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TomTurboInvest

@TomTurboInvest

1Anno·

$STR (-1,17%) Who also took a liking to Strabag SE a good month ago?

After the nice run-up to over €43, don't forget to tighten your SL 🙄

PS: For friends of dividends of course also a stable Buy&Hold investment!

As an Austrian, I always like to trade domestic companies, of course, a little home bias is allowed 😂

TomTurboInvest

@TomTurboInvest

1Anno·

$STR (-1,17%) Strabag SE

After taking positions on my Austrian favorites again in the last few days $OMV (+1,71%) and $VER (+0,1%) another favorite is slowly entering the buy zone.

Let's see what else happens in December 🧐 ...as soon as the 36 mark is reached, I'll buy 💸😂

@7Trader
@California_Dreamin What do you think of Strabag and Mr. Haselsteiner's investments?

18 Commenti

Enrique@Dividenden_Monteur

1Anno

I find strabag more attractive than HochTief.
It's also one of the stocks where I just can't get in😅

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TomTurboInvest@TomTurboInvest

1Anno

@Der_Dividenden_Monteur just wait - the time will come when it runs into the 36/37 range again, then you can strike...

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Tenbagger2024@Tenbagger2024

1Anno

Ever since I fell flat on my face with $PAL, I've given Austria a wide berth 🙈.

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TomTurboInvest@TomTurboInvest

1Anno

@Tenbagger2024 If I avoided countries where I once made a mistake, my stock market career would already be over 🤣
How does a non-Austrian come up with a small cap like Palfinger? Recommendation?

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Tenbagger2024@Tenbagger2024

1Anno

@TomTurboInvest
That was the kind of quick fix that only happens to beginners.
The story in the good old Börse Online was simply too well written.
It talked about market leaders and cranes for the wind industry in the Baltic Sea.
There was also a story about a new type of crane being used to build the subway in Tokyo and more orders would follow.
Now it's just a case of close your eyes and go for it 🙈

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hiasi@hias1993

1Anno

@TomTurboInvest I'm not Austrian but knowing palfinger is not difficult and you can buy it from trade republic, for example

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TomTurboInvest@TomTurboInvest

1Anno

@Tenbagger2024 Börse Online - well, if they promote a share to buy, then it's time to go out 🤣🤣 otherwise it goes wrong in 9 out of 10 cases 😂😂

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Smudo@Smudeo

1Anno

@Tenbagger2024 Palfinger is always at 24 euros on average, how can you fall on your nose 👃?

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Tenbagger2024@Tenbagger2024

1Anno

@Smudeo
By getting in at the summit. Stop Austria, the glacier is melting.

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TomTurboInvest@TomTurboInvest

1Anno

@Tenbagger2024 @Smudeo I just wanted to answer - if you listen to Börse Online, der Aktionär and Co, then the chances are good that you will enter at the high - but we probably all have to go through that (once) at the beginning😂

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Tenbagger2024@Tenbagger2024

1Anno

@TomTurboInvest
I'm not really that new to investing.
I was already investing in the Neuer Markt when there was no internet and we could only get information from these magazines. And the current prices were only available on NTV and via teletext🙈.
But then I sold everything just before the new market collapsed and invested in a property.
Fortune favors the foolish 😂.
However, I kept two shares in my portfolio and in spring 2023, my fingers were itching to invest again.
And now I'm passionate about it again.

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TomTurboInvest@TomTurboInvest

1Anno

@Tenbagger2024 cool, I also joined in 1999, fortunately only with one share, but it didn't survive the crash of the new market...
Those were the days when you would have had as many information options as today...

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Smudo@Smudeo

1Anno

CONSTRUCTION COMPANY

Strabag - Many construction sites and an ambitious strategy for 2030
At the Austrian construction company Strabag, a lot revolves around personnel and the shareholder structure.

Following the outbreak of the Ukraine conflict, the contract with Rasperia Trading Ltd, which holds around 28% of the shares, was initially terminated in 2022. In addition, Thomas Bull, the Supervisory Board member appointed by the investment holding company, was dismissed. Background: Rasperia Trading is controlled by Oleg Deripaska, a Russian oligarch who is on the EU's sanctions list. Last year, the major shareholder's stake was reduced to below the required 25% by means of a capital measure, but this will not take effect until spring. A few weeks ago, it was announced that Raiffeisen Bank International intends to acquire this stake. The Strabag Management Board welcomes the associated unbundling of the shareholder structure, although this has not yet been completed.

Shortly before Christmas, the Chairman of the Supervisory Board, Alfred Gusenbauer, also resigned. The former Austrian Chancellor is regarded as the right-hand man of René Benko, the controversial head of the now insolvent Signa Holding. Gusenbauer sits on the advisory board there and is active as chairman of the supervisory board of several Signa companies. However, there are said to be no special business relations between Strabag and Signa.

However, Strabag is still working. And even successfully. With the publication of the Q3 figures (16.11.23), CEO Klemens Haselsteiner raised the target for the generated output in 2023 from 18.6 billion to around 18.9 (previous year: 17.7) billion euros. The EBIT margin should remain at a minimum of 4%. A figure of 6% is targeted by 2030. The technology group for construction services, which is primarily active in Germany and Austria, is only slightly affected by the crisis in residential construction, but is not completely immune to economic fluctuations. In a sector comparison, the valuation of the share (EUR 43.20; AT0000STR1) is expandable with a 2024 P/E ratio of 8 for ordinary financial ratios. tk

Accumulate Strabag on setbacks to 42.00 euros. Stop: 33.00 euros.

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CaYaRo@CaYaRo

1Anno

STRABAG AG $STR is actually one of the shares that I subscribed to at the IPO (2007) 👴 and have simply left until now with a subsequent purchase

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Le@Vuu

10Mes

@TomTurboInvest Has the share price actually fallen because of the RBI story or because of the issue of further securities/dilution?

Playing with the idea of getting in as well and wondering if this is a good opportunity.

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TomTurboInvest@TomTurboInvest

10Mes

@Vuu the setback yesterday is due to the dilution, as yesterday was the ex-day on 22.03.

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Le@Vuu

10Mes

@TomTurboInvest So not a good starting point. Thanks for the quick reply!

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TomTurboInvest@TomTurboInvest

10Mes

@Vuu In terms of entry, it should remain the same as if you had entered the day before.
The "old" shareholders receive new shares in proportion to the value, as a new shareholder you receive the shares according to the discount.

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