IBERDROLA (IBE) ++ der grüne spanische Versorger + Strom + Gas + Übernahme Phantasie ++ (Seite 71)
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ISIN: ES0144580Y14 · WKN: A0M46B · Symbol: IBE1
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Ihre wichtigsten Termine: Volvo Car, Boeing, Ford, Eni, Credit Suisse, Husqvarna und KPN legen Zahlen vor!Werte aus der Branche Versorger
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 61,00 | +1.548,65 | |
| 110,98 | +12,95 | |
| 37,40 | +10,00 | |
| 12,000 | +8,89 | |
| 4,3400 | +8,57 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 11,444 | -11,15 | |
| 1,5000 | -11,76 | |
| 825,00 | -17,71 | |
| 490,00 | -18,33 | |
| 5,9400 | -20,80 |
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Antwort auf Beitrag Nr.: 43.422.011 von atze50 am 25.07.12 13:40:37letzter ex war erst am 04.07.2012,
Handel Bezugsrechte bis 18.07.2012,
ab 27.07.2012 Handel der Aktien aus Kapitalerhöhung
Handel Bezugsrechte bis 18.07.2012,
ab 27.07.2012 Handel der Aktien aus Kapitalerhöhung
wisst ihr wann Dividendentermin ist?
Da steht doch alles:
+++ 34,2 Mrd, € Eigenkapital +++
+++ 9,5 Mrd € Liquidität +++
+++ Refinanzierung für die nächsten 24 Monate gesichert +++
:
25/07/2012
IBERDROLA EARNS €1,801 MILLION TO JUNE DESPITE SHARP DROP IN SPAIN
International business eanings rose 74% while results in Spain fell 44%, reaching just €430 million, less than 25% of total earnings
Ebitda rose 2% to €4,087 million
Regulated business grew in Brazil (+36.1%), United Kingdom (+8.2%) and United States (+6.5%) and fell 12,6% in Spain, affected by March regulatory measures
Ebitda from the liberalised business also fell in Spain (-10.3%) while that of the international business registered a strong increase
By contrast, Ebitda increase from the renewables business is stronger in Spain than elsewhere
Group liquidity stood at €9.5 billion at the end of the six month period
Operating cash flow continued to rise, reaching €3.3 billion (+5.8%)
The Company reduced its leverage to 46.1%, excluding the tariff deficit
IBERDROLA plans to maintain its shareholder remuneration policy
| Event connection through webcast |
IBERDROLA’s first half earnings were €1,800.5 million (+15.2%), with Ebitda up 2% at €4,086.8 million. These results reflect the important contribution of the company’s international business despite worsening conditions in Spain. All Group divisions have produced improved results, although liberalised and networks businesses in Spain have shown strong downward trends.
International business earnings rose 74% to €1,363 million, representing over 75% of the Group’s total. This has offset results in Spain which fell 44% to €438 million and now represent less than 25% of net profits.
In terms of Ebitda, the Group has also benefitted from the contribution of its international business which now stands for more than half the Group’s total. Whilst Ebitda outside Spain grew 13.4% to €2,168 million, in Spain it fell 8.3% to €1,919 million affected by recent regulatory measures and lower production.
Revenues in the period rose 9.3% to €16,992.6 million, while gross margin rose 3.2% to €6,309.2 million. The Group’s recurring profit (Ebit) rose 3.3% to 2,539.9 million, with operating cash flow improving 5.8% at €3,300 million.
By area, Ebitda from the regulated business rose 4.7% driven by international growth which offsets the fall in Spain where regulatory measures implemented on 30 March have caused a severe reduction in revenues. Ebitda from the regulated business grew in United Kingdom (+8.2%), United States (+6.5%) and Brazil (+36.1%), countries where it is considered an anticyclical activity that attracts investment, while in Spain it fell 12.6%.
The liberalised business was affected by results in Spain where it fell 10.3%, in contrast with the upward trend of international business. The industry in Spain is also anticipating a possible government announcement that will further impact the company’s results.
By contrast, Ebitda from the renewables business in Spain rose 23%, as opposed to a rise of just 3% outside Spain. The increase in Spain is in the main, a result of improved wind resource during the period.
Financial Strength
Despite the complex economic environment, IBERDROLA continued to place priority on maintaining solid finances. At the end of the second quarter, Group liquidity stood at €9,551 million, enough to meet financing needs for the next 24 months. Equity stood at €34,263 million.
Net adjusted debt for the Group – excluding the €2,710 million pending from repayment of the tariff deficit – stood at €29,318 million at the end of the period. The Group progressed in its attempt to reduce leverage which now stands at 46.1%, excluding the tariff deficit, as opposed to 46.4% in the same period last year. Also, the Company’s average debt maturity stands at 6.3 years.
This commitment to balance sheet strength has enabled IBERDROLA to maintain its key financial ratios, such as the funds from operations (FFO) to debt or retained cash flow (RCF) ratios, which are 21.3% and 17.4% respectively, excluding the tariff deficit.
Shareholder remuneration policy and prospects
In the coming years, IBERDROLA’s investment plan will be based on projects combining optimum levels of security, profitability and maturity period. Thus, the Group’s future development will originate from the regulated business.
Also, in the coming months the Company will continue its efforts of deleveraging and improving its financial ratios, through generating free cash flow, adapting investments, reducing expenses and rotating assets.
In this context, IBERDROLA will make every effort to maintain its shareholder remuneration policy unchanged whilst strengthening the foundations for sustainable long-term growth.
Key operating aspects in the first half of 2012
1) Regulated business: international growth
Ebitda from regulated businesses reached €1,980.6 million, a 4.7% rise from the same period last year. This was largely due to international results offsetting the poor performance of business in Spain, whose contribution to the Group is slightly above 30%.
In the UK, Ebitda from regulated businesses rose 8.2% to €446.3 million as a result of new investments that have strengthened the asset base, and the positive effects of the exchange rate.
The regulated business also improved in the United States, rising 6.5% to €356.8 million due to higher revenues, the contribution of Maine Power Reliability Project, the transmission line that links New England with Canada, and the exchange rate.
Ebitda in Brazil rose 36.1% to €495.5 million, largely due to the contribution from Elektro, a 6.1% rise in energy consumption and tariff review. Excluding Elektro, Ebitda from Brazil would have risen 2.6%.
However, Ebitda in Spain fell 12.6% to €682 million, representing 34% of the Group’s total, as a result of the negative impact of measures introduced in Royal Decree Law 13/2012, of 30 March, which have contributed significantly to a fall of €117 million in revenue (-8.8%) and to an increase in taxation of 13.7%.
Despite the adverse economic environment, IBERDROLA has been able to deliver these results thanks to the strategy of fostering regulated activities as a means to attract investment, implemented by the main countries where the company operates. In Spain, however, the trend has been reversed, even though this kind of investments is clearly anticyclical.
2) Lower demand in spain affecting liberalised business:
Ebitda from the liberalised business fell 4.2% in the first half to €1,248.2 million. A recovery in the retail business in the United Kingdom and good operating results in Mexico partly offset weak results in Spain.
Ebitda in Spain fell 10.3% to €835.9 million driven by lower energy production (-24.4%) and reduced capacity payments as a result of the application of Royal Decree Law 13/2012, of 30 March. Outside Spain, Ebitda of the liberalised business reached €433.3 million.
3) Renewable business: improved results in Spain
During the first six months of 2012, Ebitda from IBERDROLA’s renewable business rose 12.2% to €848.5 million. This area already contributes 21% to the Group’s total Ebitda. Results in Spain (+23%) exceeded by far that of outside Spain (+3%), as a result of the country’s good wind resource in the period. In contrast to 2010, wind conditions have now been better in Spain than elsewhere.
+++ 34,2 Mrd, € Eigenkapital +++
+++ 9,5 Mrd € Liquidität +++
+++ Refinanzierung für die nächsten 24 Monate gesichert +++
:
25/07/2012
IBERDROLA EARNS €1,801 MILLION TO JUNE DESPITE SHARP DROP IN SPAIN
International business eanings rose 74% while results in Spain fell 44%, reaching just €430 million, less than 25% of total earnings
Ebitda rose 2% to €4,087 million
Regulated business grew in Brazil (+36.1%), United Kingdom (+8.2%) and United States (+6.5%) and fell 12,6% in Spain, affected by March regulatory measures
Ebitda from the liberalised business also fell in Spain (-10.3%) while that of the international business registered a strong increase
By contrast, Ebitda increase from the renewables business is stronger in Spain than elsewhere
Group liquidity stood at €9.5 billion at the end of the six month period
Operating cash flow continued to rise, reaching €3.3 billion (+5.8%)
The Company reduced its leverage to 46.1%, excluding the tariff deficit
IBERDROLA plans to maintain its shareholder remuneration policy
| Event connection through webcast |
IBERDROLA’s first half earnings were €1,800.5 million (+15.2%), with Ebitda up 2% at €4,086.8 million. These results reflect the important contribution of the company’s international business despite worsening conditions in Spain. All Group divisions have produced improved results, although liberalised and networks businesses in Spain have shown strong downward trends.
International business earnings rose 74% to €1,363 million, representing over 75% of the Group’s total. This has offset results in Spain which fell 44% to €438 million and now represent less than 25% of net profits.
In terms of Ebitda, the Group has also benefitted from the contribution of its international business which now stands for more than half the Group’s total. Whilst Ebitda outside Spain grew 13.4% to €2,168 million, in Spain it fell 8.3% to €1,919 million affected by recent regulatory measures and lower production.
Revenues in the period rose 9.3% to €16,992.6 million, while gross margin rose 3.2% to €6,309.2 million. The Group’s recurring profit (Ebit) rose 3.3% to 2,539.9 million, with operating cash flow improving 5.8% at €3,300 million.
By area, Ebitda from the regulated business rose 4.7% driven by international growth which offsets the fall in Spain where regulatory measures implemented on 30 March have caused a severe reduction in revenues. Ebitda from the regulated business grew in United Kingdom (+8.2%), United States (+6.5%) and Brazil (+36.1%), countries where it is considered an anticyclical activity that attracts investment, while in Spain it fell 12.6%.
The liberalised business was affected by results in Spain where it fell 10.3%, in contrast with the upward trend of international business. The industry in Spain is also anticipating a possible government announcement that will further impact the company’s results.
By contrast, Ebitda from the renewables business in Spain rose 23%, as opposed to a rise of just 3% outside Spain. The increase in Spain is in the main, a result of improved wind resource during the period.
Financial Strength
Despite the complex economic environment, IBERDROLA continued to place priority on maintaining solid finances. At the end of the second quarter, Group liquidity stood at €9,551 million, enough to meet financing needs for the next 24 months. Equity stood at €34,263 million.
Net adjusted debt for the Group – excluding the €2,710 million pending from repayment of the tariff deficit – stood at €29,318 million at the end of the period. The Group progressed in its attempt to reduce leverage which now stands at 46.1%, excluding the tariff deficit, as opposed to 46.4% in the same period last year. Also, the Company’s average debt maturity stands at 6.3 years.
This commitment to balance sheet strength has enabled IBERDROLA to maintain its key financial ratios, such as the funds from operations (FFO) to debt or retained cash flow (RCF) ratios, which are 21.3% and 17.4% respectively, excluding the tariff deficit.
Shareholder remuneration policy and prospects
In the coming years, IBERDROLA’s investment plan will be based on projects combining optimum levels of security, profitability and maturity period. Thus, the Group’s future development will originate from the regulated business.
Also, in the coming months the Company will continue its efforts of deleveraging and improving its financial ratios, through generating free cash flow, adapting investments, reducing expenses and rotating assets.
In this context, IBERDROLA will make every effort to maintain its shareholder remuneration policy unchanged whilst strengthening the foundations for sustainable long-term growth.
Key operating aspects in the first half of 2012
1) Regulated business: international growth
Ebitda from regulated businesses reached €1,980.6 million, a 4.7% rise from the same period last year. This was largely due to international results offsetting the poor performance of business in Spain, whose contribution to the Group is slightly above 30%.
In the UK, Ebitda from regulated businesses rose 8.2% to €446.3 million as a result of new investments that have strengthened the asset base, and the positive effects of the exchange rate.
The regulated business also improved in the United States, rising 6.5% to €356.8 million due to higher revenues, the contribution of Maine Power Reliability Project, the transmission line that links New England with Canada, and the exchange rate.
Ebitda in Brazil rose 36.1% to €495.5 million, largely due to the contribution from Elektro, a 6.1% rise in energy consumption and tariff review. Excluding Elektro, Ebitda from Brazil would have risen 2.6%.
However, Ebitda in Spain fell 12.6% to €682 million, representing 34% of the Group’s total, as a result of the negative impact of measures introduced in Royal Decree Law 13/2012, of 30 March, which have contributed significantly to a fall of €117 million in revenue (-8.8%) and to an increase in taxation of 13.7%.
Despite the adverse economic environment, IBERDROLA has been able to deliver these results thanks to the strategy of fostering regulated activities as a means to attract investment, implemented by the main countries where the company operates. In Spain, however, the trend has been reversed, even though this kind of investments is clearly anticyclical.
2) Lower demand in spain affecting liberalised business:
Ebitda from the liberalised business fell 4.2% in the first half to €1,248.2 million. A recovery in the retail business in the United Kingdom and good operating results in Mexico partly offset weak results in Spain.
Ebitda in Spain fell 10.3% to €835.9 million driven by lower energy production (-24.4%) and reduced capacity payments as a result of the application of Royal Decree Law 13/2012, of 30 March. Outside Spain, Ebitda of the liberalised business reached €433.3 million.
3) Renewable business: improved results in Spain
During the first six months of 2012, Ebitda from IBERDROLA’s renewable business rose 12.2% to €848.5 million. This area already contributes 21% to the Group’s total Ebitda. Results in Spain (+23%) exceeded by far that of outside Spain (+3%), as a result of the country’s good wind resource in the period. In contrast to 2010, wind conditions have now been better in Spain than elsewhere.
Zitat von Rudi07: Q2 Ergebnis ist da.
Umsatz plus 9,3 % dank starkem Auslandsgeschäft.
EBITDA plus 2 % auf 4,09 Mrd.
Dank steuerlicher Vorteile in USA und Brasilien JÜ plus 15,2 % auf 1,80 Mrd.
Insgesamt besser als von mir erwartet.
Zum Abbau der Verschuldung habe ich noch keine Zahlen....
Dazu auch:
Mi, 25.07.12 09:27
Iberdrola steigert Gewinn dank guten Auslandsgeschäfts
MADRID (dpa-AFX) - Der spanische Stromversorger Iberdrola hat dank eines erfolgreichen Auslandsgeschäfts seinen Gewinn gesteigert. Auf dem Heimatmarkt musste der größte Stromversorger Spaniens dagegen im ersten Halbjahr Rückschläge hinnehmen. Wie die Gesellschaft am Mittwoch in Madrid mitteilte, stieg der Umsatz in den ersten sechs Monaten um 9,3 Prozent auf 16,99 Milliarden Euro und damit stärker als von Analysten erwartet. Der operative Gewinn vor Zinsen, Steuern und Abschreibungen (EBITDA) legte um 2 Prozent auf 4,09 Milliarden Euro zu.
Unter anderem steuerliche Vorteile in den USA und in Brasilien wirkten sich für Iberdrola günstig aus. Unter dem Strich stand ein Plus von 15,2 Prozent auf 1,80 Milliarden Euro - mehr als von Analysten erwartet. Das Brasiliengeschäft wollen die Spanier künftig weiter ausbauen. Hier ist auch der der deutsche Wettbewerber Eon aktiv.
Das Engagement Iberdrolas im Ausland liegt vor allem am schleppenden Verlauf auf dem Heimatmarkt - das Spaniengeschäft für sich genommen verbuchte im ersten Halbjahr einen Gewinnrückgang um 44 Prozent, unter anderem wegen einer schwächeren Energienachfrage in Anbetracht der Schuldenkrise./nmu/wiz
Moin, bin seit heute dabei. Die H1 Zahlen waren ja nicht schlecht, auch wenn der Recurring Net Profit mit -3.2% ein klein wenig zurückgegangen ist. Das ist mehr als respektabel bei einem einbrechenden Heimatmarkt.
Interessant ist übrigens:
http://www.cnbc.com/id/48313871
Mögliches buyback der von Bankia gehaltenen Anteile. Könnte vielleicht so 1 mrd kosten, am nötigen Kleingeld mangelt es nicht.
Interessant ist übrigens:
http://www.cnbc.com/id/48313871
Mögliches buyback der von Bankia gehaltenen Anteile. Könnte vielleicht so 1 mrd kosten, am nötigen Kleingeld mangelt es nicht.
Trading Spotlight
Ich habe zwei Fragen hier:
Stabilisiert man den Kurs einer Aktie, indem man sie in seinem Depot haelt?
Wenn die Short-Seller sich Aktien leihen, um sie dann zu verkaufen und nach der Panik wieder guenstiger einsammeln, leihen sie sich dann auch die Aktien, die ich in meinem Depot halte? Nur weil wir Aktien in dem Depot halten, sind wir keine Aktionaere der Gesellschaft, weil eine Kette von Intermediaeren dazwischen liegt.
Was haltet ihr von Enel? Enel ist im Allzeittief momentan. Ich bin bei 3.09 Euro eingestiegen (und dachte es sei guenstig), aber es kann ja noch weiter runter gehen.
Ich hoffe, dass die Euro-Krise beseitigt wird. Wir brauchen ein Gegengewicht zu dem US-Dollar. Die Laender mit dem Euro halten auch die meisten Goldreserven. Italien und Frankreich haben je mehr als 2000 Tonnen, auch wenn Deutschland und Italien nicht physisch darauf zugreifen koennen, weil der groesste Teil in New York liegt.
Danke
Stabilisiert man den Kurs einer Aktie, indem man sie in seinem Depot haelt?
Wenn die Short-Seller sich Aktien leihen, um sie dann zu verkaufen und nach der Panik wieder guenstiger einsammeln, leihen sie sich dann auch die Aktien, die ich in meinem Depot halte? Nur weil wir Aktien in dem Depot halten, sind wir keine Aktionaere der Gesellschaft, weil eine Kette von Intermediaeren dazwischen liegt.
Was haltet ihr von Enel? Enel ist im Allzeittief momentan. Ich bin bei 3.09 Euro eingestiegen (und dachte es sei guenstig), aber es kann ja noch weiter runter gehen.
Ich hoffe, dass die Euro-Krise beseitigt wird. Wir brauchen ein Gegengewicht zu dem US-Dollar. Die Laender mit dem Euro halten auch die meisten Goldreserven. Italien und Frankreich haben je mehr als 2000 Tonnen, auch wenn Deutschland und Italien nicht physisch darauf zugreifen koennen, weil der groesste Teil in New York liegt.
Danke
Klingt doch ganz gut ;-)
Vor allem die Diversifikation auf ausländischen Märkten ist die richtige Strategie! Heimatmarkt schwach, aber ich denke, dass haben wir alle so erwartet! Sollte in Zukunft noch schlechter werden.
Hoffe, die Aktie startet jetzt eine kleine Erholung. Nächstes Ziel 3€ und dann 3,10€
http://www.finanzen.net/nachricht/aktien/Iberdrola-steigert-…
Vor allem die Diversifikation auf ausländischen Märkten ist die richtige Strategie! Heimatmarkt schwach, aber ich denke, dass haben wir alle so erwartet! Sollte in Zukunft noch schlechter werden.
Hoffe, die Aktie startet jetzt eine kleine Erholung. Nächstes Ziel 3€ und dann 3,10€
http://www.finanzen.net/nachricht/aktien/Iberdrola-steigert-…
Q2 Ergebnis ist da.
Umsatz plus 9,3 % dank starkem Auslandsgeschäft.
EBITDA plus 2 % auf 4,09 Mrd.
Dank steuerlicher Vorteile in USA und Brasilien JÜ plus 15,2 % auf 1,80 Mrd.
Insgesamt besser als von mir erwartet.
Zum Abbau der Verschuldung habe ich noch keine Zahlen....
Umsatz plus 9,3 % dank starkem Auslandsgeschäft.
EBITDA plus 2 % auf 4,09 Mrd.
Dank steuerlicher Vorteile in USA und Brasilien JÜ plus 15,2 % auf 1,80 Mrd.
Insgesamt besser als von mir erwartet.
Zum Abbau der Verschuldung habe ich noch keine Zahlen....
die Dividendenrendite v. Südeuropäischen Aktien sollte auf jeden fall höher sein, als die v. den jeweiligen 10-Jh-Staatsanleihen (also in Spanien beispielsweise mehr als 7%).
Auch wenn Iberdrola u. Co. momentan günstig aussehen, sollte man davon ausgehen, dass die Ausschüttungen in den nächsten 1-5 Jahre nicht mehr so hoch sein werden wie in der Vergangenheit.
Auch wenn Iberdrola u. Co. momentan günstig aussehen, sollte man davon ausgehen, dass die Ausschüttungen in den nächsten 1-5 Jahre nicht mehr so hoch sein werden wie in der Vergangenheit.
Zitat von Kimmel: (Bei..) Repsol und Iberdrola bin ich fett drin.
Bei Repsol mache ich mir keine Sorgen, aber bei Iberdrola kommen langsam Zweifel auf!
Zurecht?
Was meint ihr? Wie weit kann es hier noch runter gehen?
Ich habe beide Werte nochmal nachgekauft.
Nach der Übernahme von Nexan durch die Chinesen bin ich da ziemlich entspannt.
Bei Iberdrola hat mich ein wenig der durchbruch durch das 10 jährige Tief irritiert (~3,05 €).
Ist jetzt aber logisch, da Spanien wankt und Iberdrola sich refinanzieren muss.
Klar, dass nach so einer Aktion erstmal alle Dämme brechen und die Aktie runterrauscht.
Hinterher ist man immer schlauer.
Allerdings hat Iberdrola Cash und Möglichkeiten.
Spanien ist nicht Griechenland, Iberdrola ist ein gut geführtes Unternehmen.
Das Geschäftsmodell ist jedenfalls in Ordnung.
Europa wird gerettet werden und wir werden unsere Gewinne einfahren.
Gruß codiman
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