Stroeer

Earnings summary, 13.11. 👇🏼

Allianz Q3 24 Earnings: $ALV (+0,24%)

- Oper Profit EU3.94B (est EU3.76B)

- Rev EU42.8B, With Records of 14% Op Profit Growth (Q/Q)

- Sees FY Oper Profit In In Upper Half Of EU13.*B -EU15.8B

Porsche SE
$P911 (+0,84%) reports a drop in profit to 2.5 billion euros after tax in the first nine months, compared with 3.8 billion euros in the previous year, and confirms its annual forecasts for profit and net debt. Despite the challenges in the automotive industry, the holding company is attempting to further diversify its investments and has reduced its net debt to 5.1 billion euros.

Renk
$DE000RENK730 (-1,61%) increased sales by over 19 percent to 778 million euros in the first nine months, driven by demand in the maintenance business and Vehicle Mobility Solutions. Despite an 8.1 percent increase in adjusted EBIT, the margin falls and net profit drops to EUR 7 million due to higher taxes, while the annual targets are confirmed.

The RTL Group $RTLL (+0,42%) expects consolidated revenues to increase to EUR 6.3 billion in 2024, which is below previous expectations, and anticipates an EBIT at the lower end of the range of EUR 700 to 800 million. Revenue in the third quarter fell by 5.5% to €1.3 billion, while the Group's streaming services recorded 6.5 million subscribers.

Auto1
$AG1 (+7,18%) raises its profit forecast for 2024 to between 72 and 84 million euros after the third quarter exceeded expectations with an operating profit of 34.3 million euros. Vehicle sales increased by 26 percent year-on-year to 176,632 units, while turnover grew by 24 percent to 1.6 billion euros.

Heidelberger Druckmaschinen
$HBGRY achieved a profit of 7 million euros in the second quarter, following a loss in the first quarter. Sales fall by just under seven percent to 512 million euros, while adjusted EBITDA falls to 40 million euros; the annual targets are confirmed.

TAG Immobilien
$TEG (+5,8%) generates a profit of 30 million euros in the first nine months, after a loss of just under 275 million euros in the previous year, and expects a slightly positive operating profit trend for 2024. For the year as a whole, the real estate group expects an operating profit at the upper end of the forecast of EUR 170 to 174 million and further valuation gains in Poland for 2025.

The Deutsche Pfandbriefbank
$PBB (+0,15%) recorded a net profit of 37 million euros in the third quarter, almost five times as much as in the previous year, thanks to lower loan loss provisions. Despite a six percent decline in income, the bank remains behind the previous year with new business of 2.5 billion euros, but sees itself on course for higher profits by 2027.

Ströer
$SAX (-1,19%) recorded an increase in revenue of 2.5% to just under EUR 496 million in the third quarter, while the adjusted operating result rose by 6.1% to almost EUR 157 million. Co-CEO Christian Schmalzl expects high single-digit growth in the out-of-home advertising business for the year as a whole.

Share analysis/share presentation ⬇️

Today we are talking about the company Ströer: $SAX (-1,19%)

What is Ströer and what does it do?

Ströer is a leading German company in the field of outdoor advertising and digital marketing. They offer a variety of advertising solutions, including billboard advertising, digital advertising space, out-of-home media and much more. Their focus is on helping companies effectively reach their target audience and increase their brand awareness. Ströer also has its own digital platforms and operates Germany's largest online advertising network, for example. Their innovative advertising solutions use both traditional and digital channels to achieve maximum reach and effectiveness.

Market capitalization:

Ströer currently has a market capitalization of around EUR 3.2 billion.

Strengths of the share:

Some of Ströer's strengths:

- Extensive network: Ströer has an extensive network of advertising space throughout Germany and other European countries. This allows them to offer broad reach and visibility for their customers.

- Digital expertise: Ströer specializes in digital marketing and has extensive knowledge and experience in this field. They offer innovative digital advertising solutions that enable companies to target their audience.

- Mobile Business Intelligence: Ströer has a strong focus on mobile business intelligence. They offer solutions that enable companies to analyze data and information on the move and make informed business decisions.

- Sustainability: Ströer is actively committed to sustainability and has taken various measures to make its business practices more environmentally friendly. These include, for example, the use of renewable energy and the reduction of CO2 emissions.

- Customer service: Ströer attaches great importance to excellent customer service. They work closely with their customers to develop customized advertising solutions and ensure that their needs and goals are met.

Weaknesses of the stock:

Here are some of Ströer's weaknesses:

- Dependence on advertising revenue: Since Ströer's main business is advertising, the company is heavily dependent on advertising revenue. Fluctuations in the advertising industry can therefore have an impact on its business results.

- Competition: The outdoor advertising and digital marketing industry is highly competitive. Ströer is in competition with other companies that offer similar services. This can lead to price pressure and a challenge in acquiring new customers.

- Dependence on external factors: The effectiveness of advertising can be influenced by external factors such as the weather or current events. Ströer is to some extent dependent on these factors, which can make the predictability of its results more difficult.

- Technological developments: The digital advertising landscape is constantly evolving and new technologies can change the way advertising is presented and consumed. Ströer must continually adapt to these changes in order to remain competitive.

A little more about the business model:

Ströer is a leading provider of outdoor advertising and digital marketing solutions. Its business model is based on the provision of advertising space and services for advertisers.

Ströer operates an extensive network of advertising spaces in public spaces, such as billboards, advertising pillars and digital advertising displays. These advertising spaces are strategically placed in highly frequented locations to ensure maximum visibility and reach for customers' advertising campaigns.

In addition, Ströer also offers digital marketing solutions. They have developed a wide range of digital advertising formats that allow advertisers to target their message to the right audience. These include, for example, interactive advertising displays, mobile advertising and programmatic advertising solutions.

Another important component of Ströer's business model is data analysis. They collect and analyze data on user behavior in order to offer tailored advertising solutions. By combining data from different sources, they can offer advertisers valuable insights into the behavior and interests of their target group.

Ströer has also invested in content marketing. They develop high-quality content to capture consumers' attention and create a positive brand perception. This content can be used in conjunction with Ströer's advertising space and digital marketing solutions to develop a holistic and effective advertising strategy.

Overall, Ströer's business model aims to provide advertisers with the best possible visibility and reach for their advertising campaigns.

A little more about the industry:

Ströer's industry is outdoor advertising and digital marketing. They are a leading provider in this area and offer advertising space in public spaces as well as digital marketing solutions. Outdoor advertising is an important part of many companies' marketing mix as it offers high reach and visibility. Ströer also uses modern technologies and data analysis to offer customized advertising solutions. The outdoor advertising and digital marketing industry is of great importance for companies to effectively communicate their messages to the target audience and increase the success of their advertising campaigns.

When and where was Ströer founded?

Ströer was founded in Cologne in 1990 by Udo Müller. Originally started as an outdoor advertising company, Ströer has evolved over the years into a leading provider of outdoor advertising and digital marketing solutions. They are known for their extensive network of advertising spaces in public spaces and their innovative digital advertising formats. Ströer has successfully established itself in the market and is now a major player in the advertising industry, offering advertisers effective and targeted solutions to get their messages to the right audience.

Ströer's goal:

Ströer's goal is to provide advertisers with effective and targeted solutions to get their messages to the right audience. They want to help companies increase their brand awareness, attract customers and maximize the success of their advertising campaigns. Through their extensive network of advertising spaces in public spaces and their innovative digital advertising formats, Ströer enables high reach and visibility. Its focus is on offering customized advertising solutions that meet the individual needs and objectives of advertisers.

Your opinion:

Now I would like to hear your opinion on this stock in the comments.

I personally find the company very interesting and will continue to monitor it. It was an unknown company to me until recently, but that's exactly why I wanted to introduce the share to you.

What do you think of Ströer and were you already familiar with this company?

Do you perhaps already have the share in your portfolio?

Please let me know in the comments.

Of course, this is not investment advice but just my own opinion, which I would like to share with you.