Landis+Gyr - Smart Metering seit 1896 (Seite 4)
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ID: 1.259.355
ID: 1.259.355
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ISIN: CH0371153492 · WKN: A2DUSP
71,45
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Letzter Kurs 19.04.24 Lang & Schwarz
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22.03.24 · wallstreetONLINE Redaktion |
Werte aus der Branche Elektrogeräte
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 4,0000 | +100,00 | |
| 0,7000 | +32,08 | |
| 0,5550 | +24,72 | |
| 72,30 | +10,38 | |
| 38,84 | +10,00 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 5,0000 | -9,91 | |
| 16,510 | -12,13 | |
| 0,8064 | -15,12 | |
| 240,03 | -16,22 | |
| 2,5800 | -18,10 |
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Antwort auf Beitrag Nr.: 65.110.387 von faultcode am 17.09.20 13:45:30
...
FY 2020 Update
The Company stated in its press release announcing FY 2019 results on May 6th, 2020, that it was unable to estimate the FY 2020 net revenue impact from the COVID-19 crisis, but that it could have a potentially material adverse impact; as a result the Company did not provide guidance for FY 2020 at that time.
The Company continues to monitor the impact of COVID-19 on its customers and its global operations. Many uncertainties remain, both due to COVID-19 and due to the general business environment in key markets, such as North America, the UK, France, the Netherlands, Switzerland, Germany, Australia, India, Brazil and other countries representing a significant part of Landis+Gyr’s revenue.
Accordingly, at this stage, the Company can only give an approximate indication of the outlook for revenue and margins for FY 2020. The Company expects that net revenue will be between USD 1.3 billion and USD 1.4 billion for FY 2020 with higher margins in H2 compared to H1 FY 2020, given improved operational leverage.
...
FY 2020 Update
The Company stated in its press release announcing FY 2019 results on May 6th, 2020, that it was unable to estimate the FY 2020 net revenue impact from the COVID-19 crisis, but that it could have a potentially material adverse impact; as a result the Company did not provide guidance for FY 2020 at that time.
The Company continues to monitor the impact of COVID-19 on its customers and its global operations. Many uncertainties remain, both due to COVID-19 and due to the general business environment in key markets, such as North America, the UK, France, the Netherlands, Switzerland, Germany, Australia, India, Brazil and other countries representing a significant part of Landis+Gyr’s revenue.
Accordingly, at this stage, the Company can only give an approximate indication of the outlook for revenue and margins for FY 2020. The Company expects that net revenue will be between USD 1.3 billion and USD 1.4 billion for FY 2020 with higher margins in H2 compared to H1 FY 2020, given improved operational leverage.
Antwort auf Beitrag Nr.: 64.667.650 von faultcode am 06.08.20 13:50:58
Antwort auf Beitrag Nr.: 63.577.644 von faultcode am 06.05.20 10:13:47
..und auch mMn für FY2020 nicht:
Der Free-Float liegt so bei ~88%. Vor diesem Hintergrund eines extrem lustlosen Geschäftes - auch für die nächsten Jahre - kann ich mir nun auch - schon wieder - M&A-Aktivitäten vorstellen:
https://www.marketscreener.com/LANDIS-GYR-GROUP-AG-37186614/…
FY = 31.3.YY
..und auch mMn für FY2020 nicht:
Zitat von faultcode: ...=> da braucht man mMn kein Prophet zu sein, um anzunehmen, daß die Dividende für FY2019 ausfallen wird...
Der Free-Float liegt so bei ~88%. Vor diesem Hintergrund eines extrem lustlosen Geschäftes - auch für die nächsten Jahre - kann ich mir nun auch - schon wieder - M&A-Aktivitäten vorstellen:
https://www.marketscreener.com/LANDIS-GYR-GROUP-AG-37186614/…
FY = 31.3.YY
=> da braucht man mMn kein Prophet zu sein, um anzunehmen, daß die Dividende für FY2019 ausfallen wird
Gleich mal -3% daraufhin (SIX)
Antwort auf Beitrag Nr.: 62.913.747 von faultcode am 06.03.20 23:52:14Landis+Gyr update on current market conditions and COVID-19
Zug – March 27, 2020 – Landis+Gyr (LAND.SW) today provided the following comments on current market conditions and COVID-19.
On January 27, 2020, Landis+Gyr announced that, with the continuing regulatory delays in the U.S., it expected the results for the financial year 2019 (ending 31 March 2020) to be around the lower end of the guidance range provided for net revenue (1-4% revenue growth in constant currency), adjusted EBITDA (USD 240-255 million) and free cash flow (excluding M&A) (USD 120-135 million).
Landis+Gyr has started to experience some impacts related to COVID-19 and some further weakness in demand in North America. Based on this and the increased uncertainty from the COVID-19 impact, Landis+Gyr now expects net revenue for the financial year 2019 to show a slight decline of around 2% in constant currency compared to financial year 2018 and expects Adjusted EBITDA and free cash flow (excl. M&A) for the financial year 2019 to be around or somewhat below the lower end of the guidance ranges.
Free cash flow (excluding M&A) is subject to the usual uncertainties on the timing of receipts from customers, which is exacerbated by COVID-19 uncertainties.
The Company has recently been informed by a number of major customers that they are reducing or suspending meter installations due to government restrictions and in order to safeguard their installers and consumers during the ongoing COVID-19 pandemic. Landis+Gyr expects that these actions will delay revenue until the currently widespread government restrictions are lifted, and customers are able to ramp up their installation programs.
At the moment, the Company is unable to estimate the net revenue impact, but it could have a material effect on net revenue in FY 2020. Overall, no major project cancellations have occurred, software and service contracts remain on track.
Landis+Gyr has consistently maintained low net debt and continues to monitor its liquidity position closely. As a precautionary measure to reflect current uncertainties, the Company will suspend its share buyback program with immediate effect.
As communicated previously, the unaudited results for the financial year 2019 will be published on May 6, 2020. Landis+Gyr will then also provide an update on market conditions.
...
Zug – March 27, 2020 – Landis+Gyr (LAND.SW) today provided the following comments on current market conditions and COVID-19.
On January 27, 2020, Landis+Gyr announced that, with the continuing regulatory delays in the U.S., it expected the results for the financial year 2019 (ending 31 March 2020) to be around the lower end of the guidance range provided for net revenue (1-4% revenue growth in constant currency), adjusted EBITDA (USD 240-255 million) and free cash flow (excluding M&A) (USD 120-135 million).
Landis+Gyr has started to experience some impacts related to COVID-19 and some further weakness in demand in North America. Based on this and the increased uncertainty from the COVID-19 impact, Landis+Gyr now expects net revenue for the financial year 2019 to show a slight decline of around 2% in constant currency compared to financial year 2018 and expects Adjusted EBITDA and free cash flow (excl. M&A) for the financial year 2019 to be around or somewhat below the lower end of the guidance ranges.
Free cash flow (excluding M&A) is subject to the usual uncertainties on the timing of receipts from customers, which is exacerbated by COVID-19 uncertainties.
The Company has recently been informed by a number of major customers that they are reducing or suspending meter installations due to government restrictions and in order to safeguard their installers and consumers during the ongoing COVID-19 pandemic. Landis+Gyr expects that these actions will delay revenue until the currently widespread government restrictions are lifted, and customers are able to ramp up their installation programs.
At the moment, the Company is unable to estimate the net revenue impact, but it could have a material effect on net revenue in FY 2020. Overall, no major project cancellations have occurred, software and service contracts remain on track.
Landis+Gyr has consistently maintained low net debt and continues to monitor its liquidity position closely. As a precautionary measure to reflect current uncertainties, the Company will suspend its share buyback program with immediate effect.
As communicated previously, the unaudited results for the financial year 2019 will be published on May 6, 2020. Landis+Gyr will then also provide an update on market conditions.
...
Trading Spotlight
Antwort auf Beitrag Nr.: 62.496.701 von faultcode am 27.01.20 13:09:15Landis+Gyr appoints Werner Lieberherr as Chief Executive Officer
Zug – March 6, 2020 – The Board of Landis+Gyr has unanimously appointed Werner Lieberherr as new Chief Executive Officer. He will join Landis+Gyr and succeed CEO Richard Mora effective as of April 1, 2020.
Werner Lieberherr (59), a dual Swiss and US national, is a highly accomplished executive with a proven track record of leading global companies in the USA, Europe and Asia, serving both industrial and utility businesses.
Between 2010 and 2017 as President and CEO, he successfully transformed B/E Aerospace, a US NASDAQ listed market leader of aircraft interiors equipment and services for the commercial, military and business jet aircraft markets. He had joined the company in 2006 as Segment VP and GM Commercial Aircraft.
Following the successful sale in 2017, he managed the integration of the company into a new ownership. Afterwards he became President and CEO of German based automotive supplier MANN+HUMMEL, a role he held until October 2019. Former functions include executive roles at the utility businesses of ABB (1991-2003) and Alstom (2004-2006).
Werner Lieberherr holds an MBA from the Kellogg School of Management, Northwestern University, USA, and a Master of Science of the Swiss Federal Institute of Technology Zurich, Switzerland.
...
Zug – March 6, 2020 – The Board of Landis+Gyr has unanimously appointed Werner Lieberherr as new Chief Executive Officer. He will join Landis+Gyr and succeed CEO Richard Mora effective as of April 1, 2020.
Werner Lieberherr (59), a dual Swiss and US national, is a highly accomplished executive with a proven track record of leading global companies in the USA, Europe and Asia, serving both industrial and utility businesses.
Between 2010 and 2017 as President and CEO, he successfully transformed B/E Aerospace, a US NASDAQ listed market leader of aircraft interiors equipment and services for the commercial, military and business jet aircraft markets. He had joined the company in 2006 as Segment VP and GM Commercial Aircraft.
Following the successful sale in 2017, he managed the integration of the company into a new ownership. Afterwards he became President and CEO of German based automotive supplier MANN+HUMMEL, a role he held until October 2019. Former functions include executive roles at the utility businesses of ABB (1991-2003) and Alstom (2004-2006).
Werner Lieberherr holds an MBA from the Kellogg School of Management, Northwestern University, USA, and a Master of Science of the Swiss Federal Institute of Technology Zurich, Switzerland.
...
Landis + Gyr hat die Entwicklung des eigenen Smart Meter Gateways scheinbar auf Eis gelegt
"Landis+Gyr führt das Zertifizierungsverfahren für sein Smart Meter Gateway vorerst nicht weiter und will stattdessen als Infrastructure-as-a-Service-Anbieter ..."
Findet man heute beim Googeln auf einem Energieportal
"Landis+Gyr führt das Zertifizierungsverfahren für sein Smart Meter Gateway vorerst nicht weiter und will stattdessen als Infrastructure-as-a-Service-Anbieter ..."
Findet man heute beim Googeln auf einem Energieportal
der heutige Capital Markets Day in Zürich scheint nicht auf ungeteilte Begeisterung gestoßen zu sein: https://www.landisgyr.com/investors/cmd
--> in der CMD-2020-Presentation-all.pdf mit 77 Seiten steht alles drin, wie z.B.:
--> aktuell: -13%|SIX
--> in der CMD-2020-Presentation-all.pdf mit 77 Seiten steht alles drin, wie z.B.:
--> aktuell: -13%|SIX
Der dritte Anbieter für Smart Meter Gateways ist zertifiziert
https://www.bmwi.de/Redaktion/DE/Pressemitteilungen/2019/201…
Damit wird im Januar 2020 wohl der Startschuß zum deutschlandweiten Austausch aller Stromessgeräte ab 6000 kWh Verbrauch pro Jahr gegeben.
Landis + Gyr ist noch nicht dabei.
D.h. hier sind Marktanteile in Gefahr.
https://www.bmwi.de/Redaktion/DE/Pressemitteilungen/2019/201…
Damit wird im Januar 2020 wohl der Startschuß zum deutschlandweiten Austausch aller Stromessgeräte ab 6000 kWh Verbrauch pro Jahr gegeben.
Landis + Gyr ist noch nicht dabei.
D.h. hier sind Marktanteile in Gefahr.
Landis+Gyr Announces First Half FY 2019 Financial Results
Zug, Switzerland. – October 29, 2019 – Landis+Gyr (LAND.SW) today announced unaudited financial results for first half of financial year 2019 (April 1–September 30, 2019). Key highlights included:
-- Net revenue reached USD 862.8 million, increasing 3.4% in constant currency
-- Order intake was USD 818.9 million, a book to bill ratio of 0.95
-- Committed backlog up 7.1% year-over-year to USD 2.51 billion
-- Adjusted EBITDA up 16.9% to USD 124.9 million, a margin of 14.5%; includes one-off gain of USD 5.6 million resulting from a Brazilian VAT court case ruling (13.8% excluding the VAT court case ruling)
-- Reported EBITDA of USD 128.2 million compared to USD 114.9 million in the prior year
-- Both the EMEA and Asia Pacific regions experienced sales growth of 10.5% and 32.0% in constant currency respectively as well as Adjusted EBITDA margin expansion. The Americas posted resilient margins despite lower sales.
-- Net income up 21.3% to USD 71.8 million or USD 2.45 per share
-- Free Cash Flow, excluding M&A, USD 33.1 million
...
Zug, Switzerland. – October 29, 2019 – Landis+Gyr (LAND.SW) today announced unaudited financial results for first half of financial year 2019 (April 1–September 30, 2019). Key highlights included:
-- Net revenue reached USD 862.8 million, increasing 3.4% in constant currency
-- Order intake was USD 818.9 million, a book to bill ratio of 0.95
-- Committed backlog up 7.1% year-over-year to USD 2.51 billion
-- Adjusted EBITDA up 16.9% to USD 124.9 million, a margin of 14.5%; includes one-off gain of USD 5.6 million resulting from a Brazilian VAT court case ruling (13.8% excluding the VAT court case ruling)
-- Reported EBITDA of USD 128.2 million compared to USD 114.9 million in the prior year
-- Both the EMEA and Asia Pacific regions experienced sales growth of 10.5% and 32.0% in constant currency respectively as well as Adjusted EBITDA margin expansion. The Americas posted resilient margins despite lower sales.
-- Net income up 21.3% to USD 71.8 million or USD 2.45 per share
-- Free Cash Flow, excluding M&A, USD 33.1 million
...
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