SCA Svenska Cellulosa (Seite 7)
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ISIN: SE0000112724 · WKN: 856193 · Symbol: SCA
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SCA ist meines erachtens ein Substanzwert par excellence, der noch relativ unbeachtet in der allgemeinen Wahrnehmung ist. Mögliche Inflationsgefahren können sicherlich durch Preisrhöhungen abgewälzt werden. Zudem gibt es einiges an Substanz im Unternehmen. Da braucht man sich keinen eigenen Wald kaufen...
Der Wert ist ein Dauerbrenner - und die Umstrukturierungen zeigen schon sehr erfreuliche Entwicklungen. Starker Cashflow, Verschuldung geht weiter zurück und die Marktteilnehmer nehmen anscheinend eine NEubewertung vor - hin zu Konsumgüterwert. In Stockholm erstmals seit Jahren über 130 SEK...
Hier Q3:
JANUARY 1–SEPTEMBER 30, 2012 (compared with the same period a year ago)
The packaging operations that were divested on June 30, 2012, are reported for the current and
preceding year only as a separate line item in the income statement – Net profit for the period from
disposal group. Comments in this report are thus entirely exclusive of the packaging operations.
The formation of a joint venture in Australia/New Zealand through the sale of 50% of the shares and
a deconsolidation of the operations from the start of the year constitutes the divestment that is
referred to in this report. Figures for the preceding year have not been recalculated.
Net sales rose 3% (8% excluding exchange rate effects and divestments) to SEK 61,963m
(60,402)
Operating profit excluding items affecting comparability rose 11% (13% excluding exchange
rate effects and divestments) to SEK 6,224m (5,599)
Items affecting comparability amounted to SEK -1,441m (-152)
Earnings per share were SEK 4.09 (5.66)
Cash flow from current operations was SEK 5,607m (3,802)
CEO’S COMMENTS
The acquisition of Georgia-Pacific's European tissue business was completed in July. The acquisition strengthens our product
offering and geographic presence in Europe and will generate substantial synergies. The business has developed in line with
or slightly better than the projections in the acquisition plan.
In accordance with our strategy to focus on more highly refined products in the publication papers business, in October we
divested our 50% shareholding in Aylesford Newsprint, and during the same month we completed the upgrade of a newsprint
machine in Sweden.
The hygiene operations are showing favorable growth and earnings performance. For Forest Products, weak demand, low
prices and a strengthened Swedish krona have had a negative impact on profitability.
Consolidated net sales for the first nine months of 2012, excluding exchange rate effects and the divestment, increased by 8%
compared with the same period a year ago. Net sales increased for the Personal Care and Tissue businesses by 11% and
12%, respectively, excluding exchange rate effects and the divestment in Australia/New Zealand. For Forest Products, net
sales fell 7%. Operating profit excluding exchange rate effects, the divestment and items affecting comparability rose 13%.
The Group's operating cash flow increased to SEK 7,198m (5,326), mainly owing to a lower level of tied up working capital,
and a higher operating surplus.
Consolidated net sales for the third quarter of 2012, excluding exchange rate effects and the divestment, increased by 16%
compared with the third quarter of 2011. Most of the increase is attributable to the acquisition of the tissue business in Europe
and favorable sales performance for both the Personal Care and Tissue operations. Operating profit excluding exchange rate
effects, the divestment and items affecting comparability rose 20%. Profit for Personal Care and Tissue rose 23% and 58%,
respectively, while profit for Forest Products fell 57%
Hier Q3:
JANUARY 1–SEPTEMBER 30, 2012 (compared with the same period a year ago)
The packaging operations that were divested on June 30, 2012, are reported for the current and
preceding year only as a separate line item in the income statement – Net profit for the period from
disposal group. Comments in this report are thus entirely exclusive of the packaging operations.
The formation of a joint venture in Australia/New Zealand through the sale of 50% of the shares and
a deconsolidation of the operations from the start of the year constitutes the divestment that is
referred to in this report. Figures for the preceding year have not been recalculated.
Net sales rose 3% (8% excluding exchange rate effects and divestments) to SEK 61,963m
(60,402)
Operating profit excluding items affecting comparability rose 11% (13% excluding exchange
rate effects and divestments) to SEK 6,224m (5,599)
Items affecting comparability amounted to SEK -1,441m (-152)
Earnings per share were SEK 4.09 (5.66)
Cash flow from current operations was SEK 5,607m (3,802)
CEO’S COMMENTS
The acquisition of Georgia-Pacific's European tissue business was completed in July. The acquisition strengthens our product
offering and geographic presence in Europe and will generate substantial synergies. The business has developed in line with
or slightly better than the projections in the acquisition plan.
In accordance with our strategy to focus on more highly refined products in the publication papers business, in October we
divested our 50% shareholding in Aylesford Newsprint, and during the same month we completed the upgrade of a newsprint
machine in Sweden.
The hygiene operations are showing favorable growth and earnings performance. For Forest Products, weak demand, low
prices and a strengthened Swedish krona have had a negative impact on profitability.
Consolidated net sales for the first nine months of 2012, excluding exchange rate effects and the divestment, increased by 8%
compared with the same period a year ago. Net sales increased for the Personal Care and Tissue businesses by 11% and
12%, respectively, excluding exchange rate effects and the divestment in Australia/New Zealand. For Forest Products, net
sales fell 7%. Operating profit excluding exchange rate effects, the divestment and items affecting comparability rose 13%.
The Group's operating cash flow increased to SEK 7,198m (5,326), mainly owing to a lower level of tied up working capital,
and a higher operating surplus.
Consolidated net sales for the third quarter of 2012, excluding exchange rate effects and the divestment, increased by 16%
compared with the third quarter of 2011. Most of the increase is attributable to the acquisition of the tissue business in Europe
and favorable sales performance for both the Personal Care and Tissue operations. Operating profit excluding exchange rate
effects, the divestment and items affecting comparability rose 20%. Profit for Personal Care and Tissue rose 23% and 58%,
respectively, while profit for Forest Products fell 57%
und weiter geht die Restrukturierung bei SCA.
Verkauf der Verpackungssparte und damit verstärkte Konzentration auf das margenstärkere Hygiene-Geschäft.
Die Börse honoriert'e mit einem Kurssprung um 11%. Jetzt liegt der Kurs am Widerstand von 115 SEK. Nach kurzer Pause geht s wohl nach den 2011er Zahlen am 26.1. weiter. Mal sehen.
:-)
Business Wire · 17.01.2012
SCA Divests Its Packaging Operations
Regulatory News:
SCA's (STO:SCAA)(STO:SCAB) packaging operations – excluding the two kraftliner mills in Sweden – are divested to DS Smith. The purchase price amounts to EUR 1.7bn on a debt free basis.
"The reason for the divestment is primarily to enable increased growth in the hygiene business", says Jan Johansson, President and CEO of SCA.
The packaging operations, excluding the two kraftliner mills, had net sales in 2010 of approximately SEK 24.2bn (EUR 2.5bn) and an operating profit, excluding restructuring costs, of approximately SEK 1.1bn (EUR 117million). The operations have approximately 12,000 employees.
The purchase price is equivalent to an EBITDA multiple of 6.3 based on the 12 month period Q4 2010 – Q3 2011.
In connection with the transaction a write-down of goodwill of approximately SEK 4bn will be made, which will have the result that the remaining kraftliner operations will not have any goodwill. The write-down will impact the result for the fourth quarter of 2011 and will be treated as an item affecting comparability.
The debt/equity ratio will decrease to approximately 0.5 provided that the divestment of the packaging operations and the previously announced binding offer for Georgia-Pacific's European tissue operations are completed according to plan.
Earnings per share will decrease by SEK 0.75 based on net profit for the 12 month period Q4 2010 – Q3 2011.
Regarding the French part of the packaging operations, the price for which is included in the announced purchase price, DS Smith has made a formal offer to acquire this business. This process is subject to consultation with relevant works councils and will be treated separately.
SCA's two kraftliner mills in Sweden are not included in the transaction as they are well integrated with SCA's forest products operations.
"Over the years we have developed our packaging business and we are divesting a competitive operation to an industrial buyer who can continue to develop it", says Jan Johansson, President and CEO of SCA.
The transaction is subject to approval from DS Smith's shareholders and antitrust clearance from the European Commission. Closing is expected during the second quarter of 2012. DS Smith will publish a prospectus regarding the transaction. DS Smith's financing of the transaction is committed.
Representatives for media and analysts are invited to a phone conference today, January 17, at 09.00 CET with SCA's President and CEO, Jan Johansson. To participate, call +44 (0) 1452 555 566, ID 43493879.
Verkauf der Verpackungssparte und damit verstärkte Konzentration auf das margenstärkere Hygiene-Geschäft.
Die Börse honoriert'e mit einem Kurssprung um 11%. Jetzt liegt der Kurs am Widerstand von 115 SEK. Nach kurzer Pause geht s wohl nach den 2011er Zahlen am 26.1. weiter. Mal sehen.
:-)
Business Wire · 17.01.2012
SCA Divests Its Packaging Operations
Regulatory News:
SCA's (STO:SCAA)(STO:SCAB) packaging operations – excluding the two kraftliner mills in Sweden – are divested to DS Smith. The purchase price amounts to EUR 1.7bn on a debt free basis.
"The reason for the divestment is primarily to enable increased growth in the hygiene business", says Jan Johansson, President and CEO of SCA.
The packaging operations, excluding the two kraftliner mills, had net sales in 2010 of approximately SEK 24.2bn (EUR 2.5bn) and an operating profit, excluding restructuring costs, of approximately SEK 1.1bn (EUR 117million). The operations have approximately 12,000 employees.
The purchase price is equivalent to an EBITDA multiple of 6.3 based on the 12 month period Q4 2010 – Q3 2011.
In connection with the transaction a write-down of goodwill of approximately SEK 4bn will be made, which will have the result that the remaining kraftliner operations will not have any goodwill. The write-down will impact the result for the fourth quarter of 2011 and will be treated as an item affecting comparability.
The debt/equity ratio will decrease to approximately 0.5 provided that the divestment of the packaging operations and the previously announced binding offer for Georgia-Pacific's European tissue operations are completed according to plan.
Earnings per share will decrease by SEK 0.75 based on net profit for the 12 month period Q4 2010 – Q3 2011.
Regarding the French part of the packaging operations, the price for which is included in the announced purchase price, DS Smith has made a formal offer to acquire this business. This process is subject to consultation with relevant works councils and will be treated separately.
SCA's two kraftliner mills in Sweden are not included in the transaction as they are well integrated with SCA's forest products operations.
"Over the years we have developed our packaging business and we are divesting a competitive operation to an industrial buyer who can continue to develop it", says Jan Johansson, President and CEO of SCA.
The transaction is subject to approval from DS Smith's shareholders and antitrust clearance from the European Commission. Closing is expected during the second quarter of 2012. DS Smith will publish a prospectus regarding the transaction. DS Smith's financing of the transaction is committed.
Representatives for media and analysts are invited to a phone conference today, January 17, at 09.00 CET with SCA's President and CEO, Jan Johansson. To participate, call +44 (0) 1452 555 566, ID 43493879.
Das sind ja erfreuliche News!
10.11.2011 08:33...
Veröffentlichung einer Ad-hoc-Mitteilung nach § 15 WpHG, übermittelt durch
die DGAP - ein Unternehmen der EquityStory AG.
Für den Inhalt der Mitteilung ist der Emittent verantwortlich.
---------------------------------------------------------------------------
Svenska Cellulosa Aktiebolaget SCA, Stockholm, die Muttergesellschaft der
SCA Hygiene Products SE, München, hat ein Übernahmeangebot für das
europäische Tissuegeschäft von Georgia-Pacific abgegeben. Die
Angebotsannahme durch Georgia-Pacific ist Gegenstand von Konsultationen mit
den Arbeitnehmervertretungen.
Georgia-Pacific ist europaweit in den Segmenten Away From Home Tissue und
Consumer Tissue tätig. Das Produktsortiment wird insbesondere unter der gut
bekannten Marke Lotus vertrieben.
Das europäische Tissuegeschäft von Georgia-Pacific erzielte in 2010 einen
Umsatz von 1,25 Mrd. EUR, der mit rund 5.000 Mitarbeitern an fünfzehn
Produktionsstandorten in sieben Ländern erwirtschaftet wurde. Der Umsatz
von Georgia-Pacific repräsentiert 60% Consumer Tissue, 30% Away From Home
Tissue und Personal Care-Produkte. Das Consumer Tissue Geschäft beruht zu
70% auf Eigenmarken und 30% auf Handelsmarken.
Der angebotene Kaufpreis beträgt 1,32 Mrd. EUR. SCA AB hält langfristige
Kreditlinien. Die Finanzierung liegt innerhalb des SCA-Zielkorridors für
die Schulden-Eigenkapital-Relation.
Die Akquisition eröffnet dem Geschäftsbereich Tissue des SCA-Konzerns und
damit auch der SCA Hygiene Products SE den Zugang zu attraktiven Märkten
und Marken wie Lotus. Die angestrebte Übernahme des europäischen
Tissuegeschäfts von Georgia-Pacific ist ein robuster Schritt für die
Stärkung des Produktsortiments und den Ausbau der SCA-Position im Geschäft
mit qualitativ hochwertigen Markenerzeugnissen in Europa.
Der Vollzug des Übernahmeangebots steht unter der aufschiebenden Bedingung
der Zustimmung der zuständigen Wettbewerbsbehörden und ist Gegenstand
interner Konsultationen mit den Arbeitnehmervertretungen.
Veröffentlichung einer Ad-hoc-Mitteilung nach § 15 WpHG, übermittelt durch
die DGAP - ein Unternehmen der EquityStory AG.
Für den Inhalt der Mitteilung ist der Emittent verantwortlich.
---------------------------------------------------------------------------
Svenska Cellulosa Aktiebolaget SCA, Stockholm, die Muttergesellschaft der
SCA Hygiene Products SE, München, hat ein Übernahmeangebot für das
europäische Tissuegeschäft von Georgia-Pacific abgegeben. Die
Angebotsannahme durch Georgia-Pacific ist Gegenstand von Konsultationen mit
den Arbeitnehmervertretungen.
Georgia-Pacific ist europaweit in den Segmenten Away From Home Tissue und
Consumer Tissue tätig. Das Produktsortiment wird insbesondere unter der gut
bekannten Marke Lotus vertrieben.
Das europäische Tissuegeschäft von Georgia-Pacific erzielte in 2010 einen
Umsatz von 1,25 Mrd. EUR, der mit rund 5.000 Mitarbeitern an fünfzehn
Produktionsstandorten in sieben Ländern erwirtschaftet wurde. Der Umsatz
von Georgia-Pacific repräsentiert 60% Consumer Tissue, 30% Away From Home
Tissue und Personal Care-Produkte. Das Consumer Tissue Geschäft beruht zu
70% auf Eigenmarken und 30% auf Handelsmarken.
Der angebotene Kaufpreis beträgt 1,32 Mrd. EUR. SCA AB hält langfristige
Kreditlinien. Die Finanzierung liegt innerhalb des SCA-Zielkorridors für
die Schulden-Eigenkapital-Relation.
Die Akquisition eröffnet dem Geschäftsbereich Tissue des SCA-Konzerns und
damit auch der SCA Hygiene Products SE den Zugang zu attraktiven Märkten
und Marken wie Lotus. Die angestrebte Übernahme des europäischen
Tissuegeschäfts von Georgia-Pacific ist ein robuster Schritt für die
Stärkung des Produktsortiments und den Ausbau der SCA-Position im Geschäft
mit qualitativ hochwertigen Markenerzeugnissen in Europa.
Der Vollzug des Übernahmeangebots steht unter der aufschiebenden Bedingung
der Zustimmung der zuständigen Wettbewerbsbehörden und ist Gegenstand
interner Konsultationen mit den Arbeitnehmervertretungen.
Trading Spotlight
Die neuen Zahlen: Interim Report Q2 2011 (PDF, 213 kB).
was ist los hier, die schwächephase geht weiter ... gibt es news ?
Hi R-BgO,
sehe eben erst, dass Du hier einen Thread eröffnet hast. Ich bin schon seit drei Jahren in SCA drin und zuversichtlich für das Unternehmen. Werde mich bald mal ausführlicher äußern zu meinen Erwartungen und den aktuellen Bewertungen.
In den letzten Wochen eine Schwächephse, wahrscheinlich den hohen Energie- und Rohstoffpreisen geschuldet... wird bestimmt wieder besser.
Gruß
fishandchips
sehe eben erst, dass Du hier einen Thread eröffnet hast. Ich bin schon seit drei Jahren in SCA drin und zuversichtlich für das Unternehmen. Werde mich bald mal ausführlicher äußern zu meinen Erwartungen und den aktuellen Bewertungen.
In den letzten Wochen eine Schwächephse, wahrscheinlich den hohen Energie- und Rohstoffpreisen geschuldet... wird bestimmt wieder besser.
Gruß
fishandchips
SCA's Year-end report for 2010 will be released on Thursday, 27 January around 12.00 CET.
Media and analysts are invited to a press conference at which the report will be presented by Jan Johansson, President and CEO.
Press conference
Date: Thursday, 27 January 2011
Time: 14.00 CET
Venue: Klarasalen, Målargatan 1, Stockholm, Sweden
Media and analysts are invited to a press conference at which the report will be presented by Jan Johansson, President and CEO.
Press conference
Date: Thursday, 27 January 2011
Time: 14.00 CET
Venue: Klarasalen, Målargatan 1, Stockholm, Sweden
Mutte von SCA Hygiene (Tempo) aus Schweden; derzeit 3% Dividendenrendite
==============================
1 JANUARY-30 JUNE 2010 (compared with corresponding period a year ago)
* Net sales decreased by 3% (excluding exchange rate effects, net sales increased by 4%) to SEK 54,374m (56,242)
* Profit before tax, excluding restructuring costs, rose 12% (16% excluding exchange rate effects) to SEK 3,944m (3,525)
* Restructuring costs amounted to SEK 451m (439)
* Profit for the period, excluding restructuring costs, rose 10% to SEK 2,860m (2,608)
* Earnings per share were SEK 3.57 (3.24)
* Cash flow from current operations was SEK 2,816m (4,687)
(Table included in attached pdf)
http://www.sca.com/en/Investors/Reports/Interim-reports/Repo…
CEO'S COMMENTS
Net sales during the second quarter of 2010, excluding the effect of exchange rate movements, rose 6% compared with the same period a year ago. Operating profit excluding restructuring costs rose 3% (6% excluding exchange rate effects) to SEK 2,440m. Profit before tax, excluding restructuring costs, rose 9% (12% excluding exchange rate effects).
Compared with the first quarter of 2010, profit before tax rose 26%.
Cash flow from current operations for the first half of the year was SEK 2,816m (4,687). The decrease is mainly attributable to higher inventory values resulting from higher raw material prices.
For Personal Care, operating profit was down 8% during the second quarter (4% excluding exchange rate effects) compared with the same period a year ago, mainly due to increased market activity and higher raw material costs, while volume increases for incontinence and feminine care products made a positive contribution. Operating profit for Tissue decreased by 22% (19% excluding exchange rate effects), mainly due to higher raw material costs. The second quarter ended on a strong note, with lower costs for production and distribution, and higher volumes for AFH tissue, which had a positive effect on the operating margin.
For Packaging, operating profit increased to SEK 306m (11) during the second quarter. Higher prices and volumes along with savings from the restructuring programme led to the earnings improvement. The operating margin improved during the second quarter over the first quarter. Operating profit for Forest Products rose 8% as a result of improved profitability for pulp, timber and solid-wood products.
SCA's hygiene products continue to perform well, with favourable growth for incontinence products and AFH tissue. In Tissue, price increases are being carried out, which will have a gradual effect during the second half of 2010. In Packaging, demand is increasing and prices are rising gradually. Demand for publication papers in Europe has improved, but from a low level.
==============================
1 JANUARY-30 JUNE 2010 (compared with corresponding period a year ago)
* Net sales decreased by 3% (excluding exchange rate effects, net sales increased by 4%) to SEK 54,374m (56,242)
* Profit before tax, excluding restructuring costs, rose 12% (16% excluding exchange rate effects) to SEK 3,944m (3,525)
* Restructuring costs amounted to SEK 451m (439)
* Profit for the period, excluding restructuring costs, rose 10% to SEK 2,860m (2,608)
* Earnings per share were SEK 3.57 (3.24)
* Cash flow from current operations was SEK 2,816m (4,687)
(Table included in attached pdf)
http://www.sca.com/en/Investors/Reports/Interim-reports/Repo…
CEO'S COMMENTS
Net sales during the second quarter of 2010, excluding the effect of exchange rate movements, rose 6% compared with the same period a year ago. Operating profit excluding restructuring costs rose 3% (6% excluding exchange rate effects) to SEK 2,440m. Profit before tax, excluding restructuring costs, rose 9% (12% excluding exchange rate effects).
Compared with the first quarter of 2010, profit before tax rose 26%.
Cash flow from current operations for the first half of the year was SEK 2,816m (4,687). The decrease is mainly attributable to higher inventory values resulting from higher raw material prices.
For Personal Care, operating profit was down 8% during the second quarter (4% excluding exchange rate effects) compared with the same period a year ago, mainly due to increased market activity and higher raw material costs, while volume increases for incontinence and feminine care products made a positive contribution. Operating profit for Tissue decreased by 22% (19% excluding exchange rate effects), mainly due to higher raw material costs. The second quarter ended on a strong note, with lower costs for production and distribution, and higher volumes for AFH tissue, which had a positive effect on the operating margin.
For Packaging, operating profit increased to SEK 306m (11) during the second quarter. Higher prices and volumes along with savings from the restructuring programme led to the earnings improvement. The operating margin improved during the second quarter over the first quarter. Operating profit for Forest Products rose 8% as a result of improved profitability for pulp, timber and solid-wood products.
SCA's hygiene products continue to perform well, with favourable growth for incontinence products and AFH tissue. In Tissue, price increases are being carried out, which will have a gradual effect during the second half of 2010. In Packaging, demand is increasing and prices are rising gradually. Demand for publication papers in Europe has improved, but from a low level.
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