Siltronic Action Forum

Earnings summary this morning 👇🏼

$ULVR (+0,62 %) | Unilever Q3 2024 Earnings

Rev €15.25B (est €15.398B)

DIV/SHR €O.4396

Underlying Volume 3.6% (est 3.1%)

Underlying Sales 4.5%, (est 4.25%)

Still Sees FY Underlying Sales To 5% (est 4.2%)

Still Sees FY Underlying Oper. Margin At Least 18%

2024 FY Outlook Unchanged

$BARC (-0,26 %) | Barclays Q3 2024 Earnings

Pretax Profit £2.23B (est £1.96B)

Net Interest Income £3.31B (est £3.11B)

Investment Banking £594M (est £552.3M)

FICC Rev. £1.18B (est £1.13B)

Sees FY Cost To Income Ratio About

Sees FY UK Net Interest Income About £6.5B

$AAL (-5,82 %) | Anglo American Q3 2024 Earnings

Diamond Prod 5.6M Carats (est 5.6M)

Copper Output 181,000 tons (est 181,334)

American Sees Fy Diamond Prod 23M to 26M Carats

De Beers To Continue To Assess Options To Lower Output

PGMS Demerger Is On Track To Complete By Mid 2025

$RMS (-3,64 %) | Hermes International Q3 2024 Earnings

Rev €3.70B (est €3.68B)

Sales At Constant FX 11.3% (est 10.5%)

Leather Goods Sales At Constant FX 14% (est 12.8%)

CFO: Sees No Change In Global Trends Early Q4

CFO: China Higher Basket Spend Made Up For Lower Traffic

$005380 | Hyundai reports a 6.5% drop in profits in the third quarter despite an increase in sales, leading to a fall in the Seoul share price of almost 5%. Operating profit falls to 3.6 trillion won, while the operating margin drops to 8.3%.

$BN (-0,89 %) | Danone increases its turnover in the third quarter by 4.2% to 6.9 billion euros, exceeding analysts' expectations. Demand is particularly high in North America and Asia.

$RNO (+0,26 %) | Renault increases sales by 1.8% to 10.7 billion euros in the third quarter, but falls short of analysts' expectations. Exchange rate effects have a dampening effect on the result, without which a 5% increase in sales would have been possible.

$SY1 (+1,32 %) | Symrise raises its forecast for organic growth in 2024 to around 7 % after strong sales growth in the first nine months. Sales rose by 6 % to 3.8 billion euros, driven by petcare and fragrance products.

$WAF (-1,43 %) | Siltronic raises 2024 EBITDA margin guidance to 24-26% as acceptance of new Singapore factory is delayed. Third-quarter sales rise 2.3% to EUR 357m, exceeding expectations, while profit falls to EUR 19m.

$BEI (-0,46 %) | Beiersdorf records organic sales growth of 6.5% to 7.5 billion euros, but falls short of analysts' expectations. Sales of the luxury brand La Prairie fall by over 7% in China, while the annual targets for 2024 are confirmed.

Quarterly figures from 28.10.2022...

...and then off into the weekend!⤵️

The last interesting numbers for this week have been reported. Next week will come mainly the European companies. This morning I have already pointed out what will come so:

https://app.getquin.com/activity/cXypzTmLZM?lang=de&utm_source=sharing

Let's take a look at it in summary:

$JKS (-5,27 %)
JinkoSolar Holding Co. Ltd:

Beat analyst estimates of $0.71 in the third quarter with earnings per share of $0.90. Revenue of $2.74 billion exceeded expectations of $2.6 billion.

$ABBV (+1,03 %)
AbbVie Inc:

Third-quarter earnings per share of $3.66 beat analyst estimates of $3.58. Revenue of $14.81 billion below expectations of $14.93 billion.

$NEE (+3,84 %)
Nextera Energy Inc:

Third-quarter earnings per share of $0.85 beat analyst estimates of $0.79. Revenue of $6.72 billion exceeded expectations of $5.96 billion.

$CL (+3,18 %)
Colgate-Palmolive Co:

Hits analyst estimates with third-quarter earnings per share of $0.74. Sales of $4.46 billion below expectations of $4.48 billion.

$CHD (+3,24 %)
Church & Dwight Co. Inc:

Third-quarter earnings per share of $0.76 beat analyst estimates of $0.65. Revenue of $1.32 billion exceeded expectations of $1.3 billion.

$XOM (+0,74 %)
Exxon Mobil Corp:

Third-quarter earnings per share of $4.45 beat analyst estimates of $3.67. Revenue of $112.07 billion beat expectations of $107.24 billion. High gas and oil prices boosted.

$P911 (-1,22 %)
Volkswagen subsidiary Porsche:

Posts Q1-3 sales of €26.7 billion (PY: €23.1 billion), operating profit of €5.05 billion (PY: €3.56 billion), outlook for 2022 and beyond confirmed.

$8TRA (-2,37 %)
Volkswagen subsidiary TRATON:

Achieves Q1-3 sales of €27.96 billion (PY: €21.31 billion), unit sales of 218,000 vehicles (PY: 196,000 vehicles) and an operating profit of €954 million (PY: €476 million).

$VOW (-2,5 %)
Volkswagen (VW):

Reports Q3 sales of €70.7 billion (PY: €56.9 billion, analyst forecast: €69.9 billion), adjusted EBIT of €4.27 billion (PY: €2.80 billion, forecast: €4.64 billion), an EBIT margin of 6.0% (PY: 4.9%, forecast: 6.6%) and profit after tax of €2.13 billion (PY: €2.90 billion). In the outlook for 2022, Volkswagen (VW) expects deliveries to remain at the prior-year level (previously: +5 to 10%). Sales and Ebit margin forecast for 2022 confirmed.

$WAF (-1,43 %)
Siltronic:

Achieves Q3 sales of €474 million (PY: €371.6 million, analyst forecast: €456 million), Ebitda of €170.5 million (PY: €122.9 million, forecast: €135.3 million) and net income of €109.9 million (PY: €73.6 million). In its outlook for 2022, Siltronic raises its sales growth forecast to 26% to 30% (previous: 21% to 27%) and an Ebitda margin of 36% to 38% (previous: 34% to 37%).

$AIRC
Airbus:

Reports Q3 revenues of €13.309 billion (PY: €10.518 billion, analyst forecast: €12.848 billion), Ebit (adjusted) of €836 million (PY: €666 million, forecast: €887 million) and net profit of €667 million (PY: €404 million, forecast: €585 million). In the outlook for 2022, Airbus continues to expect approximately 700 commercial aircraft deliveries (forecast: 697 aircraft), Ebit (adjusted) of €5.5 billion (forecast: €5.487 billion) and free cash flow of €4.5 billion (previous: €3.5 billion).

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"SILTRONIC with double tailwind. The low for SILTRONIC should have been sounded. The operational tailwind continues. First, after more than a year of negotiations, the U.S. Congress has decided to support the chip industry, including R&D, with more than $250 billion over the next ten years. SILTRONIC benefits indirectly as an international wafer supplier. Second: Independently of this, WACKER CHEMIE's subsidiary has raised its forecast. In 2022, it aims to increase revenues by 21 to 27%, compared with a previous forecast of 15 to 22% growth. Of this, 34 to 37% should remain as earnings before interest, taxes, depreciation and amortization (Ebitda). P/E ratios of 7 to 8 are simply too favorable, even if the business is traditionally cyclical. So far, however, there are no signs of a slowdown in demand for the wafer manufacturer. Demand is above production capacity. [...]"

This is a small text insight into the Bernecker stock exchange letter "Bernecker Daily" in its issue of 01.08.2022. For more info of this kind gladly become a follower here at Getquin.

Siltronic AG was founded in 1968 and specializes in the production of wafers made of pure silicon for the semiconductor industry.

Headquartered in Munich, the group manufactures silicon wafers with diameters of up to 300 millimeters at four sites in Asia, Germany and the USA. Such wafers are the basis for the production of microchips, which are used in countless applications in modern life.

The products are used in computers, smartphones, flat-panel displays, navigation systems or control and monitoring systems for the automotive industry.

In 2021, the company paid a dividend of €2.00., which corresponded to a yield of 1.56%.

Outlook 2021:

According to an update dated Oct. 26, 2021 sales are expected to increase by a good 15% compared to 2020. Previously, one assumed a little more than 10%. The EBITDA margin* is seen at 32%.

*The ratio of operating profit before interest, taxes, depreciation and amortization (EBITDA) to net sales.

Do you find the company interesting?

Current share price: €133.95

Performance 1 year: +24.80

Performance 3 years: +73.40

Performance 5 years: +265,41 %

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Source: Wikipedia, finanzennet