Oesterreichische Post AG

Austrian Post is a logistics and postal services provider in Austria. Its main business activities include the transport and delivery of letters, direct mail items, print media and parcels. Co.'s branch network offers postal, banking and telecommunications products and services to its customers throughout Austria. Co. is also represented by subsidiaries in 12 European markets, particularly in the parcel and logistics segment as well as in unaddressed direct mail items.
  • TickerPOST
  • ISINAT0000APOST4
  • ExchangeVienna Stock Exchange
  • SectorIndustrial Transportation
  • CountryAustria

Raiffeisen Centrobank Equity Daily 26.08.2020

 AT: AGRANA - Plans to concentrate sugar beet processing in Austria at its Tulln site after the 2020 campaign (positive)  AT: Oesterreichische Post - Closing of Aras Kargo acquisition (neutral)  AT: OMV - OMV issued new hybrid notes with a total volume of EUR 1.25 bn to finance the acquisition of Borealis (neutral)  AT: PORR - 2Q earnings below our estimates on in-line output but better order situation, FY 20 output target of just over EUR 5 bn lives up to our estimate (neutral)  AT: Vienna Insurance Group - PBT in line with preliminaries, realized gains on investments help cush...

Oesterreichische Post 2Q 20 - No short term benefits from online shopping boom

In contrast to the other European Postal operators reporting results this week Oesterreichische Post (Austrian Post) recorded a slump of operating earnings (operating profit -71% yoy in 2Q 20). However, the strong decline was about in line with RCB and market expectations. The main reasons for the different development vs. peer companies in our view are: 1) relatively smaller parcel operations as a share of group profits, so that strongly rising parcel volumes could not overcompensate the declining mail business, 2) ramp up costs for the build-up of the new financial services business and 3) a...

Raiffeisen Centrobank Equity Daily 07.08.2020

 AT: AMAG - US government to reimpose 10% import duty on aluminium imports from Canada (negative)  AT: IMMOFINANZ - Successfully sells 9,600 sqm office building in Duesseldorf (positive)  AT: Oesterreichische Post - Slump of operating result about in line with expectations (neutral)  AT: OTP - Better 2Q on risk costs, but NIM erosion accelerated (neutral)  AT: Polytec - 2Q earnings beat RCBe partially due to one-off gains, FY 20 sales guidance of ca. EUR 520 mn is 6% ahead of RCBe (positive)  AT: Wienerberger - Extension of management board, both business units with designate...

Equity Weekly 060820

Company Events: (* preview included in the Equity Weekly) Friday, 07/08/2020 HU: MOL, 2Q Earnings Release* AT: Oesterreichische Post, 2Q Earnings Release* HU: OTP, 2Q Earnings Release* AT: Polytec, AGM AT: Polytec, 2Q Earnings Release* Monday, 10/08/2020 PL: Play Communications, 2Q Earnings Release Tuesday, 11/08/2020 CZ: CEZ, 2Q Earnings Release* RU: Unipro, 2Q Earnings Release* Wednesday, 12/08/2020 AT: DO & CO, 1Q Earnings Release AT: Kapsch TrafficCom, 1Q Preliminary results* PL: Lotos, 2Q Earnings Release AT: Wienerberger, 2Q Earnings Release* Thursday, 13/08/2020 PL: Netia, 2Q ...

Raiffeisen Centrobank Equity Daily 03.08.2020

 AT: Addiko Bank - Brandes reducing the stake to

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

As support levels continue to hold for the MSCI ACWI and S&P 500, our neutral but constructive outlook remains. Additionally, we reiterate our expectation for more consolidation and volatility. In today's report we highlight actionable stocks within countries that are displaying bullish price and relative strength trends. • Asia/Pacific. In Japan, the TOPIX continues to exhibit leadership characteristics. Stay overweight. Broadly speaking, global Consumer Staples stocks are lagging, but Japan is the exception. Hong Kong's Hang Seng Index also remains on bullish footing... see pages 2 and 5-...

Raiffeisen Centrobank Equity Daily 26.08.2020

 AT: AGRANA - Plans to concentrate sugar beet processing in Austria at its Tulln site after the 2020 campaign (positive)  AT: Oesterreichische Post - Closing of Aras Kargo acquisition (neutral)  AT: OMV - OMV issued new hybrid notes with a total volume of EUR 1.25 bn to finance the acquisition of Borealis (neutral)  AT: PORR - 2Q earnings below our estimates on in-line output but better order situation, FY 20 output target of just over EUR 5 bn lives up to our estimate (neutral)  AT: Vienna Insurance Group - PBT in line with preliminaries, realized gains on investments help cush...

Oesterreichische Post 2Q 20 - No short term benefits from online shopping boom

In contrast to the other European Postal operators reporting results this week Oesterreichische Post (Austrian Post) recorded a slump of operating earnings (operating profit -71% yoy in 2Q 20). However, the strong decline was about in line with RCB and market expectations. The main reasons for the different development vs. peer companies in our view are: 1) relatively smaller parcel operations as a share of group profits, so that strongly rising parcel volumes could not overcompensate the declining mail business, 2) ramp up costs for the build-up of the new financial services business and 3) a...

Raiffeisen Centrobank Equity Daily 07.08.2020

 AT: AMAG - US government to reimpose 10% import duty on aluminium imports from Canada (negative)  AT: IMMOFINANZ - Successfully sells 9,600 sqm office building in Duesseldorf (positive)  AT: Oesterreichische Post - Slump of operating result about in line with expectations (neutral)  AT: OTP - Better 2Q on risk costs, but NIM erosion accelerated (neutral)  AT: Polytec - 2Q earnings beat RCBe partially due to one-off gains, FY 20 sales guidance of ca. EUR 520 mn is 6% ahead of RCBe (positive)  AT: Wienerberger - Extension of management board, both business units with designate...

Equity Weekly 060820

Company Events: (* preview included in the Equity Weekly) Friday, 07/08/2020 HU: MOL, 2Q Earnings Release* AT: Oesterreichische Post, 2Q Earnings Release* HU: OTP, 2Q Earnings Release* AT: Polytec, AGM AT: Polytec, 2Q Earnings Release* Monday, 10/08/2020 PL: Play Communications, 2Q Earnings Release Tuesday, 11/08/2020 CZ: CEZ, 2Q Earnings Release* RU: Unipro, 2Q Earnings Release* Wednesday, 12/08/2020 AT: DO & CO, 1Q Earnings Release AT: Kapsch TrafficCom, 1Q Preliminary results* PL: Lotos, 2Q Earnings Release AT: Wienerberger, 2Q Earnings Release* Thursday, 13/08/2020 PL: Netia, 2Q ...

Raiffeisen Centrobank Equity Daily 03.08.2020

 AT: Addiko Bank - Brandes reducing the stake to

OSTERREICHISCHE POST AG sees an upgrade to Positive due to a better fundamental star rating

The general evaluation of OSTERREICHISCHE POST AG (AT), a company active in the Delivery Services industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 2 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date June 26, 2020, the closing price was EUR 31.30 and its potential was estimated at EUR 35.59.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the we...

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