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Aandeel BAM Groep Koninklijke AEX:BAMNB.NL, NL0000337319

Laatste koers (eur) Verschil Volume
3,550   -0,080   (-2,20%) Dagrange 3,536 - 3,638 808.854   Gem. (3M) 932,7K

BAM juli 2024

1.507 Posts
Pagina: «« 1 ... 40 41 42 43 44 ... 76 »» | Laatste | Omlaag ↓
  1. forum rang 6 OnoMatopee 25 juli 2024 07:32
    Revenue increased by 2% compared to the first half-year of 2023, supported by high activity levels in
    civil engineering UK. In construction UK, revenue was lower, reflecting more challenging market
    circumstances. The British pound exchange rate had a €33 million positive effect on revenue.
    • Adjusted EBITDA decreased to €50.7 million compared to €62.9 million in the first half-year of 2023,
    reflecting an adjusted EBITDA margin of 3.2% (H1 2023: 4.0%). The performance of Construction
    UK was impacted by earlier reported project delays and supply chain issues, and included a
    substantial loss in the second quarter of 2024 for Co-op Live in Manchester. The performance of
    Civil engineering UK was solid, especially in rail. Ventures performed well, considering the 2023
    comparator benefiting from the divestment of an office development. The contribution of Ireland was
    strong. BAM is proud to play its part in delivering the National Children’s Hospital (NCH) in Dublin.
    The build phase of the hospital is now almost completed. BAM is fully committed to the completion of
    this world-class hospital within the shortest possible timeframe.
    • The order book increased by 22% to €5.5 billion. Recent project wins included the office building
    3 Copper Square, situated at a major mixed use park town development in North London with
    ambitious sustainability goals. Civil engineering UK has been selected by South West Water to
    deliver elements of their multi-billion investment plan to improve major infrastructure and strengthen
    water resilience in the face of climate change. In Ireland, BAM was awarded the 195 metre cable-
    stayed Narrow Water Bridge that will connect communities north and south of the Irish border.
    • Market developments: The order backlog of Civil engineering UK is expected to benefit from
    governmental plans for energy security and continued investment in transportation. The 2023 UK
    Energy Act to strengthen energy security and support the delivery of net zero is a positive
    development. BAM is positioned strongly in the energy market, following the successful execution of
    various projects. The construction market will be more challenging in the short-term as investment
    decisions of private clients are affected by high interest rates. The markets for retrofit and
    refurbishment projects and for education and health provision offer attractive opportunities. BAM
    needs to be flexible and adapt to current market conditions and as a result BAM has started a
    consultation process about reducing staff numbers within the Construction segment of the division
    UK.
  2. forum rang 6 OnoMatopee 25 juli 2024 07:32
    The activities in Belgium had a satisfactory performance in a competitive market and the order book
    further increased. In Germany, BAM still shares responsibility for one project of the former BAM
    Deutschland.
    PPP joint venture Invesis
    In the first half-year of 2024, Invesis continued to create value from the operational portfolio and is
    securing projects in new markets. Invesis’ entity VitrumFiber added its first fibre-to-the-home project in
    Rostock, Germany. Invesis achieved the availability certificate for the Egied Van Broeckhoven School
    (Belgium). There is an attractive pipeline and some preferred bidder decisions are expected later this
    year. As at 30 June, Invesis had 45 operational projects (FY 2023: 44), with a further 4 under
    construction (FY 2023: 4), making 49 PPP projects in total (FY 2023: 48).
    Investigation Dutch authorities
    In October 2022, the Dutch Fiscal Information and Investigation Service (FIOD) and the Dutch Public
    Prosecutions Office (Openbaar Ministerie) have informed BAM International that it is the subject of an
    investigation into suspicions relating to potential fraud and corruption at some already completed
    projects. The timing and possible outcome of the investigation are uncertain. Therefore, the potential
    adverse financial impact of the outcome of the investigation, if any, cannot be reliably estimated at this
    time but could possibly be material.
    BAM is fully cooperating with the investigation and taking appropriate steps in connection with the
    investigation, including an internal review of the relevant projects. In July 2020, BAM announced its
    intention to wind down BAM International. Meanwhile all projects of BAM International have been
    completed.
  3. forum rang 6 OnoMatopee 25 juli 2024 07:33
    Cash and cash equivalents totalled €453 million (H1 2023: €661 million) as the result of the
    normalisation of trade working capital.
    In the first half-year of 2024, BAM generated cash flow from operations of €111 million (H1 2023:
    €113 million). The outflow on working capital followed the seasonal pattern. Provisions and pensions
    resulted in a cash outflow of €53 million.
    Cash flow from investing activities of -€59 million primarily relates to regular capital expenditure. Next to
    project related investments there is a focus on sustainable, digital and modular solutions, and
    investments in BAM’s modular wooden homes concept Flow.
    Cash flow from financing activities in the first half-year of 2024 of -€95 million included the payments
    related the dividend of -€26 million and share buyback -€27 million. The remainder mainly relates to
    leases.
    Exchange rates, primarily the British pound, had a positive effect of €16 million on cash and cash
    equivalents in the first half-year of 2024.
  4. forum rang 6 OnoMatopee 25 juli 2024 07:35
    Trade working capital efficiency increased to -11.3% (FY 2023: -13.2%), which reflects the
    normalisation of working capital as a consequence of BAM’s adjusted tendering strategy.
    The increase in shareholders’ equity of €23 million to €944 million is mainly explained by the net result
    for the first half-year (€55 million), exchange rate differences (€12 million), movements in cash flow
    hedges (€5 million), partly offset by the dividend in cash (-€26 million) and the effect of the share
    buyback (-€27 million).
    BAM’s capital ratio improved by 1.1% to 24.5% at mid-year 2024, compared to 23.4% at year-end 2023.
  5. forum rang 6 OnoMatopee 25 juli 2024 07:36
    Risks and uncertainties
    As indicated in the annual report for the 2023 financial year, there is a Group-wide focus on risk
    management in the primary process, in order to improve predictability and performance. The Group’s
    risk management system does not imply avoidance of all risks. Instead it aims to identify opportunities
    and threats and manage them. More effective risk management will enable BAM to undertake larger
    commitments in a well-controlled environment. The risks that can have a material impact on the Group’s
    results and its financial position are described in detail in the annual report for the 2023 financial year.
    Other risks that are either not currently known or currently considered non-material could prove to have
    an effect (material or otherwise) in due course on the markets, objectives, revenue, results, assets,
    liquidity or funding of the Group.
  6. forum rang 6 IQ 25 juli 2024 07:36
    quote:

    OnoMatopee schreef op 25 juli 2024 07:33:

    Cash and cash equivalents totalled €453 million (H1 2023: €661 million) as the result of the
    normalisation of trade working capital.
    In the first half-year of 2024, BAM generated cash flow from operations of €111 million (H1 2023:
    €113 million). The outflow on working capital followed the seasonal pattern. Provisions and pensions
    resulted in a cash outflow of €53 million.
    Cash flow from investing activities of -€59 million primarily relates to regular capital expenditure. Next to
    project related investments there is a focus on sustainable, digital and modular solutions, and
    investments in BAM’s modular wooden homes concept Flow.
    Cash flow from financing activities in the first half-year of 2024 of -€95 million included the payments
    related the dividend of -€26 million and share buyback -€27 million. The remainder mainly relates to
    leases.
    Exchange rates, primarily the British pound, had a positive effect of €16 million on cash and cash
    equivalents in the first half-year of 2024.
    Echt niet slecht, koers kan gewoon weer omhoog, 2025 wordt het jaar voor het aandeel van Bam.
  7. forum rang 6 bartbas 25 juli 2024 07:41
    quote:

    HenkdeV schreef op 24 juli 2024 16:05:

    [...]

    Hier wel:

    ING (Hollestelle) heeft een Houden advies op Aalberts met een koersdoel van 40,00 euro. Jefferies heeft een koopadvies met een koersdoel van 52,00 euro.
    Bewijst maar weer eens dat je weinig waarde aan analistenadviezen moet hechten.
  8. forum rang 6 OnoMatopee 25 juli 2024 07:43
    The contribution of Ireland was
    strong. BAM is proud to play its part in delivering the National Children’s Hospital (NCH) in Dublin.
    The build phase of the hospital is now almost completed. BAM is fully committed to the completion of
    this world-class hospital within the shortest possible timeframe.

    The performance of Construction
    UK was impacted by earlier reported project delays and supply chain issues, and included a
    substantial loss in the second quarter of 2024 for Co-op Live in Manchester.
  9. forum rang 6 bartbas 25 juli 2024 07:45
    quote:

    RIZ schreef op 25 juli 2024 07:42:

    Enige negatieve dat ik zie is aanpassing winstverwachting van 4-6 naar 4-5 %. Zal dus iets lager zijn dan de 4,9 van vorig jaar, maar met hogere omzet lijkt dan allemaal netjes uit te pakken. Cijfers geven vertrouwen voor H2.
    Is bij degelijke bedrijven zoals bam vaak strategie. Het voorkomt teleurstelling en je kunt de verwachtingen zonder tegenvallers uiteindelijk overtreffen.
  10. forum rang 6 IQ 25 juli 2024 07:47
    quote:

    OnoMatopee schreef op 25 juli 2024 07:43:

    The contribution of Ireland was
    strong. BAM is proud to play its part in delivering the National Children’s Hospital (NCH) in Dublin.
    The build phase of the hospital is now almost completed. BAM is fully committed to the completion of
    this world-class hospital within the shortest possible timeframe.
    Klink ook niet slecht, zie geen paniek in het verhaal.
1.507 Posts
Pagina: «« 1 ... 40 41 42 43 44 ... 76 »» | Laatste |Omhoog ↑

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