06.09.2020, 4632 Zeichen

Pierer Mobility: In the first half of 2020, the Pierer Mobility Group achieved a group revenue of Euro 600.0 mn (previous year: Euro 754.9 mn). During the first six months of 2020, 70,171 KTM, Husqvarna and Gasgas motorcycles and 34,351 Husqvarna and R Raymon e-bikes were sold. This represents an increase of 1.3% compared to the same period of the previous year, although e-bikes were not included in the previous year. Sales of non-e-bikes are distributed exclusively under the R Raymon brand and amounted to 8,492 units in the first half of the year. Including the 20,160 motorcycles sold by our partner Bajaj in India (previous year: 32,539), a total of 124,682 motorcycles and e-bikes were sold in the first half of 2020 (previous year: 135,711). The EBIT for the first half of 2020 is already positive and stands at Euro 1.7 mn (previous year: Euro 46.6 million) despite the Covid-19 lockdown and a two-month production stop. Due to the strong global demand, the group expects an increase in revenue to more than Euro 800 mn in the second half of 2020, which is significantly higher than in the same period of the previous year (second half of 2019: Euro 765.3 mn). The annual revenue for the 2020 financial year is expected to exceed Euro 1,400 mn (FY 2019: Euro 1,520.1 mn), with the e-bicycle division already contributing sales of more than EUR 110 million. Based on current assessments, the EBIT margin for fiscal year 2020 will range between 4% and 6% of revenues and the free cash flow will exceed Euro 30 mn. On September 30, 2020, the trading of Pierer Mobility AG shares on the Official Market (Amtlicher Handel) of the Vienna Stock Exchange will end. Wiener Börse AG has announced, that on its own initiative it has admitted the shares of Pierer Mobility AG to trading in the "global market" of globally operating companies with effect from October 1, 2020.
Pierer Mobility AG: weekly performance: 5.10%

Strabag: The publicly listed construction company Strabag SE reported figures for the first half of 2020. The group generated a 10 % lower output volume of Euro 6,720.08 mn in the first half of 2020. This is largely due to three factors: the loss of a German key account in the property and facility services business resulting from an expired contract in mid-2019, the temporary halt to construction activity due to the coronavirus crisis in Austria, and the execution and completion of tunnelling projects in Chile. The consolidated group revenue fell by 9 % to Euro 6,321.81 mn. The order backlog as at 30 June 2020 reached a new record high of Euro 19,440.54 mn, which corresponds to 6 % growth over the level from 30 June 2019. Work progressed on large orders in the Americas, Hungary and Austria, among other places, resulting in a decline of this figure. This development was contrasted by new large orders and contract extensions in tunnelling in the United Kingdom and a significant increase in the order backlog in Germany and the Czech Republic. Earnings before interest, taxes, depreciation and amortisation (EBITDA) increased slightly by 2 % to Euro 300.11 mn in the first half of 2020. Earnings before taxes (EBT) came in at Euro 31.61 mn compared to Euro 41.50 mn in the first half of 2019. “At first glance, the first half of 2020 was strongly affected by the coronavirus pandemic. However, this is only partially reflected in the figures. For the first half of the year, the net income after minorities tends to be around zero and our output volume fell by ‘merely’ 10 % – in part due to other, expected factors. One of the reasons for this is that we generate only about 15 % of our group output volume in Austria. In markets such as Germany or Poland, on the other hand, the restrictions were hardly noticeable. Although the crisis has not been overcome yet, we came to the conclusion that our output guidance of € 14.4 billion, which was updated in April following the start of the pandemic, was probably too conservative – not least due to the record order backlog. Instead, we now expect an output volume of around € 15.0 billion. At the same time, an EBIT margin of at least 3.5 % should be attainable as previously expected. We are basing our forecast on the assumption that, unlike in the first half of the year, there will be no full suspension of construction activities, not even temporarily, in any of our core countries in the second half of the year. This does not mean, however, that a ‘second wave’ of COVID-19 would hit us unprepared”, says CEO Thomas Birtel.
Strabag: weekly performance: 0.95%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (31/08/2020)

Christian Drastil: Wiener Börse Plausch

Karrieren & Kurse: Petra Plank, Mentorin für Beziehungsfähigkeit (und das Wifi Wien hat zwei Kurse dazu)

Bildnachweis

Aktien auf dem Radar:Österreichische Post, FACC, Austriacard Holdings AG, Flughafen Wien, S Immo, Addiko Bank, Andritz, Rosenbauer, SBO, OMV, ams-Osram, AT&S, Gurktaler AG VZ, Polytec Group, Wiener Privatbank, SW Umwelttechnik, Oberbank AG Stamm, Agrana, Amag, CA Immo, Erste Group, EVN, Immofinanz, Kapsch TrafficCom, Telekom Austria, Uniqa, VIG, Wienerberger, Beiersdorf, Brenntag, Siemens.

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