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sporočil: 6.775
Zadnja sprememba: tilenrexi 09.03.2018 12:00
Jaz pa pravim, da so rezultati dobri in da bo IEKG tudi letos
outperformal SBITOP. Si za stavo? ;)Nekdo zgoraj omenja enak EBIT, kot lani in da je to slabo.
To je v bistvu odlična novica, ker če ti prodaš za več milijonov nepremičnin, ki si jih prej oddajal in so najemnine dvigovale EBIT, sedaj ko tega več ni, ti je pa EBIT ostal stabilen, si nekaj drugega dobro naredil.
Za takšno videnje moraš seveda videti malo dlje, kot do svojega nosu. :)
Mimogrede, še časnik Delo ugotavlja, da se je tekoče poslovanje opazno izboljšalo.
sporočil: 154
Če zmanjšajo dolg s prodajo za 15mio, se bo še precej dodatno
poznal vpliv zmanjšanja plačila obresti...
Če se obresti v leto 17 bile za 0,6 mio manjše, glede na precej manjše zmanjšanje..
Om si mislil, da je kar "ubijalska":) Prava pomoč bank... podobno kar so delale s pivoarno ipd.
BO prišel drug, poplačal / zmanjšal & družba bo zadihala.
ps. se strinjam da rezultati niso kaj posebnega drugače, gre pa počasii na boljše.
Če se obresti v leto 17 bile za 0,6 mio manjše, glede na precej manjše zmanjšanje..
Om si mislil, da je kar "ubijalska":) Prava pomoč bank... podobno kar so delale s pivoarno ipd.
BO prišel drug, poplačal / zmanjšal & družba bo zadihala.
ps. se strinjam da rezultati niso kaj posebnega drugače, gre pa počasii na boljše.
sporočil: 6.775
Glede bank sploh ne bi izgubljal besed. Lastnice so večinoma banke
in kljub temu potrebujejo svetovalno podjetje za prodajo. :)
sporočil: 308
[abohte]Prihodki od prodaje - Stroški blaga, materiala in storitev - Stroški dela
> [IT2017a1]
> Hm, prihodki so šli res 10% gor, vendar stroški za 13%.. EBIT primerjaj, pa pusti "druge odhodke iz poslovanja", ni razlike med 2016 in 2017...
Kako da ne? Razlike je +6%.
15423000 vs 14983000 --> 3%
Zatipkal, 9 namesto 7, 67 mio, če sva natančna...
> Tko da ustvarjanje dobička jim ne gre, navljub večjim prihodkom... Zadolženi še za 90 mio, obreste mere bodo šle gor, odloženih davkov še za uhuhu.... Recesija prihaja...
Kakšnih 90 mio? Iz kje si to potegnu? Si upošteval prednostne delnice? Neto finančni dolg je sicer manj kot 70 mio€. Ob tem da prodajajo še za več kot 15 mio € nepremičnin. Recesija prihaja?
sporočil: 1.470
Malo konteksta iz regije...
Za občutek - trailing EV/EBITDA je 5,4, pričakovan za 2017 4,48. EBITDA marža 12 %.
The majority owner of Waberer’s International, one of the largest long-haul road transportation companies in Europe, withdrew its offering of shares in the Budapest-based company, saying the bids it received were too low.
The shares dropped as much as 6.1 percent to 4,460 forint in Budapest, below the 5,100 forint price in the company’s initial offering last year. While some analysts have been expecting private equity fund Mid Europa Partners to continue cutting its stake, the timing of was a negative surprise as it looked like a “rush for exit,” said Norbert Cinkotai, an analyst at KBC Groep NV’s Hungarian brokerage unit.
CEE Transport Holdco, an investment vehicle of Mid Europa, was attempting to sell at least 2.62 million Waberer’s shares to institutional investors in an accelerated book building process.
CEE Transport said that demand for the shares failed to meet its price expectations, despite “widespread” interest. The sale of the stake, representing 21 percent of the seller’s holdings in Waberer’s, would have increased the free float to about 41 percent.
"The failure to sell the shares is not surprising given the timing and the price," Cinkotai said. Another attempt for a similar transaction is unlikely in 2018, he said.
Waberer’s first attempt for a listing was also unsuccessful and it reduced both the price and the scale of the IPO. The stock has mostly stayed below the IPO price since its debut last July. It pared losses to 4,510 forint by 4:00 p.m. in Budapest.
Waberer’s has six buy ratings without any hold or sell recommendation.
Erste Group Bank AG, UniCredit SpA and Wood & Company are acting as joint global coordinators and joint bookrunners for the placement.
Separately, Waberer’s said it would buy the 40 percent stake it doesn’t own in its Waberer’s-Szemerey Logisztika unit for a “mid-single digit million euros."
Za občutek - trailing EV/EBITDA je 5,4, pričakovan za 2017 4,48. EBITDA marža 12 %.
The majority owner of Waberer’s International, one of the largest long-haul road transportation companies in Europe, withdrew its offering of shares in the Budapest-based company, saying the bids it received were too low.
The shares dropped as much as 6.1 percent to 4,460 forint in Budapest, below the 5,100 forint price in the company’s initial offering last year. While some analysts have been expecting private equity fund Mid Europa Partners to continue cutting its stake, the timing of was a negative surprise as it looked like a “rush for exit,” said Norbert Cinkotai, an analyst at KBC Groep NV’s Hungarian brokerage unit.
CEE Transport Holdco, an investment vehicle of Mid Europa, was attempting to sell at least 2.62 million Waberer’s shares to institutional investors in an accelerated book building process.
CEE Transport said that demand for the shares failed to meet its price expectations, despite “widespread” interest. The sale of the stake, representing 21 percent of the seller’s holdings in Waberer’s, would have increased the free float to about 41 percent.
"The failure to sell the shares is not surprising given the timing and the price," Cinkotai said. Another attempt for a similar transaction is unlikely in 2018, he said.
Waberer’s first attempt for a listing was also unsuccessful and it reduced both the price and the scale of the IPO. The stock has mostly stayed below the IPO price since its debut last July. It pared losses to 4,510 forint by 4:00 p.m. in Budapest.
Waberer’s has six buy ratings without any hold or sell recommendation.
Erste Group Bank AG, UniCredit SpA and Wood & Company are acting as joint global coordinators and joint bookrunners for the placement.
Separately, Waberer’s said it would buy the 40 percent stake it doesn’t own in its Waberer’s-Szemerey Logisztika unit for a “mid-single digit million euros."
sporočil: 6.775
[jezdec666]No, bomo videli sedaj. :)
Prevzemnik bo težko dal 2 EUR na delnico, po drugi strani jih logisti v naši državi šišajo, da je kar joj. Ne vem no...
sporočil: 6.775
Bistveno nad 2 EUR. Svoje prepričanje sem podkrepil z nakupi. Bomo
videli, kdo ima prav. :)
sporočil: 558
Če se gremo malo vizionarje...pride do prodaje. V igri je cca 75 %
delnic. Kaj bo pa potem? Boste obdržali delnice? Bo poslovanje šlo
navzgor? Gibanje tečaja delnice po prodaji?....
sporočil: 6.775
Zadnja sprememba: tilenrexi 10.04.2018 13:25
V primeru, da se 72,13% vseh delnic proda enemu lastniku, bi ob
prevzemni ponudbi za preostale delnice, le to sprejel. Ne vidim
smisla, da jih držim dlje. Precej lastnikov bi zagotovo sprejelo
ponudbo in tako bi preostanek bil resnično nelikviden.
sporočil: 6.775
Zadnja sprememba: tilenrexi 10.04.2018 13:54
Imeli smo pol leta konsolidacije okrog 2 EUR/delnico. Ta cena je
očitno sprejemljiva.Sam vidim dva scenarija, ki sta v bistvu pod črto oba ugodna glede na trenutno ceno.
1. Uspešna prodaja in prevzemna ponudba za preostale delnice po bistveno višji ceni od trenutne
2. Nategovanje s prodajo, ki vzdržuje tečaj nad 2 EUR, vendar se nenormalno vleče. V tem primeru bi tečaj narasel in ob propadli prodaji padel in se vseeno ustalil nad 2 EUR, ker se bo poslovanje v tem letu ponovno bistveno izboljšalo.
V tem času bi se dodatno razdolžili, imeli več prihodkov in zadeva bi bila spet de facto vredna več, kot danes (2 EUR/delnico).
Skratka, jaz vidim trenutno situacijo kot win-win. Še posebej zaradi konsolidacije v zadnjih mesecih.
Situacija je seveda drugačna, če bi prihodki v času prodaje stagnirali ali bog ne daj upadli, vendar za kaj takega ne vidim veliko možnosti.
Q4 2017 revenue je YOY (Q4 2016) +18.74%, kar je res vrhunsko in ob nadaljevanju tega trenda nakazuje na visoko rast prihodkov tudi v 2018.
Sales/Revenue
31-Dec-2016
33,396.0
31-Dec- 2017
39,653.0
Tisti, ki ste v IEKG že od prej in imate prosta sredstva, lahko pozicijo po mojem mnenju brez skrbi povečate (average up).
Vprašanje je le, če boste po cca 2 EUR dobili dovolj delnic, da bi se to izplačalo. Ponudba je namreč slaba. ;)
sporočil: 6.775
Nekdo se malo heca. :)
Bid
09:04:57
30.40
Bid Size: 104
Ask
09:03:21
-
Ask Size: 1,000
Bid
09:04:57
30.40
Bid Size: 104
Ask
09:03:21
-
Ask Size: 1,000
sporočil: 6.775
Pojavljajo se bidderji (20k+, 10k+ lotov), katerim je trenutna cena
všeč, samo ponudbe ni.
sporočil: 74
[tilenrexi]kERA HUDA BORZA . (a JE +o)
Pojavljajo se bidderji (20k+, 10k+ lotov), katerim je trenutna cena všeč, samo ponudbe ni.
Gledam promet = IEKG brez poslov, PETG 1 delnica do pol2h
sporočil: 638
20k , 10k ...hmm...ali čisti špekulant,
ali pa kdo, kateri nekaj ve in računa pri morebitni ponudbi (prvi...zadnji) vsaj na 10%, mogoče 20% nad 2,00 !?
ali pa kdo, kateri nekaj ve in računa pri morebitni ponudbi (prvi...zadnji) vsaj na 10%, mogoče 20% nad 2,00 !?