AUSTRIA 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, Strabag, Pierer Mobility, Stocks Week 35 Immofinanz (2), Erste Group, Wienerberger, 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: Verbund 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 Euro 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 construction 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 euros 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.