04.02.2024, 3426 Zeichen

Porr: Porr Umwelttechnik GmbH buys 100 percent of the shares in the gravel extraction company Pannonia, with 11 million tons of gravel resources. The main business areas of the Pannonia Group are raw material processing and delivery as well as earthworks and landfill operations. “With this step we are expanding our competencies in the area of raw material processing. We also ensure that our construction sites in the greater Vienna area are supplied with additives for the production of concrete,” explains Porr CEO Karl-Heinz Strauss.
Österreichische Post: weekly performance: -1.58%

CA Immo: Following the spin-off of all property management activities in CEE and Austria, and the minority stake sale in a CEE facility management business, Austrian real estate company CA Immo has taken the next step towards simplifying the business model and focusing the company on core activities with the spin-off of its wholly owned construction management subsidiary omniCon Gesellschaft für innovatives Bauen mbH via a Management-Buy-Out. 
CA Immo: weekly performance: -1.00%

AT&S: AT&S operated in a challenging market environment in the first three quarters of the financial year 2023/24. In comparison with the strong prior-year period, consolidated revenue declined by 19% to € 1,205 million in the first three quarters of the financial year 2023/24 (PY: € 1,489 million). EBIT fell from € 214 million to € 63 million. “After a strong second quarter, demand in the third quarter was once again relatively weak in some market segments. The markets for mobile devices and industrial applications weakened significantly. While notebooks and PCs saw a slight recovery, the market for servers slowed down further. In this environment, we continued to push our efficiency programmes, which we intensified a year ago, to ensure a sustainable optimisation of our company’s cost structure,” says CEO Andreas Gerstenmayer. “In the second half of 2024, a general market recovery is expected in our industry. We can consequently assume that capacity utilisation at our existing plants will improve and we are prepared for the rebound of the market with the go-live of our plant in Kulim, which is scheduled for the end of the year. We will therefore have a good chance to participate in a market recover with our improved cost structures."
AT&S: weekly performance: -9.48%

Bawag: BAWAG Group announced the signing of a transaction to acquire 100% of the shares in Knab, from ASR Nederland N.V. (a.s.r.), for a consideration of € 510 million payable at closing. The acquisition will expand BAWAG Group’s footprint in the Dutch Retail and SME banking space and position it for future growth in one of the bank’s core markets. The transaction, subject to customary closing conditions, including regulatory approvals, is expected to close in the second half of 2024. Further, the Group published the preliminary financial results for the full year 2023, reporting a net profit of € 683 million, earnings per share € 8.31, and an RoTCE of 25.0%. The operating performance of our business was strong with pre-provision profits of € 1,040 million and a cost-income ratio of 31.8%. For the fourth quarter 2023, BAWAG Group reported a net profit of € 177 million, earnings per share of € 2.15, an RoTCE of 25.7%, and a CIR of 32.0%.
Bawag: weekly performance: 4.25%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (01/02/2024)

Christian Drastil: Wiener Börse Plausch

Börsepeople im Podcast S12/12: Klaus Rainer Kirchhoff

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Aktien auf dem Radar:Immofinanz, Polytec Group, Marinomed Biotech, Flughafen Wien, Warimpex, Lenzing, AT&S, Strabag, Uniqa, Wienerberger, Pierer Mobility, ATX, ATX TR, VIG, Andritz, Erste Group, Semperit, Cleen Energy, Österreichische Post, Stadlauer Malzfabrik AG, Addiko Bank, Oberbank AG Stamm, Agrana, Amag, CA Immo, EVN, Kapsch TrafficCom, OMV, Telekom Austria, Siemens Energy, Intel.

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