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2024/09/09 / Erste Group Research

BAWAG: Attraktive Dividenden, gutes Gewinnwachstum


Die BAWAG-Aktie ist mit einem Kursplus von 44% seit Jahresbeginn der stärkste Titel im ATX und entwickelte sich besser als ihre Peers. Die Halbjahresergebnisse waren sehr solide. Das Ergebnis/Aktie legte um 12% auf EUR 4,33/Aktie zu. Für das Gesamtjahr erwarten wir einen Gewinn/Aktie von EUR 8,82 sowie eine Dividende von EUR 5,10/Aktie. Dies entspricht einer attraktiven Dividendenrendite von 7%. Die Aussichten für die mittelfristige Gewinnentwicklung sind positiv dank der jüngsten Akquisitionen (Knab Bank, Barclays Consumer Bank Europe in Deutschland). Beide Zukäufe sollten sich deutlich ertragssteigernd auswirken. Infolge der starken Kursentwicklung haben sich jedoch auch die Bewertungskennzahlen erhöht.

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General information

AuthorErste Group Research
Date2024/09/09
Languagede
Product nameEmpfehlungsliste
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusAutomobiles & Parts, Banks, Basic Resources, Chemicals, Construction & Material, Food & Beverage, Industrial Goods & Services, Insurance, Oil & Gas, Real Estate, Technology, Telecommunications, Travel & Leisure, Utilities
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Erste Group related products

Page 1 of 2
Name  ISIN# Erste Group products
-AT00008272090
-AT000000ETS94
Addiko BankAT000ADDIKO00
AgranaAT000AGRANA30
AMAGAT00000AMAG30
ams OSRAMAT0000A18XM40
AndritzAT000073000787
AT&SAT0000969985113
Austrian PostAT0000APOST433
BAWAGAT0000BAWAG2119
CA IMMOAT000064135258
DO & COAT00008188020
EVNAT000074105321
FACCAT00000FACC232
ImmofinanzAT0000A21KS246
Kapsch TrafficComAT000KAPSCH90
KontronAT0000A0E9W50
LenzingAT000064450595
Mayr-MelnhofAT000093820455
OMVAT000074305987
PalfingerAT00007583055
PolytecAT0000A00XX90
PORRAT00006096070
RBIAT000060630693
S ImmoAT00006522502



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