2024/09/09 / Erste Group Research |
BAWAG: Attraktive Dividenden, gutes Gewinnwachstum Die BAWAG-Aktie ist mit einem Kursplus von 44% seit Jahresbeginn der stärkste Titel im ATX und entwickelte sich besser als ihre Peers. Die Halbjahresergebnisse waren sehr solide. Das Ergebnis/Aktie legte um 12% auf EUR 4,33/Aktie zu. Für das Gesamtjahr erwarten wir einen Gewinn/Aktie von EUR 8,82 sowie eine Dividende von EUR 5,10/Aktie. Dies entspricht einer attraktiven Dividendenrendite von 7%. Die Aussichten für die mittelfristige Gewinnentwicklung sind positiv dank der jüngsten Akquisitionen (Knab Bank, Barclays Consumer Bank Europe in Deutschland). Beide Zukäufe sollten sich deutlich ertragssteigernd auswirken. Infolge der starken Kursentwicklung haben sich jedoch auch die Bewertungskennzahlen erhöht. |
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Author | Erste Group Research |
Date | 2024/09/09 |
Language | |
Product name | Empfehlungsliste |
Topic in focus | Equities |
Economy in focus | Austria |
Currency in focus | Euro |
Sector in focus | Automobiles & Parts, Banks, Basic Resources, Chemicals, Construction & Material, Food & Beverage, Industrial Goods & Services, Insurance, Oil & Gas, Real Estate, Technology, Telecommunications, Travel & Leisure, Utilities |
Download |
Name | ISIN | # Erste Group products |
SBO | AT0000946652 | 15 |
Semperit | AT0000785555 | 0 |
STRABAG | AT000000STR1 | 0 |
Telekom Austria | AT0000720008 | 8 |
UBM | AT0000815402 | 0 |
Uniqa | AT0000821103 | 26 |
Verbund | AT0000746409 | 52 |
Vienna Int. Airport | AT00000VIE62 | 0 |
VIG | AT0000908504 | 16 |
voestalpine | AT0000937503 | 33 |
Wienerberger | AT0000831706 | 29 |
Zumtobel | AT0000837307 | 21 |
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