[b]S&T - Topempfehlung[/b] - 500 Beiträge pro Seite

[DonauPirat]

Die CA IB, die Investmentbank der Bank Austria Gruppe, bewertet den Wiener Systemintegrator S&T System Integration & Technology Distribution AG (S&Tmit "Strong Buy". Dies geht aus der Ausgabe des "Growth & Technology Monthly" für das vierte Quartal hervor.....

Die Kursziele der S&T (24 Euro) bliebt unverändert. Das entspricht gegenüber den aktuellen Kursen vom Mittwoch (11:40 Uhr MEZ) einem Kurspotenzial bei S&T von 71 Prozent.
.....
S&T konnten solide Neunmonats-Ergebnisse veröffentlichen, die die erfolgreiche Implementierung von Restrukturierungsmaßnahmen widerspiegelten. Die Allianz mit Pixelpark sollte sich nach Einschätzung der CA IB in zweistelligen Umsatzwachstumsraten und verbesserten Margen ausdrücken.

Wer kann das noch ignorieren????

DonauPirat

[maibach]

Wie waren denn die neunmonatszahlen? hab se noch nirgens gesehen?

[DonauPirat]

@maibach:
Wie Folgt:

16 October 2000 08:51


S&T Reports 142% Revenue Growth and Further Improved EBIT for Q1-Q3 of 2000
Vienna, Austria, October 16, 2000

S&T Reports 142% revenue growth and further improved EBIT for Q1-Q3 of 2000
===========================================================================

As forecasted previously, Q3 revenues were above Q1 and below Q2, due to
seasonal deviations. EBIT margin improved from 1.4% in Q1 to 2.2% in Q2 to
2.8% in Q3. It is expected that a traditionally strong Q4 will bring the
2000 results almost exactly to the results forecasted at the beginning of
the year.

1. Results from operations for the nine months period January to September,
2000 compared to 1999 (all consolidated, unaudited) in EUR 1,000

Sales 2000 1999 +/- %
Information Technology Solutions (ITS) 37,289 15,675 + 137.9%
Information Technology Distribution (ITD) 16,197 4,052 + 299.7%
Medical Diagnosis and Monitoring Systems (MED 5,625 2,665 + 111.1%
Electronic Test and Measurement Systems (TMO) 3,791 2,480 + 52.9%
Chemical Analysis (CA) 2,732 774 + 253.0%
Customer Support Organisation (CSO) 9,153 5,344 + 71.3%
==============================================================================
Total sales 74,787 30,990 + 141.3%
Other Income 1,415 480 + 194.8%
-------------------------------------------------------------------------------
Total Revenues 76,202 31,470 + 142.1%

2. Results of Operations for the three months periods July 1 to September 30,
2000 and 1999 (all consolidated, unaudited) in EUR 1,000

Sales 2000 1999 +/- %
Information Technology Solutions (ITS) 12,310 7,217 + 70.6%
Information Technology Distribution (ITD) 5,510 4,052 + 36.0%
Medical Diagnosis and Monitoring Systems (MED 1,127 1,234 - 8.7%
Electronic Test and Measurement Systems (TMO) 741 851 - 12.9%
Chemical Analysis (CA) 883 774 + 14.1%
Customer Support Organisation (CSO) 3,478 2,478 + 40.4%
==============================================================================
Total sales 24,049 16,606 + 44.8%

In June 1999, S&T acquired Hermes Plus of Slovenia. Results were consolidated
starting Q3 1999. Therefore, the first quarter to compare the combined
company, Q3 of 2000, shows a healthy 45% growth in sales.

Detailed discussion of results:

ITS revenues grew due to an improved project business in Croatia (1 MEuro,
banking), Slovakia (0.6 MEuro, Telecom) and Bulgaria (1.6 MEuro, Telecom).

ITD revenues continued to contribute mainly in Slovenia, Croatia and Macedonia.

MED revenues showed a seasonal decrease of 8.7 %.

TMO revenues were decreasing by 12.9 %. Another confirmation of S&T`s decision
to discontinue this business unit.

In Q3 2000 CA revenues increased by 14.1 % to EUR 0.883 million, but continued
to play an insignificant role for S&T.

CSO revenues were EUR 3.478 million in the third quarter of 2000 compared to
EUR 2.478 million in the third quarter of 1999, showing the healthy gain
of 40.4 %. CSO plays a strategic role in S&T`s marketing approach and will be
expanded accordingly.


3. CONSOLIDATED INCOME STATEMENT (unaudited) in EUR 1,000, three months period
ending September 30, 2000 and 1999.
2000 1999 +/- %
Total sales 24,049 16,606 + 44.8%
Other Income 453 320 + 41.6%
-----------------------------------------------------------------------------
Total Revenues 24,502 16,926 + 44.8%
=============================================================================

Merchandise, spare parts and purchased services (17,964) (12,311) + 45.9%
Staff costs (3,142) (2,119) + 48.3%
Depreciation and amortisation costs (822) (453) + 81.5%
Other operating expenses (1,890) (2,209) - 14.4%
-----------------------------------------------------------------------------
Total operating expenses (23,818) (17,092) + 39.4%

Result from Operations (EBIT) 684 (166)


Other income consists mainly of forwarded expenses, gains from disposal
of assets and the release of unused provisions.

Cost of merchandise, spare parts and purchased services increased slightly;
the resulting decrease of the margin, is mainly due to the influence from the
ITD business. However, OpEx for this business is low, so the influence on EBIT
is neutral to positive.

Staff cost totaled EUR 3.142 million in Q3 of 2000 compared to EUR 2.119
million in Q3 of 1999 an increase of 48.3%. The total number of employees
increased from 434 on September 30, 1999 to 580 on September 30, 2000 as a
result of reported acquisitions.

Depreciation and amortisation costs increased from EUR 0.453 million in Q3
of 1999 compared to EUR 0.822 million in Q3 of 2000. This results mainly from
acquisitions and the resulting amortisation of goodwill.

Other operating expenses were EUR 1.890 million in Q3 of 2000 compared to
EUR 2.209 million in Q3 of 1999. The main reason for this decrease were
significant efforts by management to reduce operating expenses.

Result from Operations was a gain of EUR 0.684 million compared to the
operative loss of EUR 0.166 million in Q3 1999.


4. INCOME STATEMENT (consolidated, unaudited) for the nine months period
ending September 30, 2000 and 1999 in EUR 1,000.

1-9/2000 1-9/1999 +/- %

Total sales 74,787 30,990 + 141.3%
Other Income 1,415 480 + 194.8%
-------------------------------------------------------------------------------
Total Revenues 76,202 31,470 + 142.1%
===============================================================================

Merchandise, spare parts and purchased services (55,422) (22,601) + 145,2%
Staff costs (9,598) (4,099) + 134,2%
Depreciation and amortisation costs (2,157) (836) + 158,0%
Other operating expenses (7,406) (4,774) + 55,1%
--------------------------------------------------------------------------------
Total operating expenses (74,583) (32,310) + 130,8%

Result from Operations (EBIT) 1,619 (840)


5. Outlook

Traditionally, Q4 has been the strongest quarter in S&T`s history. Consequently,
there is no doubt presently, that expectations for 2000 will be met.

S&T`s expansion strategy into the more advanced markets of Poland, Russia,
Hungary and Czech Republic is expected to result in a steep increase of the
contribution from these countries during 2001.

Further acquisitions prepared and planned for the coming months are expected
to boost growth well above the organic rate of approximately 30% p.a.

Expansion possibilities into solution selling (ERP, e-biz), consulting
(network, data management) and outsourcing (disaster recovery, CRM) shall
constitute strategic opportunities on the way to becoming the NUMBER ONE IT
System Integrator in the region.


* * * * * * * * * * * * * * * * * *
* *
* S&T is IT in Emerging Europe *
* *
* * * * * * * * * * * * * * * * * *


For more information on S&T, please contact:

Business Information Investor Relations and Press Inquiries

Mr. Karl Tantscher Mrs. Beate Pichler
Chief Executive Officer Corporate Communication
e-mail: [e-mail] e-mail: [e-mail]

S&T SYSTEM INTEGRATION & TECHNOLOGY DISTRIBUTION AG
Gunoldstrasse 16
1190 Vienna, Austria

Tel: [phone]
Fax: [phone]
e-mail: [e-mail]

This information is also available on S&T`s Web site: www.snt.at

cu DonauPirat

[DonauPirat]

Neueste News von S&T:

S&T erwirbt führendes IT-Unternehmen in der Tschechischen Republik
Quelle: Wirtschaftsblatt

Fazit: Wachstumskurs bestätigt!

cu DonauPirat

[DonauPirat]

Mehr Detailiert:

S&T plant vollständige Übernahme von NEOS


Die S&T System Integration & Technology Distribution hat einen Letter of Intent zur vollständigen Übernahme der tschechischen NEOS Computer a.s. unterzeichnet. Die Übernahme sei für das erste Quartal 2001 vorgesehen und soll rund zur Hälfte in neu ausgegebenen S&T-Aktien bezahlt werden, teilte die an der Brüsseler Wachstumsbörse Easdaq notierte S&T am Montag zum Preis mit.

Die Transaktion häng´t noch von der Due Diligence Prüfung und der Zustimmung der Gremien ab. NEOS erwarte 2000 einen Umsatz von rund 19 Millionen Euro und beschäftige etwa 160 Mitarbeiter.

cu DonauPirat