Aktienempfehlungen Österreich |
EuroTeleSites: Cashflows gut vorhersagbar, Bewertung niedrig Wir haben die Coverage der EuroTeleSites-Aktie (ETS) neu aufgenommen. Die ETS entstand aus dem Spin-Off des Turmvermögens der Telekom Austria und notiert seit Ende September 2023 an der Wiener Börse. Derzeit werden rund 13.500 Standorte betrieben, die langfristig an die TKA vermietet sind. Dies verschafft ETS eine hohe Visibilität für zukünftige Einnahmen und Cashflows. Wachstumstreiber sind neben Neukunden vor allem das expandierende Datenverkehrsvolumens und die Aufrüstung auf 5G. Die ETS-Aktie notiert mit hohen Abschlägen zu ihren Peers sowie rund 50% unter ihrem NAV/Standort. Der Streubesitz ist jedoch niedrig, eine erste Dividende erwarten wir 2028. |
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2024/04/15 / Erste Group Research |
EuroTeleSites: Cashflows gut vorhersagbar, Bewertung niedrig Wir haben die Coverage der EuroTeleSites-Aktie (ETS) neu aufgenommen. Die ETS entstand aus dem Spin-Off des Turmvermögens der Telekom Austria und notiert seit Ende September 2023 an der Wiener Börse. Derzeit werden rund 13.500 Standorte betrieben, die langfristig an die TKA vermietet sind. Dies verschafft ETS eine hohe Visibilität für zukünftige Einnahmen und Cashflows. Wachstumstreiber sind neben Neukunden vor allem das expandierende Datenverkehrsvolumens und die Aufrüstung auf 5G. Die ETS-Aktie notiert mit hohen Abschlägen zu ihren Peers sowie rund 50% unter ihrem NAV/Standort. Der Streubesitz ist jedoch niedrig, eine erste Dividende erwarten wir 2028. |
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Name | ISIN | # Erste Group products |
Zumtobel | AT0000837307 | 41 |
Wienerberger | AT0000831706 | 100 |
voestalpine | AT0000937503 | 78 |
VIG | AT0000908504 | 42 |
Vienna Int. Airport | AT00000VIE62 | 0 |
Verbund | AT0000746409 | 108 |
Uniqa | AT0000821103 | 77 |
UBM | AT0000815402 | 0 |
Telekom Austria | AT0000720008 | 43 |
STRABAG | AT000000STR1 | 0 |
Semperit | AT0000785555 | 0 |
SBO | AT0000946652 | 22 |
S Immo | AT0000652250 | 2 |
RBI | AT0000606306 | 98 |
PORR | AT0000609607 | 0 |
Polytec | AT0000A00XX9 | 0 |
Palfinger | AT0000758305 | 5 |
OMV | AT0000743059 | 88 |
Mayr-Melnhof | AT0000938204 | 54 |
Marinomed Biotech AG | ATMARINOMED6 | 0 |
Lenzing | AT0000644505 | 102 |
Kontron | AT0000A0E9W5 | 0 |
Kapsch TrafficCom | AT000KAPSCH9 | 0 |
Immofinanz | AT0000A21KS2 | 51 |
FACC | AT00000FACC2 | 38 |
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