Veolia - eine vergessene Aktie?
19.05.2010 16:13
SocGen belässt Veolia auf 'Buy' - Ziel 30 Euro
Die Societe Generale (SocGen) hat die Einstufung für Veolia Environnement auf "Buy" und das Kursziel auf 30,00 Euro belassen. Die voraussichtliche Fortsetzung des Vertrags mit SEDIF (Syndicat des Eaux d'Ile de France) sei eine gute Nachricht für Veolia, schrieb Analyst John Honore in einer Branchenstudie vom Mittwoch. Die Aktie des französischen Umweltdienstleisters zähle zusammen mit Suez Environnement und Waste Management zu den zyklischsten im Sektor. Alle drei Unternehmen sollten von einer robusteren Wirtschaftserholung in den USA und vom Wiederanziehen der Rohstoffpreise gestärkt werden. Die beiden französischen Unternehmen profitierten zudem von ihrer unstrittigen Führungsrolle in der Wasserwirtschaft.
Quelle: http://www.finanznachrichten.de/...eolia-auf-buy-ziel-30-euro-322.htm
https://de.marketscreener.com/kurs/aktie/...hungrige-Veolia-31487714/
Meiner Meinung nach unterbewertet.
SIGNIFICANT ORGANIC REVENUE GROWTH OF +19.9%1
TO €12 007 M
+6.3%1
EXCLUDING ENERGY PRICE IMPACT
EBITDA STRONGLY UP BY +8.0%1
TO €1 574 M
€87 M OF EFFICIENCY GAINS AND €43 M OF SYNERGIES IN Q1, IN LINE WITH
ANNUAL OBJECTIVE
SHARP INCREASE OF CURRENT EBIT OF +14.0%1
, TO €788 M2
NET FINANCIAL DEBT WELL UNDER CONTROL, AT €18 727 M2
2023 GUIDANCE FULLY CONFIRMED:
SOLID ORGANIC REVENUE GROWTH
ORGANIC GROWTH OF EBITDA BETWEEN +5% AND +7%
CURRENT NET INCOME GROUP SHARE AROUND €1.3 BN
LEVERAGE RATIO AROUND 3x
1
at constant scope and exchange rates
2
Excluding the impact of the Suez PPA.
Estelle Brachlianoff, CEO of the Group, commented : "2023 has started perfectly for Veolia and builds on the
excellent trends of the end of 2022. Our organic revenue growth was 19.9%. In terms of results, the group's
EBITDA grew by +8% and our recurring EBIT by +14%. This performance again illustrates our low sensitivity to
the economic cycle and our ability to pass on cost increases in our prices. Our commercial successes confirm
the relevance of our Decarbonisation, Depollution and Resource Regeneration service offerings and our strong
differentiation in serving our clients, as we have just done with major contracts in Lille, Istanbul and Gold Coast.
As a global leader with strong positions in all key geographies, Veolia is ideally positioned to seize the
opportunities of the ecological transformation market, which makes us very confident in our ability to pursue solid
growth in the years to come.
We are therefore starting fiscal year 2023 at full speed, perfectly launched for another year of strong growth, and
fully confirm our objectives."
Detailed key figures at 31 March 2023
Revenue in Q1 2023 was 12,007 million euros compared to 9,935 million euros in Q1 2022, up +19.9%
at constant scope and exchange rates and +6.3% excluding energy prices
https://www.veolia.com/sites/g/files/dvc4206/...a_Q1_results_2023.pdf
Veolia soll in Hongkong ein weiteres Großprojekt der Abfallwirtschaft realisieren. / Foto: Pixabay
11.10.23 Nachhaltige Aktien
Veolia: Milliardenauftrag für Mülldeponie in Hongkong
Der Wasser- und Entsorgungskonzern Veolia hat durch die Umweltschutzbehörde in Hongkong den Zuschlag für die Planung, den Bau und den Betrieb einer Methanabscheidungsanlage für die Mülldeponie West New Territories (WENT) erhalten. Der Auftrag hat laut Veolia einen Wert von mehr als 2 Milliarden Euro und umfasst die gesamte Lebensdauer des Projekts von der Bauphase bis zur Nachsorge.
Das Projekt mit dem Namen West New Territories Extension (WENTX) soll über einen Zeitraum von 20 Jahren bis zu 90 Millionen Tonnen nicht wiederverwertbarer Abfälle verarbeiten. Die Anlage soll eine Methanabscheidungsrate von 90 Prozent erreichen.
Ausbau der Kreislaufwirtschaft
Aus dem Methan soll wiederum Ökostrom gewonnen werden, um 100 Prozent des Energiebedarfs der Anlage zu decken. Überschüssiges Biogas kann laut Veolia in Form von Strom oder Stadtgas in das städtische Netz eingespeist werden.
GROWTH OF +4.6 %(1) EXCLUDING ENERGY PRICES, SIMILAR TO H1
9-MONTH EBITDA OF €4 793 M STRONGLY UP BY +7.7 %(1) THANKS TO CONTINUED OPERATIONAL EXCELLENCE AND DELIVERY OF THE SUEZ SYNERGIES, AHEAD OF TARGET
€131 M OF SYNERGIES IN 9 MONTHS, ALMOST OUR FULL YEAR OBJECTIVE, LEADING TO €277 M OF CUMULATED SYNERGIES SINCE THE ACQUISITION OF SUEZ, AHEAD OF OUR OBJECTIVE OF MORE THAN €280 M CUMULATED AT THE END OF 2023 AND OF €500 M OVER 4 YEARS
€284 M OF EFFICIENCY GAINS IN 9 MONTHS AHEAD OF OUR ANNUAL TARGET OF €350 M
9-MONTH CURRENT EBIT(2) SHARPLY UP BY +14.2 %(1), TO €2 518 M
STRONG NET FREE CASH FLOW GENERATION IN Q3 AND DECREASE OF NET FINANCIAL DEBT TO €18.9BN(2)
2023 TARGETS FULLY CONFIRMED, AND IMPROVEMENT OF LEVERAGE RATIO NOW EXPECTED BELOW 2.9x(2)
EBITDA ORGANIC GROWTH(1) EXPECTED AT THE TOP END OF THE +5% TO +7% RANGE
CURRENT NET INCOME GROUP SHARE AROUND €1.3 BILLION (2)
Weiter hier:
https://www.finanznachrichten.de/...ures-at-30-september-2023-004.htm
https://www.cnbc.com/video/2023/12/08/...on-is-needed-from-cop28.html
Veolia Environnement: 2024 Half-Year Results
Strong Growth in Half-Year Results, Reflecting the Solidity of Veolia's Value Creation Model and the Good Start of Its GreenUp Strategic Program
Solid revenue growth of +4.4%(1) driven by Booster activities up +6.9%(1), while Stronghold activities are up +3.4%(1)
Robust operational performance with a strong EBITDA increase of +5.7%(2), supported by revenue growth, operational efficiency as well as synergies ahead of annual target. Current net income up +15.2%(3)to €731m
Continued dynamic capital allocation policy contributing to value creation while preserving a solid balance sheet, with €1bn+ of non-strategic asset divestments signed in the first half, and several targeted acquisitions in priority activities
Objectives for 2024 and GreenUp 2024-2027 fully confirmed
Veolia, first company to obtain double validation by SBTi and Moody's for its climate trajectory, compatible with the 1.5°C ambition
Revenues of €22,141m with solid growth of +4.4%(1)
Strong growth in Water (+6.4%(2)) and Waste (+6.4%(2)
Revenue increase in Energy (+1.4%(2)(4)) with sustained high levels of profitability
After taking into account the effect of lower energy prices, total Group revenues are slightly up +0.4%(2)
EBITDA of €3,266m, a strong organic growth of +5.7%(2), within the guidance range of +5% to +6%(2)
€194m in efficiency gains, for an annual target of €350m
€71m in synergies, ahead of annual target
Current EBIT up +6.6%(2), to €1,730m
Current Net Income Group Share of €731m up +15.2%(3), on track with the annual target above €1.5bn, and Net Income Group Share up +24.6%