14.02.2021, 4760 Zeichen

voestalpine: Revenues of Austrian steel an technology company voestalpine as of the third quarter of the business year 2020/21 fell by 16.8% year over year, from Euro 9.6 bn to Euro 8 bn; given the continual improvement in order levels over the reporting period, revenue for the third business quarter is but slightly lower year over year. EBIT dropped from Euro –82 mn to Euro –134 mn; the numbers for both the previous year and the reporting period contain significant non-recurring effects. These non-recurring effects in the amount of about Euro 200 mn adversely affected EBIT for the current business year’s first three quarters (Q1–Q3 2019/20: EUR 345 million). At Euro –159 mn, the profit after tax was also affected by impairment losses but remains largely stable year over year (Q1–Q3 2019/20: Euro –160.0 mn). Assuming that there will be no new major restrictions on economic activity and/or state-ordered measures owing to the Covid-19 pandemic, the Management Board currently forecasts EBITDA of about Euro 1 billion for the entire business year 2020/21 and thus an amount at the upper end of the previously communicated range. 
voestalpine: weekly performance: -0.61%

Strabag: The Management Board of construction group Strabag SE expects the EBIT for 2020 to exceed the previous year’s EBIT, which had amounted to around Euro 603 mn. Positive effects, e.g. in the transportation infrastructures segment of several core markets allows the group to expect significantly higher earnings than forecast for the 2020 financial year overall. The Group recorded a slightly smaller decline in output overall in the 2020 financial year than had been forecast. At Euro 15.4 bn, the output volume was 7 % below the level from 2019. The order backlog as at 31 December 2020 grew to Euro 18.4 bn (+5 %) CEO Thomas Birtel: “We see the developments of the past year as a confirmation of our strategy. Diversification and regionality have helped us balance out the very different effects of the coronavirus crisis in our core markets. Meanwhile, the high order backlog allows for a positive outlook for the remainder of 2021, though it is important to keep an eye on individual market areas and in particular on the developments at the communal level".
Strabag: weekly performance: 2.59%

A1 Telekom Austria Group: Total revenues of A1 Telekom Austria Group declined slightly (-0.3%) to Euro 4,549.4 mn, driven by lower other operating income and lower equipment revenues, while service revenues remained stable despite roaming losses (~2% on Group revenues) and negative FX effects. Excluding FX and one-off effects, total revenues increased by 1.5%. Net result increased by 18.7% from Euro 327.4 mn in 2019 to Euro 388.8 mn in 2020, as the comparison period was negatively impacted by the penalty interest as a result of a tax audit in Bulgaria. For the financial year 2021, the management of A1 Telekom Austria Group expects to achieve growth in total revenues of around 1% and for its EBITDA margin to grow once again. The Management Board intends to propose a dividend of Euro 0.25 (2019: 0,23) per share for the financial year 2020 to the 2021 Annual General Meeting.
Telekom Austria: weekly performance: 0.63%

Bawag: Banking Group Bawag released its preliminary results for the financial year 2020, reporting a net profit of Euro 284 mn, Euro 3.19 earnings per share, and a RoTCE of 10.2%. The Bank’s capital position remained strong, with a CET1 ratio of 16.3% prior to any deduction of dividends, up 190 basis points versus 2019. Considering earmarked dividends of Euro 460 mn, the CET1 ratio stood at 14.0% at the end of 2020. Based on Bawag Group’s dividend policy to generally pay out 50% of net profits, the bank earmarked dividends of Euro 372 mn for the financial years 2019 and 2020. Core revenues increased by 1% to Euro 1,171 mn in 2020 despite the impact from lockdown measures and related changes in the operating.
Bawag: weekly performance: 4.68%

ams: ams, supplier of high performance sensor solutions, reports positive full year 2020 group results. The financial results refer to the ams group and include the financial results of Osram Licht AG (OSRAM) which ams has been consolidating as the majority shareholder since 1 July 2020. Full year 2020 group revenues were USD 4,169 mn, up 86% compared to 2019 given consolidation effects. Fourth quarter group revenues were USD 1,679 mn, up 16% sequentially from the third quarter and up 138% compared to the same quarter 2019 given consolidation effects. The adjusted group result from operations (EBIT) was USD 550 mn or 13% of revenues for 2020 compared to USD 468 mn or 21% for 2019.
AMS: weekly performance: -6.39%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (09/02/2021)

Christian Drastil: Wiener Börse Plausch

Wiener Börse Party #637: Egalite Addiko und Marinomed, AT&S nach 2 Monaten zurück, 19 Jahre RBI an der Börse, Strabag top

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Aktien auf dem Radar:Addiko Bank, Immofinanz, Wienerberger, Flughafen Wien, Warimpex, Porr, AT&S, Palfinger, Strabag, Uniqa, Verbund, Pierer Mobility, Andritz, Frequentis, S Immo, Oberbank AG Stamm, Amag, Agrana, CA Immo, Erste Group, EVN, Kapsch TrafficCom, OMV, Österreichische Post, Telekom Austria, VIG.

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