Nexans - der Weltmarktführer in der Kabelindustrie! - 500 Beiträge pro Seite

[vendaro]

Nexans ist ein französischer Hersteller von Kabeln, Kabelbäumen und Bordnetzen für fast alle Anwendungen. Abgedeckt werden aber vor allem große Industrien wie Energieversorger, Schiffe, Züge, Flugzeuge und in letzer Zeit eben auch die Windanlagen, wodurch in den Wert auch etwas \"Öko-Phantasie\" mit reinkommt.

Auf Basis der 08e-Zahlen ergibt sich folgendes Bild:
- erwarteter Umsatz08: ca. 5Mrd. €
- EBIT ca. 406Mio
- Gewinn je Aktie 8,40 = kgv ca. 13e
- Dividende je Aktie 2,43 = ca. 2%
MK von ca. 3Mrd. €

Hier ein Überblick der investierten Fonds:
http://fonds.onvista.de/filter-suche/top-holding.html?WKN=67…


Im Vergleich dazu Leoni in 08:
- erwarteter Umsatz08 ca. 3Mrd
- EBIT ca. 151Mio
- Gewinn je Aktie 3,13 = kgv ca. 14e
- Dividende je Aktie 0,90 0 ca. 2%
MK ca. 1,3 Mrd.€

[vendaro]

Antwort auf Beitrag Nr.: 32.206.822 von vendaro am 30.10.07 17:24:20

15.11.2007 22:34
Nexans Signs a Framework Agreement to Acquire the Cable Business of Madeco, the Cable Market Leader in South America


Nexans, (Nachrichten) the worldwide leader in the cable industry, announced the signature of a Framework Agreement to acquire the cable business of Madeco, (Nachrichten) the cable industry leader in South America.

At current non-ferrous metal prices, the 2006 sales of the Madeco Group cable business totaled 672 million USD (457 million euros), in three major segments: cables for infrastructures, industry and building. The organic volume growth for these segments was 12% per year during the 2004-2006 period. For the 2007 half-year, Madeco's Wire and Cable sales breakdown by country was approximately 43% in Brazil, the largest market in South America; 28% in Chile; 18% in Peru; 6% in Argentina; and 5% in Colombia. Madeco realized a 43 million USD (29 million euros) EBITDA in H1 2007 representing an operating margin of 10.6% of sales at current non-ferrous metal prices. The closing of this acquisition is expected in Q3 2008. Payment will consist of 2.5 million newly-issued shares of Nexans and 422 million USD (287 million euros) in cash and assumption of debt after taking into account minority interests. At the November 14, 2007 Nexans share price of 101.67 euros, it will represent an enterprise value of 822 million USD (559 million euros) and an acquisition goodwill 1[1] close to 380 million USD (close to 260 million euros).

Madeco will get a stake in Nexans of approximately 9% (on the basis of 28.1** million shares) which it commits to hold for a minimum period of 12 months from the closing date. Nexans' Board of Directors will call an Extraordinary General Shareholders' Meeting early in 2008 for the approval of a shares issuance and the election of a Madeco Group representative as Director.

“This acquisition is in line with our strategy to expand in fast-growing areas and in the energy market. It will result in the Group having a leading position in South America, a reinforced presence in Brazil, and an opportunity to introduce Nexans' complete range of products and best industrial practices in this area,“� said Gérard Hauser, Chairman and CEO of Nexans.

“This "acquisition of growth" will be made in a balanced manner, allowing Nexans, due to the partial payment in shares, to retain financial flexibility for further repositioning of the Group. Madeco's investment in Nexans will contribute to a stable shareholder base and associate Nexans with a quality partner to aid its development in South America. It also demonstrates the confidence of Madeco in Nexans' development perspectives. This transaction should have an accretive impact on the 2009 EPS,“� added Frédéric Vincent, Nexans COO.

Guillermo Luksic, Chairman of Madeco, highlighted that "this partnership will allow Madeco to continue growing because it will become part of a world class company that not only leads the global market in terms of sales, but also invests heavily in research and development to solidify and grow its market position. Madeco will bring its leadership in South America to Nexans."

The closing of this transaction is subject to approval of Madeco's and Nexans' shareholders as well as relevant regulatory authorities.

A full set of slides of the presentation is available on the Nexans website at www.nexans.com.

About Nexans

With energy as the basis of its development, Nexans, the worldwide leader in the cable industry, offers an extensive range of cables and cabling systems. The Group is a global player in the infrastructure, industry and building markets. Nexans addresses a series of market segments from energy, transport and telecom networks to shipbuilding, oil and gas, nuclear, automotive, electronics, aeronautics, handling and automation. With an industrial presence in more than 30 countries and commercial activities worldwide, Nexans employs 21,000 people and had sales in 2006 of 7.5 billion euros. Nexans is listed on the Paris stock exchange, compartment A of the Eurolist of Euronext.

About Madeco

With over six decades of market presence, Madeco is a diversified group of manufacturing companies engaged in the production of copper and aluminum products as well as flexible packaging through its affiliates and associated companies in various countries of Latin America. The activities of the Madeco group are divided into four business units: Wire&Cable, Brass Mills, Flexible Packaging and Aluminum Profiles. These units supply various sectors of the economy: mining, industry, energy, construction and telecommunications. Madeco, through its various companies, currently owns 18 manufacturing plants in Chile, Brazil, Peru, Argentina and Colombia, taking advantage of the synergies created to supply regional markets as well as North America, Europe and Asia.

[vendaro]

Antwort auf Beitrag Nr.: 32.445.826 von vendaro am 15.11.07 23:09:18

Nexans revises targets as FY adjusted net profit doubles

PARIS (Thomson Financial) - Nexans (News) revised its sales and growth targets for the next two years as it revealed a doubling of net profit before exceptional items, spurred by a sales increase of more than 12 pct in its cable making operations around the world.

It proposes increasing the dividend to 2.0 eur per share from 1.2.

Reported net profit at constant metals prices fell to 189 mln eur from 241 mln in 2006, but this included a 149 mln gain from the sale of its distribution business in Switzerland.

Nexans' sales at constant metals price jumped to 4.822 bln eur last year from 4.442 bln previously and operating profit soared to 409 mln eur from 260 mln as the margin expanded to 8.5 pct from 5.8.

The company announced it plans to sell its telecoms copper cables unit in Spain and is studying a possible sale of its automotive cable harnesses business.

Over the 2008-2009 period, Nexans is aiming for an average annual organic growth rate of 6 pct for its cable businesses, continuing to outstrip the expansion of the market.

This should lead to a further increase in the operating margin, as a percentage of sales at constant non-ferrous metal prices, of between 7 and 10 pct, the company said, adding it should continue to generate positive cash flow in coming years.

[vendaro]

Antwort auf Beitrag Nr.: 33.364.935 von vendaro am 14.02.08 11:08:22

Der Geschäftsbereich "Infrastructure Energy Networks" der Nexans Deutschland Industries GmbH & Co. KG (Hannover) erhielt den Auftrag, alle Energie-Seekabel für Frankreichs ersten Offshore-Windpark zu liefern. Auftraggeber ist die Prokon Nord Energiesysteme GmbH mit Sitz in Leer. Sie orderte für das Projekt "Côte d’Albâtre" (105 MW) insgesamt 42 Kilometer Mittelspannungs-Seekabel. Diese dienen der Verbindung der Windkraftanlagen untereinander sowie der Anbindung des Windparks an das Energienetz auf dem Festland. Zum Auftragsumfang gehört neben den Kabeln in drei verschiedenen Querschnitten das entsprechende Zubehör. Im September dieses Jahres sollen die ersten Lieferungen erfolgen, im Sommer 2009 soll der Auftrag abgeschlossen sein. Für die Vergabe an Nexans hätten das Know-how und die zahlreichen Referenzen im Offshore-Bereich gesprochen.


105 MW installierte Leistung; 390 Gigawattstunden Windstrom jährlich

Der Windpark Côte d’Albâtre wird etwa 6 Kilometer nördlich der französischen Küste bei Dieppe im Ärmelkanal errichtet. Das Projekt wurde als einziges von zehn bei der ersten Ausschreibung für Offshore-Windenergieprojekte in Frankreich ausgewählt. Côte d’Albâtre wird nach der Fertigstellung im Jahr 2009 insgesamt 21 Windkraftanlagen vom Typ "Multibrid M5000" umfassen, mit einer Leistung von jeweils fünf Megawatt (MW). Insgesamt wird die installierte Leistung somit 105 MW betragen, so dass bei den zu erwartenden Windgeschwindigkeiten rund 390 Gigawattstunden (GWh) Strom pro Jahr erzeugt und mehr als 330.000 Tonnen CO2 eingespart werden können. Die Gesamtprojektleitung wird von der PROKON Nord Energiesysteme GmbH und dem ENERTRAG AG Etablissement France durchgeführt, die elektrotechnische Planung von der ENERTRAG AG. Die technische Planung für Gründungen und Offshore obliegt der OWT Offshore Wind Technologie GmbH.

[vendaro]

Antwort auf Beitrag Nr.: 33.364.955 von vendaro am 14.02.08 11:09:11

Nexans to enter into a joint venture with Polycab, the Indian leader in the cable industry
(19/02/08 08:03 CET)


Nexans to enter into a joint venture with Polycab, the Indian leader in the cable industry

The French Group gains a foothold in India, thus furthering its geographic redeployment in high-growth regions

Paris, February 19, 2008 - Nexans, the worldwide leader in the cable industry, announced it has signed a draft agreement with Polycab, the Indian leader in the cable industry, for the creation of a joint venture that will be majority-held by Nexans and managed in close cooperation with its Indian partner.

This joint venture, to be headquartered in Mumbai, will initially cover the manufacture and marketing of cables for the shipbuilding, material handling, railways and windpower industries as well as the marketing of cables manufactured by Nexans that were not part of Polycab's portfolio. These activities are expected to generate sales of 50-60 million euros by 2011 and require some 25 million euros of investment.

Production can later be extended to very high voltage terrestrial cables. The joint venture is expected to start industrial production during the first quarter of 2009.

Michel Lemaire, Executive Vice President for the Asia-Pacific area of Nexans, said: "We are excited to team up with such a high-quality partner as Polycab for our first industrial venture on the Indian market. Polycab's leadership and strong commercial presence in India, to be complemented with Nexans' technical expertise, especially in industrial and high voltage energy cables, are significant assets for the future of our emerging joint venture."

Polycab currently has sales of over 450 million euros in India, with 10 plants employing 1,500 people in the manufacture of power and building cables.

The cooperation between Nexans and Polycab will be effective after final agreements are signed, by the end of the first half of 2008.

[vendaro]

Antwort auf Beitrag Nr.: 33.364.955 von vendaro am 14.02.08 11:09:11

Tuesday February 19, 06:57 PM
France's Nexans eyeing acquisition in China

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By Hiral Vora

MUMBAI (Reuters) - France's Nexans is looking at an acquisition in China as the Europe's No.1 cable maker steps up sales from emerging markets to offset a slowdown in Europe and North America, a top official said on Tuesday.

"We are successful in China and its certainly time for an acquisition in China," Michel Lemaire, executive vice president for Asia-Pacific, told Reuters in an interview.

Lemaire, who was in Mumbai to announce a tie-up with unlisted Indian cable maker Polycab Wires Private Ltd, said Nexans was looking at a maker of industrial cables in China.

Nexans already owns a plant in China that makes cables for shipbuilding and construction industries, as well as railway cars and nuclear plants.

Lemaire said Nexans was focusing on emerging markets, such as China, India and Latin America, which contributed 25 percent of total sales in 2007 and is expected to reach 30 percent in next two to three years.

"One of the reason for the emphasis on the emerging countries is to avoid the downturn in the western world. We will have no downturn in India and China in the coming 4-5 years," he said.

Nexans, which was spun out of Alcatel in 2001, had said last year it wanted to reduce its exposure to economic cycles and planned to focus on energy and infrastructure sectors.

He said sales from the emerging markets were expected to grow to 30 percent in next two to three years from 25 percent in 2007.

By 1241 GMT, Nexans shares were up 2.3 percent at 73 euros in a Paris market that rose 0.8 percent.

The company's business is closely linked to the macroeconomic health of countries in which it operates, as its revenues depend on public and corporate investments in sectors ranging from transport and energy to shipping and telecoms.

The Indian economy is expected to expand by about 9 percent in the fiscal year to March, while China is seen growing at faster clip in 2008.

In November, Nexans signed a deal to buy the cable business of Madeco , a Chilean copper cable and pipe manufacturer. It hopes to complete the transaction by the third quarter of 2008.

COPPER VS ALUMINIUM

Nexans, which relies on copper to make cables found in everything from aeroplanes to buildings, has struggled with rallying copper prices in the past two years and is seeking substitutes such as aluminium, which will help make more cables for the power industry.

Lemaire said the company would use 170,000 tonnes of aluminium in 2008, up from 150,000 tonnes a year ago.

He said copper prices were likely to remain relatively high for the foreseeable future due to market speculation, and Nexans was well hedged against volatility in copper and aluminium.

A senior company official had said in October Nexans consumed 800,000 tonnes of copper every year.

Lemaire also said the company was on track to achieve an average annual growth 6 percent for its cable business and operating margins of 7 to 10 percent in 2008.

[vendaro]

Antwort auf Beitrag Nr.: 33.414.492 von vendaro am 19.02.08 18:43:27

19.03.2008 11:52
Nexans wins 150 mln eur contract for Finland-Sweden subsea energy link

PARIS (Thomson Financial) - Nexans (News) said it won a 150 mln eur submarine power cable contract to interconnect Finland and Sweden.

It will be the largest HVDC (high-voltage direct current) cable manufactured by Nexans to date and will provide a 40 pct increase in power transmission capacity between Finland and Sweden, the company said.

The order is from Fingrid Oyj, the electricity transmission system operator in Finland, and Svenska Kraftnaet, a state utility which runs the national electrical grid in Sweden.

The Fenno-Skan 2 project will create a new 800 megawatts, 500 kilovolt subsea connection, following a 200 km route across the Gulf of Bothnia.

It will form a bipolar arrangement with the existing 550 mw, 400 kv Fenno-Skan link, Nexans said.

The French company will manufacture the Fenno-Skan 2 cable in its plant based in Halden, Norway, starting in autumn 2009. Installation, at a maximum sea depth of 100 metres, will be carried out by Nexans own cable laying ship, the CS Skagerrak, and this is scheduled for spring 2011, the company said.

The cable will be supplied in two continuous lengths of around 100 km, so just one offshore joint will be required, Nexans said.