WEEKLY an initiative by PRIME ENGLISH NEWS AND INFORMATION AROUND THE VIENNA STOCK EXCHANGE 35/213/18

Dear active investors, 21st Austria ATX-Prime ATX TR with new HIghs. News came from Warimpex, , Pierer Mobility, Stocks Week 35 (2), , , Frequentis, Andritz (2) and Valneva. ATX TR Valneva stocks gained 23 percent. 7338.00 1.45% 34.24% BSNgine weekly Spitout: The ATX TR up 1,45% to 7.338 points this week. Year- Price % week % ytd to-date the ATX TR is now at 34,24%. Up to now there were 111 days with a posi­ Addiko Bank tive and 61 with a negative gain. From the year-high we are 0,08% away, from 13.90 -2.80% 58.86% the low 34,24%. Statistically the best weekday so far 2021 is Monday with 0,34%,

Agrana the weakest is Friday with 0,04%. 18.50 -0.54% 14.76%

Andritz These are the best-performers this week: EVN 12,39% in front of Strabag 8,5% 49.54 3.12% 32.18% and Porr 6,46%. And the following stocks performed worst: Amag -3,8% in front

AT&S of Wienerberger -3,46% and Addiko Bank -2,8%. 37.60 4.01% 44.06% Further highlights this week: for 5 days in a row up (4,66% gain from Beaconsmind 15.70 78.41% -59.54% 90,1 to 94,3), also EVN 5 days up (12,39% gain from 21,8 to 24,5), Erste Group 4 days up (4,21% gain from 33,46 to 34,87), RBI 4 days up (3,77% gain from 20,18 to CA Immo 20,94), Marinomed Biotech 3 days up (5,45% gain from 110 to 116), Strabag 3 36.85 0.55% 17.54% days up (6,1% gain from 38,5 to 40,85), Bawag 3 days down (0,98% loss from 50,9 Cleen Energy to 50,4), Immofinanz 3 days down (1,95% loss from 21,56 to 21,14). 7.50 8.70% 177.78%

DO&CO Best-performers year-to-date as of now: Zumtobel 60,49% (last year: -33,26 68.60 -0.29% 2.69% percent) followed by Addiko Bank 58,86% (last year: -39,24 percent) and Rosen­

Erste Group bauer 47,66% (last year: -9,7 percent). And the worst-performing stocks year-to- 34.87 4.09% 39.82% date: Flughafen Wien -7,22% (Vorjahr: -19,34 percent), followed by Marinomed

Evotec Biotech -2,52% (Vorjahr: 19 percent) and SBO 2,57% (Vorjahr: -38,17 percent). 42.27 -0.12% 39.60%

Fabasoft High above the MA200: Verbund 30,67%, Zumtobel 28,48% and EVN 27,59%. 37.60 -14.55% -20.00% Down under the MA200: Polytec Group -8,46%, SBO -7,64% and Marinomed Biotech -5,92%. FACC 8.80 2.21% 3.65%

Flughafen Wien

28.25 -2.08% -7.22% MONDAY Warimpex: Real estate developer Warimpex Group remained on

Frequentis solid financial footing in the first half of 2021. The Group’s result for 25.70 -0.77% 41.99% the period climbed into positive territory in the first half of 2021, ri­ 30 sing from minus 21.7 mn in the prior-year period to Euro 1.7 Immofinanz 21.14 1.05% 24.57% mn. Total revenues dropped by 7 per cent to Euro 12.8 mn, while the expenses directly attributable to revenues were reduced by 33 per cent to Knaus Tabbert Euro 4.4 mn. This results in gross income from revenues of Euro 8.4 mn, which 68.70 8.70% 8.36% represents an increase of 17 per cent versus the prior-year period. In 2021, Lenzing Warimpex’s activities will focus on making preparations for for its 113.60 0.71% 37.20% development projects, obtaining building permits, and continuing ongoing

Marinomed Biotech construction. The topic of sustainability is playing an increasingly important ro­ 116.00 5.45% -2.52% le here. After all, energy efficiency, the use of renewable energy sources, and

WEEK AUSTRIA WEEKLY 23/1835/21

Mayr-Melnhof the reduction of carbon dioxide emissions are key requirements for the con­ 179.40 0.56% 8.73% struction and operation of buildings. Therefore, Warimpex aims to obtain fur­

Palfinger ther sustainability certifications for the property portfolio. In Poland, forexamp­ 37.40 1.08% 44.40% le, the two office buildings Mogilska 43 Office in Krakow and Ogrodowa Office

Pierer Mobility in Łódź have been awarded Breeam In-Use – Excellent certification, which con­ 77.20 1.85% 16.09% firms the properties’ high environmental standards. In closing, Franz Jurko­ witsch had the following comment: “Following the lifting of many of the coro­ Porr 17.46 6.46% 35.35% navirus measures, we expect to see an upward trend in the hotel segment and continued stable development in the office segment in the second half of 2021. Österreichische Post Based on our positive half-year results – despite hotel closures and pandemic- 38.50 -2.41% 34.15% related restrictions – Warimpex expects to generate a profit from its operational Polytec Group activities for the 2021 financial year as a whole. We believe that we are in a solid 8.88 1.02% 18.24% position for the coming tasks, both financially and in terms of our personnel,

RBI and look forward to continuing the realisation of our projects.” 20.94 2.45% 25.54% Warimpex: weekly performance: -0.39%

RHI Magnesita 44.80 -0.88% 12.45% Immofinanz: Real estate company Immofinanz generated strong growth in the results of operations and net profit during the first half-year. Net profit Rosenbauer 53.60 2.68% 47.66% amounted to Euro 228.6 mn (Q1–2 2020: Euro -120.4 mn). Results from the reva­ luation of standing investments equalled Euro 52.5 mn, compared with crisis- startup300 related write-downs in the previous year to reflect the adverse effects of the Co­ 3.30 -1.20% -5.71% vid-19 pandemic (Q1–2 2020: Euro -143.4 mn). Rental income was stable at Euro S&T 145.0 mn (Q1–2 2020: Euro 146.2 mn), and the results of asset management rose 20.10 4.47% 5.85% by 3.9% to Euro 106.8 mn (Q1–2 2020: Euro 102.8 mn). Property sales totalling Eu­

S Immo ro 148.6 min were concluded during the first half-year and were related prima­ 20.80 2.21% 22.64% rily to older office properties in Warsaw and Budapest. The expansion of the

Strabag portfolio through acquisitions in Bucharest and Italy during recent months will 40.85 8.50% 43.59% be continued. “We are very well positioned for this growth with a robust balan­

Telekom Austria ce sheet structure, more than one billion of available liquidity, our invest­ 7.40 -1.60% 16.90% ment grade rating and favourable financing costs of 1.9%. In view of the strong

UBM earnings and financial situation and successful crisis management, we will ma­ 45.00 1.12% 25.70% ke a recommendation to the annual general meeting for the 2020 financial ye­ ar to increase the dividend from Euro 0.55 per share to Euro 0.75 per share“, ex­ Uniqa 7.82 -1.64% 22.19% plained Stefan Schönauer, CFO of Immofinanz. The 28th annual general mee­ ting is scheduled for 19 October 2021. Verbund Immofinanz: weekly performance: 1.05% 94.30 4.66% 35.00%

VIG 24.70 0.20% 18.75%

Valneva TUESDAY Pierer Mobility: Driven by the high global demand for powered 20.22 23.67% 168.17% two-wheelers (PTWs), the Pierer Mobility Group, with brands like KTM, Husqvarna or Gasgas, generated record sales and revenue in Voquz Labs 31 40.00 0.00% 0.00% the first half of the 2021 financial year. In this period, group reve­ nue of Euro 1,078.0 mn (previous year: Euro 600.0 million) was ge­ VST Building Technologies nerated, which represents an increase of 80% compared to the same period of 9.10 7.06% 13.75% the previous year. The operating result (EBIT) of Euro 102.6 mn in the first half Wienerberger of 2021 is significantly above the previous year's result of Euro 1.7 mn. In the first 33.44 -3.46% 28.22% half of 2021, Pierer Mobility AG sold a total of 176,045 motorcycles of the KTM,

Wolftank-Adisa Husqvarna Motorcycles and Gasgas brands worldwide, taking into account the 15.50 0.00% -50.00% motorcycles sold via its Indian partner Bajaj (previous year: 90,331), almost dou­

Warimpex bling sales compared to the first half of 2020 (+95%). Furthermore, a total of 1.29 -0.39% 12.66% 53,378 units were sold through the bicycle and e-bike division (+25%), which

WEEK AUSTRIA WEEKLY 23/18

XB Systems have been established very successfully. Of these, 39,601 were e-bikes and 1.53 -6.13% -75.12% 13,777 were non e-bikes under the R Raymon, Husqvarna and Gasgas

Zumtobel brands. Despite ongoing challenges in the supply chains, a total of 215,646 PT­ 9.79 3.05% 60.49% Ws (motorcycles and e-bikes) were therefore sold worldwide (+73% compared to the previous year). Pierer Mobility: weekly performance: 1.85%

Strabag: The publicly listed construction company Strabag SE reported figures for the first half of 2021. The group generated a 3 % higher output volume of Eu­ ro 6,943.37 mn in the first half of 2021. This growth is primarily due to the nearly one-fifth increase in the home market of Austria following the temporary sus­ pension of construction activities in the wake of the coronavirus crisis in the sa­ me period of the previous year. The order backlog reached again a new record level of Euro 21,101.85 n as at 30 June 2021, an increase of 9 % over 30 June 2020. The backlog grew particularly in the home markets of Germany and Austria thanks to numerous new projects in a wide range of sectors. Earnings before interest, taxes, depreciation and amortisation (EBITDA) increased by 35 % to Eu­ ro 406.29 mn in the first half of 2021 compared to the same period of the last year, while earnings before interest and taxes (EBIT) rose by approx. Euro 95 mn to Euro 140.19 mn. The Management Board now expects to achieve an output volume above the previous year’s level, i.e. above Euro 15.4 bn, in the 2021 finan­ cial year. Previously, only a “slightly” higher output had been projected. The EBIT margin should reach a level close to the target of 4 % set for 2022. Strabag: weekly performance: 8.50%

Immofinanz: Real estate company Immofinanz is expanding its real estate of­ fering to affordable and sustainable housing. With Top on Stop, single-storey Stop Shop retail parks will be overbuilt to create low-price, resource-friendly housing and to create up to 12,000 new apartments over the medium-term. “In view of the scarcity and increasing cost of inner-city land and the current hou­ sing shortage, we have a massive resource with ’s largest network of re­ tail parks. With Top on STOP, we now want to make the best use of this oppor­ tunity and, as an experienced real estate developer, offer affordable and sustainable housing and support the responsible use of valuable land resour­ ces“, explained Dietmar Reindl, COO of Immofinanz, on the underlying strategy. Immofinanz‘s Stop Shop portfolio currently covers roughly 100 locations in ten European countries, and plans call for an increase to 140 properties over the co­ ming years. The potential for this new housing concept is, therefore, substanti­ al: “Over the medium term, we plan to overbuild roughly 50% of our current and future Stop Shop locations with affordable rental apartments. That would represent up to 600,000 sqm of residential space or nearly 12,000 smart and sustainable apartments. We are starting with pilot projects in Austria and the neighbouring countries and – as with our other real estate products – a high degree of standardisation will then allow for rapid roll-out. Another benefit in­ volves the lower investment costs since we are building on existing properties. This will also generate an attractive residential return for our shareholders in this segment“, indicated CFO Stefan Schönauer. Immofinanz: weekly performance: 1.05%

WEEK AUSTRIA WEEKLY 23/1835/21

WEDNESDAY Andritz: International technology Group Andritz has received an order from Astrabel d.o.o. to supply a tissue plant for cost-efficient production of high-quality grades to its mill in Belišće, Croatia. 01 Start-up is planned for 2023. The turn-key project includes stock preparation, tissue machine with air systems and rewinder, com­ plete electrification and automation, and pumps. Dinko Burić, Mayor of the city of Belišće, explains: “This investment is not only a major step for Astrabel but al­ so for our city. Andritz offers a perfect solution with local proximity as well as the opportunity to conduct trials and train the staff at their tissue pilot plant in Aus­ tria.” Milorad Krgović, Chairman of the Board of Astrabel, adds: “We are looking forward to receiving our state-of-the-art tissue production line that aims at sustainable, high-quality tissue production.” Astrabel d.o.o. is a newly formed company for tissue production located in Belišće, Croatia. The tissue produced will be sold primarily on the domestic market to meet the growing demand for toilet paper, napkins and kitchen roll. Andritz: weekly performance: 3.12%

Erste Group: Erste Bank Hungary’s investment subsidiary, Erste Befektetési Zrt., is acquiring Hungary’s Random Capital Zrt, a decade-old online brokerage company known for its innovative trading solutions. With the acquisition Ran­ dom Capital’s nearly 22,000 securities accounts and HUF 70 billion in savings (ca. EUR 200 mn) will be transferred to Erste Bank Hungary. Erste Group Bank AG’s Hungarian subsidiary currently has a portfolio of nearly 262,000 securities accounts and over HUF 2,900 billion in assets under management. This acquisi­ tion makes Erste Bank Hungary the leading trading firm in Hungary. “We want to ensure that our customers have the best possible access to the opportu­ nities offered by the capital markets,” says Ingo Bleier, Chief Corporates and Markets Officer at Erste Group Bank AG. “By purchasing Random Capital, Erste Bank Hungary not only adds more market share in this segment, but will also further improve its digital competence and distribution capacity for securities products.” Erste Group: weekly performance: 4.09%

Wienerberger: Brick company Wienerberger AG announced that 2,500,000 treasury shares, i.e. 2.2% of the Company's share capital, were successfully pla­ ced with institutional investors by means of an accelerated private placement. The sale price per share amounts to Euro 32.50, gross sale proceeds total ap­ prox. Euro 81.25 mn. Wienerberger: weekly performance: -3.46%

Frequentis: Frequentis, global supplier of communication and information sys­ tems for control centres with safety-critical tasks, rejoices about being the cho­ sen partner for the already third decade of EAD for the provision of release de­ velopment, IT service management, and operations services. This was confir­ med in June, with the signature of the multi-year contract extension for the EAD application maintenance and IT services provided by Frequentis as well as for the EAD operations provision by GroupEAD Europe S.L. "Frequentis is proud to have been a reliable partner for EAD already since its beginnings," says Fre­ quentis CTO/COO Hermann Mattanovich. “We are very happy to serve EAD and Eurocontrol also in the third decade of prolongation. With the recently signed contracts we continue to support the EAD programme on three levels – IT Ser­

WEEK AUSTRIA WEEKLY 23/18

vice, Maintenance, and also Operations.” Frequentis: weekly performance: -0.77%

THURSDAY Andritz: International technology group Andritz has received an order from SecureEnergy, a joint venture between the Spanish company Elecnor, an energy infrastructure specialist, and the Aus­ 02 tralian engineering and construction company Clough, to supply with the electro-mechanical equipment for four synchronous conden­ ser plants in New South Wales. The first shipment of components will com­ mence in 2022, with commissioning starting immediately afterwards. Andritz: weekly performance: 3.12%

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FRIDAY Valneva: Valneva, an Austrian/French specialty vaccine company, today announced that the U.S. Department of Defense (DoD) has from exercised the first option of the contract signed in September 03 2020 to purchase further supply of its Japanese encephalitis (JE) vaccine IXIARO®. Due to the ongoing impact of the COVID-19 pan­ demic on DoD operations, the option terms have been amended such that the Vienna minimum number of doses for the first option year is now 200,000 with an ap­ proximate value of $28.8 million. This brings the total minimum value of the contract to approximately $118 million, assuming the exercise of the second ye­ ar option which remains unchanged, compared to a minimum value of $135 million in the initial contract. Valneva: weekly performance: 23.67%

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