Alfa SAB (ALFAA:Mexico) - Mischkonzern wieder interessant nach Korrektur? - 500 Beiträge pro Seite

[habnurwenig]

ALFA is a company that manages a portfolio of diversified subsidiaries:

Sigma, an important producer, marketer and distributor of foods through recognized brands in Mexico, the United States, Europe and Latin America. Alpek, one of the world’s largest producers of polyester (PTA, PET and fibers), which also leads the Mexican market in polypropylene, expandable polystyrene (EPS) and caprolactam. Nemak, a leading provider of innovative light-weighting solutions for the automotive industry, specializing in the development and manufacturing of aluminum components for powertrain and body structure. Axtel, a provider of Information Technology and Communication services for the enterprise, government and residential markets, through its Alestra and Axtel brands. Newpek, a company in the hydrocarbons industry in Mexico and the United States.

http://www.alfa.com.mx/NC/profile.htm

Aus der Unternehmenspräsentation (Juli 2016 - siehe Webseite):

2015 Results Guidance 2016
Revenues (U.S. $ Billions) $16.3 $16.2
EBITDA (U.S. $ Billions) $2.4 $2.4
Capex (U.S. $ Millions) $1,606* $1,400
Net Debt/EBITDA 2.0 times 2.4 times
Interest Coverage 7.7 times 7.3 times
* Including acquisitions

Allgemeine Beschreibung der Geschäftsfelder:

Alfa, S. A. B. de C. V., through its subsidiaries, engages in the businesses of petrochemicals, aluminum auto components, refrigerated food, and telecommunications in Mexico, North America, central and South America, Europe, and the Middle East. The company operates industrial manufacturing and distribution centers mainly in Mexico, the U.S.A., Canada, Germany, Slovakia, the Czech Republic, Costa Rica, Nicaragua, Honduras, Guatemala, Panama, the Dominican Republic, El Salvador, Argentina, Peru, Austria, Brazil, China, Hungary, Poland and Sweden. It markets its products in approximately 40 countries around the world. Business Groups The company comprises four business groups: Alpek; Nemak; Sigma; and Alestra. Alpek Alpek engages in the production of petrochemicals and synthetic fibers in Mexico and Latin America. In the NAFTA region, Alpek is a manufacturer of PTA and polyethylene terephtalate (PET, and operates expandable polystyrene (EPS) plant. It also manufactures polypropylene in Mexico. Alpek has capacity to manufacture 4.45 million tons per year. It has 18 plants at 11 sites in 3 countries. Nemak Nemak engages in the manufacture of gas-and diesel-engine aluminum heads and blocks. It has capacity to manufacture 47 million equivalent heads per year. It has 29 plants at 17 sites in 13 countries. Sigma Sigma engages in the production of refrigerated food. It is a processed meat and cheese manufacturer in Mexico and a participant in the Central American, Caribbean, and U.S. Hispanic markets. It operates a refrigerated distribution network in Mexico. It has the capacity to manufacture 800,000 tons per year. It has 30 plants and 141 distribution centers in 9 countries. Alestra Alestra engages in the telecommunications sector in Mexico. Alestra provides connectivity solutions, voice & data and Internet services, and convergence solutions for users of various types and industries. The Alestra network enables access to the AT&T Global Network. It has 4,200 miles of fiber-optic network, including 1,000 miles of metropolitan rings, covering 198 cities in Mexico.

http://investing.businessweek.com/Research/stocks/snapshot/s…

[habnurwenig]

Bitte diesen Thread der Aktie

ISIN: MXP000511016 | WKN: 896720 | Symbol: G4L

zuordnen. Ich bin leider zu doof dazu....danke.

[habnurwenig]

July 18, 2016
ALFA reports 2Q16 EBITDA of U.S. $642 million

Monterrey, N.L., Mexico. July 18, 2016.- ALFA, S.A.B. de C.V. (ALFA) reported today 2Q16 unaudited financial results. Revenues amounted to U.S. $4,050 million, down 4% year-on-year. EBITDA was U.S. $642 million, down 2% vis-à-vis 2Q15.

Commenting on the Company’s results Mr. Alvaro Fernandez, ALFA’s President, said: “Alpek and Nemak reported solid performances, which translated into higher profits. Sigma’s Mexican operations were negatively impacted by the peso depreciation, but the company managed to have 2% EBITDA growth on a comparable basis. The consolidation of Axtel for the full quarter was a positive contributor although its financial results were also affected by the peso depreciation. Overall, our businesses and financial position remained strong and all major capital expenditure programs are on track to support future growth.”

Consolidated capital expenditures and acquisitions amounted to U.S. $344 million during 2Q16. Net debt at the quarter end of U.S. $6,032 million was 11% higher when compared to U.S. $5,443 million in 2Q15. Higher net debt primarily reflects the consolidation of Axtel’s net debt and capital expenditures. At the end of the quarter, financial ratios were: Net Debt to EBITDA: 2.4 times; Interest Coverage: 7.1 times. These ratios compare to 2.4 times and 6.5 times in 2Q15.

Majority Net Income was U.S. $46 million in 2Q16, compared to U.S. $183 million in 2Q15. ALFA’s 2Q16 operating performance more than offset the negative Comprehensive Financing Expense (“CFE”) of U.S. $321 million, which resulted mainly from foreign exchange rate losses, which also affected 2Q15, but to a lesser extent.

http://www.alfa.com.mx/SP/press.htm?md=julio18&y=2016

[habnurwenig]

Die Geschäftsfelder:

Sigma
Alpek
Nemak
Axtel
Newpek

Sigma: Main products

Processed meats : Ham, Sausages.
Dairy products: Cheese, Yogurt.
Other: Prepared meals, Meats (beef, poultry, pork), Pizzas.

Highlights 2015

Revenues: U.S. $5.9 billion.
Plants: 68, in 14 countries.
Sales volume:
1.7 million tons.
Employees:38,000.

Alpek Main products

Polyester Chain: PTA, PET, Fibers.
Plastics and Chemicals: Polypropylene, EPS, Caprolactam, Ammonium sulfate.

Highlights 2015

Revenues: U.S. $5.3 billion.
Plants: 21, in five countries.
Employees: 5,000.

Nemak Main products

Aluminum heads and blocks for gas and diesel engines.
Transmission parts.
Structural components.

Highlights 2015

Revenues: U.S. $4.5 billion.
Plants: 35, in 15 countries.
Employees:21,000.

Axtel Main services

Data centers.
Information security.
Managed networks.
Consultancy services.
Systems integration.
Cloud services.
Internet.
Pay-TV.
Voice services.

Highlights 2015 (Perform)

Revenues: U.S. $1.0 million.
Presence: Mexico.
Employees: 8,000.

Newpek Main products

Hydrocarbons
Oil and gas services.

Highlights 2015

Revenues: U.S. $138 million.
Presence: U.S.A. and Mexico.
Employees: 300.
http://www.alfa.com.mx/NC/businesses.htm" target="_blank" rel="nofollow ugc noopener">
http://www.alfa.com.mx/NC/businesses.htm

[habnurwenig]

Wie man sieht, ist der Konzern recht breit aufgestellt. Insbesondere im Food- und Telekom-Bereich auch in Krisenzeiten interessant. Aber auch die PET Produktion ist nicht zu verachtender Bereich. Hier dürfte zumindest mittelfristig weiterhin Bedarf bestehen.

Der Öl- und Motorblock-Bereich ist aber umso krisenanfälliger. Insbesondere Öl derzeit...was mitunter den Kurs nach unten gebracht hat, da eine geplante Übernahme in dem Ölbereich nicht durchgeführt wurde:


May 4, 2016 — 7:20 PM CEST
Updated on May 4, 2016 — 10:35 PM CE
Alfa SAB executives set their sights on becoming “real oilmen’’ as Mexico scrapped a 75-year-old state monopoly on crude production. Two years, $1 billion and a failed takeover attempt later, investors are clamoring to know what’s next.

The Mexican company last month abandoned attempts to buy Pacific Exploration & Production Corp. after its latest proposal was rejected. When Mexico held the first oil auctions since a 1938 expropriation last year, Alfa made a single bid and lost. Its small U.S. oil and gas unit just swung to a first-quarter loss, a victim of lower crude prices. [...]

http://www.bloomberg.com/news/articles/2016-05-04/failed-1-b…

[habnurwenig]

So und nun....gibt es Meinungen hierzu?

[habnurwenig]

Offensichtlich interessiert sich snst keiner für diesen Wert, schade.