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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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General information

AuthorErste Group Research
Date2024/09/09
Languagede
Product nameEmpfehlungsliste
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusAutomobiles & Parts, Banks, Basic Resources, Chemicals, Construction & Material, Food & Beverage, Industrial Goods & Services, Insurance, Oil & Gas, Real Estate, Technology, Telecommunications, Travel & Leisure, Utilities
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SBOAT000094665215
SemperitAT00007855550
STRABAGAT000000STR10
Telekom AustriaAT00007200088
UBMAT00008154020
UniqaAT000082110326
VerbundAT000074640952
Vienna Int. AirportAT00000VIE620
VIGAT000090850416
voestalpineAT000093750333
WienerbergerAT000083170629
ZumtobelAT000083730721



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