1Année
You might be interested in the article from @OEINVEST:) https://getqu.in/09wt1q/
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@RoronoaZoro @BamBam84 @TomTurboInvest
Greetings, Yes Wienerberger I now have over 1 year in the depot and am extremely satisfied, because Wienerberger is a solid, innovative and yet somewhat traditional company. From the former brick manufacturer, the company is already far away, because Wienerberger can be seen today as an all-rounder, in addition to the strong brick business in Europe and North America, the company has also built a lucrative foothold in the pipe market with Pipelife Solutions. Brick construction and innovation at Wienerberger: In addition to new types of energy-efficient bricks, Wienerberger already has roof tiles with integrated photovoltaics, which are relatively easy to install using a plug-in system (for electronic) and can be easily replaced if damaged. The bricks for house construction are efficient, insulating and have other properties, I think there is something for everyone. There are also special bricks for insulating the old building, because there you would otherwise have to glue everything up on the outside or something else, but there are already relatively narrow bricks for the inside, which according to management do not take up much space. This brings me to the next point, at the shareholders' day last year at Wienerberger HQ, on Wienerberg in Vienna 😁👌🏻, the Managing Board Heimo Scheuch said that due to the current situation it is assumed that the new construction market will tend to stagnate or decline over the next few years, but this is not so negative, because the future of Wienerberger also plays big in the renovation market. This is where they see the biggest organic growth in the coming years. I would like to note that the CEO (Scheuch) is incredibly competent and really exciting to listen to. Why renovation market, because Wienerberger is now more than just a brick builder, as already mentioned above. With Pipelife Solutions they play a role in every home and garden. All the same whether pipes for the sanitary installations, the electrical lines or in the garden the irrigation system or in the water treatment range in plants, everywhere gives it a solution. I would like to insert here still another video, there one sees it very beautifully, as I find - https://youtu.be/RL-1LcXrZAE topic innovation, lastingness and farsightedness: The letze year prevailing "gas" problem left the Wienerberger cold, since they always have a large supply, with long delivery times, because the gas is needed for the brick firing. Nevertheless, Wienerberger already has new state-of-the-art blast furnaces in operation in Scandinavian countries that use hydrogen to fire the bricks. In the long term, it should work like this: the wind turbines built especially for this purpose generate electricity, which is then stored in hydrogen or produced with it, which in turn is then used for firing. Sustainability ala Wienerberger and with the goal in the next few years to work very low CO2. Other innovations are brick building robots that build the house automatically and thereby increase the efficiency and support the workers and CO2 efficient bricks that store energy and insulate and cool well. More I can not write now about the company, I think that was now all before the numbers. To the numbers: If you exclude Corona, the company has been able to increase its sales, EBIT, profits for several years, even in the current difficult times they were able to pass on almost all prices to consumers and these were swallowed. The year 2022 was a record year and for the first time € 5 billion in sales, the first quarter 22 was just under 1.2 billion, for comparison 1Q23 lies's at 1.1€ billion of course a decline but I think that this will not be sustainable but is due to the global environment. The company has since 2018 sales ver-1 1/2 facht whereas the profit was even more than doubled from 2018 249 million € in 2022 to 567 million €, that can be seen. In addition, the dividend has been increased by an average of 24% over the past 10 years, which is great for us shareholders. All in all, a great company with, in my opinion, great growth that is generated on the one hand by its own products and quality and on the other hand by company acquisitions. In addition, Wienerberger is 90% in free float and very popular with UK and US investors. I hope this helps you a little with the decision and as you can see I am not a technical investor but a value/fundamental investor. Funfact at the end: Shareholder day was a pretty big private investor there and said he likes it, that he even on some islands in the Pacific, at the small material seller only Wienerberger bricks. Best regards Phil
Greetings, Yes Wienerberger I now have over 1 year in the depot and am extremely satisfied, because Wienerberger is a solid, innovative and yet somewhat traditional company. From the former brick manufacturer, the company is already far away, because Wienerberger can be seen today as an all-rounder, in addition to the strong brick business in Europe and North America, the company has also built a lucrative foothold in the pipe market with Pipelife Solutions. Brick construction and innovation at Wienerberger: In addition to new types of energy-efficient bricks, Wienerberger already has roof tiles with integrated photovoltaics, which are relatively easy to install using a plug-in system (for electronic) and can be easily replaced if damaged. The bricks for house construction are efficient, insulating and have other properties, I think there is something for everyone. There are also special bricks for insulating the old building, because there you would otherwise have to glue everything up on the outside or something else, but there are already relatively narrow bricks for the inside, which according to management do not take up much space. This brings me to the next point, at the shareholders' day last year at Wienerberger HQ, on Wienerberg in Vienna 😁👌🏻, the Managing Board Heimo Scheuch said that due to the current situation it is assumed that the new construction market will tend to stagnate or decline over the next few years, but this is not so negative, because the future of Wienerberger also plays big in the renovation market. This is where they see the biggest organic growth in the coming years. I would like to note that the CEO (Scheuch) is incredibly competent and really exciting to listen to. Why renovation market, because Wienerberger is now more than just a brick builder, as already mentioned above. With Pipelife Solutions they play a role in every home and garden. All the same whether pipes for the sanitary installations, the electrical lines or in the garden the irrigation system or in the water treatment range in plants, everywhere gives it a solution. I would like to insert here still another video, there one sees it very beautifully, as I find - https://youtu.be/RL-1LcXrZAE topic innovation, lastingness and farsightedness: The letze year prevailing "gas" problem left the Wienerberger cold, since they always have a large supply, with long delivery times, because the gas is needed for the brick firing. Nevertheless, Wienerberger already has new state-of-the-art blast furnaces in operation in Scandinavian countries that use hydrogen to fire the bricks. In the long term, it should work like this: the wind turbines built especially for this purpose generate electricity, which is then stored in hydrogen or produced with it, which in turn is then used for firing. Sustainability ala Wienerberger and with the goal in the next few years to work very low CO2. Other innovations are brick building robots that build the house automatically and thereby increase the efficiency and support the workers and CO2 efficient bricks that store energy and insulate and cool well. More I can not write now about the company, I think that was now all before the numbers. To the numbers: If you exclude Corona, the company has been able to increase its sales, EBIT, profits for several years, even in the current difficult times they were able to pass on almost all prices to consumers and these were swallowed. The year 2022 was a record year and for the first time € 5 billion in sales, the first quarter 22 was just under 1.2 billion, for comparison 1Q23 lies's at 1.1€ billion of course a decline but I think that this will not be sustainable but is due to the global environment. The company has since 2018 sales ver-1 1/2 facht whereas the profit was even more than doubled from 2018 249 million € in 2022 to 567 million €, that can be seen. In addition, the dividend has been increased by an average of 24% over the past 10 years, which is great for us shareholders. All in all, a great company with, in my opinion, great growth that is generated on the one hand by its own products and quality and on the other hand by company acquisitions. In addition, Wienerberger is 90% in free float and very popular with UK and US investors. I hope this helps you a little with the decision and as you can see I am not a technical investor but a value/fundamental investor. Funfact at the end: Shareholder day was a pretty big private investor there and said he likes it, that he even on some islands in the Pacific, at the small material seller only Wienerberger bricks. Best regards Phil
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@OEINVEST Unfortunately, the construction boom is over at the moment. The large projects of Buwog and Co. are not being realized at present, because construction prices and interest rates have exploded. Thus, the good last figures are probably no longer to be expected. In commercial residential construction, brick hardly plays a role, since mainly reinforced concrete is used. And in single-family house construction, in addition to brick and concrete, the timber frame construction method is used. In the renovation of old buildings, I see mainly lightweight construction (aerated concrete such as Ytong or GKF stud walls). In old buildings (apartment buildings), I have never come across these interior insulation bricks. That would eliminate me useful area and with unsatisfactory execution I pull myself the dew point inward..... And the professional integration of the wall openings is an immense additional expense. Regarding the PV roof tiles - is hardly used. Is expensive, complicated to install, and the efficiency is low. So in comparison with a PV panel. Maybe this will change, but at the moment I don't see a good business field for Wienerberger there. And visually, the Eternit PV panels (etc.) are also more appealing. These are my personal perceptions from Vienna. LG
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@OEINVEST I also like the fact that they are not only active in Europe, but are also growing worldwide, and the strong dollar should actually play into their hands, since they can probably offer more favorably than non-European competitors, I would imagine. In any case, very exciting.
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@7Trader I especially like the fact that they also go beyond Europe, so the growth opportunities are still given. All other positive aspects have already been mentioned.
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