an Palfinger und Raiffeisen

Bildnachweis

Aktien auf dem Radar:Addiko Bank, Immofinanz, Marinomed Biotech, Flughafen Wien, Warimpex, EuroTeleSites AG, ATX Prime, ams-Osram, AT&S, Palfinger, RBI, Strabag, Pierer Mobility, UBM, CA Immo, Frequentis, Lenzing, SW Umwelttechnik, Oberbank AG Stamm, Wolford, Agrana, Amag, Erste Group, EVN, Kapsch TrafficCom, OMV, Österreichische Post, Telekom Austria, Uniqa, VIG, Wienerberger.

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