21st Austria weekly - Kontron, Verbund, Semperit (14/05/2025)

Kontron: Kontron, a supplier of IoT technology, and congatec GmbH, a vendor of embedded and edge computing technology, today signed an agreement to cooperate in manufacturing COMs, whereby Kontron will manufacture the congatec COMs. Kontron’s subsidiary JUMPtec GmbH and congatec GmbH, a company fully owned by Deutsche Beteiligungs AG, are both developers of COMs for embedded computing (COMexpress, COM-HPC, SMARC, Q7). Both Kontron and congatec anticipate cost advantages and will be able to actively manage tariff developments, especially in the USA, due to the production facilities of Kontron in North America. Both companies are well known for the highest quality standards and a broad and innovative technology roadmap with powerful partnerships with Intel, AMD, Qualcomm, and NXP.
Kontron: weekly performance: 1.31%

Verbund: Utility company VERBUND’s earnings for quarter 1/2025 saw a substantial year-on-year decline due to the extremely low water supply. EBITDA fell by 18.1% to €723.9m compared with the same period of the previous year and the Group result was down 21.6% to €396.7m. Despite significantly higher generation from thermal power, VERBUND’s own generation in quarter 1/2025 was 21.3% lower than the previous year's figure. The higher average sales prices achieved had a positive effect on earnings. The sales price achieved for own generation from hydropower rose by €8.7/MWh to €126.8/MWh.
Verbund: weekly performance: -0.99%

Semperit: The Semperit Group’s business performance in the first quarter of 2025 was characterized by a persistently difficult market environment. Order activities remained subdued in most areas, with customers postponing projects due to increased uncertainty. This had a negative impact particularly on the conveyor belt business (Belting). Revenue amounted to EUR 151.7 million (–13.8%) and EBITDA to EUR 11.1 million (–51.6%). Operating EBITDA (before project costs) was EUR 11.9 million. “The first few months of 2025 were not only marked by a persistently difficult market environment, as expected, but also brought greater uncertainty with the tariff conflict initiated by the US. This led to further delays in our customers’ investment decisions and cautious ordering activity,” says Semperit CEO Manfred Stanek, Semperit is an internationally oriented group of companies that develops, produces and sells high-quality elastomer products.
Semperit: weekly performance: -1.48%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (14/05/2025)

Christian Drastil: Wiener Börse Plausch

kapitalmarkt-stimme.at daily voice 175/365: Regierung plant einen durchaus sympathischen neuen Fonds, in den alle einzahlen können

Bildnachweis

1. wikifolio-View 19.11.: Gekauft wurde Deutsche Bank, verkauft Kontron   >> Öffnen auf photaq.com

Aktien auf dem Radar:Lenzing, Telekom Austria, CA Immo, Austriacard Holdings AG, Amag, Rosenbauer, Warimpex, Mayr-Melnhof, Polytec Group, Verbund, Frequentis, EuroTeleSites AG, AT&S, DO&CO, Erste Group, RBI, UBM, Wolftank-Adisa, Semperit, Marinomed Biotech, BKS Bank Stamm, Oberbank AG Stamm, Flughafen Wien, Österreichische Post, Uniqa, VIG.

Random Partner

---

EuroTeleSites AG
EuroTeleSites bietet mit seiner langjähriger Erfahrung im Bereich der Telekommunikation, Lösungen und Dienstleistungen zum Bau und der Servicierung von drahtlosen Telekommunikationsnetzwerken in sechs Ländern in der CEE-Region an: Österreich, Bulgarien, Kroatien, Slowenien, der Republik Nordmazedonien und der Republik Serbien. Das Portfolio des Unternehmens umfasst über 13.000 Standorte, die hochwertige Wholesale Services für eine breite Palette von Kunden bieten.

>> Besuchen Sie 60 weitere Partner auf boerse-social.com/partner