23.09.2016
Zugemailt von / gefunden bei: Baader Bank (BSN-Hinweis: Lauftext im Original des Aussenders, Titel (immer) und Bebilderung (oft) durch boerse-social.com aus dem Fotoarchiv von photaq.com)
Companies stay convinced to weather potential challenges!
The 5th Baader Investment Conference that we hosted in Munich had a successful conclusion yesterday. On the final day of our 3-day event, 26 companies held presentations. In addition, we arranged again roughly 350 individual and small-group meetings between investors and 51 companies.
Most companies presenting at our conference were confident to reach their targets for growth and profitability. As an example, both adidas and Jungheinrich fully reiterated the recently increased FY16 guidance. Deutsche Post DHL confirmed both the long-standing targets set out for this year and also the guidance for 2020. GRAMMER was confident to be well on track reaching both the 5% EBIT margin target for FY17 and its revenue goals for 2020. Also Symrise fully reiterated its FY16 and medium-term group guidance.
Regarding the pillars of this optimism, several corporates highlighted the strong support coming from a business model geared to megatrends. As an example, AMAG saw an ongoing strong demand towards aluminum products driven by the trend towards light-weight fabrication, while BRAIN seemed well-placed to benefit from the sector trend towards white biotech. On top, the strong position as a market leader was an important growth driver cited by companies such as Rational and CEWE.
Against this backdrop, most companies saw themselves well-prepared to digest temporary headwinds quite well. While SBO so far was not experiencing a demand uptick in the oil & gas business, K+S was optimistic that strain factors would ease moving forward following a weak second quarter in both business units. voestalpine projected higher margins over the next few quarters as rising steel prices became effective in new contracts. Despite the ongoing tailwind from viscose pricing, Lenzing could see temporary burdens coming from higher capex needs related to a new TENCEL plant and a potential increase of backward integration.
Additionally, the following companies held only one-on-one meetings: Volkswagen , Allianz , Daimler , BMW Group, Continental , Munich Re, Hannover Rück SE, ProSiebenSat.1 Media SE, Brenntag, Swiss Prime Site, PSP Swiss Property, LANXESS , STRABAG SE, NORMA Group, Drillisch , Mayr-Melnhof Karton, Flughafen Wien , Österreichische Post AG, ElringKlinger , SGL CARBON SE, S IMMO, UBM Development, mutares, Williams Grand Prix, DATAGROUP AG.
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amag_und_der_megatrend_voestalpine_und_die_margen_lenzing_capex
Aktien auf dem Radar:FACC, Österreichische Post, Austriacard Holdings AG, Flughafen Wien, S Immo, Semperit, OMV, ATX Prime, ATX TR, Addiko Bank, Verbund, DO&CO, ATX, Cleen Energy, Gurktaler AG VZ, Kapsch TrafficCom, Lenzing, SW Umwelttechnik, RHI Magnesita, Oberbank AG Stamm, Agrana, Amag, CA Immo, Erste Group, EVN, Immofinanz, Telekom Austria, Uniqa, VIG, Wienerberger.
(BSN-Hinweis: Lauftext im Original des Aussenders, Titel (immer) und Bebilderung (oft) durch boerse-social.com aus dem Fotoarchiv von photaq.com)128366
inbox_amag_und_der_megatrend_voestalpine_und_die_margen_lenzing_capex
BNP Paribas
BNP Paribas ist eine führende europäische Bank mit internationaler Reichweite. Sie ist mit mehr als 190.000 Mitarbeitern in 74 Ländern vertreten, davon über 146.000 in Europa. BNP Paribas ist in vielen Bereichen Marktführer oder besetzt Schlüsselpositionen am Markt und gehört weltweit zu den kapitalstärksten Banken.
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23.09.2016, 12126 Zeichen
23.09.2016
Zugemailt von / gefunden bei: Baader Bank (BSN-Hinweis: Lauftext im Original des Aussenders, Titel (immer) und Bebilderung (oft) durch boerse-social.com aus dem Fotoarchiv von photaq.com)
Companies stay convinced to weather potential challenges!
The 5th Baader Investment Conference that we hosted in Munich had a successful conclusion yesterday. On the final day of our 3-day event, 26 companies held presentations. In addition, we arranged again roughly 350 individual and small-group meetings between investors and 51 companies.
Most companies presenting at our conference were confident to reach their targets for growth and profitability. As an example, both adidas and Jungheinrich fully reiterated the recently increased FY16 guidance. Deutsche Post DHL confirmed both the long-standing targets set out for this year and also the guidance for 2020. GRAMMER was confident to be well on track reaching both the 5% EBIT margin target for FY17 and its revenue goals for 2020. Also Symrise fully reiterated its FY16 and medium-term group guidance.
Regarding the pillars of this optimism, several corporates highlighted the strong support coming from a business model geared to megatrends. As an example, AMAG saw an ongoing strong demand towards aluminum products driven by the trend towards light-weight fabrication, while BRAIN seemed well-placed to benefit from the sector trend towards white biotech. On top, the strong position as a market leader was an important growth driver cited by companies such as Rational and CEWE.
Against this backdrop, most companies saw themselves well-prepared to digest temporary headwinds quite well. While SBO so far was not experiencing a demand uptick in the oil & gas business, K+S was optimistic that strain factors would ease moving forward following a weak second quarter in both business units. voestalpine projected higher margins over the next few quarters as rising steel prices became effective in new contracts. Despite the ongoing tailwind from viscose pricing, Lenzing could see temporary burdens coming from higher capex needs related to a new TENCEL plant and a potential increase of backward integration.
Additionally, the following companies held only one-on-one meetings: Volkswagen , Allianz , Daimler , BMW Group, Continental , Munich Re, Hannover Rück SE, ProSiebenSat.1 Media SE, Brenntag, Swiss Prime Site, PSP Swiss Property, LANXESS , STRABAG SE, NORMA Group, Drillisch , Mayr-Melnhof Karton, Flughafen Wien , Österreichische Post AG, ElringKlinger , SGL CARBON SE, S IMMO, UBM Development, mutares, Williams Grand Prix, DATAGROUP AG.
4279
amag_und_der_megatrend_voestalpine_und_die_margen_lenzing_capex
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BNP Paribas
BNP Paribas ist eine führende europäische Bank mit internationaler Reichweite. Sie ist mit mehr als 190.000 Mitarbeitern in 74 Ländern vertreten, davon über 146.000 in Europa. BNP Paribas ist in vielen Bereichen Marktführer oder besetzt Schlüsselpositionen am Markt und gehört weltweit zu den kapitalstärksten Banken.
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